1 © copyright 2007 emc corporation. all rights reserved. emc today
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1© Copyright 2007 EMC Corporation. All rights reserved.
EMC Today
2© Copyright 2007 EMC Corporation. All rights reserved.
EMC has Evolved into aTrusted Information Infrastructure Provider
3© Copyright 2007 EMC Corporation. All rights reserved.
$11.15 billion in revenue for 2006 – 15% growth over 2004
$3.215 billion in Q4 ‘06 revenue– Systems revenue up 12% over 4Q05– Software up 27%– Services up 20%– VMware: up 101%
Targeted growth of 14%in 2007
R&D investment >$1 billion/yr
Interoperability and Integration
9800+ Service Professionals
Strategic Partnerships
EMC Leading the WayWorld’s Top 10 Product Technology Companies
Ranked by Market Value as of Market CloseOctober 19, 2006
Note: All Revenue and EPS numbers are based on calendar year consensus estimates.* Consensus EPS estimates reflects the adoption of FAS123. 2005 EPS has been restated to include the Employee Stock Option Expense for comparison purposes. Other Adjustments: IBM '05 revenue adjusted to exclude PC unit. Cisco '05 revenue adjusted to include Scientific Atlanta. Oracle '05 revenue adjusted to include Siebel. Symantec '05 revenue adjusted to include VERITAS
MarketCap($B)
Estimated Revenue
Growth 2006
EstimatedEPS
Growth 2006
SymantecEMC*Dell*SAPOracleHP*Intel*
CiscoIBM*
Microsoft*
5%5%2131%15%28
-16%5%5317%12%6318%12%9843%5%108
-31%-9%12112%3%13720%12%147
6%14%278
4© Copyright 2007 EMC Corporation. All rights reserved.
2006 Revenue Mix
SystemsSoftware
Services
$4.27B38%
16%$1.74B
$5.14B46%
5© Copyright 2007 EMC Corporation. All rights reserved.
store
protect
optimize
leverage
2003JAN.
EMC Strategic Acquisitions: 2003-2006
2005JAN.
2006JAN.
2007JAN.
2004JAN.
Strengthen and Enable Information Infrastructure
6© Copyright 2007 EMC Corporation. All rights reserved.
Global Market Presence: Worldwide Market Share
EMC 20.7%HP 18.3%IBM 13.6%Dell 8.4%HDS 8.0%EMC/Dell* 27.1%
EMC 27.2%HP 20.5%IBM 11.7%NetApp 8.6%HDS 7.8%Dell 6.8%EMC/Dell* 34.3%
EMC 22.2%HP 16.7%IBM 14.0%HDS 8.6%Dell 7.4%NetApp 6.1%EMC/Dell* 29.1%
HardwareExternalDisk Storage
Networked Storage(NAS, Open, and iSCSI)
ExternalRAID
EMC
29.7%Symantec
20.3%IBM
10.5%NetApp
6.6%HP
6.5%
EMC
39.1%NetApp
16.9%IBM
9.4%HP
8.4%HDS
7.8%
EMC
49.2%Symantec
11.1%CA
7.8%IBM
6.8%HP
6.4%
Open Text 13.2%EMC 13.1%IBM 12.5%FileNet 12.4%
Symantec 40.4%IBM 17.0%EMC 13.2%CA 7.6%
Software
VMware #1largest sharegainer ofcustomers’ ITbudgets
StorageSoftware
ReplicationSoftware
SRMSoftware
Backup/Archive
VirtualInfrastructure
EnterpriseContent Mgmt**
EMC: #1 EMC: #1 EMC: #1
EMC: #1 EMC: #1 EMC: #1EMC:
Fastest Growing
EMC:Fastest
Growing
Source: IDC Q4’05 Disk Storage Systems Quarterly Tracker, March 2006; *Combines EMC’s revenue with Dell’s Dell/EMC CLARiiON revenue.**Source: Gartner Dataquest, May 2006***Total Content Mgt with License + Service revenue. EMC growth based on apples-to-apples comparisons
6
7© Copyright 2007 EMC Corporation. All rights reserved.
IT Information Management Challenges
managing growthdramatic growth of informationincreased infrastructure complexity
managing riskprotecting against information losssecuring against unauthorized accesscomplying with legal and corporate mandates
managing effectivenessreducing capital and operational costsimproving flexibility and responsivenessdelivering service levels demanded by the business
creating new valueleveraging information in new waysusing infrastructure to drive the business
© Copyright 2006 EMC Corporation. All rights reserved.© Copyright 2006 EMC Corporation. All rights reserved.
8© Copyright 2007 EMC Corporation. All rights reserved.
Do You Have an Information Strategy?
Information is the organization’s most important asset,but it’s usually not managed that way
Need a consistent approach to providingshared information management services store | protect | optimize | leverage
unnecessary costspoor utilization and extra management effort
unknown risksprotecting information against loss, securing against unauthorized access
unexploited valueharvesting the value of information in new ways for the business
infrastructure infrastructure infrastructure infrastructure
information information information information
9© Copyright 2007 EMC Corporation. All rights reserved.
Building Information Infrastructure
Information is the organization’s most important asset,manage it that way
A consistent approach to provideshared information management services:store intelligentlyprotect against loss and misuseoptimize infrastructure, management and service levelsleverage information assets to create new value
lower costsincrease utilization, reduce management effort
reduce risksprotecting information against loss, securing against unauthorized access
exploit valueharvesting the value of information in new ways for the business
infrastructure infrastructure infrastructure infrastructure
information information information information
appapp
appappinformation
10© Copyright 2007 EMC Corporation. All rights reserved.
More than $10 Billion in R&D and Acquisitions
storeSAN: Symmetrix, CLARiiON, ConnectrixNAS: Celerra CAS: CenteraIP: Symmetrix, CLARiiON, Celerra, Centera
protectarray replication: SRDF, MirrorViewbackup to disk: NetWorkerdata de-duplication: Avamarcontinuous data protection: RecoverPointsecurity: RSA, Authentica, Network Intelligence
optimizevirtualization: VMware, Rainfinity, Invistainformation mgmt: Xtender family, Documentum, Infoscaperesource mgmt: ControlCenter, Smarts, nLayers
leverageenterprise content mgmt and archive: Documentum information acquisition: Captiva, AcartusBPM, collaboration: ProActivity, eRoomenterprise search: AskOnce
appapp
appapp
infrastructure
information
11© Copyright 2007 EMC Corporation. All rights reserved.
Storing Intelligently
Celerra
ADICScalarFamily Centera
CLARiiONDisk Library CLARiiON Connectrix Symmetrix
storing information at the right service levelat the right cost
comprehensive services
cost optimization
broadest choices for tiering meetingbusinessrequirementsat the lowest overall cost
Key Capabilities:
store | protect | optimize | leverage
appapp
appapp
infrastructure
information
12© Copyright 2007 EMC Corporation. All rights reserved.
Protecting Against Loss
protecting information availability at the right service levelat the right time
array based: SRDF, TimeFinder, MirrorView, SnapViewnetwork based: RecoverPointhost based: NetWorker, Avamar, RepliStorinfrastructure: AutoStart, PowerPath, VMotion
archive before backup
application integration
proven, scalable technologies
ensuring access,minimizingcost
Key Capabilities:
store | protect | optimize | leverage
appapp
appapp
infrastructure
information
13© Copyright 2007 EMC Corporation. All rights reserved.
Protecting Against Unauthorized Use
from securing infrastructureto securing information
identity mgmt, access control, encryption and key management: RSAdigital rights management: Authentica, Documentumsecurity information and event management: Network Intelligencestorage security assessment services
identitymgmt
dataencryption
information-centric
security
protectingsensitiveinformation,whereverit goes
Key Capabilities:
store | protect | optimize | leverage
appapp
appapp
infrastructure
information
14© Copyright 2007 EMC Corporation. All rights reserved.
Optimizing Information Management
using informationto tell the infrastructure what to do
applications: EmailXtender, DiskXtender, DatabaseXtendercontent: Documentum CSSfile discovery: Infoscape
information
filese-mailsdatabase . . .
minimizingcosts,reducing risks
analysisanalysis
patterns,rules, criteria . . .
actionaction
moveflagprotect . . .
Key Capabilities:
store | protect | optimize | leverage
appapp
appapp
infrastructure
information
15© Copyright 2007 EMC Corporation. All rights reserved.
Optimizing Infrastructure
virtualizationmakes for better consolidation
server virtualization: VMwarefile virtualization: Rainfinitystorage virtualization: Invista
server virtualization improvedutilization,increasedflexibility
file virtualization
storage virtualization
Key Capabilities:
store | protect | optimize | leverage
appapp
appapp
infrastructure
information
16© Copyright 2007 EMC Corporation. All rights reserved.
Optimizing Service Levels
model-based managementis a “game changer” for service level mgmt
application and infrastructure discovery: ControlCenter, nLayersreal-time monitoring, correlation, root-cause: Smarts
application andinfrastructure
discovery
real-timemonitoring
and correlation
root-causeanalysis andremediation
object-based model
betterservice leveldelivery indistributedenvironments
Key Capabilities:
store | protect | optimize | leverage
appapp
appapp
infrastructure
information
17© Copyright 2007 EMC Corporation. All rights reserved.
Leveraging Information
one framework for unlocking the value of information
enterprise content management: Documentuminformation capture and classification: Acartus, Captivabusiness process management: ProActivitycollaboration / workflow: eRoomenterprise search: AskOnce
captureand
classify
organizeand
manage
new applications
workflow
collaboration
enterprisesearch
creating newvalue fromexistinginformation
Key Capabilities:
store | protect | optimize | leverage
appapp
appapp
infrastructure
information