Dell Technologies Inc. · NYSE:DELL

Dell Technologies — Investor Presentation (March 2020)

33 slides from Dell Technologies's investor presentation, March 2020

  1. Slide 1: Global Data Protection Index – Cloud Environments

    Global Data Protection Index – Cloud Environments Key Findings – March 2020

  2. Slide 2: Demographics – who did we interview?

    Demographics – who did we interview? 1,000 IT Organizations Organizations 4 regions: decision from a wide with 250+ Americas (200), makers were range of public employees EMEA (450), interviewed in and private APJ (250), November and sector China (100) December industries 2019 Internal Use - Confiden

  3. Slide 3: Focus of key findings

    Focus of key findings: 1. The rise of disruption 2. Hybrid cloud – the new normal 3. VMware data protection 4. Cloud data protection vulnerability 5. Data protection for newer technologies 6. Increased risk of using multiple data protection vendors Internal Use - Confidential 3 © Copyright 2020 Dell

  4. Slide 4: 1. The rise of disruption

    1. The rise of disruption Internal Use - Confidential 4 © Copyright 2020 Dell Inc.

  5. Slide 5: Disruptive events are on the rise

    Disruptive events are on the rise, with even more organizations falling victim to one in 2019 compared to 2018 Total 2018 Total 2019 45% 82% 41% 35% 35% 28% 28% 27% 27% 25% 23% 24% 18% Have suffered from a disruptive event (e.g. downtime or data loss) in the last 12 months, compared Unplanned system

  6. Slide 6: Disruption results in a wide range of other consequences

    Looking beyond the financial damage, disruption also results in a wide range of other consequences for organizations 47% 46% 44% 43% 41% 36% 30% 27% 27% 24% 18% Loss of Delay in product Inability to Loss of revenue Loss of Delay in time to Loss of a new Loss of Loss of Loss of repeat Punitive fines

  7. Slide 7: Lack of confidence in crucial data protection areas

    There is also a considerable lack of confidence in a number of crucial areas relating to the data protection that organizations currently have in place There is a lack of confidence in terms of… …reliably …fully recovering …compliance with …meeting backup recovering all systems/data from regional da

  8. Slide 8: Widespread concern about more disruption in next 12 months

    Meanwhile, there is widespread concern that more disruption will be experienced over the next 12 months The majority (68%) of respondents are concerned that their organization will experience a disruptive event in the next 12 months (such as unplanned systems downtime) Internal Use - Confidential 8

  9. Slide 9: Growing amount of data organizations are managing

    Further adding to the challenge of disruption is the growing amount of data that organizations are managing – between 2018 and 2019, data volumes have increased by 39% Average volume of data being managed (in PB) 13.53 9.70 1.45 Average 2016 Average 2018 Average 2019 Internal Use - Confidential 9 ©

  10. Slide 10: Unexpected downtime takes 8 hours on average to recover

    Unexpected downtime to critical applications can take significant time to recover from too – 8 hours on average in 2019 Our recovery time is more than one 0% working day 8 hours is the average Our recovery time is 12 - 24 hours 21% recovery time should an Our recovery time is 6 - 12 hours 23% unexpe

  11. Slide 11: The cost of downtime is on the up

    The cost of downtime is also on the up in organizations. Between 2018 and 2019 this increased by 54%, on average Estimated total cost of downtime in the last 12 months (average, in USD) $526,845 In 2018 54% Increase in the average cost of downtime $810,018 between 2018 and 2019 In 2019 Internal Use

  12. Slide 12: 2. Hybrid cloud – the new normal

    2. Hybrid cloud – the new normal Internal Use - Confidential 12 © Copyright 2020 Dell Inc.

  13. Slide 13: Mission-critical workloads in both public and private clouds

    Most organizations are deploying mission-critical workloads into both public and private clouds 95% Public cloud Private cloud 90% 89% 89% 89% 88% 88% 88% 86% 86% 85% 85% 85% 84% 39% 44% 36% 46% 46% 47% 41% 41% 37% 49% 53% 46% 43% 46% 56% 52% 49% 46% 43% 43% 42% 45% 44% 39% 40% 42% 39% 34% Productiv

  14. Slide 14: 3. VMware data protection

    3. VMware data protection Internal Use - Confidential 14 © Copyright 2020 Dell Inc.

  15. Slide 15: Hybrid cloud approach based on VMware

    For many, the hybrid cloud approach for application deployments will be based on VMware infrastructure. However, there is no clear standout in terms of how organizations are protecting VMware workloads in the cloud 1% 5% We plan to upgrade our data protection solution to enable hybrid cloud backup o

  16. Slide 16: 4. Cloud data protection vulnerability

    4. Cloud data protection vulnerability Internal Use - Confidential 16 © Copyright 2020 Dell Inc.

  17. Slide 17: Most organizations favour cloud-based deployment for new applications

    When deploying new applications, most organizations favour a cloud-based deployment model 43% 42% 39% 37% 32% 94% 27% 25% 16% Choose cloud deployments (public, private and/or hybrid) for new applications Public cloud Hybrid cloud Private cloud Public cloud Public cloud On-premises Managed Kubernetes

  18. Slide 18: Public cloud decision driven by business benefits

    The decision to use public cloud when deploying new business applications is driven by a range of important business benefits Better performance 61% Improved security More reliable data protection 59% 56% 56% Say the decision to use public cloud when Enhanced scalability 44% deploying new business a

  19. Slide 19: No clear go-to for multi-cloud protection

    For those running workloads in multiple cloud environments, there is not a clear “go to” in terms of protection Our current backup solution allows us to protect workloads running in multiple clouds 6% 20% 26% We use multiple backup tools to protect workloads running in 20% multiple clouds We plan to

  20. Slide 20: Lack of separate contracts for workload protection

    However, most of those that say their cloud service provider protects their cloud-based workloads do not actually have separate contracts for protection of all workloads 4% 12% 37% 63% 47% Say that their organization does not have a separate contract with its cloud We have separate contracts for pro

  21. Slide 21: 5. Data protection for newer technologies

    5. Data protection for newer technologies Internal Use - Confidential 21 © Copyright 2020 Dell Inc.

  22. Slide 22: Current data protection not sufficient for future challenges

    For the vast majority of organizations, their current data protection solution(s) will not be sufficient for meeting all future business challenges Total 2018 Total 2019 50% 46% 31% 27% 20% 80% 16% Say that their organization’s existing data protection 7% solution(s) will not be able 3% to meet all

  23. Slide 23: Investment in newer or emerging technologies

    Almost all organizations are making at least some investment into newer or emerging technologies 58% 53% 51% 49% 36% 35% 32% 25% 98% Are investing in at least one newer/emerging technology 2% Cloud-native Artificial SaaS 5G/Cloud Edge IoT/End Point Chatbots/virtual Robotic Containers We are not appl

  24. Slide 24: Struggling to find suitable data protection for new technologies

    Around half or more of those using each of the technologies listed are struggling to find suitable data protection for them 67% 64% 60% 59% 56% 54% 52% 48% 5G/Cloud Edge Artificial Cloud-native IoT/End Point Robotic process SaaS applications Chatbots/virtual Containers (infrastructure) intelligence/

  25. Slide 25: Emerging technologies introduce additional challenges

    Despite their obvious value, emerging technologies are widely recognized as introducing additional challenges and concerns 52% 71% 61% 62% Consider lack of data Agree that emerging Agree that emerging Agree that their protection for newer technologies create technologies pose a organization's existi

  26. Slide 26: 6. Increased risk of using multiple data protection vendors

    6. Increased risk of using multiple data protection vendors Internal Use - Confidential 26 © Copyright 2020 Dell Inc.

  27. Slide 27: Increasing use of multiple data protection vendors

    Organizations are increasingly using multiple data protection vendors for their data protection needs – in 2019, 80% of organizations are doing this We use more than one vendor 80% 76% 60% Total 2016 Total 2018 Total 2019 Internal Use - Confidential 27 © Copyright 2020 Dell Inc.

  28. Slide 28: Multiple vendors linked to more disruption

    Those using multiple data protection vendors are more likely to report suffering from disruption over the last 12 months Use single data protection vendor Use multiple data protection vendors 46% 40% 39% 37% 29% 27% 25% 26% 20% 17% 16% 16% Unplanned systems downtime Cyber-attack or other cyber Data

  29. Slide 29: Data loss costs nearly 5x higher with multiple vendors

    For organizations that have experienced data loss in the last 12 months, the costs are typically nearly 5x higher for those using multiple vendors, on average Estimated total cost of data loss in the last 12 months (average, in USD) $1,090,436 Use multiple data protection vendors 5x Higher average c

  30. Slide 30: Downtime costs nearly 2x higher with multiple vendors

    For those that have experienced unplanned downtime in the last 12 months, the costs are typically nearly 2x higher for those using multiple vendors, on average Estimated total cost of downtime in the last 12 months (average, in USD) $881,207 Use multiple data protection vendors 2x Higher average cos

  31. Slide 31: Key Findings - In Summary (1/2)

    Key Findings - In Summary (1/2) The rise of disruption • Disruptive events are on the rise, with even more organizations falling victim to one in 2019 compared to 2018 • Looking beyond the financial damage, disruption also results in a wide range of other consequences for organizations • There is al

  32. Slide 32: Key Findings - In Summary (2/2)

    Key Findings - In Summary (2/2) Cloud data protection vulnerability • When deploying new applications, most organizations favour a cloud-based deployment model • The decision to use public cloud when deploying new business applications is driven by a range of important business benefits • For those

  33. Slide 33: Dell Technologies

    D@ALL Technologies

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