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© 2018 Software AG. All rights reserved.

Bernd Gross SVP IoT & Cloud BU / CEO Cumulocity

Berenberg European Conference 2018

Pennyhill Park, U.K.

December 6, 2018

FOR IOT & INDUSTRIE 4.0

2 |

This presentation includes forward-looking statements based on the beliefs of Software AG management.

Such statements reflect current views of Software AG with respect to future events and results and are

subject to risks and uncertainties. Actual results may vary materially from those projected here, due to

factors including changes in general economic and business conditions, changes in currency exchange,

the introduction of competing products, lack of market acceptance of new products, services or techno-

logies and changes in business strategy. Software AG does not intend or assume any obligation to update

these forward-looking statements.

This presentation constitutes neither an offer nor recommendation to subscribe or buy in any other way

securities of Software AG or any of the companies that are members of the Group at present or in the

future, nor does it form part of such an offer and it should not be understood as such. This presentation

does not constitute an offer of sale of securities in the United States of America. Securities may not be

offered or sold in the United States of America without registration or exemption from registration in

accordance with the U.S. Securities‘ Act of 1933 in its currently valid form.


SAFE-HARBOR-STATEMENT

3 |

Adabas & Natural

(Heritage)

• Application Development

• Data Management

System

• Modernization (e.g. ZiiP)

• System Support 2050+

BUSINESS LINES


*Group revenue split FY 2017

Share of

Revenue* 52%

Digital Business

Platform (Core)

• Integration &

Automation

• Real-time Analytics

& Decisions

• In-Memory Data

• Business & IT

Transformation

Share of

Revenue*

Consulting Services

(Professional Services)

• IT Strategy & Design

• Product Implementation &

Customized Solutions

• Education & Cloud

Services

• Global Delivery (on-

/offshore)

Share of

Revenue* 25% 23%

Cloud & IoT

(Extension)

• IoT solutions

• Industry 4.0/IIoT

Platform Device

Management

• Edge Computing

• Cloud-based

software

4 |

SOFTWARE AG AT A GLANCE


Technology leader for almost 50 years in data management

and application development platforms

~ €3bn MARKETCAP

~ 66% Free Float

€870+ MILLION

IN REVENUE

50%+ recurring

75% product revenue

4,500+ EMPLOYEES**

R&D 26%

S&M 19%

Consulting

&Services

42%

Admin

13%

BY REGION*

* Based on FY 2017 **P&L as of December 31, 2017

43%

Americas

49%

EMEA

REVENUE

52%

DBP

25%

A&N

23%

Services

BY BUSINESS LINES*

5 |

Revenue in €m:

DBP Product revenue

A&N Product revenue

PROFITABLE GROWTH


STRATEGY EXECUTION

2006 2017

284 224

455

Adabas & Natural

Extending Lifecycle

69

31.8%

24.7%

2012

EBITDA

EBITA, non-IFRS

Operating margin

2019

Project Helix Strategy Refresh

6 |

Key acquisition areas have been:

IOT IS A STRATEGIC GROWTH AREA


2007 2008 2009 2010 2011 2012 2013 2016 2017

€1.5B INVESTMENTS in IoT so far…

LEADING MIDDLEWARE + DEVICE MANAGEMENT + IOT ANALYTICS

• Hybrid Integration

• IoT Analytics

• Device Integration

• Application Development

2018

7 |

• Follows a common

technology vision

• Is already integrated in

Digital Business Platform

• Enables smarter

applications across all

industry verticals

• Important capability for IoT

use cases

• Key customer wins

• Strong telco experience

(Nokia spin-off)

• Development of IoT

platform since 2010

• Integration

• Visualization and templates

• Real-time Analytics

• Device Management

• Connectivity:

Multi protocol / machine

languages (300+ industrial

protocols)

SOFTWARE AG MAIN ACQUISITIONS FOR IOT


EXTENDS OUR TECHNOLOGY LEADERSHIP

AI, machine learning &

predictive analytics

IoT PaaS –

End-to-End Cloud Platform

• Intuitive web-based self-

service analytics platform

for rapid fire visualization

• Enables domain experts to

analyze time series data in

real-time

Time-Series Analysis

8 |

SOFTWARE AG ACQUIRES BUILT.IO FLOW™ IPAAS TO EXTEND LEADERSHIP IN HYBRID INTEGRATION

Flow iPaaS

Connect any app, service,

or device to automate

workflows

Flow Embed

Embedded connectivity into

any SaaS application

• Brings modern

Node.js technology,

FaaS and 160+ new

connectors

• Integrating Built.io Flow with Software

AG´s leading iPaaS, IoT, API and B2B

capabilities uniquely delivers an

unmatched integration offering

• Software AG gains

analyst recognized

iPaaS offering

© 2018 Software AG. All rights reserved. © 2018 Software AG. All rights reserved.

9 |

TARGET MARKETS AND GROWTH FOR CUMULOCITY IOT


Dedicated IoT & Cloud Business Line (started 1.1.2018)

• Manufacturing & Industrial

Production

• Energy & Utilities

• Telecoms

• Transportation, Logistics, Retail

• Europe

• North America

• APJ

Cumulocity IoT addresses all

segment sizes from SMB to

large MNCs and grows with IoT

requirements, from SaaS over

PaaS to multi-vendor frameworks

Geographies Key Verticals Segments

Market Growth

10 |

+ HYBRID CLOUD

EDGE ON

PREMISE

all verticals – all use cases – all networks

…


OVERVIEW

DEVICES

INTEGRATION & API

DATA & ANALYTICS

PROCESS & APPLICATIONS

SOLUTION ACCELERATORS TRUE

MULTI-TENANCY

SECURITY

SCALABILITY &

HIGH AVAILABILITY

Asset Performance

Management

Manufacturing

Operations Mgmt

Service

Management

Further Applications

…

CUMULOCITY IOT

11 |

KEY DIFFERENTIATORS

PROCESS & APPLICATIONS

DATA & ANALYTICS

DEVICES

INTEGRATION & API

SOLUTION ACCELERATORS

Future-proof IoT Platform

Purpose-built PaaS+ IoT platform with

carrier-grade security and scalability;

Grows with customer requirements;

Enables both Business IT and Central IT to

manage IoT projects on a single platform

Rebrandable

Can be white-labelled with multi-level, multi-

tenancy support that can be embedded into

wider IoT infrastructures (resellers/partners)

Open & Independent

Device and protocol agnostic, supports multi-

cloud and multi-vendor strategies (no lock-in)

Strong developer community

Distributed Architectures

Single software architecture allows same

APIs, data & analytics models to be used

from edge to cloud, simplifying development

Dynamic, industry-specific deployment

options (global, regional, thick & thin edge)

Market-Leading Technology

Hybrid integration, application enablement,

IoT analytics + device management

Strategic IIoT Partnerships

ADAMOS, Siemens, Bosch, Telcos

Broad partner ecosystem (VARs, SIs, etc.)

Co-innovation & co-creation

Rapid Development

Free trial via tenant on public cloud;

Pre-configured solution accelerators ensure

fast time-to-market for IoT solutions:

built-in IoT domain model, Smart Rules,

fieldbus integrations, SCADA visualizations

Methodology & Design-Time Tooling

Comprehensive implementation methodology

Model-based IoT scenario planning

OT/IT portfolio management


12 |

SOFTWARE AG’S IOT ECOSYSTEM


OVERVIEW

Consortia &

Alliances

Infrastructure &

Connectivity

System

Integrator

Hardware &

Devices Technology

& Analytics

Value-added

reseller

13 |

CUMULOCITY IOT – REFERENCE EXAMPLES


Leading Industrial IoT

providers rely on Cumulocity IoT

Leading Telco’s

rely on Cumulocity IoT

SE

M/

SD

M

Wh

ite

la

be

lled

Leading Smart Equipment Makers/ Operators rely on Cumulocity IoT

14 |

GET AN EDGE ON THE COMPETITION


DELL TECHNOLOGIES AND SOFTWARE AG JOIN FORCES

The speedway to the Industrial Internet of Things is just ahead! Cumulocity IoT Edge powered by Dell

Technologies -a joint software appliance by Software AG and Dell EMC- offers plug-and-play entry onto

the IIoT, literally the shortest time-to-market. The performance-optimized, industrial-grade appliance

comes with preinstalled software, making it fully usable out of the box.

15 |

DELL POWER EDGE MEET’S CUMULOCITY IOT EDGE


A JOINT SOFTWARE APPLIANCE

Gateway 3000& 5000

Device Agent

Service Provider

Edition Device Agent

R330

Cumulocity IoT Edge

• S1: 4 cores

Intel Xeon

processor E3-1200

v6 family

R740

2x Intel Xeon

up to 56 cores

Cumulocity IoT Edge

• L1: 28 cores

• L2: 56 cores

Cumulocity IoT Edge

• XS1: 4 cores

Embedded Box PC

EM 5000

Intel Core

processor

XR2

S L XS M

2x Intel Xeon

up to 44 cores

Cumulocity IoT Edge

• M1: 22 cores

• M2: 44 cores

Controller Thin Edge Thick Edge Datacenter

Supporting Infrastructure:

Software Builds

Cumulocity IoT Cloud

• 1 tenant for 3 months

• 24/7 support

16 | © 2018 Software AG. All rights reserved. © 2018 Software AG. All rights reserved.

“We have taken Software AG’s Cumulocity IoT platform and rebranded

it ‘STW machines.cloud’. Big data can be used to detect patterns

alerting problems in bus engines. This reduces the amount of data

transmitted, and enables predictive maintenance which avoids

unnecessary preventive actions and breakdowns.”

-- Dr. Michael Schmitt, CEO, STW

REMOTE MONITORING OF 5,000 LONDON BUSES TO REDUCE EMISSIONS & PREVENT BREAKDOWNS


• Location of goods and wagons on rail network is a real issue

• If an item is delayed or misrouted, they need to know where it is

• If refrigeration fails or product knocked in transit, they need to know

MONITORING AND TRACKING OF RAIL WAGONS TO MAINTAIN PRODUCT QUALITY AND CHECK TRACE LOCATION


“With Cumulocity IoT Edge, the health of each of the 5,500 wind

turbines can be monitored and analyzed locally using a variety of

different sensors for vibration, power output, temperatures and wind

conditions using a combination of low-cost edge devices and sensors.”

-- Stefan Ewald, CIO of Nordex

21GW POWER ACROSS 5,500 WIND TURBINES OPTIMIZE POWER GENERATION AND PREVENT BREAKDOWNS


• Inseego provides asset tracking, connectivity, telematics solutions

• Across diverse industries such as aviation and fleet management

• Any kind of movable object that needs wireless connectivity

• Customers include insurance and leasing companies

AVIATION, ASSET TRACKING, CONNECTIVITY PREVENT BREAKDOWNS & MONITOR USAGE


• Increase and monitor production quality across the entire process

• Spot potential problems with the machine and respond

• Ensure the production line keeps running

IoT BAKED INTO THE PRODUCTION PROCESS INDUSTRIAL BAKING MACHINES


“We have set a bold vision for the future… our plan contemplates

generating 4%-6% annual organic revenue… and $5 billion to $9 billion

from acquisitions…” and by increasing sales with new Digital Offerings

and engaging customers to create a better end-user experience.

-- James M Loree, President & CEO, SB&D

STRATEGIC GOAL: TO DOUBLE IN SIZE GROW TO $22 BILLION BY 2022


• Subsidiary of NTT Corp, largest telco provider in Japan

• More than 30 subsidiaries with 140 hubs across US, Europe and Asia

• Uses fully rebranded on-premises solution built on Cumulocity IoT

• Uses its SDx+M network to ease the digital transformation of global

enterprises

FULLY REBRANDED IoT PLATFORM BUILT ON CUMULOCITY IoT

23 |

OUR ROLE IN THE MINDSPHERE ARCHITECTURE


EXTENDS WAYS TO SEND DATA INTO MINDSPHERE

MindConnect API

MindConnect Integration

• Simplified integration of application data into

MindSphere

• Combine machine data with data out of our

applications, on premise or in the cloud

MindConnect IoT Extensions

• Extends range of IoT devices

• Combines device identity, asset and software

management

• Use other customizable software agents on

custom devices

More than 50 tenants in production

24 |

REBRANDING FOR SIEMENS MINDSPHERE


MindSphere MindConnect Integration MindSphere MindConnect IoT Extension

25 |

ADAMOS.COM © 2018 Software AG. All rights reserved.

MESSENGER

LOXEO LIFECYCLE ASSISTANT

30 |

Signal selection

SOLUTIONS See & Understand - VisualAnalytics


Front-end to analyze time series

and events

Intelligent comparison of

workpiece data (production view)

Compare data from different robots

(maintenance view)

3D View of recorded robot painting

process

Workpiece selection

View time series and events

Synchronisation robot position Time series

31 |

SOLUTIONS VisualAnalytics – 3D View, TCP Path


Playback of production history

5,30 Hilfslinie

7,33 Hilfslinie

5,30 Hilfslinie

7,33 Hilfslinie

7,30 Hilfslinie

7,30 Hilfslinie

15,70

Hilfslinie

15,70

Hilfslinie

15,70

Hilfslinie

15,70

Hilfslinie

Streaming Analytics

Understand & Prediction – Streaming Analytics

Toolkit to build algorithms in Model Editor

Model Management for configuration

Near real-time processing of sensor data and

events to recognize patterns, relationships

and errors

Configurable reaction types (e.g. Stop

Station)

Simulation of algorithms before deployment

Edge Plattform

Model Management

Model Runtime

Model Editor

Data Trigger reaction in

production process

SOLUTIONS

Quelle: https://www.acatech.de/de/publikationen Industrie 4.0 Maturity Index – Die digitale Transformation von Unternehmen gestalten

https://www.acatech.de/de/publikationen

5,30 Hilfslinie

7,33 Hilfslinie

5,30 Hilfslinie

7,33 Hilfslinie

7,30 Hilfslinie

7,30 Hilfslinie

15,70

Hilfslinie

15,70

Hilfslinie

15,70

Hilfslinie

15,70

Hilfslinie

Understand & Prediction – Streaming Analytics Example

Peak Counter Torque Axis 1

Stop conveyor if a threshold is breached for the second time

Streaming Analytics

Counter Threshol

d

Threshol

d

Gate

PaintingFinish

Event

PaintingStar

t

Event

Drive1.Torqu

e

Torque > Threshold

Alarm

Operation Count > 1

Time

Torque

Threshold

1 2

Body

Start

Body

End Alarm

Task Solution with Streaming Analytics

SOLUTIONS

35 |

SOFTWARE AG CLOUD

• open and independent cloud

platform

• one-stop shop for all things

Software AG cloud services

• new, secure and reliable PaaS

portal with access to expanding

set of integrated cloud services

• fully integrated market-leading

cloud capabilities

• freedom to connect, scale and

grow the digital business


ALL CLOUD IN ONE PLACE

36 |

SOFTWARE AG CLOUD


Launch @

AWS re:invent

November 26-30

37 |

SOFTWARE AG & AMAZON WEB SERVICES

Part of the new AWS Docker container

marketplace launch with 10 products:

– webMethods API Portal

– webMethods API Gateway

– webMethods Command Central

– Microservice Runtime

– Zementis AI

– ARIS Connect

– ARIS GRC

– Apama Data Streaming

– A&N database and application

development


EXTENDED PARTNERSHIP

43 |

INVESTOR RELATIONS


Uhlandstrasse 12

64297 Darmstadt

Germany

phone: +49 (0) 6151 / 92 1900

fax: +49 (0) 6151 / 9234 1900

softwareag.com

e-mail: [email protected]

mailto:[email protected]

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