2. Forward - Looking Statement Certain comments made in this presentation may be characterized as forward looking under the Private Securities Litigation Reform Act of 1995. Those statements involve a number of factors that could cause actual results to differ materially. Additional information concerning these factors may be found in the Company’s 2008 Annual Report on Form 10-K under “Item 1A” and in future filings with the SEC. Copies are available from the SEC, the company Web site, or Ingram Micro Investor Relations.
8. Local sales offices and/or representatives in 35 countriesIngram Micro No. 67 on 2009 Fortune 500 list With 30 years experience in IT Distribution * All information as of fiscal year 2008 unless indicated
9. The World's Largest IT Distributor No. 2 in Europe,Middle East & Africa34% of Revenues No. 1 in North America41%of Revenues No. 1 in Latin America5% of Revenues No. 1 in Asia-Pacific20% of Revenues Expanded into Africa through joint venture in 2007
10. A Vital Link In The IT Value Chain… More than 170,000 Resellers More than 1,500 Vendors Sales and Marketing Financing Technical Support Inventory Management Vendor Relations VARs Managed Services Combining a wide array of technologies and products to create the optimum solution
11. …With The Broadest Product OfferingA Stable, Diversified Mix Networking: 10-15% Systems: 25-30% 3Com, Cisco, D-Link, Juniper, Nortel Acer, Apple, Fujitsu-Siemens, HP, IBM, Lenovo, Sony, Toshiba Software: 15-20% Adobe, CA, Intuit Microsoft, Symantec IT Peripherals/CE/DC/POS/Mobility and Others: 40-45% Adaptec, AMD, Canon, Epson, HP, Intel, Kodak, Lexmark, Maxtor, NEC, Polycom, Seagate, Sony, Western Digital, Xerox Source: Company reports and information
12. …Serving The Global IT IndustrySMB To Enterprise Number of companies Fortune 1000 1,000 Large Business (1,000+ employees) 8,000 106,000 Mid-size Business (100–999 employees) Mid-size Business (100–999 employees) 7.8 million 37.4 million Small Business (<100 employees) Small Business (<100 employees) 75.0 million Home Office Consumer Households (Non-Home Office) Ingram Micro’s VAR customers target SMB markets, the sweet spot of the IT industry Source: U.S. Market Pyramid - IDC, 2008 Year-End
22. Business services and tools for successBuilding Communities Vendor Benefits Market intelligence Market reach Business development Ingram Financial Services Co. Ingram Micro Service Division Ingram Micro Service Network GovEd Alliance VentureTech Network Ingram Micro builds your success.
23. Integrated Go-To-Market Services Logistics Service Offerings Warehousing and Fulfillment Transportation Management Customer Service Billing and Collections Supply-Chain Analysis Merchandising and Assembly Reverse Logistics Information Technology Leveraging Ingram Micro’sscale and experience
26. The New View Of Distribution "Our distribution partners are integral to our business and doing a terrific job.” Ken BadoEVP of Worldwide Sales Autodesk "Without our distribution partners' significant contributions and a strong joint strategy, we would not be where we are today in the channel.” Dean DarwinVice President, North America Channels F5 “Distributors help us reach mission-critical mobile and wireless users in every environment, from the extreme to the mainstream.” Rance M. PoehlerPresidentPanasonic Computer Solutions Company 2007 GTDC Poll of Leading Vendor Executives
27. An invaluable vital component of our business 80% of vendor execs polled described their IT distribution partnerships as either … Vendors' Views On Distribution OR A strategic alliance that helps guide our decisions 2007 GTDC Poll of Leading Vendor Executives
38. Worldwide Sales 2007 2005 2006 2008 North America Asia-Pacific EMEA Latin America ($U.S. Billions) $35.0 $34.4 $31.4 $8.58 $28.8 $6.75 13% 9% 12% (2%) 4% (21%) Q1 08 Q1 09 Note: Annual growth rate of total revenues indicated at base of bars.
39. Summary Balance Sheet Debt/Capitalization Ratio is equal to Total Debt/Total Capitalization (Debt plus Equity). In Q4 ‘08, the goodwill impairment charge required by SFAS 142 reduced book equity by $659.8 million net of taxes.
45. The Rise Of ConvergenceBlurring Lines Between Home And Office Digital Signage Information Technology Consumer Electronics
46. All Things MobileDriving Greater Productivity Offering complete mobility solutions from one source Notebooks Smart Handhelds Point-of-Sale Data Capture / RFID Digital Signage Networking Servers/Storage Security Hardware and Software Technical Support Marketing Services The only global distributor of Data Capture and Point-of-Sale products
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48. Ingram Micro is ahead of this trend, offering resellers serving SMBs the technology solutions once reserved for mega-corporations – from mid-market servers to virtualization software.Examples of digital information not stored today: digital TV Signals, digital telephone calls "The biggest growth potential for server virtualization solutions in the next 12-18 months lies with the small- and mid-market customers, which together make up 70 percent of possible sales.“ - Joseph Kovar, CRN, March 2008 Source: IDC White Paper, “The Expanding Digital Universe,” sponsored by EMC – March 2007
49. Services Create Solutions A Competitive Advantage ® Unique offerings that provide sales and profitability opportunities for resellers and vendors Ingram Micro noted as a service innovator for enhancing customer engagement through social networking forum – BusinessWeekDecember 2007 End-to-end order management, fulfillment and supply-chain solutions for a set fee Helping resellers reach the SMB market in new ways: remote system management, IT staffing and demand generation services
50. 30 Years Of Experience Makes A Difference Consistently leading the way: First to establish successful fee-for-service logistics business First to offer high-end consumer electronics First broad-based distributor in Asia-Pacific First broad-based IT DC/POS distributor First to develop comprehensive services suite Commitment to Profitability and Shareholder Value
