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© Copyright 2013 EMC Corporation. All rights reserved.
EMC & VMWARE STRATEGIC FORUM NEW YORK | MARCH 13 2013
Joe Tucci Chairman & CEO
© Copyright 2013 EMC Corporation. All rights reserved.
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-
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
© Copyright 2013 EMC Corporation. All rights reserved.
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)
© Copyright 2013 EMC Corporation. All rights reserved.
Dual Innovation Strategy
Research & Development
12% Investment
© Copyright 2013 EMC Corporation. All rights reserved.
“No matter who you are, most of the
smartest people work for someone else”
Bill Joy
© Copyright 2013 EMC Corporation. All rights reserved.
Research & Development
Dual Innovation Strategy
Technology Acquisitions
12% Investment
10% Investment
“String Of Pearls”
© Copyright 2013 EMC Corporation. All rights reserved.
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
© Copyright 2013 EMC Corporation. All rights reserved.
FINANCIAL TRIPLE PLAY
INVEST FOR THE FUTURE
FINANCIAL LEVERAGE
GAIN SHARE
© Copyright 2013 EMC Corporation. All rights reserved.
And Along The Way We Have…
60000 RETAINED / ATTRACTED
TALENTED AND DEDICATED PEOPLE
DELIVERED VALUE TO OVER
200000 ORGANIZATIONS
© Copyright 2013 EMC Corporation. All rights reserved.
THE FUTURE
© Copyright 2013 EMC Corporation. All rights reserved.
Disruptive / Opportunistic IT Trends
Mobile Cloud Big Data Social
T R U S T
© Copyright 2013 EMC Corporation. All rights reserved.
Mobile Cloud Big Data Social
T R U S T
Our Sweet Spot!
© Copyright 2013 EMC Corporation. All rights reserved.
Mainframe, Mini Computer
Terminals
LAN/Internet Client/Server
PC
Mobile Cloud Big Data Social
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
© Copyright 2013 EMC Corporation. All rights reserved.
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%
© Copyright 2013 EMC Corporation. All rights reserved.
THROUGH THE EYES OF OUR CUSTOMERS
© Copyright 2013 EMC Corporation. All rights reserved.
© Copyright 2013 EMC Corporation. All rights reserved.
What Customers Want/Need
Lower Operational
Costs
Increase Revenue
Reduce Risk
© Copyright 2013 EMC Corporation. All rights reserved.
CLOUD TRANSFORMS IT
Lower Operational
Costs
© Copyright 2013 EMC Corporation. All rights reserved. © Copyright 2013 EMC Corporation. All rights reserved.
© Copyright 2013 EMC Corporation. All rights reserved.
Cloud Transforms IT Infrastructure
Virtualize 2 Automate 3 Standardize 1
© Copyright 2013 EMC Corporation. All rights reserved.
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
© Copyright 2013 EMC Corporation. All rights reserved.
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
LEVERAGE INTELLIGENCE
© Copyright 2013 EMC Corporation. All rights reserved.
The Software-Defined Data Center
Clean Separation Between Infrastructure & Virtualization Layers
Open Architecture Provides Choice
© Copyright 2013 EMC Corporation. All rights reserved.
Clean Separation Between Infrastructure & Virtualization Layers
Open Architecture Provides Choice
The Software-Defined Data Center
© Copyright 2013 EMC Corporation. All rights reserved.
The Software-Defined Data Center
Clean Separation Between Infrastructure & Virtualization Layers
Open Architecture Provides Choice
© Copyright 2013 EMC Corporation. All rights reserved.
Clean Separation Between Infrastructure & Virtualization Layers
Open Architecture Provides Choice
Software-Defined Networking
© Copyright 2013 EMC Corporation. All rights reserved. © Copyright 2013 EMC Corporation. All rights reserved.
© Copyright 2013 EMC Corporation. All rights reserved.
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.”
© Copyright 2013 EMC Corporation. All rights reserved.
EMC Will Drive Software-Defined Storage
VMAX VNX Isilon Atmos
Information Infrastructure
Data Domain
EMC Software-Defined Storage
© Copyright 2013 EMC Corporation. All rights reserved.
Works Seamlessly With The Software-Defined Data Center
EMC Will Collaborate With VMware
The Software-Defined Data Center
VMAX VNX Isilon Atmos
Information Infrastructure
Data Domain
EMC Software-Defined Storage
© Copyright 2013 EMC Corporation. All rights reserved.
“Horizontal” Architecture Provides Choice Open & Runs ANY Application
Collaboration ERP Middleware Database
The Software-Defined Data Center
VMAX VNX Isilon Atmos
Information Infrastructure
Data Domain
EMC Software-Defined Storage
Next Gen
© Copyright 2013 EMC Corporation. All rights reserved.
VMAX VNX Isilon Atmos
Information Infrastructure
Data Domain
EMC Software-Defined Storage
Open Architecture Provides Choice EMC Software-Defined Storage Integrates With Hyper-V & OpenStack
© Copyright 2013 EMC Corporation. All rights reserved.
Converged Infrastructure. Single Product. Single Point Of Management. Single Point Of Support.
Vblock
© Copyright 2013 EMC Corporation. All rights reserved.
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
© Copyright 2013 EMC Corporation. All rights reserved.
EMC & VMware : Our Differentiation
Agility
Efficiency
Control
Choice
© Copyright 2013 EMC Corporation. All rights reserved.
The Business Drivers
Lower Operational
Costs
Increase Revenue
© Copyright 2013 EMC Corporation. All rights reserved.
BIG DATA TRANSFORMS BUSINESS
Increase Revenue
© Copyright 2013 EMC Corporation. All rights reserved.
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
© Copyright 2013 EMC Corporation. All rights reserved.
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
© Copyright 2013 EMC Corporation. All rights reserved.
Next Generation Cloud & Big / Fast Data Apps
A Platform For Next Gen Cloud & Big / Fast Data Applications
The Pivotal Initiative: 3rd Family Member
$$$
© Copyright 2013 EMC Corporation. All rights reserved.
Next Generation Cloud & Big / Fast Data Apps
The Pivotal Initiative: 3rd Family Member
1250 EMPLOYEES ~$300M
IN 2013 REVENUE
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Private, Virtual Private & Public Cloud Deployment Options
Open Architecture Provides Choice
Private Cloud Public Cloud Virtual
Private Cloud
Next Generation Cloud & Big / Fast Data Apps
© Copyright 2013 EMC Corporation. All rights reserved.
The Business Drivers
Increase Revenue
Reduce Risk
Lower Operational
Costs
© Copyright 2013 EMC Corporation. All rights reserved.
INTRUSION TRADITIONAL THREATS FOCUSED ON
PREVENTION TRADITIONAL SECURITY FOCUSED ON
The Old World Of Security
© Copyright 2013 EMC Corporation. All rights reserved.
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.
© Copyright 2013 EMC Corporation. All rights reserved.
BIG DATA
IS WHERE SECURITY MEETS
© Copyright 2013 EMC Corporation. All rights reserved.
Monitor Information Flowing Through Applications & Infrastructure
Advanced Security Underpins Everything
Advanced Security
Next Generation Cloud & Big Data Apps
The Software-Defined Data Center
VMAX VNX Isilon Atmos
Information Infrastructure
Data Domain
© Copyright 2013 EMC Corporation. All rights reserved.
Completing The Portfolio
The Software-Defined Data Center
Information Infrastructure
Content, Process & Collaboration Apps Next Generation Cloud & Big / Fast Data Apps
End User Computing
© Copyright 2013 EMC Corporation. All rights reserved.
$164B TAM Opportunity By 2016
2012 2016
$6B $17B
2012 2016
$50B
2012 2016
$68B $87B
$19B
2012
$6B 2016
$10B
Advanced Security
© Copyright 2013 EMC Corporation. All rights reserved.
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
10%
% Respondents
Windows Upgrade Cycles
Desktop Virtualization
Storage Virtualization
Green Computing (Saving Power)
Server Virtualization
© Copyright 2013 EMC Corporation. All rights reserved.
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
:
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THANK YOU!