LIVE CUSTOMERS                     6,600+                           50 early adopters
                                                                (Target 10K a year by 2010)
GENERAL AVAILABILITY              10+ years                       Pending since 2007
DEVELOPMENT                   2,000+ developers                                    ?
COMMUNITY                      120+ SuiteApps
REFERENCE CUSTOMERS                 500+                         6 quotes in press rel.
NUMBER OF CEOS                           1                                         2
FUNCTIONAL SHOOTOUT1         Won all 3 categories                Lost all 3 categories
1.Global Financial Mgt
2.CRM – Lead to Cash
3.Production & Fulfillment
DEV PLATFORM                     SuiteCloud                                        ?
REV. GROWTH SINCE „072              +74%                             -12.7% (all SAP)
                                     1 Sapience   „09 head to head shootout
                                     2   Gartner Financial Management Market Share Report, April 2010
NetSuite IPO                  Launches OneWorld          Launches SuiteCloud          Launches SuiteFlow

 • First cloud business        • First cloud global       • First vertical cloud       • First cloud visual
   management suite              business management        platform                     customization
 • 5,600+ live customers         solution                 • Fastest growing top 10     • Reaches 2,000+
 • Launch vertical solutions   • Launches NetSuite for      Financial Management         developers and 120+
                                 Manufacturers              Solution - Gartner           SuiteApps
   for Software, Services,
   WD, Ecommerce, Retail       • Pioneers NetSuite for    • 30% new business           • 6,600+ live
                                 services companies         from OneWorld                customers


         2007                         2008                    2009                         2010

Announces A1S                  Restates goals             Delayed again                More promises?

• Plans to invest $400M+       • 12-18 month delay                                     • 50 “nearly” live
                                                          • 80 early adopters
• 2008 target:                 • Cuts R&D by $120M+                                      customers
                                                          • 25% R&D staff cut
  -1,000 customers             • 150 “engagements”                                     • More broken
                                                          • Delay until 2010             promises?
• 2010 target:                 • Limited to 6 countries
                                                          • Unable to run profitably
 - 10,000 customers / year     • 20 users per blade
                                                          • Experiments with
 - $1BN revenue                                             multi-tenancy
SAP BBD Latest Additions Play Catch-up to
             Long Standing NetSuite Functionality


REAL-TIME ANALYTICS             2001               July 2010
SUPPORT FOR MOBILE
                                2006               July 2010
DEVICES
                               2005
RICH USER INTERFACE                                July 2010
                          (AJAX-Driven UI)
                                2002
INTEGRATION &
                        (Customizable Suite)
EXTENSIBILITY,                                     July 2010
INCREASED FLEXIBILITY           2008
                        (SuiteCloud Platform)
MULTI-TENANCY               Since 1999             July 2010
SINGLE TENANCY OPTION       Since 2003          Announced 2007

NetSuite's Quicktake on SAP Business ByDesign

  • 1.
    LIVE CUSTOMERS 6,600+ 50 early adopters (Target 10K a year by 2010) GENERAL AVAILABILITY 10+ years Pending since 2007 DEVELOPMENT 2,000+ developers ? COMMUNITY 120+ SuiteApps REFERENCE CUSTOMERS 500+ 6 quotes in press rel. NUMBER OF CEOS 1 2 FUNCTIONAL SHOOTOUT1 Won all 3 categories Lost all 3 categories 1.Global Financial Mgt 2.CRM – Lead to Cash 3.Production & Fulfillment DEV PLATFORM SuiteCloud ? REV. GROWTH SINCE „072 +74% -12.7% (all SAP) 1 Sapience „09 head to head shootout 2 Gartner Financial Management Market Share Report, April 2010
  • 2.
    NetSuite IPO Launches OneWorld Launches SuiteCloud Launches SuiteFlow • First cloud business • First cloud global • First vertical cloud • First cloud visual management suite business management platform customization • 5,600+ live customers solution • Fastest growing top 10 • Reaches 2,000+ • Launch vertical solutions • Launches NetSuite for Financial Management developers and 120+ Manufacturers Solution - Gartner SuiteApps for Software, Services, WD, Ecommerce, Retail • Pioneers NetSuite for • 30% new business • 6,600+ live services companies from OneWorld customers 2007 2008 2009 2010 Announces A1S Restates goals Delayed again More promises? • Plans to invest $400M+ • 12-18 month delay • 50 “nearly” live • 80 early adopters • 2008 target: • Cuts R&D by $120M+ customers • 25% R&D staff cut -1,000 customers • 150 “engagements” • More broken • Delay until 2010 promises? • 2010 target: • Limited to 6 countries • Unable to run profitably - 10,000 customers / year • 20 users per blade • Experiments with - $1BN revenue multi-tenancy
  • 3.
    SAP BBD LatestAdditions Play Catch-up to Long Standing NetSuite Functionality REAL-TIME ANALYTICS 2001 July 2010 SUPPORT FOR MOBILE 2006 July 2010 DEVICES 2005 RICH USER INTERFACE July 2010 (AJAX-Driven UI) 2002 INTEGRATION & (Customizable Suite) EXTENSIBILITY, July 2010 INCREASED FLEXIBILITY 2008 (SuiteCloud Platform) MULTI-TENANCY Since 1999 July 2010 SINGLE TENANCY OPTION Since 2003 Announced 2007