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Nimble storage investor overview presentation

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May2015

Published in: Investor Relations
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Nimble storage investor overview presentation

  1. 1. Investor Overview Suresh Vasudevan, Chief Executive Officer Anup Singh, Chief Financial Officer May 26, 2015
  2. 2. Safe Harbor 2 This presentation and the accompanying oral presentation contain “forward-looking” statements that are based on our management’s beliefs and assumptions and on information currently available to management. We intend for such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements other than statements of historical fact contained in this presentation, including information concerning our financial outlook, business plans and objectives, potential growth opportunities, competitive position, industry environment and potential market opportunities. Forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors including, but not limited to, those related to our future financial performance, market acceptance of our solutions, our ability to increase sales of our solutions, including to attract and retain customers and to selling additional solutions to our existing customers, our ability to develop new solutions and bring them to market in a timely manner, pricing pressure (as a result of competition or otherwise), our ability to maintain, protect and enhance our brand and intellectual property, global economic conditions and our ability to continue to expand our business and manage our growth. Moreover, we operate in very competitive and rapidly changing environments, and new risks may emerge from time to time. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. Further information on these and other factors that could affect our financial results are included in our filings we make with the Securities and Exchange Commission, and may cause our actual results, performance or achievements to differ materially and adversely from those anticipated or implied by our forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. Although our management believes that the expectations reflected in our forward-looking statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances described in the forward-looking statements will be achieved or occur. Moreover, neither we, nor any other person, assume responsibility for the accuracy and completeness of the forward-looking statements. We undertake no obligation to publicly update any forward-looking statements for any reason after the date of this presentation to conform these statements to actual results or to changes in our expectations, except as required by law. In addition to GAAP financial information, this presentation includes certain non-GAAP financial measures. The non-GAAP measures have limitations and you should not consider them in isolation or as a substitute for our GAAP financial information. There are limitations to the use of non-GAAP measures. For example, bookings and free cash flow are not substitutes for revenues or cash provided by operations. In addition, non-GAAP operating expenses exclude the impact of stock-based compensation expense, which is a recurring expense for us. See the Appendix for a reconciliation of these non-GAAP financial measures to their nearest GAAP equivalent.
  3. 3. Founding Thesis 2013 TAM: ~$40B 1980s DAS 1995+ Networked Storage Opportunity for a ground-up redesign of storage Today Flash vs. Disk Cloud vs. On-premise Storage Management 3
  4. 4. Customer Challenge: Storage That Adapts To Application Needs A platform that adapts as the relative merits of flash and disk evolve, and as workloads change CRM ERP ERP CRM ERP ERP CRM CRM ERP CRM CRM ERP Deterministic Latency < 1ms Performance and Capacity Within a Cost Envelope Lowest Cost of Capacity 4
  5. 5. Industry Approach To Leveraging Flash Is Inadequate Workloads Mainstream Apps Tiered Hybrid Arrays Low cost disk/cloud Flash-Only Arrays High-performance applications Cheap and deep Performance Capacity 5
  6. 6. Nimble Approach To Leveraging Flash: Adaptive-Flash Platform High Performance applications Workloads Mainstream Applications Cheap and deep Low Cost Disk/Cloud Performance +Capacity Adaptive-Flash Platform and A ground-up design should efficiently and flexibly address performance and capacity intensive workloads 6
  7. 7. Data And Storage Management Costs Are Significant 7 Total Cost of Ownership 20%Upfront Capital Expenditure 80% §  Data protection and data management §  Storage monitoring and support
  8. 8. D2D + Replication Snapshots + Replication Primary Backup Disaster Recovery Nimble’s Approach Transforms Data Protection Tier 3 (+Dedupe) 8 §  No backup window §  Rapid local recovery §  Cost-effective, simple DR No Tapes
  9. 9. Traditional Storage Management is Inefficient ! # ! # ! # ! # ! # ? ?? With modern data analytics tools can vendors predict and prevent problems before they occur? In a connected world why can’t vendors proactively monitor customer deployed systems? Vendor 9
  10. 10. Nimble Approach To Storage Management InfoSight Cloud-Based Management Leveraging pervasive network connectivity and big data analytics to automate support and enable cloud-based management Nimble Approach Customer Benefits Comprehensive Telemetry Analysis and Automation Storage Management SaaS Offering Proactive Wellness Community Learning 10
  11. 11. Nimble’s Adaptive Flash Platform Value Proposition 11 CASL™ Flash-optimized file system software InfoSight™ Cloud-based management/support Nimble Adaptive Flash Platform Rapid backup and recovery Non-disruptive, flexible scaling to massive scale Predictive support and operational simplicity Significantly better performance/$ and capacity/$ Integrated ProtectionScale-to-Fit Ease of OperationsEfficiency
  12. 12. SmartStack Converged Infrastructure Solutions 12 SmartStack Product Integration Collaborative Support Multiple Reference Architectures
  13. 13. 2013 TAM ~$40B 1980s DAS 1995+ Networked Storage Opportunity for a ground up redesign of storage Today Flash-Optimized Storage Positioned to emerge as the market leader in storage by delivering the next generation storage platform Positioned To Lead In The Flash-Optimized Era
  14. 14. Illustrative Customer Case Studies
  15. 15. Customer Case Study: Transforming Storage Efficiency at a Large Bank 15 §  Storage costs were 30% of the capital budget §  Core project drivers: •  Performance scaling •  Storage budget •  Datacenter footprint Challenges §  1.5x usable capacity and 50% lower capital costs §  10x lower power and cooling costs §  Dramatically simpler storage management Phase 1: Exchange ½ Rack 6 Racks §  2.5x performance and 2x usable capacity at much lower capital costs §  75% lower power and cooling costs §  Dramatically simpler storage management Phase 2: SQL Databases ¾ Rack 3 Racks Competitor Hybrid Disk-Flash Solution Nimble AdvantageNimbleVS.
  16. 16. Customer Case Study: Consolidation and Efficiency at Global Oil & Gas Leader 16 §  Global Energy leader with hundreds of remote sites §  Initial VDI project goal to consolidate thousands of employee desktops at hundreds of field locations §  XenDesktop deployment with incumbent storage experienced serious performance issues, prompting a competitive bake-off with Nimble Challenges §  Price-performance: 72% lower cost per IOPS §  Cost of capacity: 37% compression, coupled with low-cost, Nearline HDDs §  50% lower recovery time for virtual PCs §  Calls to help desk reduced dramatically Nimble VDI Solution §  3000 VDI users §  64TB and 30K IOPS on average Nimble Expanded Use Cases Phase 2: Exchange §  11,500 mailboxes §  ~60TB used §  HA across two data centers Phase 3: ESX Farm §  600 VMs §  Over 200 TBs across three data centers
  17. 17. §  Storage challenges in meeting the needs of a high- performance Vertica cluster -  Constant trade-off between IO and capacity -  Adding nodes to support storage was not cost effective -  Lack of consolidated provisioning and management -  Data protection difficult for separate storage pools Challenges §  Reduced cost by reducing the number of required HP Vertica nodes -  Performance to meet the IO needs of the analytics workload -  Scale-to-fit architecture allows for separately scaling IO or capacity §  Consolidated storage management §  Nimble snapshots, clones and replication improve data protection and eliminate risk Nimble AdvantageNimble Solution Customer Case Study: Fortune 50 Telecommunications Company 17 §  Vertica cluster processing Billions of events / hour §  170TB capacity §  Hourly snapshots for data protection
  18. 18. Customer Case Study: Leading Cloud Services Provider 18 §  Service Provider with presence across the US §  Core drivers: •  Datacenter consolidation •  Rapid provisioning •  Performance scaling §  Large Telecom customer with scaling challenges prompted POC Challenges §  Much higher performance at substantially lower capital costs: §  Compression savings of 50% site-wide §  High-density HDDs and more effective use of flash optimize both performance and capacity §  Much simpler management and faster on-boarding time §  Current environment comprises over 600 TB (pre-compression) hosting over 6000 VMs for hundreds of customers and a variety of workloads Nimble AdvantageNimble SmartStack 10G iSCSI 10G UCS VMWare + Cisco Nimble +
  19. 19. §  Nimble chosen as the platform for all 11 sites §  Each site protected with hourly snapshots for rapid recovery §  Data replicated between offices for cost-effective and simple DR §  Significant savings on storage and bandwidth Nimble Approach Transforming Data Protection at a Global Consulting Firm 19 Boston Data Center Chicago Data Center 9 Remote Sites Inadequate data protection in 9 remote sites: •  Tapes for backup •  Offsite tape copies for disaster recovery Aging storage infrastructure in their main data centers: Boston and Chicago Challenges Rethinking infrastructure at all of their 11 sites
  20. 20. Compelling Value Proposition Global Office Products Company Competitor Solution 3 Racks of “Tier 1” storage 40TB Usable Storage in 126U Nimble Solution 2 Nimble arrays 59TB Usable Storage in 6U “Nimble has given us much more flexibility with primary storage and data protection and a much more resilient infrastructure – all at a much lower cost.” —IT Platform Lead §  SQL Server, SAP applications and other VMs using traditional “Tier 1” Storage §  Core project drivers: – Minimize data center costs like power, cooling – Reduce storage capacity costs – Reduce complexity 9X Reduction in Storage Costs 20X Reduction Footprint 50% Savings in Data Protection Costs vs Challenges 20
  21. 21. Compelling Value Proposition Fortune 500 Engineering & Construction Company Competitor Solution §  80% physical servers; EMC & NetApp SAN §  Struggled with performance for Autonomy e-discovery & Oracle data warehouse §  Application backups taking over 10 hours Challenges Primary SAN: 2 Racks Pre-Nimble Environment Daily backup to tape 21 §  Performance up by 2X, despite using virtual servers §  Data reduction of 2.3X lowers $/GB substantially §  Snapshots -based backup eliminated backup window §  Replication for DR §  Power, cooling and space costs lower by $3,500/month Nimble Advantage Prod (Houston) DR (Austin) DR with 90 days of replicated snapshots Replication Nimble SmartStack §  6U! §  110TB with 2.3X data reduction §  30 days of snapshots

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