The document is an investor presentation summarizing the company's value proposition and growth. It highlights that the company's storage solutions provide significantly better performance and capacity at a lower cost than competitors, along with simpler management and integrated data protection. The company has seen rapid growth in customer acquisitions and repeat business across all segments.
Watch the full webinar here: http://bit.ly/1TUuUCK
When considering flash storage, there are many misconceptions and outright myths. Especially when equating consumer-grade flash (USB sticks) to enterprise-grade SSDs. In this webinar SanDisk Chief Architect, Adam Roberts, will discuss 5 myths of flash storage and highlight what you need to look out for when choosing a storage device to accelerate your data center storage. This webinar will cover:
1.Data Protection
2.Power Fail Protection
3.Temperature Throttling/Overheating
4.QoS for Performance
5.SSD Endurance
Stay tuned for future webinars which will look at the benefits of flash beyond performance…busting a few more myths on flash.
The All-Flash SAP HANA Solution: Performance, Economics, and Reliability Western Digital
Watch the full webinar here: http://bit.ly/1UOoqbo
In this webinar members from Lenovo and SanDisk will introduce you to a high density SAP HANA solution. In this webinar you will learn how moving to an all-flash solution enables significant cost savings, efficiency gains, and removes complexity. Experts from Lenovo and SanDisk will show you how this solution delivers:
•82% reduction in overall sub-system power and cooling requirements
•20% reduction in hardware footprint
•Removal of multi-storage tier complexity
•Removal of cache tier and costly cache software licenses
•Elimination of wasted capacity
Learn how embracing an all-flash solution provides superior durability, better data protection, efficient use of existing capacity, and performance gains that will transform your business critical applications.
Deploying All-Flash Cloud Infrastructure without Breaking the BankWestern Digital
Watch the full webinar here: http://bit.ly/1PsFrUo
As the amount of data companies generate and consume increases year over year, cloud computing is becoming more relied upon to help businesses improve efficiencies and reduce costs. However, the challenge is maintaining a balance between performance, capacity and cost for the varying types of workloads. Join Venkat Kolli as he discusses how to achieve flexibility and performance at economies of scale with the only all-flash storage solution specifically tuned for OpenStack environments.
Recorded Presentation: https://www.brighttalk.com/webcast/12587/175373
Watch the full webinar here: http://bit.ly/1TUuUCK
When considering flash storage, there are many misconceptions and outright myths. Especially when equating consumer-grade flash (USB sticks) to enterprise-grade SSDs. In this webinar SanDisk Chief Architect, Adam Roberts, will discuss 5 myths of flash storage and highlight what you need to look out for when choosing a storage device to accelerate your data center storage. This webinar will cover:
1.Data Protection
2.Power Fail Protection
3.Temperature Throttling/Overheating
4.QoS for Performance
5.SSD Endurance
Stay tuned for future webinars which will look at the benefits of flash beyond performance…busting a few more myths on flash.
The All-Flash SAP HANA Solution: Performance, Economics, and Reliability Western Digital
Watch the full webinar here: http://bit.ly/1UOoqbo
In this webinar members from Lenovo and SanDisk will introduce you to a high density SAP HANA solution. In this webinar you will learn how moving to an all-flash solution enables significant cost savings, efficiency gains, and removes complexity. Experts from Lenovo and SanDisk will show you how this solution delivers:
•82% reduction in overall sub-system power and cooling requirements
•20% reduction in hardware footprint
•Removal of multi-storage tier complexity
•Removal of cache tier and costly cache software licenses
•Elimination of wasted capacity
Learn how embracing an all-flash solution provides superior durability, better data protection, efficient use of existing capacity, and performance gains that will transform your business critical applications.
Deploying All-Flash Cloud Infrastructure without Breaking the BankWestern Digital
Watch the full webinar here: http://bit.ly/1PsFrUo
As the amount of data companies generate and consume increases year over year, cloud computing is becoming more relied upon to help businesses improve efficiencies and reduce costs. However, the challenge is maintaining a balance between performance, capacity and cost for the varying types of workloads. Join Venkat Kolli as he discusses how to achieve flexibility and performance at economies of scale with the only all-flash storage solution specifically tuned for OpenStack environments.
Recorded Presentation: https://www.brighttalk.com/webcast/12587/175373
Flash Stories: How Customers Make Smarter Decisions FasterWestern Digital
Watch the full webinar here: http://bit.ly/1Q2thar
Every second counts in the data center. When storage latency prevents you from meeting SLAs or improving data center efficiency, solid-state memory can be used to meet a variety of needs. Join Rob Callaghan, as he shares real customer stories on how they were able to virtualize SQL servers, reduce search queries, and improve QoS by leveraging SanDisk flash technology. You’ll learn the unique architecture advantages of flash storage and the broad range of SanDisk solutions that have helped customers dramatically improve application performance while reducing capacity challenges and cost.
Consolidation on Flash- Hardware for Nothing, Get Your Flash for Free (I want...Western Digital
By now, Tier 1 apps deployed on flash is ubiquitous. However, Tier 2 apps often remain relegated to spinning media. This presentation explains the economics of consolidating on flash. Owing to the SQL Server core licensing model, licensing a 2-socket commodity server can cost up to $500,000 or more! Consolidating instances on flash can—and does—save hundreds of thousands to millions of dollars. This presentation provides real-life case studies showing such real-life savings.
Watch the live webinar here - http://bit.ly/24Pr3N7
The growth of data has put a strain on data center performance and efficiency. Solid-state-devices (SSD) are playing a significant role in increasing storage speeds and performance – but it’s not a simple plug and play solution. Join Adam Roberts, Chief Solutions Architect at SanDisk, to learn 5 tips to consider when looking to improve storage performance and data center efficiency with flash.
In a complex database environment, keeping tabs on the health and stability of each system is critical to ensure data availability, accessibility, recoverability, and security. Through performing thousands of health checks for clients, Datavail has identified the top 10 issues affecting SQL Server performance.
From misconfigured memory settings to missing backups, Datavail has gathered evidence from client health check history that identifies the most common issues DBA managers must correct for optimal database performance. Datavail’s SQL Health Check is used not only as a diagnostic tool but also a road map of the work that needs to be performed. From there, routine health checks have proven to improve database performance. SQL Server Senior DBA for Datavail Andy McDermid will share the top 10 issues, the consequences of not taking action, and why consistent use of a SQL Server Health Check in conjunction with ongoing database management can lead to improved database environments and maximize the investment of time and resources.
Flash memory summit 2015 gary lyng session 301-aGARY LYNG
The World is Ready for Big Data Flash - these workloads, enterprise's at scale and hyperscalers have already discovered the real world benefits of implementing Flash in the data center for high performance and high capacity workloads and @Scale the incredible bottom line savings while raising the SLA's of apps. and the business they support.
Flash & Open Source: Creating New Possibilites in the Data CenterWestern Digital
Watch the full webinar here: http://bit.ly/1Xo9x33
As data continues to grow exponentially, datacenters are challenged with how to manage the increase in data complexity with on-demand access. When there isn’t a good solution to meet the need, Open Source and Flash are at the heart of solving these challenges by enabling companies to create scalable, agile and cost-effective datacenters. Join SanDisk’s Nithya Ruff, Open Source Strategy Director, as she outlines the use-cases for Open Source, and how to leverage the powerful combination of Open Source and flash technology to enable easy scaling, fast deployment of new services and improved user experiences and QoS.
On-Demand Presentation: https://www.brighttalk.com/webcast/12587/177413
The 2022 Flash brand leader surveys cover 9 Flash products.
This report includes the results of voting for six categories of brand leadership for each service: Market, Price, Performance, Reliability, Service & Support and Innovation.
http://spr.ly/IDCeDM Imagine having real-time data and analysis at your disposal. What kind of competitive advantage would that give you and your business? Rid yourself of outdated data today.
Flash is een game changing technology, althans dat is wat de markt u graag wil doen geloven. Immers, voorspelbare consistente performance en IO efficiency worden hierdoor mogelijk gemaakt. Maar…
- Microsecondes maken het verschil maar de spelregels veranderen niet.
- Not all Flash was created equal
- Disk is niet dood, al willen sommige leveranciers dat u doen geloven
Bekijk deze presentatie om een nuchtere kijk op Flash te krijgen en uit te vinden wat de echte impact is op uw datacenter infrastructuur.
Need For Speed- Using Flash Storage to optimise performance and reduce costs-...NetAppUK
Flash Storage technologies are opening up a wealth of new opportunities for improving the optimisation of applications, data and storage, as well as reducing costs. In this session, Peter Mason, NetApp Consulting Systems Engineer, shares his experiences and discusses the use and impact of different Flash technologies.
This presentation gives you an overview about SAP HANA, explains how SAP HANA is working, addresses the comprehensive SAP big data solution, and at last, illustrates how to create a SAP HANA One instance in AWS to tame your big data challenges.
Migrating to SAS Grid into a new operating environment is a complex and challenging task. Especially, when it is across platform (different OS level), different OS Bit sizes and across SAS versions. But with careful planning and use of simple toolset it can be managed with little pain. Some of the key challenges and solution listed in this paper can help towards better understanding of things to consider when working on SAS Grid migration. Finally, do not underestimate the training requirement of your team of programmers on expected changes towards transition on to the SAS Grid.
Removing Silos and Operating a Shared Services Center with EBSeprentise
Moving to a shared services model reduces costs and optimizes performance, but in order to recognize the value, the organization has to be ready to modify data and processes. Silos in particular create challenges between disparate parts of the business, resulting in increased costs, risks, or failures. This session will focus on how standardizing data streamlines business processes, and how eliminating silos allows companies to share data effectively and communicate across the organization. Explore the initiatives and challenges for companies moving toward enterprise-wide shared service center (SSC) operations, and create a roadmap to implement an effective SSC by understanding the critical success factors needed, building globalization strategies, and removing or replacing the processes and operations that create silos.
Disaster recovery solution for VMware vCenter, vHost and VMsAkshay Wattal
a) Used the VMware Infrastructure APIs (VIJava API) to create an Availability Manager to recover and provision VMs in cases of failure.
b) Created multi-threaded Java solution to monitor each VMs health state.
c) Key concepts used - Snapshot, Cloning, Migration (both Cold and Live), Alarm Management, VM Management.
Source Code: https://github.com/akshaywattal/vmware_disaster_recovery
Flash Stories: How Customers Make Smarter Decisions FasterWestern Digital
Watch the full webinar here: http://bit.ly/1Q2thar
Every second counts in the data center. When storage latency prevents you from meeting SLAs or improving data center efficiency, solid-state memory can be used to meet a variety of needs. Join Rob Callaghan, as he shares real customer stories on how they were able to virtualize SQL servers, reduce search queries, and improve QoS by leveraging SanDisk flash technology. You’ll learn the unique architecture advantages of flash storage and the broad range of SanDisk solutions that have helped customers dramatically improve application performance while reducing capacity challenges and cost.
Consolidation on Flash- Hardware for Nothing, Get Your Flash for Free (I want...Western Digital
By now, Tier 1 apps deployed on flash is ubiquitous. However, Tier 2 apps often remain relegated to spinning media. This presentation explains the economics of consolidating on flash. Owing to the SQL Server core licensing model, licensing a 2-socket commodity server can cost up to $500,000 or more! Consolidating instances on flash can—and does—save hundreds of thousands to millions of dollars. This presentation provides real-life case studies showing such real-life savings.
Watch the live webinar here - http://bit.ly/24Pr3N7
The growth of data has put a strain on data center performance and efficiency. Solid-state-devices (SSD) are playing a significant role in increasing storage speeds and performance – but it’s not a simple plug and play solution. Join Adam Roberts, Chief Solutions Architect at SanDisk, to learn 5 tips to consider when looking to improve storage performance and data center efficiency with flash.
In a complex database environment, keeping tabs on the health and stability of each system is critical to ensure data availability, accessibility, recoverability, and security. Through performing thousands of health checks for clients, Datavail has identified the top 10 issues affecting SQL Server performance.
From misconfigured memory settings to missing backups, Datavail has gathered evidence from client health check history that identifies the most common issues DBA managers must correct for optimal database performance. Datavail’s SQL Health Check is used not only as a diagnostic tool but also a road map of the work that needs to be performed. From there, routine health checks have proven to improve database performance. SQL Server Senior DBA for Datavail Andy McDermid will share the top 10 issues, the consequences of not taking action, and why consistent use of a SQL Server Health Check in conjunction with ongoing database management can lead to improved database environments and maximize the investment of time and resources.
Flash memory summit 2015 gary lyng session 301-aGARY LYNG
The World is Ready for Big Data Flash - these workloads, enterprise's at scale and hyperscalers have already discovered the real world benefits of implementing Flash in the data center for high performance and high capacity workloads and @Scale the incredible bottom line savings while raising the SLA's of apps. and the business they support.
Flash & Open Source: Creating New Possibilites in the Data CenterWestern Digital
Watch the full webinar here: http://bit.ly/1Xo9x33
As data continues to grow exponentially, datacenters are challenged with how to manage the increase in data complexity with on-demand access. When there isn’t a good solution to meet the need, Open Source and Flash are at the heart of solving these challenges by enabling companies to create scalable, agile and cost-effective datacenters. Join SanDisk’s Nithya Ruff, Open Source Strategy Director, as she outlines the use-cases for Open Source, and how to leverage the powerful combination of Open Source and flash technology to enable easy scaling, fast deployment of new services and improved user experiences and QoS.
On-Demand Presentation: https://www.brighttalk.com/webcast/12587/177413
The 2022 Flash brand leader surveys cover 9 Flash products.
This report includes the results of voting for six categories of brand leadership for each service: Market, Price, Performance, Reliability, Service & Support and Innovation.
http://spr.ly/IDCeDM Imagine having real-time data and analysis at your disposal. What kind of competitive advantage would that give you and your business? Rid yourself of outdated data today.
Flash is een game changing technology, althans dat is wat de markt u graag wil doen geloven. Immers, voorspelbare consistente performance en IO efficiency worden hierdoor mogelijk gemaakt. Maar…
- Microsecondes maken het verschil maar de spelregels veranderen niet.
- Not all Flash was created equal
- Disk is niet dood, al willen sommige leveranciers dat u doen geloven
Bekijk deze presentatie om een nuchtere kijk op Flash te krijgen en uit te vinden wat de echte impact is op uw datacenter infrastructuur.
Need For Speed- Using Flash Storage to optimise performance and reduce costs-...NetAppUK
Flash Storage technologies are opening up a wealth of new opportunities for improving the optimisation of applications, data and storage, as well as reducing costs. In this session, Peter Mason, NetApp Consulting Systems Engineer, shares his experiences and discusses the use and impact of different Flash technologies.
This presentation gives you an overview about SAP HANA, explains how SAP HANA is working, addresses the comprehensive SAP big data solution, and at last, illustrates how to create a SAP HANA One instance in AWS to tame your big data challenges.
Migrating to SAS Grid into a new operating environment is a complex and challenging task. Especially, when it is across platform (different OS level), different OS Bit sizes and across SAS versions. But with careful planning and use of simple toolset it can be managed with little pain. Some of the key challenges and solution listed in this paper can help towards better understanding of things to consider when working on SAS Grid migration. Finally, do not underestimate the training requirement of your team of programmers on expected changes towards transition on to the SAS Grid.
Removing Silos and Operating a Shared Services Center with EBSeprentise
Moving to a shared services model reduces costs and optimizes performance, but in order to recognize the value, the organization has to be ready to modify data and processes. Silos in particular create challenges between disparate parts of the business, resulting in increased costs, risks, or failures. This session will focus on how standardizing data streamlines business processes, and how eliminating silos allows companies to share data effectively and communicate across the organization. Explore the initiatives and challenges for companies moving toward enterprise-wide shared service center (SSC) operations, and create a roadmap to implement an effective SSC by understanding the critical success factors needed, building globalization strategies, and removing or replacing the processes and operations that create silos.
Disaster recovery solution for VMware vCenter, vHost and VMsAkshay Wattal
a) Used the VMware Infrastructure APIs (VIJava API) to create an Availability Manager to recover and provision VMs in cases of failure.
b) Created multi-threaded Java solution to monitor each VMs health state.
c) Key concepts used - Snapshot, Cloning, Migration (both Cold and Live), Alarm Management, VM Management.
Source Code: https://github.com/akshaywattal/vmware_disaster_recovery
When assessing backup software vendors, IT leaders must avoid being taken in by flashy new features. Backup software should really be called restore software as failure in backup is failure to meet recovery objectives. Always evaluate features in light of these objectives.
Use this research to:
•Understand new features and develop a strategy to meet new challenges to enterprise backup, such as ever-increasing backup sizes, backup of virtual infrastructures, and evolving backup architecture strategy.
•Evaluate eight different backup software vendors for best fit using Info-Tech’s Vendor Landscape.
•Use Info-Tech’s scenario analysis to shortlist vendors according to your current situation and submit an RFP to vendors, score their responses, and prepare a backup software demo script.
•Assess implementation pitfalls in light of overall data management, security, and compliance requirements.
Ensure that you make the best-fit backup software decisions for enterprise availability and restore requirements, from strategy to selection to implementation.
VMworld 2013: VMware vCenter Site Recovery Manager – Solution Overview and Le...VMworld
VMworld 2013
Mauricio Barra, VMware
Learn more about VMworld and register at http://www.vmworld.com/index.jspa?src=socmed-vmworld-slideshare
Thomas McQuillan, UnitedHealth Group
Disaster Recovery Planning using Azure Site RecoveryNitin Agarwal
Disaster recovery and business continuity solutions have been historically expensive and time consuming. Microsoft Azure Site Recovery (ASR) makes Disaster Recovery (DR) planning and implementation simpler and affordable for all types of organizations.
Join our team of cloud experts for a walk through of DR and ASR basics. We'll highlight best practices for ASR deployments and help you get a sense of the costs for implementing a solution.
Webinar: The All-Flash Fix – How to Create a Hybrid Storage ArchitectureStorage Switzerland
The All-Flash Data Center was supposed to eliminate all storage problems and allow the application architecture to scale to new heights. The problem is data capacities are growing faster than the cost per GB of flash can decrease. Most data centers can’t afford to go all-flash, and in most cases, since the bulk of data sits idle, it makes no sense to go all-flash. It is just more practical and cost-effective to design an architecture that leverages several storage systems to meet all the needs of the data center and to do so cost-effectively.
Join experts from Storage Switzerland and Western Digital as we discuss the All-Flash Fix, How to Create a Hybrid Storage Architecture. In this webinar you’ll learn how to create an architecture that meets the need to deliver high performance, protect the organization from disaster and meet the organization’s long-term data retention and privacy needs.
Register now to get a copy of our latest white paper “Creating a High Performing but Cost Effective All-Flash Strategy” available exclusively to webinar registrants.
Slides used during the presentation and demonstration 'QlikView & Big Data' at the Business Discovery World Tour on 9 October 2013 by Mischa van Werkhoven and Michael Robertshaw.
Big Data. We've all heard about it. We all think we should do something with it. But do we know exactly what it is and how to create value from it? How reasonable are our expectations? This session focuses on the myths of Big Data, technologies involved as well as how QlikView can be used to add relevance and context to Big Data for the end user.
In Salesforce, the foundation of reporting is the retrieval of an organization's data. If your data is not retrieved efficiently, your reports can be incredibly slow and might time out, which will frustrate your users. Join us to learn the techniques every expert architect should know in order to build reports that fly--and to ensure that your data is at your users fingertips. We'll spend the vast majority of our time covering specific performance-related techniques, such as using reporting governance, as well as what you need to know about the Force.com query optimizer to write reports that are both fast and selective. Note that this session assumes you already understand the basic principles behind building queries and reports.
Navigating Storage in a Cloudy EnvironmentHGST Storage
Steve Campbell, Chief Technology Officer at HGST, presents at Cloud Expo 2013 on the data center evolution, enterprise solid state drives, the future of data storage, and more.
Does your technology spending keep you up at night? Are you looking for ways to save money? Learn best practices for saving money with Elastic. We will answer questions such as: When does it make sense to commit to an annual contract, and how much will I save? How can I manage shards and snapshots to decrease storage spending? You will leave this session with prescriptive guidance you can immediately apply to optimize your Elastic spending.
Oracle & USJade Power Breakfast Presentations: Sales & Operations PlanningJade Global
In a live event hosted by Oracle and USJade, these presentations were provided by special guest speakers and subject matter experts Mel Nelson of APICS, and Stephen Zadig from the ClariPhy Advisory Board. In an interactive meeting with manufacturing professionals they explored the benefits, challenges, tips and best practices of next generation Sales & Operations Planning.
Unleash the Potential of Big Data on SalesforceDreamforce
Salesforce hosts billions of customer records on Salesforce App Cloud. Making timely decisions on this invaluable data demands a new set of capabilities. From interacting with data real-time to leveraging a fluid integration with Salesforce Analytics, these capabilities are just around the corner. Join us in this roadmap session to see what the near-future of Big Data on Salesforce App Cloud looks like and how you can benefit from it. Watch the video now: https://www.youtube.com/watch?v=a-wFfdfGgvM
Forecasting Accurately with Salesforce ForecastingDreamforce
Learn how Salesforce Collaborative Forecasting can give sales leaders visibility into future sales booking or sales revenue. Hear from two customers, Pure Storage and Nitro, on how they leverage forecasting and the benefits they've realized so far. You'll also learn how matrix sales organizations can track splits by revenue or overlay and the additional capability of forecasting by custom field.
Watch the session video: http://bit.ly/1MnI5Z0
Similar to Nimble storage investor presentation q3 fy15(1) (20)
2. Safe Harbor
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.
2
4. Customer Challenges – Scaling and Simplifying Storage Management
Exacerbating Trends
Virtualization Cloud Computing Big Data Social and Collaboration
Poor Application
Performance
Compute 20X
Network 10X
Storage Same
Mobility
Increasing Demands
of Data Growth
40-45%*
CAGR
VM / Application Data
Management Complexity
CRM
ERP
CRM
ERP
*Source: IDC, The Digital Universe in 2020, sponsored by EMC
4
5. Founding Thesis
2013 TAM:
~$40B
1980s
DAS
1995+
Networked Storage
Opportunity for a ground-up redesign of storage
Today
Flash
Cloud
Connectivity
5
7. Our Value Proposition
CASL™
Flash-optimized file
system software
InfoSight™
Cloud-based
management/support
7
Nimble Adaptive Flash Platform
Efficiency Scale-to-Fit Integrated Protection Ease of Operations
Rapid backup
and recovery
Non-disruptive, flexible
scaling to massive scale
Predictive support and
operational simplicity
Significantly better
performance/$ and capacity/$
8. Compelling Value Proposition
Fortune 500 Engineering & Construction Company
Competitor Solution
Challenges
§ 80% physical servers; EMC & NetApp SAN
§ Struggled with performance for Autonomy
e-discovery & Oracle data warehouse
§ Application backups taking over 10 hours
Pre-Nimble Environment
Primary SAN: 2 Racks
Daily backup to tape
§ 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 $3,500/month
8
Nimble Advantage
Nimble SmartStack
Prod (Houston) DR (Austin)
DR with 90 days
of replicated
snapshots
Replication
§ 6U!
§ 110TB with 2.3X
data reduction
§ 30 days of
snapshots
9. Compelling Value Proposition
Global Office Products Company
Competitor Solution
3 Racks of “Tier 1” storage
40TB Usable
Storage in 126U
Nimble Solution
2 CS 460 arrays
59TB Usable
Storage in 6U
§ SQL Server, SAP applications
and other VMs using traditional
“Tier 1” Storage
§ Core project drivers:
– Minimize data center
costs like power, cooling
– Reduce storage
capacity costs
– Reduce complexity
“Nimble has given us much more
flexibility with primary storage and data
protection and a much more resilient
infrastructure – all at a much lower
cost.”
—IT Platform Lead
Replaced
With
9X Reduction in Storage Costs
20X Reduction Footprint
50% Savings in Data Protection Costs
Zero Impact to Performance
Challenges
9
10. Rapid Growth Across All Customer Segments
Cloud Service Provider Customers
Number of Cloud Service Providers
Cloud Service Provider Repeat Bookings
10
Large Enterprise Customers*
Large Enterprise Repeat Bookings
Mid Size Enterprise Customers
Number of Mid Size Enterprise Customers
Mid Size Enterprise Repeat Bookings
1.8X
Initial Sale Total: Year 1 and 2
Number of Large Enterprises
1X
3.4X
1X
Initial Sale Total: Year 1 and 2
3.3X
1X
Initial Sale Total: Year 1 and 2
*Company estimates of Global 5,000 customers
70
199
415
Q3FY13 Q3FY14 Q3FY15
59
155
260
Q3FY13 Q3FY14 Q3FY15
651
1,763
3,644
Q3FY13 Q3FY14 Q3FY15
11. Global Presence
• Australia
• Belgium
• Canada
• China
• Denmark
• France
• Germany
• Hong Kong
• Israel
• Japan
• Netherlands
• New Zealand
• Singapore
• Sweden
• Switzerland
• S. Korea
• Taiwan
• UK
11
International Expansion
% International Bookings
International
North America
81%
19%
12 months thru Q3FY15
International Bookings Growth
+139%
TTM Q3FY14 TTM Q3FY15
14. Flash and Disk are Complementary
Component Flash Disk
Random IO/$ 100X 1X
Sequential IO/$ 1X 3X
Capacity/$ 1X 12X
Write Endurance Poor Proven
Need for Performance Varies Greatly
Analytics
VDI
OLTP
File Services
Low High
Core design principles:
• Efficiency: Leverage flash and disk for their complementary characteristics
• Flexibility: Adapt to workloads, and as the merits of flash and disk evolve over time
14
15. Incumbent Response
Tiering
Flash Arrays for High Performance
Flash Requires a Ground-Up Design
Application
Integration
Data Management
• Compression
• Snapshots
• Thin provisioning
• Replication
• Others
File System
Software
Key Decisions in
Ground-Up Design
How do we:
§ Leverage flash for performance, while
overcoming endurance concerns?
§ Leverage disk for capacity?
§ Be media-agnostic and flexible as the
merits of flash and disk evolve?
§ Leapfrog incumbents on data
management?
15
16. CASL: A Breakthrough File System
Traditional File Systems / Tiering CASL Innovations Nimble Advantage
Uses 30-70% less disk and
flash resources
Inline Compression,
using variable blocks
Fixed blocks:
No compression
Fast random writes
need a flash tier
Uses low-cost HDDs to deliver
SSD-like write performance
Inline Serialization of
all incoming write IO
SSD (Flash) Cache
Disk
More Flash
More Disk
Dynamic Caching to
serve reads from flash
Uses substantially less, low-cost
flash to accelerate reads
Fast reads by migrating
between tiers wastes flash
Copy-based snapshots
waste capacity and
degrade performance
Pointer-Based
Snapshots
Integrated, rapid backup
and recovery
Non-disruptive scaling
in least-cost increments
Scale-to-Fit: Scale-up,
deep and scale-out
Scale-Up OR
Limited Scale-Out
CASL is more performance and capacity efficient and easy to scale, while delivering integrated data protection
16
17. Traditional Storage Management is Inefficient and Expensive
17
Total Cost of Ownership
20% Upfront Capital
Expenditure
80% • Data protection
• Storage Management
18. Transformation in Data Protection Model
D2D + Replication Snapshots + Replication
Primary
Backup
Disaster
Recovery
Tier 3
(+Dedupe)
18
§ No backup window
§ Rapid local recovery
§ Cost-effective,
simple DR
No Tapes
19. Complementing Data Protection: Provisioning and Managing Copies
D2D + Replication Snapshots + Replication
Primary
Backup
Disaster
Recovery
Space-efficient
clones
19
§ No backup window
§ Rapid local recovery
§ Cost-effective,
simple DR
§ Instantaneous zero-copy
clones (e.g., for test and
dev instances)
Tier 3
(+Dedupe)
20. Traditional Storage Management is Inefficient and Expensive
!
!
#
! #
#
!
#
!
#
? ? ?
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
20
21. InfoSight: Cloud-Based Management
Nimble Approach Customer Benefits
Comprehensive
Telemetry
Proactive
Wellness
Analysis and
Automation Storage Management
SaaS Offering
Community
Learning
Leveraging pervasive network connectivity and big data analytics to automate support and enable cloud-based management
21
22. InfoSight Impact
22
Predicting Customers’ Storage Expansion Needs*
541 142
customers
expanded capacity
customers
expanded flash
49
customers
upgraded controllers
Proactive Support Prevents Problems*
92%
80%
of the cases
automatically
opened by Nimble
of support cases
auto-closed
by Nimble
* InfoSight case percentages and customer storage expansion needs based on 12 month period through Q3FY15
23. Market Landscape and Our Opportunity
Industry Nimble Storage
Workloads
High-Performance Computing
Performance Intensive
Mainstream Applications
Cheap and Deep
Server
Flash
All Flash Arrays
Pure, SolidFire
XtremIO
Hybrid / Disk Arrays
Archival
Archival
Real Time Analytics
Adaptive Flash Platform
Oracle / Sql
Vertica
VDI
Mongo DB
SAP
Exchange
VMware
SharePoint
EMC VNX
NetApp FAS
HP 3PAR
Dell EQL/CML
Server
Flash
23
25. Financial Highlights
Strong revenue growth with a significant “land and expand” opportunity
Attractive and best-in-class gross margin profile
Investments to expand differentiation and capitalize on large market opportunity
Improving operating leverage and cash flow margins
Attractive long term financial model
25
26. $14.0
+ 134%
$53.8
$125.7
+ 90%
$84.0
FY12 FY13 FY14 YTD FY14 YTD FY15
Quarterly Revenue
$ 14.6
$ 20.2 $ 22.1
$ 28.5
$ 33.4
$ 41.7
$ 46.5
$ 53.8
$ 59.1
Q3FY13 Q4FY13 Q1FY14 Q2FY14 Q3FY14 Q4FY14 Q1FY15 Q2FY15 Q3FY15
Product Revenue Support and Service Revenue
Rapid Revenue Growth
Annual and YTD Revenue*
$159.4
Product Revenue Support and Service Revenue
*Fiscal year ends on January 31
26
27. Growth Drivers: New Customers, Large Deals, International & Repeat Business
27
International Expansion
% International Bookings
International
North America
19%
12 months thru Q3FY15
International Bookings
+139%
81%
TTM Q3FY14 TTM Q3FY15
New Customers & Large Deals
Cumulative Customer Base
780
2,117
% Bookings > $100K
Bookings >$100k Bookings <$100k
4,319
Q3FY13 Q3FY14 Q3FY15
Repeat Business
% New vs. Existing Customer Bookings
Existing
customers
New
customers
69%
62%
12months thru Q3FY14
38%
12 months thru Q3FY15
31%
63%
37%
12 months thru Q3FY15
28. Best-in-Class Gross Margins
Quarterly Gross Margin* Product and Support and Service Gross Margin*
66.4%
67.2%
66.2%
67.4% 67.1%
Q3FY14 Q4FY14 Q1FY15 Q2FY15 Q3FY15
69.0% 68.9%
44.9%
56.0%
Q3FY14 Q3FY15
Product Gross Margin Support and Service Gross Margin
*Reflects Non-GAAP Gross Margin; see slide 32 for reconciliation
28
29. Improving EBITDA, Operating And Cash Flow Margins
FY13 FY14 YTD FY14 YTD FY15
-45%
-23%
-26%
-16%
-47%
-27%
-29%
-19%
EBITDA Margin
Operating Margin
Cash Flow From Operations, Cash Burn and
Free Cash Flow % of Revenue**
Q4FY13 Q1FY14 Q2FY14 Q3FY14 Q4FY14 Q1FY15 Q2FY15 Q3FY15
v
Improving EBITDA & Operating Margin*
-19%
*Reflects Non-GAAP Operating Margin, which excludes stock based compensation expense. See slide 32 for reconciliation
**Free cash flow is defined as net cash from operating activities minus capital expenditures
-11%
-23%
-1%
-26%
-19%
Operating Cash Flow as % of Total Revenue
Cash Burn as % of Total Revenue
Free Cash Flow as % of Total Revenue
29
30. Target Operating Model
FY13 FY14 Q3 FY15 Long-Term Model
Gross Margin* 62% 65% 67.1% Currently operating above target model 63%–65%
R&D as % of
Revenue* 28% 26% 26% Leverage from investments we have made in our rich product
roadmap 11%–13%
S&M as % of
Revenue* 72% 57% 50%
Continuously improving leverage from channel partners, ramp of
sales teams to mature quota carrying levels, continued increase in
repeat business from existing customer base
28%–31%
G&A as % of
Revenue* 9% 9% 8% Continuous efficiency and economies of scale 5%–6%
Non-GAAP
Operating
Margin
-47% -27% -16% 16%–20%
*Reflects Non-GAAP Gross Margin, R&D, S&M, G&A and Operating Margin, see slide 32 for reconciliation
Note: due to rounding, numbers presented above may not sum to total.
30
How We Get There
31. Customers
Continue expansion into
large enterprise and service
provider customers
Sales and Marketing
Invest aggressively to deepen
sales coverage within existing territories,
expand internationally, and drive continued
channel leverage
People
Build best-in-class company
founded on recruiting and retaining
the industry’s best talent
Our Strategic Priorities
Technology Platform
Build on our broad technology
foundation to further extend our
differentiation and broaden feature coverage
to address every workload in the enterprise
31
34. Customer Case Study: Transforming Storage Efficiency at a Large Bank
Challenges
§ Storage costs were 30% of
the capital budget
§ Core project drivers:
• Performance scaling
• Storage budget
• Datacenter footprint
Competitor Hybrid
Disk-Flash Solution VS. Nimble Nimble Advantage
§ 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
34
35. Customer Case Study: Consolidation and Efficiency at Global Oil & Gas Leader
Challenges
§ 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
Nimble VDI Solution
§ 3000 VDI users
§ 64TB and 30K
IOPS on average
§ 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 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
35
36. Customer Case Study: Fortune 50 Telecommunications Company
Challenges
§ 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
Nimble Solution Nimble Advantage
§ 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
§ Vertica cluster processing Billions
of events / hour
§ 170TB capacity
§ Hourly snapshots
for data protection
36
37. Customer Case Study: Global Managed Services Firm
Situation
§ Global firm with over
19,000 professionals
§ Managed Services
focused on delivering
hosted Microsoft
Applications
§ EMC storage
deployed as core
storage platform
Challenges
§ EMC VNX 7500 for 10,000
Exchange users
Goals from an alternative solution:
§ Lower capital costs
§ Small foot-print to lower monthly
data center costs of $14,000
§ Faster backup and recovery, to
avoid traditional backup challenges
§ Scalable platform for expansion
Nimble Solution
§ 6U of Nimble storage replaced 2 racks of
EMC
Nimble Advantage:
§ Much lower capital costs
§ Data center and rack space cost savings of ~
$10,500/ month
§ Compression of 1.5X
§ Snapshots for backup and recovery
§ Non-disruptive upgrades
37
38. Customer Case Study: Leading Cloud Services Provider
Challenges
§ Service Provider with
presence across the US
§ Core drivers:
• Datacenter consolidation
• Rapid provisioning
• Performance scaling
§ Large Telecom customer
with scaling challenges
prompted POC
Nimble SmartStack Nimble Advantage
§ 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
10G iSCSI 10G UCS
VMWare
+
Cisco
+
Nimble
38
39. Transforming Data Protection at a Global Consulting Firm
§ 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
Challenges
Nimble Approach
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
Rethinking infrastructure at
all of their 11 sites
39
40. BlueTie – Leading SaaS Provider Hosting 800,000 mailboxes on Nimble
Challenges
• Aging $1.5M NAS solution
nearing end of life
• Maintenance > $60K per
year
• 3 ½ racks of storage
leading to escalating
power, cooling and rack
space costs
40
Legacy Solution
Nimble Solution
¼ Rack of SAN storage
Replaced
With
Seamless
transition from
NAS to SAN
3 ½ Racks of NAS storage ¼ Rack of SAN storage
• Massive reduction in power, cooling and rack space costs
• Higher performance across 800,000 mailboxes
• TCO: Capital cost of Nimble with 5 years of maintenance cost less than
two years of maintenance of previous solution
41. Wynit, a leading national brand product distributor chooses SmartStack
§ Nimble “SmartStack”:
§ Cisco UCS
§ VMware
§ Nimble arrays
§ Workloads
§ VMs, VDI
§ ERP
§ MS Exchange
Challenges
Nimble Approach
41
No offsite business continuance
solution in place.
Desktop management was
complex and time consuming.
EMC SAN could not support
new applications, including
VDI and ERP.
ERP
Exchange
VDI and VMs
ERP
Exchange
12X reduction in footprint
1/3 the cost
5 years of capacity
VDI and VMs
20X better performance
Replication
Production Site DR Site