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Exelon

To power a cleaner and brighter future by leading the energy transformation with reliable, affordable solutions



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Align the strategy

Exelon SWOT Analysis

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To power a cleaner and brighter future by leading the energy transformation with reliable, affordable solutions

Strengths

  • SCALE: Vast customer base of 10M across 6 utility companies
  • INFRASTRUCTURE: $42B in transmission & distribution assets
  • REGULATORY: Strong relationships with multiple state bodies
  • RELIABILITY: Industry-leading 99.9% service reliability
  • INNOVATION: Advanced smart grid and digital capabilities

Weaknesses

  • AGING ASSETS: Infrastructure requiring significant capex
  • BUREAUCRACY: Complex decision-making across subsidiaries
  • INTEGRATION: Tech systems vary across utility companies
  • CAPITAL: High debt levels limiting strategic flexibility
  • DEPENDENCE: Regulatory approval for rate increases

Opportunities

  • ELECTRIFICATION: Growing EV adoption increasing demand
  • RENEWABLES: Federal incentives for clean energy projects
  • GRID MODERNIZATION: Smart grid expansion and investment
  • DIGITALIZATION: AI-powered grid management efficiency
  • POLICY: Favorable clean energy regulatory environment

Threats

  • WEATHER: Increasing extreme events stressing the grid
  • CYBERSECURITY: Growing sophistication of grid attacks
  • COMPETITION: New entrants in distributed energy space
  • REGULATION: Unpredictable policy changes affecting ROI
  • INFLATION: Rising costs affecting capital investments

Key Priorities

  • MODERNIZE: Accelerate grid hardening against weather events
  • DIGITALIZE: Deploy AI/ML for predictive grid management
  • ELECTRIFY: Expand EV infrastructure to capture growth
  • DECARBONIZE: Increase renewable integration capabilities
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Align the plan

Exelon OKR Plan

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To power a cleaner and brighter future by leading the energy transformation with reliable, affordable solutions

GRID RESILIENCE

Create a stronger, smarter, more weather-resistant grid

  • AUTOMATION: Deploy self-healing grid technology to reduce outage duration by 22% across 4 service territories
  • HARDENING: Complete critical infrastructure upgrades for 500+ substations to withstand Category 3 storm events
  • PREDICTION: Implement AI-powered extreme weather forecasting system achieving 85% accuracy for 10-day scenarios
  • RESTORATION: Reduce average power restoration time by 35% through enhanced logistics and workforce mobilization
RENEWABLES INTEGRATION

Accelerate clean energy transition across all markets

  • CAPACITY: Increase renewable integration capability by 30% through grid management system upgrades in all regions
  • STORAGE: Deploy 200MW of grid-connected battery storage assets to support intermittent renewable generation
  • DISTRIBUTED: Connect 120,000 new customer-owned solar installations to the grid with streamlined processes
  • VIRTUAL: Launch virtual power plant program enrolling 50,000 customers' devices for demand response capabilities
CUSTOMER EXPERIENCE

Transform how customers engage with energy services

  • DIGITAL: Achieve 65% active adoption of mobile app for outage reporting, billing, and energy management
  • PERSONALIZED: Deploy AI-powered energy insights platform reaching 2M customers with 15% energy savings
  • SATISFACTION: Increase J.D. Power customer satisfaction scores to top quartile across all utility subsidiaries
  • ELECTRIFICATION: Install 10,000 new EV charging stations and enroll 25,000 customers in managed charging programs
OPERATIONAL EXCELLENCE

Drive efficiency and effectiveness in core operations

  • PREDICTIVE: Implement AI-based maintenance programs reducing unplanned equipment failures by 38% across regions
  • WORKFORCE: Deploy mobile field service technology increasing worker productivity by 22% and reducing paperwork
  • AUTOMATION: Achieve 45% automation of routine customer service processes to reduce costs and improve speed
  • OPTIMIZATION: Utilize machine learning to reduce distribution losses by 8% through optimal grid configuration
METRICS
  • Carbon Emissions Reduction: 30% decrease by 2026
  • System Average Interruption Duration: 75 minutes
  • Renewable Energy Integration: 35% of total generation
VALUES
  • Safety
  • Innovation
  • Integrity
  • Diversity
  • Operational Excellence
  • Community
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Align the learnings

Exelon Retrospective

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To power a cleaner and brighter future by leading the energy transformation with reliable, affordable solutions

What Went Well

  • REVENUE: 4.2% YoY growth exceeding market expectations
  • RELIABILITY: 12% reduction in outage minutes per customer
  • REGULATORY: Successful rate case outcomes in 4 jurisdictions
  • RENEWABLES: 25% increase in renewable energy integration
  • EFFICIENCY: 3.8% reduction in operational expenses

Not So Well

  • STORMS: Weather events increased restoration costs by $245M
  • CYBERSECURITY: 27% increase in attempted grid breaches
  • CAPEX: Supply chain delays affected infrastructure timelines
  • CHURN: Higher than expected voluntary employee turnover
  • INFLATION: Operating costs rose 3.2% above projections

Learnings

  • RESILIENCE: Need accelerated grid hardening investments
  • DIGITALIZATION: Faster AI adoption would improve outcomes
  • TALENT: Employee development critical for retention goals
  • SUPPLY CHAIN: Diversification needed for critical materials
  • FLEXIBILITY: Enhanced scenario planning for extreme events

Action Items

  • HARDEN: Accelerate $3.2B grid resilience program timeline
  • AUTOMATE: Deploy AI grid management in 3 more territories
  • DEVELOP: Implement expanded employee retention initiatives
  • DIVERSIFY: Create redundant supply chain for critical parts
  • FORECAST: Enhance extreme weather predictive capabilities
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Overview

Exelon Market

  • Founded: 2000 (merger of PECO Energy and Unicom)
  • Market Share: Serves ~10 million customers across multiple states
  • Customer Base: Residential, commercial, industrial customers
  • Category:
    Utilities - Electric
  • Location: Chicago, Illinois
  • Zip Code: 60605
  • Employees: Over 19,000
Competitors
Duke Energy logo
Duke Energy
Southern Company logo
Southern Company
NextEra Energy logo
NextEra Energy
Dominion Energy logo
Dominion Energy
American Electric Power logo
American Electric Power
Products & Services
No products or services data available
Distribution Channels
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Align the business model

Exelon Business Model Canvas

Problem

  • Growing grid resilience needs amid climate events
  • Inconsistent renewable energy integration capability
  • Traditional utility systems limiting flexibility
  • Increasing customer expectations for reliability
  • Aging infrastructure requiring modernization

Solution

  • Smart grid technology implementation at scale
  • Integrated renewable energy management platform
  • Modernized distribution automation systems
  • Predictive maintenance using AI analytics
  • Customer-focused energy management solutions

Key Metrics

  • System reliability (SAIDI/SAIFI) improvement
  • Customer satisfaction scores across territories
  • Infrastructure hardening completion percentage
  • Renewable energy integration capacity growth
  • Predictive maintenance cost savings

Unique

  • Scale across six utility operating companies
  • Regulatory relationship excellence in all regions
  • Advanced grid modernization technology portfolio
  • Deep operational expertise across jurisdictions
  • Comprehensive renewable integration capability

Advantage

  • Massive existing infrastructure footprint
  • Established regulatory relationships in key markets
  • Deep institutional knowledge of regional needs
  • Scale allowing advanced technology investments
  • Geographic diversity reducing specific risks

Channels

  • Direct utility service to 10M customers
  • Digital platforms including web and mobile apps
  • Community engagement and education programs
  • Business customer relationship management teams
  • Energy efficiency partnership initiatives

Customer Segments

  • Residential electricity consumers (82% of users)
  • Small to medium businesses (12% of revenue)
  • Large commercial/industrial users (32% of load)
  • Municipal and government institutions
  • Expanding EV charging infrastructure users

Costs

  • Grid maintenance and modernization investments
  • Electric distribution infrastructure operations
  • Regulatory compliance and reporting expenses
  • Technology systems development and maintenance
  • Employee and contractor workforce expenses
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Overview

Exelon Product Market Fit

1

Industry-leading reliability performance

2

Clean energy transition leadership

3

Cutting-edge grid modernization

4

Customer experience innovation

5

Regulatory excellence and relationships



Before State

  • Aging infrastructure subject to failures
  • Limited renewable integration capability
  • Higher emissions from traditional generation
  • Limited customer visibility into energy use
  • Less resilient to extreme weather events

After State

  • Modernized smart grid with self-healing
  • Significant renewable energy integration
  • Lower carbon emissions meeting targets
  • Enhanced customer energy management tools
  • Higher reliability during extreme weather

Negative Impacts

  • Service interruptions affecting productivity
  • Higher carbon footprint and climate impact
  • Regulatory compliance challenges
  • Customer dissatisfaction with reliability
  • Higher long-term operational costs

Positive Outcomes

  • 95% customer satisfaction ratings
  • 22% reduction in outage durations
  • 30% increase in renewable integration
  • 15% improvement in operational efficiency
  • Reduced regulatory compliance costs

Key Metrics

Customer satisfaction score
87%
System Average Interruption Duration
85 min
Renewable energy integration
21% of portfolio
Reliability improvement
16% in last 5 years
Carbon reduction
27% since 2015

Requirements

  • Smart infrastructure investments
  • Grid modernization technologies
  • Clean energy generation partnerships
  • Regulatory approvals for rate recovery
  • Customer engagement platforms

Why Exelon

  • Phased grid modernization implementation
  • Strategic renewable energy investments
  • Customer-focused digital transformation
  • Predictive maintenance using AI/ML
  • Storm hardening infrastructure improvements

Exelon Competitive Advantage

  • Scale of six utility operating companies
  • Technology innovation partnerships
  • Regulatory relationship excellence
  • Geographic diversification
  • Deep operational expertise

Proof Points

  • Customer outage reduction of 22%
  • Renewable integration increase of 30%
  • Overall system reliability improvement of 16%
  • Cost savings from predictive maintenance
  • Over 3.5 million smart meters deployed
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Overview

Exelon Market Positioning

What You Do

  • Provide clean, reliable electricity distribution and services

Target Market

  • Residential, commercial, and industrial customers

Differentiation

  • Leading clean energy transition
  • Smart grid innovation
  • Six utility operating companies
  • Geographic diversification
  • Strong regulatory relationships

Revenue Streams

  • Rate-based distribution revenues
  • Transmission services
  • Smart energy solutions
  • Energy efficiency programs
  • Infrastructure investments
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Overview

Exelon Operations and Technology

Company Operations
  • Organizational Structure: Parent company with six utility subsidiaries
  • Supply Chain: Integrated grid assets with strategic partnerships
  • Tech Patents: Grid modernization and energy efficiency technologies
  • Website: https://www.exeloncorp.com
Top Clients
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Competitive forces

Exelon Porter's Five Forces

Threat of New Entry

LOW: Extremely high capital requirements, extensive regulatory barriers, and natural monopoly characteristics limit new entrants

Supplier Power

MEDIUM-HIGH: Equipment manufacturers and energy market suppliers have significant leverage due to consolidated industry and specialized products

Buyer Power

LOW-MEDIUM: Residential customers have limited alternatives, but large commercial/industrial users can negotiate or self-generate

Threat of Substitution

MEDIUM-HIGH: Growing distributed energy resources, battery storage, and microgrids provide alternatives to traditional utility service

Competitive Rivalry

MEDIUM: Limited direct competition within service territories, but increasing competition from distributed energy and third-party providers

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Drive AI transformation

Exelon AI Strategy SWOT Analysis

To power a cleaner and brighter future by leading the energy transformation with reliable, affordable solutions

Strengths

  • DATA: Massive operational data from 10M customer meters
  • ANALYTICS: Established predictive maintenance programs
  • TALENT: Growing team of 200+ data scientists and analysts
  • DIGITAL: Customer-facing apps with AI recommendation engines
  • INFRASTRUCTURE: Cloud migration of 70% of IT systems

Weaknesses

  • LEGACY: Older systems limiting AI integration capabilities
  • SILOS: Data fragmentation across multiple subsidiaries
  • TALENT: Competitive market for specialized AI expertise
  • CULTURE: Traditional utility mindset slowing innovation
  • INTEGRATION: Multiple platforms across utility companies

Opportunities

  • GRID: AI-powered grid management for 40% efficiency gain
  • CUSTOMER: Personalized energy insights increasing savings
  • MAINTENANCE: Predictive analytics reducing outages by 35%
  • PLANNING: Machine learning optimizing capital deployment
  • RENEWABLES: AI for optimizing intermittent resource integration

Threats

  • COMPETITION: Tech giants entering energy management space
  • SECURITY: AI-powered cyber threats targeting critical infra
  • PRIVACY: Growing customer data protection regulations
  • TALENT: Losing key AI personnel to higher-paying sectors
  • INVESTMENT: Balancing AI spend with traditional capex needs

Key Priorities

  • UNIFICATION: Create centralized AI data lake across utilities
  • RESILIENCE: Deploy AI-driven extreme weather forecasting
  • AUTOMATION: Implement AI-powered grid self-healing systems
  • EXPERIENCE: Develop next-gen customer energy management tools
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Exelon Financial Performance

Profit: $2.2 billion (2023)
Market Cap: Approximately $42 billion
Stock Symbol: EXC
Annual Report: Available on investor relations website
Debt: Long-term debt of $37.4 billion
ROI Impact: Focus on rate base growth and regulatory recovery

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