Everpure, Inc. · NYSE:P
Everpure — Pure Storage — Investor Discussion Hosted by Stifel (March 2017)
16 slides from Everpure's conference presentation, Mar 9, 2017
Slide 1: The Data Platform for the Cloud Era
THE DATA PLATFORM FOR THE CLOUD ERA SCOTT DIETZEN, CEO MATT KIXMOELLER, VP PRODUCTS BRIAN GOLD, CHIEF ARCHITECT
Slide 2: Forward Looking Statements and Non-GAAP Information
FORWARD LOOKING STATEMENTS AND NON-GAAP INFORMATION This presentation contains “forward-looking” statemonts that are based on our beliefs and assumptions and on Information currently available to us. Such forwar statements include statements concerning our possible or expected future financial or op
Slide 3: The Data Platform for the Cloud Era
THE DATA PLATFORM FOR THE CLOUD ERA We put data to work through cloud infrastructure that enables digital innovation. SPEED INSIGHT AGILITY FASTER BUSINESS GAIN ADVANTAGE SIMPLIFY HYBRID CLOUD AND TIME-TO-MARKET FROM DATA AT SCALE AND EMPOWER DEVELOPERS
Slide 4: Cloud Era Storage Is Different
CLOUD ERA STORAGE IS DIFFERENT LEGACY STORAGE CLOUD ERA STORAGE Disk-optimized (ms) Silicon-optimized (µs) PERFORMANCE MBs/sec of bandwidth per app GBs/sec of bandwidth per app APPLICATION 10s to 100s of monolithic applications 1,000s to 10,000s of composite applications ARCHITECTURE TBs of data sil
Slide 5: YoY Revenue Gain/Loss
YoY REVENUE GAIN/LOSS EXTERNAL STORAGE (DISK + FLASH), Q1 2015 – Q4 2016 +44.1% $M 2015 2016 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2015 2016 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2015 2016 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2016 Q3 Q4 2015 Q2 Q3 Q4 Q1 Q4 YoY QUARTERLY 0 Q1 Q2 Q3 Q4 Q1 Q2 Q1 Q2 Q3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 REVENUE GAIN/LOSS
Slide 6: Cumulative 3-Year Market Share Gain/Loss
CUMULATIVE 3-YEAR MARKET SHARE GAIN/LOSS WORLDWIDE EXTERNAL ENTERPRISE STORAGE, 2013-2016 3.0% +2.3% +$521M 2.0% +0.9% 1.0% +$46M % MARKET +0.1% 0.0% SHARE -$126M GAIN/LOSS 2013 2014 2015 2016 -1.0% -2.0% -2.2% -$736M -3.0% -2.9% -$861M -4.0% -5.0% -6.0% -5.5% -$1,931M 6 © 2016 PURE STORAGE INC. Sou
Slide 7: The Data Platform
CLOUD BASED MANAGEMENT PREDICTIVE ANALYTICS 24x7 PROACTIVE RESPONSE TRADITIONAL APPS VMs / CONTAINERS ANALYTICS WEBSCALE APPS HYBRID CLOUD DATA EXTENSIBILITY REST API OPEN PLATFORM THE DATA DATA PROTOCOLS BLOCK VM / VVOL FILE OBJECT / S3 HTTPS PLATFORM FOR THE CLOUD ERA DATA SERVICES REDUCE ASSURE S
Slide 8: The Platform Selling Advantage
THE PLATFORM SELLING ADVANTAGE CROSS-SELL / NEW USE BROADER UP-SELL CASES CONSOLIDATION ROI SAN à NAS Analytics / Big Data Customers want “1 vendor” Multi-BU Science & Engineering All-flash ROI much stronger @ scale Tier1 & Tier2 Fast Recovery Partners can concentrate business THE DATA PLATFORM FOR
Slide 9: The Data Platform for Healthcare
EXAMPLE: THE DATA PLATFORM FOR HEALTHCARE VDI EMR PACS VDI + EMR + PACS PERFORMANCE THE DATA PLATFORM NAS SAN SMB FOR HEALTHCARE 10s TBs 100s TBs PBs 9 © 2017 PURE STORAGE INC.
Slide 10: Data Platform Innovation
DATA PLATFORM INNOVATION MATT KIXMOELLER, VP PRODUCTS BRIAN GOLD, CHIEF ARCHITECT 10 © 2017 PURE STORAGE INC.
Slide 11: Webscale Architecture Revolution
WEBSCALE ARCHITECTURE REVOLUTION TRADITIONAL WEBSCALE MONOLITHIC APPLICATIONS COMPOSITE APPLICATIONS APPLICATION DATA PIPELINE DATABASE MONOLITHIC BLOCK FILE OBJECT STORAGE STORE STORE STORE Managed by IT Managed by developers Purchased/provisioned once Provisioned incrementally Inflexible scale/upg
Slide 12: Pure's IoT Stack for Pure1
WEBSCALE EXAMPLE: PURE’S IoT STACK FOR PURE1 EXTRACT STREAM TRANSFORM AD HOC PROCESSING LOAD QUERIES DATA PIPELINE REAL-TIME PURE1 ENG & RAW CONTINUOUS ALERTS MANAGE SUPPORT LOGS BG SCAN FUSE MAP REDUCE BLOCK BLOCK DW FILE / STORE STORE SERVICE OBJECT STORE HYBRID CLOUD INFRASTRUCTURE 12 © 2017 PURE
Slide 13: The Data Platform Vision for Webscale Applications
THE DATA PLATFORM VISION FOR WEBSCALE APPLICATIONS REST OPEN DATA PIPELINE ENGINE VM CONTAINER BLOCK FILE OBJECT STORE STORE STORE iSCSI NVMe/f NFS SMB S3 HTTPS THE DATA PLATFORM FOR WEBSCALE APPS REDUCE ASSURE SECURE SCALE PROTECT (SNAP, REPLICATE) 13 © 2017 PURE STORAGE INC.
Slide 14: Webscale On-Prem or in Public Cloud
WEBSCALE ON-PREM OR IN PUBLIC CLOUD PUBLIC CLOUD ON PREM HYBRID WEBSCALE WEBSCALE WEBSCALE DATA PIPELINE DATA PIPELINE DATA PIPELINE BLOCK FILE OBJECT BLOCK FILE OBJECT BLOCK FILE OBJECT STORE STORE STORE STORE STORE STORE STORE STORE STORE EBS EFS S3 FlashArray FlashBlade FlashArray FlashBlade S3 M
Slide 15: 4 Data Platform Growth Drivers
PREDICTIONS: 4 DATA PLATFORM GROWTH DRIVERS 1. WEBSCALE APP RE-PATRIATION IS ON! CLOUD AGILITY GETS DEMOCRATIZED à ON-PREM LESS EXPENSIVE, HIGHER PERFORMANCE TRY PURE + VMWARE, HYPER-V, DOCKER, OR OPENSTACK! 2. EDGE DATA DRIVES THE ON-PREM NEED SENSOR DATA TOO BIG TO MOVE TO THE CLOUD 3. MOORE’S LAW
Slide 16: Slide 16
Pure Storage — Investor Discussion Hosted by Stifel (March 2017) on 6ix