Napatech A/s · OSL:NAPA
Napatech A/s — Investor Presentation (February 2019)
23 slides from Napatech A/s's investor presentation, February 2019
Slide 1: Company Presentation February 2019
Company Presentation February 2019 Ray Smets, Chief Executive Officer Napatech A/S © Copyright 2019
Slide 2: Corporate Overview
Corporate Overview +15 year history delivering FPGA-based technology to customers globally Unparalleled expertise accelerating compute-intensive applications on standard open servers High-tech solution with 22 patents & patents-pending provides high barrier-to-entry for competitors Solid gro
Slide 3: Napatech Sits at the Crossroads of Two Major Market Forces
Napatech Sits at the Crossroads of Two Major Market Forces Artificial More sophisticated and compute-intensive applications Intelligence consuming and generating more data Machine Learning require more processing speed and power Cloud Infrastructure SDN/NFV The SmartNIC is becoming the preferred sol
Slide 4: The Problem: Standard Compute Platforms Cannot Keep Up
The Problem: Standard Compute Platforms Cannot Keep Up Major industry players have focused their strategies on FPGA technology Application speed & processing Major FPGA chip vendors Major cloud companies have standardized on FPGA SmartNICs requirements FPGA Acceleration Major server vendors now incl
Slide 5: The Coming of Age of Napatech's FPGA Solutions
The Coming of Age of Napatech’s FPGA Solutions Past Decade Now and the Future Faster Network Monitoring Application Acceleration FPGA’s primarily used FPGA’s have won the battle to improve for application acceleration network monitoring performance on reconfigurable standard open servers Growing Clo
Slide 6: Market Opportunity for SmartNICs is Growing Rapidly
Market Opportunity for SmartNICs is Growing Rapidly Market growing from $1.5B in 2018 to $3.7B in 2022 Need for higher speeds and more capacity with SmartNICs the fastest growing category (80% CAGR) driven by demanding data-hungry applications FPGA Impact Combined Offload NIC and SmartNIC market for
Slide 7: Napatech Reconfigurable Computing Platform
Napatech Reconfigurable Computing Platform Application Driven FPGA Configuration Software Network Management Cybersecurity Virtual Switching Software-Centric Hardware Independent Napatech designed portfolio of FPGA SmartNICs Intel designed FPGA SmartNICs Price Range: $1,500-$10,000, Margins: around
Slide 8: Why is Napatech Unique? Hardware Independent Software
Why is Napatech Unique? Basic NICs Offload NICs SmartNICs Napatech uniquely delivers best-in-class hardware independent FPGA Configuration Software Hardware Independent Software IP Block and Blank FPGA Cards FPGA chip vendors with IP solutions and blank cards FPGA-based SmartNIC solutions FPGA on Sm
Slide 9: The Go-To-Market Plan
The Go-To-Market Plan End Users HW+SW OEM Appliance Vendors Enterprises HW+SW Value-Added Resellers Service HW+SW Providers Government SW Only Third-Party SmartNIC Vendors Cloud and HW+SW OEM Server Datacenter Vendors 9 Napatech A/S © Copyright 2019
Slide 10: Napatech Future Revenue Growth
Napatech Future Revenue Growth Revenues Today Revenues in the Future 69% of revenue is based on Drive growth in three product areas Network Management Network Management +10% 20% of sales revenue from top OEM Cybersecurity +40% customer Virtualization Acceleration +80% 79% of sales rev
Slide 11: Napatech Rides The Growth in Key Market Trends
Napatech Rides The Growth in Key Market Trends The Standard Compute and The Reconfigurable Computing and CPU-Driven Era FPGA-Driven Era FPGA-Acceleration primarily used for FPGA-Acceleration becomes main-stream as Network Management many applications need acceleration 3G/4G Mobile QoE Napatech 5G Mo
Slide 12: What's Different Now About Napatech?
What’s Different Now About Napatech? Solely focused on our unique core competency: We embrace our unique expertise in FPGA FPGA Configuration Software is at the center of our new product strategy: We will access new growing markets in cybersecurity and virtualization, but we are doing it in a di
Slide 13: Why Napatech?
Why Napatech? Large Market Opportunity FPGA SmartNIC market opportunity rapidly expanding to $1.4B in revenue by 2025 with the opportunity to also address a further $1.7B in the offload NIC market Establish Napatech as the leading supplier of FPGA-based solutions for networking and cybersecurity
Slide 14: World Class Team with Deep Seasoned Industry Experience
World Class Team with Deep Seasoned Industry Experience Ray Smets Heine Thorsgaard Jarrod J.S. Siket Flemming Andersen Henrik Brill Jensen Heidi Thisgaard CEO CFO CMO Chief Research and COO HR Manager Development Officer 30+ years’ experience 20+ years’ experience 25+ years’ experience 25+ years’ ex
Slide 15: Thank You
Thank You 15 Confidential Napatech - Napatech A/S © Copyright A/S © Copyright 2019 2019
Slide 16: Back-Up Information
Back-Up Information 16 Confidential Napatech - Napatech A/S © Copyright A/S © Copyright 2019 2019
Slide 17: Napatech Vision & Mission
Napatech Vision & Mission Be the global leader in Reconfigurable Computing Platforms leveraging our deep expertise in FPGA software Vision helping companies of all sizes accelerate application performance and secure their networks We enhance open and standard servers to boost and release valuable co
Slide 18: Key Areas of the Napatech strategy
Key Areas of the Napatech strategy Expand into higher volume adjacent Dominate markets Deeper penetration Expand with our Adjacent Network Management Cybersecurity Solutions Solutions Establish beach-head and secure Explore new first wins in higher growth cloud applications for virtualization market
Slide 19: Our Strategy Targets Immediate Opportunities
Our Strategy Targets Immediate Opportunities Dominate Expand Establish Explore Existing Adjacent Beach-Head in Compute Network Mgmt Cybersecurity Virtualization Offload Solutions Solutions Acceleration Solutions 19 Napatech A/S © Copyright 2019
Slide 20: Cybersecurity and Network Management Application Acceleration
Cybersecurity and Network Management Application Acceleration Guaranteed Data Capture for High-Speed Cybersecurity Accelerated Network Performance Management (NPM) Doubles the performance of IBM solution with zero packet loss Requirement to scale to millions of simultaneous users Ultra-fast ex
Slide 21: Real World Case: Improved TCO for Cybersecurity Application
Real World Case: Improved TCO for Cybersecurity Application Custom Hardware Software Only Clustered to Perform Server with FPGA Acceleration Proprietary Standard server and Multiple servers, open- Standard Server, open-source hardware and software open-source software source and load balancer and FP
Slide 22: Partnership with Intel and Xilinx
Partnership with Intel and Xilinx Napatech is the sole provider of networking FPGA Configuration Software on Intel & Xilinx SmartNICs 22 Napatech A/S © Copyright 2019
Slide 23: Napatech Unique Value is in the API and FPGA Configuration Software
Napatech Unique Value is in the API and FPGA Configuration Software Application Software Networking & Cybersecurity Application FPGA Configuration Software Interface Software Application Acceleration Tasks Napatech recognized as experts in FPGA Configuration Software for Networking and Cybersecurity