1. Bull vision
© Bull, 2012 1

2. Digital revolution: a changing world
COMPUTING POWER PLANTS
THE INTERNET OF THINGS
Explosion in Transition to ‘as a Development of Consumerization and
computing service’ provision business computing M2M
requirements
Increasingly major challenges: security and sovereignty
© Bull, 2012 2

3. Mastering value chain for critical processes
From infrastructures to business applications: design, build and operate powerful and trusted solutions
Cyberdefense
e-Government
e-Banking
Mobiles services
Smart Grid
Smart transportation
Computer maker Integrator / Outsourcer Service provider Solution provider
Security provider and operator
#4 in Europe #1 in Europe Key player worldwide #1 in Europe
Manage explosion in Support shift Drive digital Guarantee
processing needs towards Cloud transformation trust
INNOVATE OPTIMIZE INTEGRATE SECURE
© Bull, 2012 3

4. Manage explosion in processing needs
Towards generation of 30 to 100 Pflops…
… and race to Exaflop
We help…
Extreme Cloud: Numinnov
> Accelerate innovation
Mainfraime Big systems HPC
Innovative
Interconnexion
networks
and time-to-market
Ultimately > Foster business
low power
consumption applications and BI
to fine-tune
business decisions
> Streamline critical
2011 2012 2013 enterprise business
A background favouring traditional mainframe values:
processes
centralization, reliability and performance
EXTREME COMPUTING CRITICAL SERVERS & MIDDLEWARE OPEN MAINFRAMES
GCOS 7, GCOS 8
blades, super-nodes
bullx & bullion bullion, mobull GCOS
Tomorrow’s critical, Open mainframes
Extreme open systems for critical legacy
Factory systems
Supercomputers
without compromise
© Bull, 2012 4

5. Support shift towards Cloud
We help…
CLOUDIZE
> Rationalize infrastructures
OUTSOURCE to increase competitiveness
and reallocate budget to
innovation
VIRTUALIZE
> Streamline service
CONSOLIDATE assurance for critical
processes
> Transition from Capex to
A gradual transition, with appropriate SLAs at every stage Opex and gain agility
BENCHMARK & CONSULTING DATA CENTER INTEGRATION OPERATIONS
Advisory Services...
Advisory Infrastructure Bullx,Escala, StoreWay... Outsourcing
Level 3+ data centers
Services solutions & Cloud
Consulting, integration, Servers, storage & Hosting, outsourcing and
implementation, network solutions Cloud
support, continuity and
maintenance services
#1 European Award
for best Data Center
5
© Bull, 2012

6. Drive digital transformation
We help…
CONSULTING & > Develop innovative
Software solutions services and digital
business
INTEGRATION
> Foster excellence in
business processes and
Third-party
APPLICATION
operations
TECHNICAL MAINTENANCE
SUPPORT
> Streamline customer
experience and
relationship management
Helping companies move towards custom, high value-added business applications
‘CORE’ SERVICES INNOVATIVE SERVICES
Core solution
‘Core’ sectors Innovative applications
Innovative solutions
E-government , Finance, Telecoms, M2M, Fraud Management
Taxes and Customs, Postal services,
Digitalization
‘Core’ technologies
CRM, Business Intelligence, Portals
© Bull, 2012 6

7. Guarantee trust
We help to…
> Protect and run efficiently
your IT & Communications
systems
>Protect physically
your vital infrastructures
> Protect your sensitive data
>Fight against terrorism
(government)
Our strength is to combine technical know-how and industrial know-how to deliver critical systems.
Cyber-security TIC & electronics Electronic
Consulting, for critical systems warfare
ingeniériing, audit
Microelectronics, embedded Electronic warfare,
and evaluation
industrial and scientific Comint, Elint, Jamming
software, mobility , critical
system integration, …
© Bull, 2012 7

8. A Group operating in over 50 countries
WITH ITS CENTER OF GRAVITY IN EUROPE…
Benelux,
France,
Germany,
Spain,
UK
…A STRONG
Asia : India, Singapore, Taiwan
BUSINESS IN
Africa
EMERGING
Brazil
ECONOMIES: … AND A GLOBAL
LAM, MENA, PRESENCE THROUGH
Latin
EE… America EXPORTS
International support for key A presence in over 50 Major strategic partnerships
accounts countries and worldwide
expertise
© Bull, 2012 8

9. Key vertical expertise
PUBLIC SECTOR TELECOM
FINANCE ENERGY
DEFENSE TRANSPORT
Business Innovation Customer experience Operational excellence
© Bull, 2012 9

10. Bull momentum and objectives
2011 figures Shareholders
Revenues €1,300 M + 4.6% Crescendo Industrie 20%
EBIT +23% France Télécom 8%
Employees 9,000 Pothar Investments 4%
NEC 2%
2012 1st half Flotant 66%
EBIT +29%
2012 year-to-date September Total 100%
Orders +1,8%
Revenue 2010 > 2013 Profitability 2010 > 2013
€1.35 – 1.45 billion
€1.2 billion BSS
Critical systems
EBIT
BIS €50-60
Services
EBIT million Direct
Maint. & PRS BCS Direct margin
margin Indirect Indirect
Hardw. & systems
BIP costs costs
Fulfillment
© Bull, 2012 10

11. The Bull group is transforming itself
We are accelerating the roll out of
our strategy
We are investing heavily in the
Cloud
We are gaining market share
Our commitments towards our customers
Technological People Trust
excellence
© Bull, 2012 11

12. © Bull, 2012 12

13. Some key realizations: INNOVATE
Accelerate Deploy new Unleash critical
oil exploration cloud services business applications
With Bull, Brazilian oil leader is With bullion and virtualization, With Bull, French Social Insurance
developing new technologies for Xerox expands outsourcing manages € 69 billion payments /
imaging and simulation activities in Cloud year on open mainframe server
> Innovation fostering > New biz + cost reduction > Legacy rejuvenation
AND ALSO…
© Bull, 2012 #4 Supercomputer in Europe - #9 in the world 13

14. Some key realizations: OPTIMIZE
Face explosion Deploy global outsourcing Predict changes in
of user data for 22 subsidiaries financial markets
With Bull, leading Brazilian telco With Bull, PaperlinX consolidates With Bull, SG powers on demand
operator takes control of 50% / 22 data centers, and operates all equity derivatives market
year growth in storage of its information system simulation and risk analysis
> Storage consolidation > Complete outsourcing > HPC on-demand
AND ALSO…
© Bull, 2012 14

15. Some key realizations: INTEGRATE
Develop critical business Create "factory" Sustain growth of
applications for dematerialization leading bank in Brazil
Eurocontrol awards 43 million With Bull, French Central Govt. With Bull, leading bank in Brazil
euro contract to Bull and partners Automates design and launch of develops secure services: cash
to develop its critical systems new on-line services management, checks, transfers ...
> Air control safety > Better citizen experience > Business process excellence
AND ALSO…
© Bull, 2012 15

16. Some key realizations: SECURE
Access control for Protect one of largest Protect against terrorism
trading floor critical networks in Europe
Deploy complete solution for Sovereign solutions for Shadow: the most advanced smart
access control based on defence operated from jamming (RCIED) solution for
identity management hosted platform preventing terrorism
> Critical applications > High End Network security > Technological supremacy
AND ALSO…
© Bull, 2012 16