Q315 citi-conf-090915

Citi 2015 Global Technology Conference – September 9, 2015

John Scaramuzzo, SVP & GM, Enterprise Storage Solutions

Transforming The Data Center



Forward-Looking Statements

During our meeting today we will make forward-looking statements.

Any statement that refers to expectations, projections or other characterizations of future events or circumstances is a forward-looking statement, including those relating to market growth, industry trends, future products, product performance and product capabilities. This presentation also contains forward-looking statements attributed to third parties, which reflect their projections as of the date of issuance. Actual results may differ materially from those expressed in these forward-looking statements due to a number of risks and uncertainties, including the factors detailed under the caption “Risk Factors” and elsewhere in the documents we file from time to time with the SEC, including our annual and quarterly reports.

We undertake no obligation to update these forward-looking statements, which speak only as of September 9, 2015.

A Global Fortune 500 Leader in Flash Storage Solutions

Personal Smartphones & Tablets Client SSDs Data Center SSDs, Systems & Software * Financials as of Q2’15. Net Cash = (Cash + cash equivalents + short-term and long-term marketable securities) less (debt at maturity value) as of end of Q2’15; patents are as of Q2 2015.

Vertically Integrated • Fab – Memory Production • Memory System Design • Full Product Manufacturing • Software Solutions

Patent Portfolio • 5000+ Patents

Financial Strength Trailing 4 Quarter Financials*

• $6.1B Revenue • $1.5B Net Cash • $0.9B R&D Investment

SanDisk Ventures • $75 Million for Strategic

Investments

Customers, Channels • OEM • Enterprise • Hyperscalers • Retail, Consumers

3


Enable a New Generation of Services & Applications

for an Experience Never Before Thought Possible!

Extreme Performance Massive Capacity Immediate Access to Information

5 Citi 2015 Global Technology Conference – September 9, 2015

Market Trends Rapidly Shifting

Beyond Data Customer Experience & Impact

QoS

Scale Beyond

Simplicity Information on-Demand

BILLIONS of people

MILLIONS of Apps

MOBILE ・ CLOUD ・ BIG DATA ・ SOCIAL

40,000 Exabytes Digital Universe in 2020* *Source: IDC, “The Digital Universe in 2020: Big Data, Bigger Digital Shadows and Biggest Growth in the Far East”, December 2012


Technology Trends Responding

W EB SCALE

GEO-DISTRIBUTED SCALE-OUT

Consolidate-Expand-Consolidate

CLIENT/SERVER

VIRTUALIZATION

HYPER-CONVERGED INFRASTRUCTURE

MAINFRAME

DISAGGREGATED STORAGE & COMPUTE

CLOUD SERVICES

BILLIONS OF OBJECTS

BILLIONS OF DEVICES

KEEP INFORMATION

FOREVER

Scaling Beyond


Supporting Architectures - SAN

Rack

Server

Server

Server

SAN Fabric

SAN

SAN

Traditional SAN

Mostly SAS HDD SAS Flash Typically ~30 attached nodes

Fixed workload Or heavy VM load

SAN for easy management, features large, reliable systems

Unstructured Data

Messaging

Collaboration

Virtual Server & Desktop

Analytics

Transaction Processing


Supporting Architectures - SDS/HCI Private Cloud

Rack

Server

Ethernet Switch

SDS

iSCSI SAN

Server

Server

Server

SDS

iSCSI = SAN Perf

SDS, converged, hyperconverged solutions providing SAN/NAS functions

SDS = easily deploy Mostly SATA

High performance

Containers VMs

Block & File

NexentaStor NexentaStor

IF100+NexentaStor™: Scale-Up and Scale-Out

Full featured Storage Infrastructure

Combines SanDisk’s InfiniFlash™ System with Nexenta’s

Open SDS

Scales up to 4x InfiniFlash IF100 enclosures

Unlimited file system size

Full data protection & resiliency

Use cases

High performance, full featured block storage – FC, iSCSI

Cloud backend – Scalable, high performance FC and NFS

High performance File Share, Home Directories – NFS, SMB


Supporting Architectures - Hyperscale/Cloud Challenges Facing Cloud Service Providers Enterprises: Enterprises rely on “mission-critical” cloud services Business applications: ERP, Workflow, CRM Archive, file synch & share Providers must meet contractual obligations to meet SLAs

Consumers: Consumers expect 24/7 access to apps Entertainment: video, social media, file sharing Personal Productivity: banking, scheduling, fitness

Hyperscale/Cloud Rack

Ethernet Switch

DAS

DAS

DAS

DAS

DAS

DAS

DAS

DAS

Cool = HDD HDD Flash

Warm = SSD SATA NVMe

Hot = PCIe Flash Flash SCM

Provide compute & storage as a service


Supporting Architectures - Hyperscale/Cloud

Needed rapid deployment of subscription-based OS instances SanDisk SSDs delivered Linux image provisioning

under 90 seconds vs. > 5 min on HDDs

Needed temporary storage to enable virtualized app stacks SanDisk SSDs increased performance led to CSP’s

ability to offer “gold’ level tier of service

One of the World’s Largest Cloud Service Providers Hyperscale/Cloud Rack

Ethernet Switch

DAS

DAS

DAS

DAS

DAS

DAS

DAS

DAS

Cool = HDD HDD Flash

Warm = SSD SATA NVMe

Hot = PCIe Flash Flash SCM

Provide compute & storage as a service


SanDisk Solution Building Blocks & Flash Intelligence

Scale-out Capacity SW

High Performance SW

Custom

Applications (OEM, ISV, Open source)

Storage Management Services

Data Path Optimization Services

Caching SW

Flash Media

Guardian Firmware VSL/Drivers


Today’s Datacenter Infrastructure is Changing

Enterprise Development

Needs at Scale

Datacenter Solutions

Web/Cloud Development

RSA (Rack Scale Architecture)

Problems (Management,Bandwidth)

SDx (Software Defined

Datacenter & Storage)

Problems (Performance, Agility)


Workload Value & Impact

Serve more customers while exceeding SLAs

Lower SW licensing costs with DB consolidation

Improve customer experience & productivity

Ample “Headroom” for spiky demands, peak workloads

Consistent QoS for VDI end users Scale without disruption Greater ITC - Higher VM density per

host, fewer physical servers, lower costs

Capacity with Performance Time to insight, time to value Density, Power, Capacity enable ITC

SanDisk Addresses Broad Range of Workloads

SanDisk Flash • Performance • Capacity • Cost • Reliability • Scale

PCIe/ NVMe

SAS

System

SATA • Big Data Analytics • Content Repositories • Media Services

• OLTP, OLAP • Tier 1 Databases • HPC

• Virtualization • VDI

• Server • Cloud

• Storage • Server • High Availability

TB’s to PB’s

00’sK IOPS to Mill IOPS

Primary challenges of Data Centers are attributes of Flash


SanDisk Building Blocks Transforming The Data Center

Integration and

Optimization SQL Server, Oracle,

SAP, Oracle, SQL, VMware...

Application Solutions

Flash Intelligence from Applications to Storage

FlashSoft® Software

Open Source contribution

Software

Flash Systems™ for

Extreme Performance InfiniFlash for Massive Capacity & Extreme

Performance

Shared Storage Systems

Server and Storage Blocks

PCIe Application Accelerators,

SAS & SATA SSDs

Flash Building Blocks


Go to Market Strategy from Creation to Solutions

SanDisk Partners and Vendors End Users

Cloud

Large Enterprise

Hyperscale

SanDisk Solution Building Blocks for the Data Center…

Application Intelligence & Performance

Breakthrough Economics @ Scale

Immediate Access to Information

for an Experience Never Before Thought Possible!


Thank You http://itblog.sandisk.com/ @SanDiskDataCTR @BigDataFlash

© 2015 SanDisk Corporation. All rights reserved. SanDisk is a trademark of SanDisk Corporation, registered in the United States and other countries. InfiniFlash, Optimus MAX, and Fusion ioMemory are trademarks of SanDisk Corporation. Other brand names mentioned herein are for identification purposes only and may be the trademarks of their respective holder(s).


Definitions of Acronyms

1. FC: Fibre Channel 2. HCI: Hyper Converged Infrastructure 3. HPC: High Performance Computing 4. IOPS: Input Output Per Second 5. NAS: Network Attached Storage 6. NFS: Network File System 7. NVMe: Non Volatile Memory Express 8. OLAP: OnLine Analytical Processing 9. OLTP: OnLine Transaction Processing 10. PB: Petabyte 11. SAN: Storage Attached Network 12. SAS: Serial Attached SCSI 13. SCSI: Small Computer System Interface 14. TB: Terabyte 15. VDI: Virtual Desktop Interface 16. VM: Virtual Machine

Investor Relations

Q315 citi-conf-090915