October 14, 2009 EMC Forum Mexico City Frank Hauck Executive Vice President EMC Storage Division, Global Marketing and Customer Quality

Transcription

1 October 14, 2009 EMC Forum Mexico City Frank Hauck Executive Vice President EMC Storage Division, Global Marketing and Customer Quality 1

2 EMC Corporation: At a Glance Revenues (2008) Net income (2008) $14.9 billion $1.4 billion Employees (end Q worldwide) 41,500 Countries where EMC does business >80 R&D investment (2009 estimate) $1.5 billion Total cash and investments (end Q2 2009) $10 billion Operating cash flow (1H 2009) Free cash flow (1H 2009) Market capitalization (August 3, 2009) $1.44 billion $1.1 billion >$30 billion Founded

3 EMC s Two Reinforcing Core Strategies Information Infrastructure Virtual Infrastructure 3

4 EMC Focus Areas Storage Security Information Infrastructure Virtual Infrastructure VMware Content Mgt. & Archiving 4

5 EMC s Expanding Presence Around the World Burlington, Ontario Santa Clara, CA Brussels, Belgium Cork, Ireland Rotterdam, Netherlands St. Petersburg, Russia Palo Alto, CA Irvine, CA Roy, UT Brentford, UK Pau, France Apex, NC Vienna, Austria Duluth, GA Hopkinton, MA Tel Aviv, Israel Global Headquarters Cairo, Egypt Bedford, MA Beijing, China Shanghai, China Seoul, S. Korea Tokyo, Japan Franklin, MA Bangalore, India Cambridge, MA Singapore R&D Centers Centers of Excellence Customer Support Centers Executive Briefing Centers Manufacturing Centers Global Solution & Engineering Centers EMC s Direct Global Presence Campinas, Brazil Melbourne, Australia 5

6 EMC s Long-term Financial Results Revenue $15B $10B $5B 5-year CAGR ( ) Revenue 19.0% Net Income* 34.3% Free Cash Flow 19.9% $3.0B $2.0B $1.0B Net Income/Free Cash Flow *Excluding stock-based compensation, amortization of intangibles, non-recurring items and restructuring charges 6

7 Sustained Investment in Innovation Since 2003 approximately $9 Billion Invested in 40 Strategic Acquisitions Services Dolphin Internosis Interlink Geniant Business Edge Conchango Information Security Authentica RSA Network Intelligence Valyd Verid Tablus Content Management Documentum Ask Once Acartus Captiva Pro Activity X-Hive Dokumentum Document Sciences Resource Management Astrum Smarts nlayers Voyence Infra Configuresoft FastScale Virtualization / Mobility VMware Rainfinity Acxiom Akimbi YottaYotta Data Protection / Archiving Legato Dantz Allocity Kashya Avamar Indigo Stone Mozy WysDM Iomega Data Domain Cloud Computing Pi Source Labs 7

8 Most Pressing Needs in the Physical and Virtual Worlds Optimize Manage Reduce Protect better business partner to internal users manage exploding information growth reduce my total costs now business is 24 x Forever do more with fewer people make the right technology choices use much less power solutions, not products reduce the complexity protect and secure my information 8

9 Our Development Priorities Are Tied to Customer Needs Ease of use and management Energy efficiency Low TCO Always on availability Scalable performance Non-disruptive upgrades Robust security Industry-standard components Investment protection Faster migrations New IT service delivery options Dynamic data mobility Engineered for physical & virtual environments 9

10 EMC has the Industry's Newest Storage Platform Family CLARiiON CX4 Celerra NS Symmetrix DMX-4 Symmetrix V-Max Newest Mid-Tier Architecture Newest Unified Storage Architecture Newest High-End Architecture For Physical Environments Only High-End Architecture Purpose-Built for Virtual Data Centers 10

11 Well-positioned for the Future hottest&fastest growing market opportunities in IT 11

12 Well-positioned for the Future hottest &fastest growing market opportunities in IT 1 Next Generation of fully Virtualized Data Centers 12

13 Well-positioned for the Future hottest &fastest growing market opportunities in IT 2 Cloud Computing 13

14 Legacy Data Center Application Compute Network Storage 14

15 Legacy Data Center 15

16 Next-Generation Data Center Compute Pool Network Pool Storage Pool 16

17 What Customers Like About the Data Center Trusted Control Reliable Secure Data Center 17

18 The Virtual Data Center Trusted Control Reliable Secure Dynamic Efficient On-demand Flexible Data Center Cloud Computing 18

19 The Virtual Data Center Trusted Control Reliable Secure Dynamic Efficient On-demand Flexible Virtualized Data Center Internal Cloud Virtualization Information Security Cloud Computing External Cloud 19

20 The Private Cloud Private Cloud Federation Virtualized Data Center Internal Cloud Virtualization Information Security Cloud Computing External Cloud 20

21 The Private Cloud Private Cloud Virtual Applications App Loads App Loads App Loads App Loads App Loads Federation Virtualized Data Center Internal Cloud Virtualization Information Security Cloud Computing External Cloud 21

22 The Private Cloud Virtual Client Virtual Client Virtual Client Private Cloud Virtual Applications App Loads App Loads App Loads App Loads App Loads Federation Virtualized Data Center Internal Cloud Virtualization Information Security Cloud Computing External Cloud 22

23 Well-positioned for the Future hottest &fastest growing market opportunities in IT 3 Virtualized Desktops and Clients 23

24 Well-positioned for the Future hottest &fastest growing market opportunities in IT 4 Next generation backup, recovery and archive solutions 24

25 Data Deduplication EMC offers the broadest set of integrated backup-to-disk solutions with deduplication By 2012, deduplication will be applied to 75% of backups (Gartner) 25

26 Virtualization Adds Tremendous Efficiency Old Paradigm New Paradigm 20 TB 24 CPUs 24 NICs 48 GB of Memory 20 TB 8 CPUs 8 NICs 16 GB of Memory 26

27 EMC Solves Your Virtual Backup Challenges Traditional Backup Deduped Backup Bottleneck No Bottleneck 27

28 EMC Data Domain and Avamar Deduplication Dedupe everything without changing anything Simplify backup, archiving and DR with easy integration across workloads, infrastructures and backup software Never backup the same data twice Revolutionize your backup by moving less data to solve your VMware, NAS, Remote Office backup challenges Data Domain Deduplication Storage Systems Avamar Deduplication Backup Software and Data Store 28

29 EMC Data Domain and Avamar Deduplication Data Domain Avamar Retain more. Retain backups longer, using less disk 10-30x data reduction eliminates the use of tape for operational recovery Replicate smarter. Efficiently move data offsite faster Only move deduplicated data for 99% bandwidth efficiency and cost-effective DR Recover reliably. End-to-end verification Continuous fault-detection and healing ensure data recoverability to meet SLAs 29

30 One Size Does Not Fit All Environments Avamar Only new, unique data segments transferred to the backup storage device Data Domain Data is deduplicated as it ingested into the backup storage device Deduplication At Source DEDUPLICATION AT TARGET Network Network Improved backup windows Reduced virtual infrastructure stress Reduced backup bandwidth Plug & Play with existing Backup SW Good for large datasets & Tape copy Multi-Protocol: VTL, NAS, NBU OST 30

31 Storage: Areas of Growing Interest Server Virtualization Influence on Storage 25% 33% 52%* External Disk Networked Storage VMware Environments EMC #1 Share in All Categories *According to a Forrester Survey of 124 IT decision makers using x86 server technology. Source: IDC, March 2009; Forrester, January

32 Enable the Evolution of the Physical Data Center to the Virtual Data Center Data Center Virtualized Data Center 32

33 Total Customer Experience EMC's company-wide commitment to consistently exceed its customers expectations for quality, service, innovation, and interaction 33 33

34 AWARENESS creates OPPORTUNITY which drives ACTION 34

35 TCE 2.0: Staying Closer Than Ever to our Customers Total Customer Experience VoC and Operational Data Initiative Metrics / Goals Field / Customer Lean Six Sigma: Methodology and Tools 35

36 Hitting the Mark With Customers EMC Perceptions of What s Important to Customers vs. Actual Customer Expectations Rich feature sets New functionality Performance Service World class quality Ease of doing business Manage our account sales through service Know our business cold Deliver proven solutions Innovations that drive lower cost of ownership 36

37 The Road Ahead Total Customer Ease Doing Business Account Management Customer Value Experience Services Products 37

38 The Next Wave 1. We have entered the next major wave of IT 2. The foundation of this wave treats IT as a scalable pool of resources 3. In this next wave, IT is built operated consumed differently 4. What happens next? Enterprises will transition their legacy data centers to internal clouds Service providers will create new offerings by building external clouds Customers will dynamically access a combination of both clouds as a private cloud 38

39 EMC: Enabling the Wave 1. First mover advantage 2. Leadership in storage and information management 3. Ownership of VMware and expertise in virtualized environments 4. Partnerships with networking providers and systems integrators EMC has the right vision, the right products / services portfolio and the right alliances / partnerships to enable customers to ride the wave 39

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