Hewlett Packard Enterprise Company · NYSE:HPE
Hewlett Packard Enterprise — Merger or Acquisition (July 2020)
13 slides from Hewlett Packard Enterprise's merger presentation, Jul 13, 2020
Slide 1: HPE to Acquire SD-WAN Leader Silver Peak
rs Hewlett Packard A silver peak’ Enterprise HPE TO ACQUIRE SD-WAN LEADER SILVER PEAK ARUBA AND SILVER PEAK TO ACCELERATE ENTERPRISE CLOUD TRANSFORMATION WITH A COMPREHENSIVE EDGE-TO-CLOUD NETWORKING SOLUTION July 13, 2020 http://www.hpe.com/investor/home
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS This presentation may contain forward-looking statements that involve risks, uncertainties and assumptions. If the risks or uncertainties ever materialize or the assumptions prove incorrect, the results of Hewlett Packard Enterprise Company and its consolidated subsidiarie
Slide 3: Presenters
PRESENTERS Antonio Neri Tarek Robbiati Keerti Melkote David Hughes President & Executive Vice President & President, Intelligent Edge and CEO & Founder, Silver Peak Chief Executive Officer Chief Financial Officer Founder, Aruba Networks |
Slide 4: Combination Accelerates Enterprise Cloud Transformation in the Edge-to-Cloud Era
COMBINATION ACCELERATES ENTERPRISE CLOUD TRANSFORMATION IN THE EDGE-TO-CLOUD ERA WITH COMPREHENSIVE END-TO-END NETWORKING SOLUTION a Hewlett Packard Enterprise aruba + A silverpeak Wired and Wireless LAN Leader SD-WAN Leader
Slide 5: Transaction Rationale
TRANSACTION RATIONALE The combination of Aruba, already a leader in the Edge and Silver Peak will accelerate Cloud transformation for enterprises with a comprehensive Edge-to-Cloud networking solution covering all aspects of wired, wireless LAN and wide area networking Silver Peak’s simple, intuitiv
Slide 6: Aruba and Silver Peak Combined Leadership
ARUBA AND SILVER PEAK COMBINED LEADERSHIP Gartner Magic Quadrant Gartner Magic Quadrant Wired and Wireless LAN Access WAN Edge Infrastructure MARKET LEADER MARKET LEADER 14 YEARS RUNNING 2 YEARS RUNNING* Source: Gartner (November 2019) "The Gartner WAN Edge MO debuted in 2028
Slide 7: Silver Peak Competitive Differentiation and Customer Impact
SILVER PEAK COMPETITIVE DIFFERENTIATION AND CUSTOMER IMPACT 1,500+ ENTERPRISE CUSTOMERS BARNES \-NOBLE “CAT S Hellaggs tg ae INTUIT KIA Yencor -+-one medical Smart&Final @ sempra Ener ServiceKing stewart sip Texas instruments fe) FUJITSU molex ever beter SONY The Ctlda Cempany TOSHIBA CUSTOMER BENEF
Slide 8: Combined with the Aruba Edge Services Platform, Silver Peak Accelerates Digital Transformation
COMBINED WITH THE ARUBA EDGE SERVICES PLATFORM, SILVER PEAK ACCELERATES DIGITAL TRANSFORMATION FROM THE EDGE TO THE CLOUD _ 0° &# fO ali REMOTE BRANCH OFFICE CLOUD CAMPUS DATA CENTER ARUBA CENTRAL O00 & ie if g% BA Onboarding Provisioning Orchestration Location Management @ > 4 a Visibility Authenti
Slide 9: Complete WAN Portfolio Meets All Customer Requirements
COMPLETE WAN PORTFOLIO MEETS ALL CUSTOMER REQUIREMENTS WAN Transformation WAN Transformation to the Home — to the Cloud SaaS and Apps Remote Access Points Silver Peak SD-WAN to the Cloud (2009) (2020) SD-WAN for cost efficiencies and Comprehensive app performance Industry Leading WAN Solutions WAN T
Slide 10: Wired, Wireless, SD-WAN Market Size
Wired Wireless SD-WAN $4.9 $2.3 $6.3 $5.7 $28.0 $24.7 2020 2024
Slide 11: Transaction Summary
TRANSACTION SUMMARY Transaction Consideration $925 million in cash = Fund the acquisition through cash on the balance sheet ® Highly accretive to Aruba revenue growth and GM - Silver Peak LTM Revenue? Expected Financial Impact of $132M, which includes SD-WAN growth of over 50%, significantly faster
Slide 12: End-to-End Edge Leadership
END-TO-END EDGE LEADERSHIP aruba + A silverpeak Wired and Wireless LAN Leader SD-WAN Leader
Slide 13: Thank You
THANK YOU http://www.hpe.com/investor/home
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