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1、 Driving Future Growth with New Revenue Models in High Tech and ManufacturingPAN2851Andy Nallappan,Cloud Software GroupMukesh Baldua,EquinixCharles Chen,F5Mike Saslavsky,OracleOur PanelAndy NallappanPresident&COOCloud Software GroupMukesh BalduaGlobal Head-Enterprise SystemsEquinixCharles ChenSenior
2、 Director,Product Management&Business Transformation F5Mike SaslavskySenior Director,High Tech Industry StrategyOracle2Copyright 2025,Oracle and/or its affiliates|Business impact to support new revenue modelsCopyright 2025,Oracle and/or its affiliates|3Innovate OfferingsIdeas to offer launchPortfoli
3、o managementLead to CashDigital StorefrontLead CaptureSales OrchestrationPricing&QuotingOrder ManagementSubscription Provision/Fulfil&DeliverBilling/ARRevenue RecognitionSales CompensationCustomer SuccessPost order supportRenew&expandInsights to ideasManage PerformanceIdentify Renewals at RiskContra
4、ct cost managementTrack Remaining Performance ObligationsForecast RevenueRevenue Transformation atAndy NallappanPresident&COOCloud Software Group4Copyright 2025,Oracle and/or its affiliates|Market Leader$4.2Btotal ARR7.8%20-22ARR CAGR12%market growth400K+customers Copyright 2024 Cloud Software Group
5、,Inc.8888Beyond VDI Technology OfferingsExpected to close on Dec 1,2025Mission-critical enterprise software at scale5Our Go-Forward VisionRetention&GrowthTechnology InvestmentM&A Copyright 2024 Cloud Software Group,Inc.68+platforms rationalized$7Mtool savings vs.Annual Plan 30+agreements rationalize
6、dFY 25 Q4 Goals:Drive$3M additional savings from AI in productionRetire 2+platforms eve iven significant simp ificati n an efficiencies in u CX and ERP portfolio and were still hard at work*Achievements are FY 2025 YTD7CustomBilling schedule/FulfillmentPQPERPSales Cloud/PardotPRM/DOTIRevenue ERPProv