EMC & VMWARE - Dell EMC fileEMC & VMWARE STRATEGIC FORUM NEW YORK | MARCH 13 2013 Joe Tucci...

EMC & VMWARE STRATEGIC FORUM NEW YORK | MARCH 13 2013

Joe Tucci Chairman & CEO

EMC Re-Energizes

High End Storage,

Moves To Mid-Tier,

Expands Channels

EMC Bets On SOFTWARE…

ILM, Server

Virtualization

Information Infrastructure

+ Virtual

Infrastructure

The Journey To The Private Cloud Starts Now!

FAST Is Alive…

But Tape Is Dead!

EMC & Power Hybrid Clouds Launches VCE

Cloud, Big Data & Trust

Our Strategic Foundation

EMC Re-Energizes

High End Storage,

Moves To Mid-

Expands Channels

EMC Bets On SOFTWARE…

ILM, Server

Virtualization

+ Virtual

Infrastructure

The Journey To The Private Cloud Starts Now!

FAST Is Alive…

But Tape Is Dead!

EMC & Power Hybrid

Clouds Launches VCE

Long-Term Results : 2007-2012

2007 2012 5 Yr Change CAGR

Revenue $13.2B $21.7B 64% 10%

Op Income $2.3B $5.4B 130% 18%

Op Income % 17.7% 24.9% 720 bps 18%

EPS $0.88 $1.70 93% 14%

Free Cash Flow $2.2B $5.0B 129% 18%

(Non-GAAP)

Dual Innovation Strategy

Research & Development

12% Investment

“No matter who you are, most of the

smartest people work for someone else”

Bill Joy

Research & Development

Dual Innovation Strategy

Technology Acquisitions

12% Investment

10% Investment

“String Of Pearls”

Long-Term Results : 2007-2012

2007 2012 5 Yr Change CAGR

Revenue $13.2B $21.7B 64% 10%

Op Income $2.3B $5.4B 130% 18%

Op Income % 17.7% 24.9% 720 bps 18%

EPS $0.88 $1.70 93% 14%

Free Cash Flow $2.2B $5.0B 129% 18%

(Non-GAAP)

2007 2012

Revenue $13.2B $21.7B

$ Growth $8.5B

$ Acquired $0.8B*

*Annualized Run Rate Based On Quarter Prior To Acquisition, Excluding Consumer Businesses

FINANCIAL TRIPLE PLAY

INVEST FOR THE FUTURE

FINANCIAL LEVERAGE

GAIN SHARE

And Along The Way We Have…

60000 RETAINED / ATTRACTED

TALENTED AND DEDICATED PEOPLE

DELIVERED VALUE TO OVER

200000 ORGANIZATIONS

THE FUTURE

Disruptive / Opportunistic IT Trends

Mobile Cloud Big Data Social

T R U S T

Our Sweet Spot!

Mainframe, Mini Computer

Terminals

LAN/Internet Client/Server

Mobile Devices

MILLIONS OF USERS

THOUSANDS OF APPS

HUNDREDS OF MILLIONS OF USERS

TENS OF THOUSANDS OF APPS

BILLIONS OF USERS

MILLIONS OF OF APPS

Source: IDC, 2012

Growth In Applications

Sources: IDC, Gartner, AWS Workload Estimates

Next Gen Cloud Applications

2016 48M

2012 6M 700%

Traditional Applications

2016 141M

2012 83M 70%

THROUGH THE EYES OF OUR CUSTOMERS

What Customers Want/Need

Lower Operational

Increase Revenue

Reduce Risk

CLOUD TRANSFORMS IT

Lower Operational

Cloud Transforms IT Infrastructure

Virtualize 2 Automate 3 Standardize 1

Virtualization Software

Software Defined Compute

Software Defined Storage

Software Defined Network

Software Defined Security

Abstract, Pool And Automate

The Software-Defined Data Center

Physical Hardware

Server Storage Network Security

ABSTRACT INTELLIGENCE

Virtualization Software

Software Defined Compute

Software Defined Storage

Software Defined Network

Software Defined Security

Abstract, Pool And Automate

Physical Hardware

Server Storage Network Security

LEVERAGE INTELLIGENCE

Clean Separation Between Infrastructure & Virtualization Layers

Open Architecture Provides Choice

Software-Defined Networking

Best-Of-Breed Information Storage & Protection

Our Portfolio Has Never Been Stronger

FASTEST GROWING

REFERENCE ARCHITECTURE

EMC VSPEX

#1 IN STORAGE

DOLLAR RUN RATE IN BIG DATA STORAGE 66.6%

SHARE PURPOSE BUILT

BACKUP APPLIANCES

1,000,000,000

“The only vendor to offer a complete

portfolio of flash storage options.”

EMC Will Drive Software-Defined Storage

VMAX VNX Isilon Atmos

Data Domain

EMC Software-Defined Storage

Works Seamlessly With The Software-Defined Data Center

EMC Will Collaborate With VMware

Data Domain

“Horizontal” Architecture Provides Choice Open & Runs ANY Application

Collaboration ERP Middleware Database

Data Domain

Next Gen

Data Domain

Open Architecture Provides Choice EMC Software-Defined Storage Integrates With Hyper-V & OpenStack

Converged Infrastructure. Single Product. Single Point Of Management. Single Point Of Support.

Vblock

VCE Is The Integrated Systems Leader

Source: Gartner - Market Share Analysis: Data Center Hardware Integrated Systems, 1Q11-2Q12, 30 Nov 2012 G00239623; 6 quarters

Integrated

Infrastructure Systems

Integrated

Workload Systems

Integrated

Reference Architectures

Integrated Systems Market

EMC & VMware : Our Differentiation

Agility

Efficiency

Control

Choice

The Business Drivers

Lower Operational

Increase Revenue

BIG DATA TRANSFORMS BUSINESS

Increase Revenue

Location & Types Of Big Data

Structured Data

Unstructured Data

Enterprise

Forecast Data

Location Data

Credit Data

Shipping Data

Social, Video Data

Partner Public

10101010100101010 011001010101110010 1101010100101011111

Telemetry Data

Location & Types Of Big (& Fast!) Data

New Apps Are Built In New Ways

Social & Primarily Accessed By Mobile Devices

Public Cloud

Deployed On A Software-Defined

Cloud Infrastructure

Developed With Modern Programming Tools &

Data Fabrics

Next Generation Cloud & Big / Fast Data Apps

A Platform For Next Gen Cloud & Big / Fast Data Applications

The Pivotal Initiative: 3rd Family Member

1250 EMPLOYEES ~$300M

IN 2013 REVENUE

Private, Virtual Private & Public Cloud Deployment Options

Private Cloud Public Cloud Virtual

Private Cloud

The Business Drivers

Increase Revenue

Reduce Risk

Lower Operational

INTRUSION TRADITIONAL THREATS FOCUSED ON

PREVENTION TRADITIONAL SECURITY FOCUSED ON

The Old World Of Security

Advanced Security Is Different.

Prevention 80%

Monitoring 15%

Response 5%

Historical Security Investment

Prevention 33%

Monitoring 33%

Response 33%

Future Security Investment

Shift In Focus. Shift In Spend.

BIG DATA

IS WHERE SECURITY MEETS

Monitor Information Flowing Through Applications & Infrastructure

Advanced Security Underpins Everything

Advanced Security

Next Generation Cloud & Big Data Apps

Data Domain

Completing The Portfolio

Content, Process & Collaboration Apps Next Generation Cloud & Big / Fast Data Apps

End User Computing

$164B TAM Opportunity By 2016

2012 2016

$6B $17B

2012 2016

$68B $87B

$6B 2016

Advanced Security

Top Trends Driving 2013 IT Spending

Offshoring Labor / Labor Optimization

Cloud Computing

Security

Big Data Problems

0 5% 15% 20% 25%

Source: Barclays CIO Survey, October 2012

Windows Upgrade Cycles

Desktop Virtualization

Storage Virtualization

Green Computing (Saving Power)

Server Virtualization

% Respondents

Windows Upgrade Cycles

Desktop Virtualization

Storage Virtualization

Green Computing (Saving Power)

Server Virtualization

Paul Maritz

PLATFORM FOR

CLOUD & BIG / FAST DATA APPLICATIONS

A Unique Federation Of Businesses Focused and Free to Execute on their Mission, Strategically Aligned

Pat Gelsinger

David Goulden

SOFTWARE-DEFINED DATA CENTER HYBRID CLOUD

END USER COMPUTING

INFORMATION STORAGE & PROTECTION INFORMATION SECURITY

INFORMATION INTELLIGENCE

THANK YOU!

EMC & VMWARE - Dell EMC fileEMC & VMWARE STRATEGIC FORUM NEW YORK | MARCH 13 2013 Joe Tucci...

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