2. Forward-looking statements This presentation may contain forward-looking statements that relate to the Company's plans objectives, estimates and goals. Words such as "expects," "anticipates," "intends," "plans," "believes" and "estimates," and variations of such words and similar expressions identify such forward-looking statements. The Company's business is subject to numerous risks and uncertainties, including probable variability in the Company's quarterly operating results, manufacturing capacity constraints, dependence on a limited number of customers, variability in production yields, dependence on third parties, currency rate changes and risks associated with managing growth. These and other risks and uncertainties, which are described in more detail in the Company's most recent filings with the Securities and Exchange Commission, could cause the Company's actual results and developments to be materially different from those expressed or implied by any of these forward-looking statements.
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7. How Wavecom adresses its markets M2M Automotive Automotive Mobile Professional Tier One Car Manufacturer OEM Aftermarket Control & Monitoring Sales & Payment Home & Security Vehicle Remote Management Automatic Meter Management Fixed Voice Mobile Computing Entertainment
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9. Wavecom has a history of innovation 2004 2006 2003 Open AT ® Software Suite Software suite complete with Integrated Development Environment making wireless M2M development easier and faster First wireless Module Pre-packaged and pre-qualified for handsets and machine applications Focus on intellectual property and software development Pioneer in Fleet Management Early applications for tracking mobile assets like vehicle fleets 1997 1993 Wavecom Founded The vision: everything could be connected wirelessly Wireless Microprocessor ® Breakthrough in high performance processing wireless connectivity on a single component 2000 inSIM ® Embedded SIM for automotive and industrial applications 2006 2007 Complete solutions Wavecom Intelligent Device Services combined with Anyware Technologies to offer first complete solution 2008
10. Typical Value Chain: Automotive Silicon Software Wireless CPU ® or Module System (e.g. car) Retail Sub-System (e.g. Telematics Platform) Wavecom + Wavecom suppliers Wavecom Wavecom Customer: Telematics Box Customer’s Customer: Volvo (Ford Premier Auto) Car Dealership Sells to consumer Service Provider Volvo on Call Wavecom Wavecom is evolving from a hardware and software company to a full solution provider
17. Anyware M2M OperatingPortal & IDE Communication Device Management Data Logging Event Management Alerting APIs (web services, Java, SQL) M2M Middleware IDE Based On Eclipse Access Control Street Lighting Monitoring
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19. Revenues and backlog In millions of euros 50 40 30 20 10 60 70 Q4 2007 Q1 2007 82.4 Q2 2007 70.9 Q3 2007 52.3 41.7 2007 Revenues: 202.3 million € Q1 2008 37.5 Quarter-end backlog Millions of €
20. Sales evolution on an annual basis Breakdown by region In millions of euros 2006 2007 Americas APAC Services and licensing Products by region 188.8 202.3 EMEA
21. Sales evolution per quarter Q1 2007 Q4 2007 Q1 2008 60 50 40 30 20 10 Americas APAC Breakdown by region In millions of euros Products by region Services /licences/Anyware 48.1 45.7 38.1 EMEA
31. 3, esplanade du Foncet - 92442 Issy-les-Moulineaux Cedex - France Tel: +33 (0)1 46 29 08 00 - Fax: +33 (0)1 46 29 08 08 _______________________________________________ 430 Davis Dr., Suite 300 P.O. Box 13920 - Research Triangle Park, North Carolina USA Tel: +1 919 237 4000 Fax: =1 919 237 4140 _______________________________________________ Unit 201 – 207, Second Floor, Bio-Informatics Centre No. 2 Science Park West Avenue Hong Kong Science Park, Shatin - New Territories, Hong Kong Tel: +852 2824 5225 - Fax: +852 2824 5488 WAVECOM S.A. WAVECOM, Inc. WAVECOM Asia Pacific
