Trimble Inc. released an investor presentation outlining its Connect and Scale application and platform strategy, focused on connecting workflows and scaling through enabling systems and processes, go-to-market motions, and a shift from point solutions toward subscription bundles, XaaS and partner ecosystems. The presentation highlights business exposure across construction, geospatial, transportation and agriculture via the AGCO joint venture, and provides selected metrics including ARR growth from $1.3B in 2020 to $2.4B in 2025 and recurring revenue rising from 40% to 65% of total revenue over the same period. It also cites 2025 non-GAAP revenue of $3.59B, 2025 ARR of $2.39B, $631M invested in R&D in 2025, and activity since 2020 including 23 divestitures and 13 acquisitions. You can access the full presentation through the link below.

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