#Siemens' Annual Press #Conference 2024

Unlock the Future with #Siemens!

Join us at our Annual Press #Conference 2024, where we'll present the company's results, plans, and outlook.

#Siemens wraps up 2024: record cash flow, revenue growth, focus on digitalization and sustainable development. Discussions include plans for 2025, featuring investments in AI, the acquisition of Altair, and adapting to geopolitical challenges.

Timestamps: 00:16 Intro/Goals: Siemens focuses on #digitalization, #sustainability, and creating value. 01:43 Welcome: Lynnette Jackson introduces Roland Busch (CEO) & Ralf Thomas (CFO). 03:41 FY2024 Results: Busch discusses strong performance despite instability; €84B+ orders, 3% revenue growth. 05:55 Financials: 6% EPS growth, strong smart infrastructure & data center revenue. 09:40 Regional Results: US/India growth, slowdown in Germany/China; digital orders down. 12:49 Future Plans: Continued dividends, focus on AI & software. 14:42 Transformation: "One Technological Company" program for optimization. 15:17 Program Details: Focus on customers, innovation, and profit growth. 16:01 Fundamentals: Process optimization, new success metrics. 16:52 Investments: Organic growth, Altair Engineering acquisition. 17:48 Productivity: Digital transformation, AI-driven efficiency. 18:24 Partnerships: Microsoft Copilot, Tiss, Krupp Automation Engineering. 19:20 Innovation: AI suit, rail signaling, smart manufacturing. 22:39 Digital Business: Transition to SaaS, 50% cloud target by 2025. 24:49 Sustainability: Green steel, emission reduction goals. 25:03 R&D: Investments in hardware and software. 27:50 Divestments: Airport logistics; Siemens Energy India listing planned. 28:29 Operational Performance: Digital orders down 6%, software growth. 30:22 Financial Performance: Automation revenue down, profit slightly above expected. 33:33 FY2025 Outlook: Slow recovery, China orders stabilizing. 35:13 #Strategy: Resource allocation to growth regions, "local for local" in China. 36:30 FY2025 Projections: Automation stabilization, software growth. 39:17 Smart Infrastructure: Strong growth in orders and revenue. 41:10 Revenue/Profit Growth: 9% revenue growth, strong electrification. 41:54 Cash Flow: Record free cash flow, exceeding targets. 42:54 Regional Growth: Strong demand in Europe/Middle East, US data center growth. 43:48 NSI Activities: Growth in data centers and grid modernization. 45:06 Mobility: Strong performance, 47% order growth. 48:17 Industrial Sector: High operating performance, successful divestments. 49:50 Free Cash Flow/Capital Structure: Strong cash flow, solid balance sheet. 52:39 FY2025 Guidance: 3-7% revenue growth, moderate macroeconomic growth. 54:48 Strategy: Strong position, focus on value and cash flow. 55:44 Q&A 56:58 Investments/Automation: Continued investments, adapting to changing conditions. 59:55 Revenue Distribution: US 24-25%, Germany 13%, China 11%; local market focus. 01:01:03 Altair Acquisition: €10B offer, due diligence underway. 01:03:58 Growth/Mobility: Investments in mobility and sustainability. 01:06:32 Geopolitical Adaptation: Adapting to trade barriers and tariffs. 01:08:21 Technology Company: Focus on flexibility and reliability. 01:10:15 Goals/Investments: Data and AI importance, partnerships. 01:11:52 Altair Ownership: Discussion of shareholder structure. 01:14:35 Cultural Differences: Importance of cultural compatibility. 01:18:18 China #Economy: Impact on business, lower orders and margins. 01:22:47 Forecasts/Uncertainty: Economic uncertainty, industrial business plans. 01:25:31 Political/Economic Risks: Siemens' preparedness for challenges. 01:26:16 Global Presence/Innovation: Local production, political risk impact. 01:28:13 Digital/Physical: Siemens accelerates #innovation, merging digital & physical worlds using #AI and partners like Microsoft, AWS, & NVIDIA, focusing on often-unautomated SMEs. 01:30:47 Scaling/Marketplace: Focus on verticals like chemicals/pharma, scaling tech via a digital marketplace, and accelerating AI adoption. 01:31:20 Jobs/Training: Global job reductions discussed, with retraining and significant training budgets. 01:33:06 German Innovation: Addressing underinvestment, energy transition, and ensuring competitive energy prices for #Germany's future. 01:35:50 German Ecosystem: Supporting industries (chemicals, pharma, healthcare) with platforms like Cartina X for competitiveness.

Tags: Siemens, conference, Investing, Stock Market, Business News, Business Strategy, Technology Stocks, Market Analysis, economy, Financial News, Mergers and Acquisitions, Corporate Strategy, Innovation, Global Economy, Digitalization, Sustainability, Artificial Intelligence, Industry 40, Future Of Work, Technological Advancements

#Investing #StockMarket #BusinessNews #BusinessStrategy #TechnologyStocks #MarketAnalysis #FinancialNews #MergersAndAcquisitions #CorporateStrategy #GlobalEconomy #ArtificialIntelligence #Industry40 #FutureOfWork #TechnologicalAdvancements