Netapp, Inc. · NASDAQ:NTAP

Netapp — Investor Day (June 2024)

33 slides from Netapp's investor day presentation, Jun 11, 2024

  1. Slide 1: Intelligent data infrastructure for the modern data center

    Intelligent data infrastructure for the modern data center Harvinder Bhela Executive Vice President and Chief Product Officer Haiyan Song Executive Vice President and General Manager of Cloud Operations 1 © 2024 NetApp, Inc. All rights reserved.

  2. Slide 2: Unique product and platform delivers unmatched customer value

    Unique product and platform delivers unmatched customer value Agenda 2 © 2024 NetApp, Inc. All rights reserved.

  3. Slide 3: We are in the "Age of Data"

    We are in the “Age of Data” But companies need to overcome some really big hurdles Data is increasing Data is costly to Data is the Data fuels Data and Data-related in complexity and store and manage, crown jewel and AI workloads, applications operations need highly fragmented with increasing consta

  4. Slide 4: NetApp meets every modern data challenge, turning data into your competitive advantage

    NetApp meets every modern data challenge, turning data into your competitive advantage SIMPLICITY SAVINGS SECURITY SMARTS SCALABILITY SUSTAINABILITY Deliver simplicity by Make Keep business Embed intelligence Maximize Power more managing complex on-premises running with into data infrastructure infr

  5. Slide 5: The NetApp Platform enables Intelligent Data Infrastructure

    The NetApp Platform enables Intelligent Data Infrastructure INTELLIGENT DATA INFRASTRUCTURE UNIFIED CONTROL ANY DATA, ADAPTIVE EXPANSIVE WORKLOAD, & PLACE DATA MANAGEMENT & OPERATIONS ECOSYSTEM ALWAYS-ON INTELLIGENCE Enables THE NETAPP PLATFORM 5 © 2024 NetApp, Inc. All rights reserved.

  6. Slide 6: Intelligent Data Infrastructure: The NetApp Platform

    INTELLIGENT DATA INFRASTRUCTURE UNIFIED CONTROL ANY DATA, ADAPTIVE EXPANSIVE WORKLOAD, & PLACE DATA MANAGEMENT & OPERATIONS ECOSYSTEM ALWAYS-ON INTELLIGENCE Enables THE NETAPP PLATFORM 6 © 2024 NetApp, Inc. All rights reserved.

  7. Slide 7: Any data, any workload, any place

    Any data, any workload, any place Data delivered how you need it, where you need it File, AI / ML, Backup, Electronic Design Virtualization Object, Databases Kubernetes modern data Disaster Automation … (VM) Block lakes Recovery (EDA) Traditional or STaaS On-Premises Hybrid Cloud Public Cloud Edge A

  8. Slide 8: Intelligent Data Infrastructure: The NetApp Platform

    INTELLIGENT DATA INFRASTRUCTURE UNIFIED CONTROL ANY DATA, ADAPTIVE EXPANSIVE WORKLOAD, & PLACE DATA MANAGEMENT & OPERATIONS ECOSYSTEM ALWAYS-ON INTELLIGENCE Enables THE NETAPP PLATFORM 8 © 2024 NetApp, Inc. All rights reserved.

  9. Slide 9: Data management services build on NetApp's strengths in storage

    Data management services build on NetApp’s strengths in storage to expand our value — and upselling opportunities — with customers Keep data safe with Ensure better business AI-powered anomaly detection continuity SECURITY PROTECTION in the event of data loss with that automatically finds ransomware

  10. Slide 10: Example: AI-powered Autonomous Ransomware Protection

    Example: AI-powered Autonomous Ransomware Protection Worlds first AI-driven, real-time, on-box 1 ransomware detection for storage – ensures precise detection from day one PRECISION RECALL ML-based detection models are updated >99 ≥99 automatically and continuously for up-to- date protection % % Auto

  11. Slide 11: Intelligent Data Infrastructure: The NetApp Platform

    INTELLIGENT DATA INFRASTRUCTURE UNIFIED CONTROL ANY DATA, ADAPTIVE EXPANSIVE WORKLOAD, & PLACE DATA MANAGEMENT & OPERATIONS ECOSYSTEM ALWAYS-ON INTELLIGENCE Enables THE NETAPP PLATFORM 11 © 2024 NetApp, Inc. All rights reserved.

  12. Slide 12: Operations services expand NetApp's value proposition

    Operations services expand NetApp’s value proposition to empower customers to maximize performance and ROI for their data infrastructure Data Infrastructure Observability and AIOps Monitor full stack (compute, network, Identify problems before they become incidents Track configuration changes for st

  13. Slide 13: Data infrastructure insights empower customers in their migration to the cloud

    Data infrastructure insights empower customers in their migration to the cloud Cloud Migration Steps From Assess Migrate Manage Optimize To OPERATIONS SERVICES CLOUD ENTERPRISE STORAGE Application Services STORAGE Workload Automation Infrastructure Optimization FinOps DATA MANAGEMENT SERVICES Disast

  14. Slide 14: Intelligent Data Infrastructure: The NetApp Platform

    INTELLIGENT DATA INFRASTRUCTURE UNIFIED CONTROL ANY DATA, ADAPTIVE EXPANSIVE WORKLOAD, & PLACE DATA MANAGEMENT & OPERATIONS ECOSYSTEM ALWAYS-ON INTELLIGENCE Enables THE NETAPP PLATFORM 14 © 2024 NetApp, Inc. All rights reserved.

  15. Slide 15: NetApp's partner expanded ecosystem with deepened support

    NetApp’s partner expanded ecosystem with deepened support for workloads at the intersection of cloud, data, and AI will enable next wave Intelligent Data Infrastructure brings a multi-dimensional ecosystem together to solve data challenges in the era of intelligence WORKLOAD ISVs AI & ANALYTICS INTE

  16. Slide 16: Simplicity at scale through unified control

    Simplicity at scale through unified control UNIFIED CONTROL Configurable to fit the usage and administration needs of every persona ANY DATA, ADAPTIVE EXPANSIVE WORKLOAD, & PLACE DATA MANAGEMENT & OPERATIONS ECOSYSTEM ALWAYS-ON INTELLIGENCE THE NETAPP PLATFORM 16 © 2024 NetApp, Inc. All rights reser

  17. Slide 17: The compossible building blocks of Intelligent Data Infrastructure

    The compossible building blocks of Intelligent Data Infrastructure enable customers and partners to adapt solutions to their specific needs Flash Block Cloud AI THE NETAPP PLATFORM Storage format Data & operations services Ecosystem elements 17 © 2024 NetApp, Inc. All rights reserved.

  18. Slide 18: Agenda: Targeting large and growing markets

    Agenda Targeting large and growing markets 18 © 2024 NetApp, Inc. All rights reserved.

  19. Slide 19: Competitively positioned to drive growth in key markets

    Competitively positioned to drive growth in key markets Flash Block Cloud AI + AFF Series ASA Series Optimized The right product Only natively Large portion of the performance and and strategy to integrated player, world’s unstructured design across all disrupt the mature addressing a broad enterpri

  20. Slide 20: Why we are winning in Flash

    Why we are winning in Flash For lowest cost, For best price / For best performance secondary use cases performance on Tier 1 workloads HYBRID FLASH CAPACITY FLASH PERFORMANCE FLASH FAS AFF C-Series AFF A-Series Unified / file ASA C-Series ASA A-Series Block Delivering automation, efficiency, data pr

  21. Slide 21: Customer case studies: Flash

    Customer case studies Flash Internet Services Provider – previously used us for NAS only – now consolidates both NAS and SAN with NetApp Key winning factors • Flexibility in managing NAS and SAN workloads with ASA • Simplified manageability and reduced costs 21 © 2024 NetApp, Inc. All rights reserve

  22. Slide 22: Why we are winning in Block

    Why we are winning in Block Disrupting the market by providing all the features at the lowest price in the industry Primary use cases Modern, resilient and simple • Power and resiliency of a legacy frame array in a modern system • Resilient with a 6 9’s Data Availability Guarantee program Strong fou

  23. Slide 23: Customer case studies: Block

    Customer case studies Block Leading healthcare customer – who never used NetApp before – migrates to NetApp Key winning factors • ASA / C-series value for high-capacity SAN workloads • ASA / A-series for business-critical SAN workloads • Rich features, reliability, ease of use, performance, and “sam

  24. Slide 24: Why we are winning in Cloud storage

    Why we are winning in Cloud storage Primary use cases Everywhere Backup, Electronic AI / ML Disaster Design Modern Data • 89% of orgs have a multi-cloud strategy1 – and NetApp Recovery Automation Lakes is the only native solution that is everywhere (EDA) • Integrated data protection, cross-region di

  25. Slide 25: Customer case studies: Cloud

    Customer case studies Cloud Semiconductor company enhances EDA workload with NetApp Key winning factors • Extended on-premises Electronic Design Automation (EDA) workload to AWS cloud. And now in the process of extending it to Azure and GCP as well • Better cost/performance in comparison to hypersca

  26. Slide 26: NetApp AI opportunity

    NetApp AI opportunity Broad portfolio of solutions Enterprise AI represents our greatest opportunity High Performance Data Prep/Data Lake Model Training & RAG & Model Training Modernization Fine Tuning Inferencing Case Build and train large Modernizing Build and train models at Use Leverage propriet

  27. Slide 27: Why we are winning in AI

    Why we are winning in AI NetApp’s leadership in files, objects and cloud storage is an essential data foundation for AI • Gen AI operates on unstructured data – and a large portion of Primary use cases the world’s unstructured data is already stored in NetApp. Data Lake Model Training • AI is inhere

  28. Slide 28: Customer case studies: AI

    Customer case studies AI Aerospace leader innovates with NetApp for AI Excellence Key winning factors • Established an AI Center of Excellence that offers a variety of AI workload services for the whole company • Built and trained models using advanced techniques like RAG and fine-tuning on a NetApp

  29. Slide 29: Agenda: Blistering pace of innovation extends market leadership

    Agenda Blistering pace of innovation extends market leadership 29 © 2024 NetApp, Inc. All rights reserved.

  30. Slide 30: Innovations delivered in just the last year

    Innovations delivered in just the last year… Flash Block Cloud AI • AFF C-series with • ASA A-series for block • GCNV: First party • NVIDIA BasePOD capacity flash • ASA C-series for storage service in and SuperPOD • AFF A-series refresh block with capacity Google cloud certifications • ONTAP One fla

  31. Slide 31: And we have a lot more planned

    And we have a lot more planned… Ongoing updates to hardware designs for flash, optimized for performance, efficiency, appliance-like simplicity, density, and power savings More price/performance tiers for AWS, Azure, GCP to cover a broader range of price points and workloads -- all you need in cloud

  32. Slide 32: Key takeaways

    Key takeaways NetApp Customers We are Our unique delivers appreciate platform competitively enables us to unmatched simple positioned customer management, to win in out-innovate value world-class protection Flash, Block, everyone else For any data, any Cloud and AI in the industry workload, any and

  33. Slide 33: NetApp Investor Day

    NETAPP INVESTOR DAY June 11, 2024 © 2024 NetApp, Inc. All rights reserved.

NetApp — Investor Day (June 2024) on 6ix