Penguin Solutions, Inc. · NASDAQ:PENG
Penguin Solutions — SMART Global Holdings — Needham & Co. Hosted Investor Call (May 2020)
14 slides from Penguin Solutions's conference presentation, May 15, 2020
Slide 1: Needham & Co. Hosted Investor Call
M AY 15 2 0 2 0 Needham & Co. Hosted Investor Call Specialty Compute & Storage
Slide 2: Disclaimer
Disclaimer This presentation and oral communications made during the course of this presentation contain statements that Forward-looking statements speak only as of the date they are made, and the Company does not undertake any constitute forward-looking statements. Many of these forward-looking sta
Slide 3: Needham Hosted Investor Call
Needham Hosted Investor Call AJAY SHAH MATT JACOBS SMART is a proven Chairman and CEO Chief Strategy Officer technology leader in the SMART Global Holdings Penguin Computing design, development and deployment of current and JACK PACHECO RAJI GILL next-generation specialty COO and CFO Managing Direct
Slide 4: SMART Global Holdings Statement on COVID-19
SMART Global Holdings Statement on COVID-19 SMART employees and worldwide operations have refined and accelerated its business continuity plans to address the rapidly changing situation. SMART is taking measures focused on the well-being of its employees, while continuing to deliver products and ser
Slide 5: SMART's Current Revenue Mix (Q2 FY20)
SMART’s Current Revenue Mix (Q2 FY20) Specialty Compute & Storage: – Large HPC systems for Enterprise and Government 36% – AI training driving new HPC requirements – Top tier customers in Enterprise and Government / Labs 23% Specialty Memory: 41% – High mix, long life cycle and design win oriented p
Slide 6: Specialty Compute and Storage
Specialty Compute and Storage Penguin Computing Embedded Computing Wireless Computing (Core) (Near Edge) (Far Edge) Key Capabilities Key Capabilities Key Capabilities • Core data center technologies - hardware, • Highly reliable embedded computing boards • IoT-specific SBCs and SOMs middleware and s
Slide 7: Blue-Chip Customer Base – Penguin Computing
Blue-Chip Customer Base – Penguin Computing Financial Services Higher Education Energy Federal Social Media 7
Slide 8: Well-Established Customer Base – SMART Embedded Computing
Well-Established Customer Base – SMART Embedded Computing Military Network Edge Rail Industrial Medical Serving cities in S. Korea and China through integrators such as: 8
Slide 9: Markets and Customer Base – SMART Wireless Computing
Markets and Customer Base – SMART Wireless Computing Media/Digital Signage Smart City/Smart Meters Video Surveillance/AI Smart Office/Industrial IoT Medical/Fitness 9
Slide 10: Market Trends Impacting Specialty Compute
Market Trends Impacting Specialty Compute Overview Customer Considerations • Application focus • Users need targeted solutions to support application stacks Hardware Abstraction • Virtualized and cloud-native users not platform aware • New use cases driving the need for new technologies and architec
Slide 11: Compute Anywhere – The Opportunity
Compute Anywhere – The Opportunity Market Trends Specialty Compute & Core Near Edge Far Edge • Hardware Abstraction Storage Penguin • Platform Complexity Embedded (AI / ML) • AI / Machine Learning Computing • Cloud 2.0 Wireless Computing (Video Analytics) • Usage Model Flexibility (Industry 4.0) 11
Slide 12: Case Study: AI / Machine Learning
Case Study: AI / Machine Learning Background SMART Solution Customer Type: Federal Contractor Platform: • Innovative, 3-stage HPC pipeline leveraging Hadoop, AI and traditional HPC platforms supported by an Business Challenge: innovative, tiered storage platform that supports all three workloads. •
Slide 13: Case Study: Video Analytics
Case Study: Video Analytics Background SMART Solution Customer Type: Health Care / Research Platform: • Thermal camera for fever detection, 4K cameras for tracking, networking, near-edge compute platform Business Challenge: • Customer needs technology to ensure patient and Software: staff safety whe
Slide 14: Key Takeaways
Key Takeaways • Significant market shifts are impacting our customers • We are solving these challenges: – Single source for solutions from Core to Edge – Empowering customers with emerging technologies – Open and agile – Filling large expertise gaps for our customers – Flexible delivery models • We
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