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© 2021 Trimble, Inc -All Rights Reserved -Confidential and Proprietary Information Trimble Inc. Third Quarter 2021 Results Summary
© 2021 Trimble, Inc -All Rights Reserved -Confidential and Proprietary Information
Third Quarter 2021 Results Summary2
HighlightsThird quarter 2021 highlights
ARR refers to annualized recurring revenue, and is calculated by adding the portion of the contract value of all of our term licenses attributable to the current quarter to our non -GAAP recurring revenue for the current quarter and
dividing that sum by the number of days in the quarter and then multiplying that quotient by 365.
Adjusted EBITDA refers to non -GAAP operating income plus depreciation plus income from equity method investments, net.
Figures may vary due to rounding.2▪Outperformed expectations in the quarter
▪Strong demand, revenue and profit growth despite supply chain challenges
▪Focused on executing Connect & Scale 2025 strategy
▪Q3 revenue: $901 million, +14% overall, +15% organic
▪Record ARR: $1.36B, +8% overall, +11% organic
▪TTM operating cash flow: $784 million, +29%
▪Adjusted EBITDA margin: 25.9%
▪Non -GAAP EPS growth: +10%
▪Q3 share repurchases of $100 million3
Strategy▪Microsoft -strategic partnership to advance technology adoption and accelerate the digital transformation of the
construction, agriculture and transportation industries
▪P&G -strategic partnership to shape the development of an agile transportation procurement collaboration platform
▪Announced rebranding of Viewpoint to Trimble and launched Trimble Construction One bundled offering
▪Subscription transitions expanding addressable market in Buildings & Infrastructure and Transportation
▪Led legislative efforts for Advanced Digital Construction Management Systems and Precision Ag Loan Program Act
People▪Ranked as top company for employee happiness and work -life balance in Global Culture survey
▪Ranked as a best workplace for innovators -FastCompany
▪Hired Jennifer Lin as Chief Platform Officer
▪Hired Poppy Crum as Chief Technology Officer
Execution▪Launched enhancements for industry leading Trimble RTX® correction services
▪Launched MX50 mobile mapping system for asset management and mapping
▪Achieved Canada ELD certification in Transportation business
▪Launched beta version of SketchUp for iPad -extending technology reach
▪Delivered incremental ACV growth in bundling construction software offerings
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