Intel Capital Investing in Global Innovation. January 2014

Transcription

1 Intel Capital Investing in Global Innovation January 2014

2 Strategic, Long Term Investor Intel s Global Investment and M&A Organization Our Mission Enhance Intel s strategic objectives by making and managing financially attractive investments. Strategic Intel Capital Financial 2

3 A Proven Track Record of Engagement Investments ranging from $250,000 to $250 million+ Any stage of funding Lead or supporting investor Agile decision-making Unparalleled network of Global 2000 companies Resources beyond capital Active board participation New & follow-on rounds Investing $300 - $500 million per year in innovative companies 3

4 Investing in a World of Possibilities Datacenter, Cloud Infrastructure and Network Storage Datacenter Software Internet, Digital Media and Education Manufacturing and Intel Labs New Devices and Wearables Security Services, Open Source, and Machine to Machine Smartphone and Tablets Ultrabook and Perceptual Computing Internet of Things Solutions 4

5 Building Technology Ecosystems Investing Across Computing to Build Ecosystems for New User Experiences Data Center & Cloud Services PC Ultrabook Tablet & Smartphone $300m Ultrabook Fund Intelligent Systems, New Devices & Wearables $100m Connected Car Fund $100m Experiences and Perceptual Computing Fund 5

6 Global Investment Footprint $11 billion+ in over 1339 Companies across 54 Countries Intel Capital Invested Intel Offices and Intel Capital Invested $500m China Technology Fund II $250m India Technology Fund $50m Brazil Technology Fund $50m Middle East and Turkey Fund 6

7 Consistent Investor New Investments 28 New Investments Outside N. America 6 IPOS $333 M* 49 % Dollars Outside N. America 27 Acquired Historical 1,339 Companies 54 Countries 206 IPOS $11 B 37 % Dollars Outside N. America 344 Acquired * Number Includes New and Follow-on Deals Data as of December 31,

8 2013 Investment 146 investments in 2013: 63 new investments & 83 follow-on investments Representative New Deals *Other marks and brands are property of their respective owners 8

9 2013 Exits 33 portfolio companies exited in 2013: 27 via M&A & 6 via IPOs *Other marks and brands are property of their respective owners 9

10 Solid History of Success 550 exits in 20+ year history: 206 IPOs & 344 companies acquired *Other marks and brands are property of their respective owners 10

11 Building Great Companies We take an active role in helping our portfolio companies grow Customer Introductions - Direct access to decision makers at Global 2000 companies Technology Expertise - Engineering, manufacturing and technology resources of Intel Company Building Insight - Strategic guidance and business expertise M&A Consulting Advice from a team of experts on the exit market and exit opportunity evaluation Marketing Resources - On-the-ground teams with local market knowledge and connections 11

12 Intel Capital Technology Days Connect with the right decision makers at the right companies And an additional 100+ Global 2000 Brands *Other marks and brands are property of their respective owners 12

13 Intel Capital Global Summit Premier Technology Industry Networking Event Meet and exchange ideas with business thought leaders and potential partners from Fortune 2000 companies industry executives and portfolio company CXOs attended 2013 Global Summit; Connect meetings 2014 Global Summit: November 3~5, Huntington Beach, California 13

14 Global Investment Syndicate Ready group of 30+ co-investors Assistance in filling out rounds Board members and advisors Select Syndicate Members: *Other marks and brands are property of their respective owners 14

15 Recent Accolades Arvind Sodhani ranked #1 in 2013 Powerlist 100, Global Corporate Venturing Intel Capital: Corporate Venture Unit of the Year, Global Corporate Venturing Intel Capital ranked #1 in CVC deal activity , TechCrunch Intel Capital ranked #1 CVC total funding , TechCrunch Intel Capital ranked #1 portfolio exit in US & most exit in cybersecurity space, CB Insights Source: 15

16 Intel Capital in Japan Made first investment in 1999 Invested >$440 million in 40+ companies 10+ companies have gone public or been acquired 3 investment managers based in Tokyo Notable investments: 2002, invested $80 million in a PIPE deal in Nikon, a manufacturer of lithographic equipment deployed in semiconductor manufacturing Fabs 2003, participated in private placement of Elpida, a DRAM manufacturer, by investing $124 million in the company 2007, participated in the foundation of UQ Communications, a broadband wireless carrier providing mobile WiMAX service 16

17 Japan Portfolio & Exits Areas of Focus Recent Investments Ultrabook, Smartphone & Tablets Mobile Computing Internet of Things Datacenter & Cloud Computing Semiconductor Design & Manufacturing Software & Services Representative Exits 17

18 Success Story Case Study

19 V-Cube Expands Globally with Intel Capital V-Cube is the premier video conferencing service in Japan and is expanding rapidly over the Asian Pacific region. V-Cube develops reliable, secure, cloud-based video conferencing services and secures first place market share in the Japan market. Intel Capital invests and includes V-Cube in global networking events, including Intel Capital Technology Days and Global Summit V-Cube has maintained Japan market share for five consecutive years and is expanding rapidly over Asia Pacific We had a strong presence in Japan, but we were also interested in expanding our business to other countries. Intel had the global connections and made those available to us. This networking has been invaluable to V-Cube. Naoaki Mashita, V-Cube President and CEO

20 Intel Confidential Do Not Forward