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Intelligent Edge Keerti Melkote General Manager and Co-Founder, Aruba

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Page 1: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

Intelligent EdgeKeerti MelkoteGeneral Manager and Co-Founder, Aruba

Page 2: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

Executive Summary

HPE’s Intelligent Edge business experienced strong performance in FY17

We are winning with our differentiated architecture, white glove support, and global reach

The Aruba and HPE combination continues to drive strong synergies

We continue to see significant growth opportunity in both core and adjacent markets

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Page 3: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

Industrial Smart CitiesWorkplaces Retail

The Intelligent Edge drives digital experiences

Page 4: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

IT, Business Apps, Developer Tools

IT Services Business and user facing applications

Software

ClearPassAirWave MeridianArubaOS

Wired Access

Infrastructure

Wired Core/Aggregation

Wi-Fi and BLE Remote Access

API

Unified, SW-Defined Architecture for the Intelligent Edge

Aruba Mobile First Architecture

API

API API

Page 5: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

Bridging digital with brick-and-mortar throughmobile engagement

Mobile shopping app for personalized assistance,receiving 15 million downloads

Secure and reliable connectivity for POS and IoT

ENHANCING DIGITAL ENGAGEMENT FOR SHOPPERS

Page 6: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

IMPROVING PASSENGER EXPERIENCE WITH

MOBILE OPERATIONS

Automating manual workflows with digital & mobile to speed up flight departures

• Mobile baggage management to and at-gate line busting

• Digitizing FAA paperwork from the cockpit to flight control

Improving passenger experience with screaming fast Wi-Fi

+5%On-timearrivals

-8%Mishandled

bags

+2ptsPassengersatisfaction

Page 7: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

The Intelligent Edge business delivered strong performance in FY17

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FY17 Year-to-date

Strong revenue growth

Improved gross margins

Market leadershipLeader in Gartner Magic Quadrant1 for 11 years running

#2 in Wired and Wireless market share & gaining2

Expanding customer list49K new logos2753 large deals33% of product revenue

Share gains in WLAN

1. Gartner Magic Quadrant: WLAN/LAN, 20162. 650 Group data for WLAN (Enterprise + Outdoor) for C1Q17 – C2Q17, WWeC. September 20173. Aruba data. Deals greater than $200K from Q1-Q3FY17.4. Market Share is for ROW= Worldwide – China | Source: 650 Group

+21% Y/Y WLAN

+3% Y/Y WLAN

+5% Y/Y LAN Switching

+2% Y/Y LAN Switching

+1.5 pts YTD LAN Switching(+1.3 y/y)4

+4.8 pts YTD WLAN(+2.8 y/y)4

Page 8: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

16.0%18.0%

20.8%

4QCY16 1QCY17 2QCY17

1. Market Share is for ROW= Worldwide – China | Source: 650 Group2. including Meraki | Source: 650 Group

+

Aruba continues to take Enterprise WLAN market share1 from Cisco2 and others

Aruba takes share from Cisco and others 3 consecutive quarters

50.8%48.9% 48.6%

4QCY16 1QCY17 2QCY17

Page 9: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

How we win: differentiated architecture, white glove support, global reach

Mobile FirstArchitecture

ComprehensiveSolution

Open,Multi-Vendor

Single Architecture Across All Locations / Deployments

EmbeddedLocation Services

Integrated Wired and Wireless

Best-in-ClassNetwork Access Control

“Customer First,Customer Last” Culture

White Glove Support65K AirheadsThousands of Partners

Global Reach Global Go-to-Market, Fortune 100 Customer Base, backed by Partners and Pointnext services

Page 10: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

Our Airheads community is thriving

65,000 Airheads

22,000 Companies

2X Growth since acquisition

1K new Airheads per month

Page 11: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

The HPE and Aruba combination is driving significant synergies

Acquisition performance continues to exceed internal expectations

Aruba continues to leverage HPE’s global reach and go-to-market and it’s deep relationships with Fortune 100 customer base

HPE’s campus switching business is benefitting from Aruba pull-through

Aruba revenue continuously growing double-digits since acquisition

Page 12: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

1. Source: IDC / 650 Group / Aruba estimates

We participate in large markets and we are expanding our TAM

Core Business New Adjacencies

8% WLAN CAGR

1% LAN Switching CAGR

$22B 1By 2020

12-24% CAGR$6B By 20201

Intelligent Edge captures higher growth markets $ 7B WLAN

$ 15B LAN Switching

$ 2B Cloud NW + SD-WAN

$ 2B Edge Security

$ 2B Industrial IoT (HW + Platform)

Page 13: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

Expanding our TAM with Cloud Networking and SD-WAN

AS A SERVICEOWNED

On Prem

Remote & Instant APs, Branch Controllers,Gateways, Switches

Cloud Networking

Aruba Central

Single SW platform and architecture for campus & branchDifferentiated by analytics and machine learning for service assurance

Leverage existing infrastructure without forklift upgrade

Page 14: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

Expanding our TAM with Edge Security for Mobile, Cloud, and IoT

Aruba 360 Secure Fabric

Aruba Secure Core

Secure Boot | Encryption | DPI | VPN | IPS | Firewall

ClearPass IntroSpect

OtherInfrastructure

Users LocationThings Applications

Open, analytics-driven security forthe mobile, cloud, and IoT era

Expanding points of vulnerability with IoT

The network becomes morecritical for controlled access, visibility, intelligence, and remediation

Nature of attacks are changing—more focused, gestating attacks ECOSYSTEM

INFRASTRUCTURE

SOFTWARE

ANALYTICS

Page 15: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

Expanding our TAM with Industrial IoT

Universal IoT PlatformEdgeline Asset Tracking

Factories Smart Cities Enterprises

Page 16: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

Condition monitoring and predictive maintenance

Automated worker safety

LOCATION EDGE PROCESSING

Plant Modernization with advanced IoT technologies

Driving new levels of plant efficiency and safety

Page 17: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

Transformation to a “paper-lite” and mobile first environment

• Digitized healthcare records for real-time access to information

• Moved medical apps to mobile devices, implemented VoIP

• Connected medical devices and equipment for real-time patient monitoring and care

• Easy tracking & locating of critical assets

Digital transformation to improve patient & visitor experiences

>90% “Friends & Family” Satisfaction

Page 18: Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... · Executive Summary HPE’s Intelligent ... and Wireless. Best-in-Class Network Access

Executive Summary

HPE’s Intelligent Edge business experienced strong performance in FY17

We are winning with our differentiated architecture, white glove support, and global reach

The Aruba and HPE combination continues to drive strong synergies

We continue to see significant growth opportunity in both core and adjacent markets

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