We Are Connected Intelligence
Investor Relations
October 2021
Investor Relations | Proprietary and Confidential | /1 |
We Are Connected Intelligence
Forward Looking Statements
This presentation may contain forward-looking statements that are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. Forward-looking statements are neither historical facts nor assurances of future performance. These forward-looking statements include, but are not limited to, future strategic plans and other statements that describe our business strategy, outlook, objectives, plans, intentions or goals, and any discussion of future operating or financial performance, including, without limitation, the long-term growth of our revenue and gross margin. The words "may," "will," "expect," "plan," "anticipate," "could," "intend," "target," "project," "estimate," believe," "predict," "potential" or "continue" or the negative of these terms or other similar expressions are intended to identify forward-looking statements, although not all forward-looking statements may contain these identifying words. Accordingly, you should not place undue reliance on such statements. Particular uncertainties that could materially affect future results include any risks associated with global political and economic conditions and concerns; the effects of global outbreaks of pandemics or contagious diseases or fear of such outbreaks, such as the ongoing and resurgent coronavirus (COVID-19) pandemic; disruptions in sales, operations, relationships with customers, suppliers, employees, and consumers given our decision to sell our LoJack U.S. operations to Spireon; our ability to successfully and timely accomplish our transformation to a SaaS company; our transition out of the automotive vehicle financing business; competitive pressures; pricing declines; demand for our telematics products; rates of growth in our target markets; prolonged disruptions of our contract manufacturers' facilities or other significant operations; force majeure or force-majeure-like events at our contract manufacturers' facilities; the ongoing diversification of our global supply chain; our dependence on outsourced service providers for certain key business services and their ability to execute to our requirements; our ability to improve gross margin; cost-containment measures; legislative, trade, tariff, and regulatory actions; integration, unexpected charges or expenses in connection with our acquisitions; the impact of legal proceedings and compliance risks; implementation of our new ERP system; the impact on our business and reputation from information technology system failures or a breach from cybersecurity attacks, network disruptions or losses or unauthorized access to, or release of, confidential information; the ability of the Company to comply with laws and regulations regarding data protection and privacy; our ability to protect our intellectual property and the unpredictability of any associated litigation expenses; any expenses or reputational damage associated with resolving customer product and warranty and indemnification claims; our ability to sell to new types of customers and to keep pace with technological advances; market acceptance of the end products into which our products are designed; and other events and trends on a national, regional and global scale, including those of a political, economic, business, competitive, and regulatory nature. Any forward-looking statement is based on current plans and expectations of our management, expressed in good faith and believed to have a reasonable basis. However, there can be no assurance that anticipated results will be achieved. More information on factors that could cause actual results to differ materially from those anticipated is included in the Risk Factors section in our most recent Annual Report on Form 10-K, and other documents filed from time to time with the Securities and Exchange Commission. The forward-looking statements included in this presentation speak only as of the date hereof, and we undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.
Investor Relations | Proprietary and Confidential | /2 |
We Are Connected Intelligence
CalAmp is a global leader in connected intelligence helping people and businesses work smarter
Track, monitor and recover vital assets with real-time visibility and actionable insights
Installed base of more than 22M devices monitoring mobile assets around the world
Global operations with a flexible and diversified outsourced manufacturing model
Telematics leader with
30+ years of experience and strong intellectual property
Secure and scalable Telematics Platform to collect and analyze data for all customers
Innovative and configurable software applications and solutions for key market verticals
Investor Relations | Proprietary and Confidential | /3 |
We Are Connected Intelligence
A Global Connected Intelligence Company helping people and businesses track, monitor and recover their most vital assets with real-time visibility and insights
Nasdaq: CAMP
Irvine, CA headquarters
$79M in total revenue in the Second Quarter, FY22
~ includes approximately 31% in international revenue
Software and Subscriptions Services (S&SS) revenue reached 52% of consolidated revenue in Second Quarter, FY22
Core S&SS revenue growth achieved a 52% CAGR over past 3 years
~$87M in core S&SS Annual Recurring Revenue (ARR) in FY21
~ 15% growth year-over-year
~$137M in core S&SS Remaining Performance Obligations (RPO) as of FY21 end
~19% growth year-over-year
Revenues ($M)
$312 | $321 | $309 |
$198$179
$237
$75 | $123 | $130 |
FY19 | FY20 | FY21 | ||
Telematics Systems | SaaS | |||
Fiscal Year ends February 28th |
Investor Relations | Proprietary and Confidential | /4 |
We Are Connected Intelligence
Leadership Team
Extensive Expertise in Transformation, Software, SaaS, Enterprise
Kurt Binder | Arym Diamond | Jeff Clark | Anand Rau | Nathan Lowstuter |
Executive VP & CFO | SVP, Chief Revenue Officer | SVP, Product Management | SVP, Engineering | SVP, Global Supply Chain and Operations |
VIZIO | Ernst & Young | Salesforce | Oracle | ADP | Sage Software | HP | MarginPoint | Honeywell | Boeing | FedEx |
Jeff Gardner, President, | Board of Directors | ||||
CEO & Director | Amal Johnson (*) | Author-it Software | |||
Brinks | Windstrom | Scott Arnold | AuditBoard | |||
Jason Cohenour | Sierra Wireless | ||||
Henry Maier | FedEx Ground | ||||
Roxanne Oulman | Medallia | ||||
Jorge Titinger | Silicon Graphics | ||||
Nadine Traboulsi | Monica Van Berkel | Maurizio Iperti | Richard Scott | Kirsten Wolberg | DocuSign |
SVP, Corporate Marketing | SVP, Human Resources | President, SVP/EMEA | SVP, Gen. Counsel. & Sec. | (*) Chair of the Board of Directors | |
Mobilitie | Ferrari World | EMCORE | Gateway | Pirelli | MOMO | Verra | Husqvarna |
Investor Relations | Proprietary and Confidential | /5 |
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CalAmp Corporation published this content on 06 October 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 06 October 2021 14:05:01 UTC.