Netscout Systems, Inc. · NASDAQ:NTCT
Netscout Systems — Needham Security, Networking and Communications Conference (November 2019)
22 slides from Netscout Systems's conference presentation, Nov 12, 2019
Slide 1: Needham Security, Networking and Communications Conference
Needham Security, Networking and Communications Conference Jean Bua Dr. Vikram Saksena Darren Anstee EVP & CFO Office of the CTO CTO, Security NETSCOUT SYSTEMS, INC. NETSCOUT SYSTEMS, INC. NETSCOUT SYSTEMS, INC. November 12, 2019
Slide 2: Safe Harbor
Safe Harbor Forward Looking Statements: Forward-looking statements in this communication are made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934 and other federal securities laws. Investors are cautioned that statements in this communication, which are n
Slide 3: Non-GAAP Financial Metrics
Non-GAAP Financial Metrics Regulation G Disclosure: This presentation makes reference to the following non-GAAP metrics: non-GAAP total revenue, non-GAAP product revenue, non-GAAP service revenue, non-GAAP gross profit, non-GAAP income from operations, non-GAAP operating margin, non-GAAP net income,
Slide 4: NETSCOUT – Investment Profile
Ticker Market FY ‘20 FY ‘20 Symbol Cap Revenue Non-GAAP Guide* EPS Guide* NETSCOUT – Investment Profile NTCT ~$2.0B $895M -$915M $1.45-$1.50 • Market leader in network operational intelligence and analytics across both Enterprise and Service Provider market segments • Patented software technology th
Slide 5: NETSCOUT Smart Data
NETSCOUT Smart Data Metadata Attributes SUBSCRIBER • Service and • Contextual APPLICATIONS SMART SERVICES Subscriber • Timely DATA Metrics • Control Plane • Relevant • User Plane • Structured NETWORK • Session Records • Actionable Cornerstone of NETSCOUT Analytics: Scalable, Efficient, Optimized Inf
Slide 6: The Smart Data Advantage
The Smart Data Advantage Applications & networks are evolving • Delivers pervasive “visibility without borders” across any to a distributed hybrid cloud model network, any cloud, and any type of workload Smart Data is service layer metadata • Software-first solution that is vendor independent, deriv
Slide 7: Digital Transformation in the Enterprise
Digital Transformation in the Enterprise Enterprise Digital Hybrid Multi- Transformation Cloud • Application Agility with • Mission critical Microservices applications are “on- • Public and Private Cloud prem” • Subscription-based: • Other services are IaaS, PaaS, SaaS deployed in the cloud • SD WAN
Slide 8: NETSCOUT enables Multi-Cloud Visibility
NETSCOUT enables Multi-Cloud Visibility nGeniusONE Amazon Route 53 Route Route Elastic Load Table Table Server PAYG Management Subnet Availability June 1 Availability June 2 nGenius License BYOL Auto Scaling Group • Neutron Edition • Marketplace nGeniusONE AMI nGeniusONE nGeniusONE nGeniusONE Manage
Slide 9: 5G: Platform for Re-igniting Growth
5G: Platform for Re-igniting Growth Service Providers Challenges: • Increased Competition 5G • Rising Customer Expectations Transformation: • Cloud-Native Programmable Networks • Service Agility • Increased Automation • Customer-centric Business Processes • New Business Models ©2019 NETSCOUT SYSTEMS
Slide 10: Carriers’ Economic Proposition for 5G
Carriers’ Economic Proposition for 5G • Carriers are running out of available 4G spectrum • 5G allows growth through new spectrum bands • New growth areas with 5G – Fixed broadband to homes – Enterprise and Industrial IoT, Private 5G – New applications: AR/VR, cloud gaming, autonomous vehicles • Pro
Slide 11: Enterprise and Industry Verticals Uses
Enterprise and Industry Verticals Uses ©2019 NETSCOUT SYSTEMS, INC.
Slide 12: 5G: New Architecture, New Challenges
5G: New Architecture, New Challenges Denser Radio Disaggregation Cloud-Native Access Network and Distribution Implementation • Delivering consistent • Cloud RAN, Control and • Heavy use of virtualization service quality is User Plane Separation technologies (NFV, challenging at higher (CUPS), Networ
Slide 13: 5G Distributed Architecture
5G Distributed Architecture Ultra Low Latency Control Plane, IMS, and rest of High BW User Plane User Plane Services User Plane 5G’s Phases: “Non-standalone”, “Standalone” and “Edge” ©2019 NETSCOUT SYSTEMS, INC.
Slide 14: State of 5G Deployments: Global Snapshot
State of 5G Deployments: Global Snapshot • Korea was the first to deploy 5G in early 2019 • US is the most aggressive region in terms of 5G buildout today • China recently announced major launch with significant deployments continuing through 2020 • Japan is driving pre-commercial deployments in adv
Slide 15: 5G Brings Security to the Edge
5G Brings Security to the Edge Ultra Low Latency Control Plane, IMS, and rest of High BW User Plane User Plane Services User Plane NETSCOUT’s Security Opportunities are from the Edge to the Core ©2019 NETSCOUT SYSTEMS, INC.
Slide 16: Threats and Networks are Evolving
Threats and Networks are Evolving APT Big jump in Any country or More nation Network capabilities frequency of vertical can be states adding are fragmenting and large DDoS the focus of cyber to their distributing attacks complex attacks statecraft COPYRIGHT © 2019 NETSCOUT SYSTEMS, INC. 16
Slide 17: Advanced Visibility and DDoS Defense
Advanced Visibility and DDoS Defense INTELLIGENT AUTOMATION Flow Smart ANALYTICS MITIGATION AND Visibility REPORTING AIF & FEEDBACK & ALERTING DETECTION Smart Behavioral C O N T I N U O U S F E E D B A C K Customer Data Fingerprint M I T I G A T I O N O R C H E S T R A T I O N Arbor Edge Defense (AE
Slide 18: Arbor Threat Analytics
Arbor Threat Analytics Reduce Enterprise Risk, Cost and Complexity Visibility Without Early Workflow Borders Warning Integration 01 Enterprise wide security monitoring, Edge-Core 02 High Fidelity, Real-time and Conclusive 03 Reduce MTTR with closed loop investigation COPYRIGHT © 2019 NETSCOUT SYSTEM
Slide 19: Arbor Threat Analytics
Arbor Threat Analytics A New Approach Based on Patented Technology Security Information And Event Management Arbor Threat Analytics 01 Detect Early SIEM ▪ IoCs Packet Drill Down ▪ Risks With Context ▪ Anomalies Machine Data 02 Analyze Smart Data Logs Configs Alerts Changes Tickets Activities ▪ Sourc
Slide 20: Summary
Ticker Market FY ‘20 FY ‘20 Symbol Cap Revenue Non-GAAP Guide* EPS Guide* Summary NTCT ~$2.0B $895M -$915M $1.45-$1.50 • A market and technology leader focused on helping customers tackle next-generation technology challenges • Patented software for network operational intelligence and analytics • S
Slide 21: GAAP to Non-GAAP Reconciliations
GAAP to Non-GAAP Reconciliations
Slide 22: FY’20 Guidance: GAAP to Non-GAAP Reconciliation
FY’20 Guidance: GAAP to Non-GAAP Reconciliation NETSCOUT SYSTEMS, INC Reconciliation of GAAP Financial Guidance to Non-GAAP Financial Guidance (Unaudited) (In millions, except net income per share - diluted) FY'19 FY'20 GAAP revenue $ 909.9 ~$895 million to ~$915 million Deferred service revenue fai
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