Netapp, Inc. · NASDAQ:NTAP
Netapp — Investor Day (June 2024)
19 slides from Netapp's investor day presentation, Jun 11, 2024
Slide 1: GTM execution for sustained growth
GTM execution for sustained growth César Cernuda President 1 © 2024 NetApp, Inc. All rights reserved.
Slide 2: Strong competitive position & business momentum
Strong competitive position & business momentum Agenda 2 © 2024 NetApp, Inc. All rights reserved.
Slide 3: Building on momentum exiting FY24
Building on momentum exiting FY24 Record highs All Flash1 Keystone3 Cloud Storage4 almost $3.6B $150M $291M 17% >100% 38% Y/Y growth2 Y/Y growth2 Y/Y growth2 (1) AFA annualized net revenue run rate was determined by products and services revenue for Q4 FY24, multiplied by 4, (2) FY24 vs FY23, (3) TC
Slide 4: Turning disruption into opportunity for every customer
Turning disruption into opportunity for every customer 4 © 2024 NetApp, Inc. All rights reserved.
Slide 5: Accelerating NetApp growth with a vibrant and committed partner ecosystem
Accelerating NetApp growth with a vibrant and committed partner ecosystem Hyperscalers Alliances Global Partners Top AI Partners Top Partners 5 © 2024 NetApp, Inc. All rights reserved.
Slide 6: NetApp is a recognized market leader and innovator
NetApp is a recognized market leader and innovator1 A Leader in Primary Leader “The need for a unified Storage for 11 years in a management system is Winner in the Global • Kubernetes Resource row Management especially critical for a CloudOps industry • Primary Storage for Midsize storage vendor suc
Slide 7: Agenda
Agenda Set to drive revenue growth with focused go-to-market plan 7 © 2024 NetApp, Inc. All rights reserved.
Slide 8: 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
Slide 9: Our sales organization is focused on capturing opportunities across our TAM
Our sales organization is focused on capturing opportunities across our TAM LEVERAGING GLOBAL Co-selling with GSIs delivering SPECIALIZATION ENTERPRISE complete customer solutions AI specialist team with Deeper focus on PUBLIC federal governments dedicated GTM leader SECTOR worldwide Deep technical
Slide 10: The four key elements of our go-to-market plan
The four key elements of our go-to-market plan Modernize Expand Win new accounts Win new markets 10 © 2024 NetApp, Inc. All rights reserved.
Slide 11: Modernize
Modernize The opportunity Selected Flash customers • Replace legacy disk and hybrid-flash infrastructure with NetApp modern portfolio of all-flash arrays with leading cloud connectivity • Support multiple workloads, petabytes of data, and thousands of end users while shrinking storage footprint and
Slide 12: Expand
Expand The opportunity Selected Block customers • Displace legacy SAN infrastructure with NetApp modern, all-flash block-optimized solutions • Lower VMware costs and increase flexibility with NetApp cloud- connected all-flash data storage and cloud-native services 12 © 2024 NetApp, Inc. All rights r
Slide 13: Win new accounts
Win new accounts The opportunity Selected Cloud customers • Help customers defend against cyber attacks with built-in, real-time AI- powered ransomware detection and recovery guarantee • Gain share as customers migrate workloads to the cloud with our unique, cloud-native storage services 13 © 2024 N
Slide 14: Win new markets
Win new markets The opportunity Selected AI customers • Modernize existing data lakes and Hadoop environments to speed data preparation in AI workflows • NetApp technology provides the simplicity, security, and governance required to mitigate risk while you confidently deploy safe, responsible AI 14
Slide 15: AI-Enabled Customer Success
Centralized renewals Easier, simpler, and streamlined experience AI-enabled support Award-winning digital support AI-Enabled Customer AI Ops Predictive health monitoring lowers TCO Success Keystone services Optimize and maximize customer value and increase agility Accelerate value realization on pre
Slide 16: Strong customer relationships
Go-to-Market execution for sustained growth Strong Unequaled Compelling Customer customer partner value success relationships ecosystem proposition focus Employer of choice NetApp attracts the best talent in the market as we have the most compelling portfolio, strong customer relations, and a unique
Slide 17: Appendix
Appendix © 2024 NetApp, Inc. All rights reserved.
Slide 18: NetApp is a recognized market leader and innovator -- Attributions
NetApp is a recognized market leader and innovator -- Attributions Gartner: • Gartner, Critical Capabilities for Primary Storage, September 18, 2023; Gartner, Magic Quadrant for Primary Storage, September 18, 2023; Leader in Gartner Magic Quadrant for Primary Storage 2019-2023; Leader in Gartner Mag
Slide 19: NetApp Investor Day
NETAPP INVESTOR DAY June 11, 2024 © 2024 NetApp, Inc. All rights reserved.