Mauricio Sucasas Dir, ISV & Dev. Relations Growth Markets Unit

1. New Horizons for IT Entrepreneurship “42” Conference 28 May 2012 Moscow Mauricio Sucasas Dir, ISV & Dev. Relations Growth Markets Unit

2. Big Data1 More than 85 % of Fortune 500 will fail to effectively exploit big data for competitive advantage Growth Markets8 IDC expects emerging markets to generate over 33% of all IT spending Security7 Through 2016, the financial impact of cybercrime will grow 10 percent per year, due to the continuing discovery of new vulnerabilities Analytics2 More than 90% of business leaders contend information is a strategic asset, yet fewer than 10% will quantify its economic value Software Hardware Cloud6 63% of companies already are using (Cloud) or expect to use it in 2012, up from 49% last year Business Services Social Business3 20% of business users will replace email as the primary interpersonal communications with social networking Technology Services Smarter Planet4 Over $100 billion: Global investment in technology to support smart city development by 2020 Mobile Enterprise5 66% of CIOs ranked mobility as a top investment priority in 2012 8 major trends will affect IBM’s markets thru 2015 2

3. IBM in Growth Markets: over 140 countries Central& Eastern Europe South Korea Middle East& Africa Greater China Group ASEAN India / South Asia Latin America Australia / New Zealand 3 3

4. Russia The opportunity for Growth is significant 100 million The number of people moving to urban cities every year, equivalent to 10 NYC's 5.9 billion 87% of the world's population Real GDP growth 2010 to 2015 Over 57% of World GDP growth $6.5 trillion Served IT as % of Real GDP ‘10 Real GDPGrowth ‘10-'15 Served IT Growth ‘10-'15 8.7% 6.0% 2.3% 2.7% 3.6% 0.7% Major Markets Growth Markets Major Markets Growth Markets Major Markets Growth Markets Source: Demographic Data, United Nations; GDP Data, IBM Finance, Chief Economist, March 31 2011 IT Market Data, IBM Market Insights Market View (Jan 2011) at Constant Currency 4

5. Growth Markets Strategies Country / Market Selection 2015 Roadmap • 2010-2015 ~ $15B incremental revenue • Grow faster than the market, gain share • Outpace major markets growth > 8 pts • Approach 30% of IBM geographic revenue • Drive margin expansion • Double Greater China • Capture Africa’s growth Margin Expansion Market Expansion IT Infrastructure Development Industry Leadership • Expand beyond major cities • Expand into new countries • Integrated offering & capabilities • Integrated routes-to-market • High-end Systems • Software solutions • Large Services Projects • Investing in skills • Leading in key industries • Creating new IT markets Strategic Priorities Value Creation Smarter Planet, Business Analytics, Cloud Computing Resource Allocation Sales Eminence Integrity & Compliance Enterprise Risk Management 5

6. 2008 : Smarter Planet The world is flatter. The world is getting smarter. 6

7. Significant trends driving the market for Smarter Planet 500 million Smart meters installed, globally, by 20151 $100 billion Global investment in technology to support smart city development by 20202 10 billion connected devices, including M2M, by 20203 $10 trillion Investment opportunity in the low-carbon economy during the next two decades4 Source: 1) Pike Research “Cleantech Update – 2 Aug 2011”, 2) Pike Research “Smart Cities - Research Report, 2Q11”, 3) IBM Market Analysis “2H11 GMV Trends”, 4) Gartner “Getting Down to Business on the Smarter Planet, 12 Oct 2010” 7

8. 4th era may increase IT’s share of worldwide GDP to 4% by 2030 Worldwide IT Spend as % of GDP 4th era of IT Smarter Planet 3rd era of IT InternetComputing 2nd era of IT Personal Computing 1st era of IT Mainframe Learning systems Advanced robotics Smart-net New IT/business architectures Vertical solutions Cross-industry solutions UNIX OS Cloud Computing Mobility DEC PDP-8 minicomputer IBM PC MS Windows 3.0; WW Web eBusiness Apps IBM 7000 mainframes with transistors Apple-1 Netscape IPO Source: IBM Market Analysis extrapolated from IDC Black Book for IT and IBM Corp Finance for N-GDP, Forrester Research “Next Wave of IT Investment is Smart Computing” Jan 2010, IBM Research GTO 2011 “Frontiers of IT” 8

9. US$ 54,000,000,000,000.00 US$ 15,000,000,000,000.00 US$ 4,000,000,000,000.00 9

10. 10

11. IBM ecosystem drives the innovation Why we partner with VC Community and Entrepreneur Ecosystem • Build strong partnerships in developing markets • Develop solution partnerships • Grow ecosystems for IBM platforms • Drive insights into our strategic development • Advise our clients with ‘leapfrog’ innovation • Fill acquisition pipeline 11 11

12. fuels collaborative innovation k http://www.ibm.com/isv/startup 12

13. IBM Global Entrepreneur offers benefits to startups • Mentoring and networking • IBM industry insights • Access to IBM technical leaders • Free software • Local go-to-market support • IBM Smarter Planet visibility 13

14. We are Hosting 15 Events and 4 Regional Finals 2012 Schedule Smart Camp Events Miami (15th May)New York (24th May)Copenhagen (11th June) Munich (20th June)Bangalore (25th July) Bangkok (08th Sept) Sydney (11th Sept) Tel Aviv (12th Sept)Paris (28th Sept)Istanbul (3rd Oct)London (5th Oct)Cape Town (10th Oct)Mexico City (11th Oct)Dublin (25th Oct) Moscow (30th Oct) Regional FinalsAsia – Beijing (23rd/24th Sept)Europe\Middle East – Berlin (13th/14thNov)North America – Boston (20th/21st June)South America / Africa– Sao Paolo (28th/29th Nov) Global Finals New York City, Feb 5-7, 2013 Copenhagen Dublin Moscow Berlin London Munich Boston Istanbul New York Paris Bangalore Beijing Tel Aviv Mexico City Miami Bangkok Cape Town Sydney Sao Paulo

15. Entrepreneur Ecosystem : Driving Results • 1092 entrepreneurs in program • SmartCamp finalists have raised more than $40 million in venture capital • 400 world-class external mentors • Active in 15 countries • Promotion on corporate Smarter Planet blogs reaching audience of 220,000 • 216 start-ups with remote coverage , 119 start-ups with Direct coverage • 47% SmartCamp local winners optimized solutions with IBM products Ref: Dow Jones "Big Blue Banks On Small Start-Ups For Growth"

16. Was it worth it ? Место для Вашего логотипа 16