J.P.Morgan Software Investment Banking

Additional potential strategic partners Company BROADCOM citrix FICO FORTIVE IBM NTT ROPER splunk> Veeva Key management Hock Tan (President, CEO) Kirsten Separs (CFO/CAO) David Henshall, (President, CEO) Arlen Shenkman (CFO, EVP) Will Lansing (President, CEO) Michael McLaughlin (CFO, EVP) James Lico, (President, CEO) Charles McLaughlin, (CFO) Arvind Krishna, (Chairman, CEO) James Kavanaugh, (CFO, SVP) Yo Honma (President) Toshi Fujiwara (CFO, CTO) Laurence Hunn (President, CEO) Robert Crisci (CFO, EVP) Douglas Merritt (CEO) Jason Child (CFO, SVP) Peter Gassner (Founder, CEO) Brent Bowman (CFO) Aneel Bhusri (Chairman, Co-CEO) Robynne Sisco (Co-President, CFO) workday. Z zoominfo Henry Shuck (Chairman, CEO) Cameron Hyzer (CFO) J.P.Morgan Source: Company filings, FactSet as of 4/29/21 Market cap ($bn) $190bn $16bn $16bn $25bn $129bn $22bn $47bn $21bn $46bn $47bn $5bn 2022E Revenue growth 5% 8% 10% 5% 1% 3% 5% 24% 18% 17% 27% 2022E EBITDA margin 60% 35% 40% 25% 25% 16% 36% 4% 40% 24% 47% 2022E FV/Revenue 8.1x 4.7x 11.2x 5.3x 2.4x 1.2x 8.4x 6.9x 18.1x 10.2x 12.0x 2022E FV/uFCF 45 15.4x 14.6x ΝΑ 26.5× 14.3x 25.3x 26.0x 44.1x 56.3x 49.5× 29.0x

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