Published on February 17, 2014
Evolution in Enterprise IT February 6, 2014 Keith Brown
Safe Harbor Disclosure Note on Forward-looking Statements Certain statements in this presentation may constitute "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934 and Section 27A of the Securities Act of 1933, including, but are not limited to, statements concerning our future plans, expectations, beliefs, intentions and prospects, financial guidance for our third fiscal quarter of 2014, our progress on, and effect of, our key technology and strategic initiatives, our sales execution efforts, our expectations regarding the market opportunity and our ability to execute our go-to-market strategy, expectations concerning our product portfolio and our strategic partnerships, and benefits and value of our products and solutions to our customers and end users. These statements are based on current expectations and assumptions regarding future events and business performance and involve certain risks and uncertainties that could cause actual results to differ materially from those contained, anticipated, or implied in any forward-looking statement, including, but not limited to, risks associated with changes in the demand for our products, our expectation that large and concentrated purchases by a limited number of customers will continue to represent a substantial majority of our revenue and our ability to sustain or increase our revenue from our large customers or offset the discontinuation of concentrated purchases by our larger customers with purchases by new or existing customers, the continued adoption by customers of our ioMemory platform products, growing our sales through OEMs, resellers and channel partners and maintaining our relationships with OEMs, resellers and channel partners, including the timely qualification of our products for promotion and sale by our OEMs, long and unpredictable sales cycles, changes in the competitive dynamics of our markets, including the potential for increased pressure on the pricing of our products, reduced gross margins, increased sales and marketing expenses, the potential that we or our customers may not realize the benefits we currently expect from our acquisitions of ID7 and NexGen Storage, our ability to develop or acquire new products to meet customer needs and expectations, including additional software solutions to be integrated with our storage memory products, our acquisition and strategic partner strategy and disruptions in our business, operations and financial results as a result of acquisitions and strategic partner relationships, as well as the risks inherent in the integration and combination of complex products and technologies from acquisitions, undetected errors, defects or security vulnerabilities in our products, worldwide economic conditions and the impact these conditions have on levels of spending on datacenter technology like ours, our ability to recruit and successfully hire new executive officers, and such other risks set forth in the registration statements and reports that Fusion-io files with the U.S. Securities and Exchange Commission, which are available on the Investor Relations section of our website at www.fusionio.com. You should not rely upon forward-looking statements as predictions of future events. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances reflected in the forward-looking statements will be achieved or will occur. Fusion-io undertakes no obligation to update publicly any forward-looking statement for any reason after the date of this presentation. Use of Non-GAAP Financial Information This presentation includes a discussion of “non-GAAP financial measures” as that term is defined in Regulation G promulgated by the U.S. Securities and Exchange Commission. The most directly comparable GAAP financial measures and information reconciling these non-GAAP financial measures to the Company’s financial results prepared in accordance with GAAP are provided on the company’s investor relations website at http://investor.fusionio.com under “Financial Information.” 27
Business is Now Real-Time Enterprise IT Must Evolve Rapidly Business Collaboration ▶ Advanced Analytics ▶ ▶ ▶ Personalized Data ▶ ▶ Mobile Social Media 28 ▶ ▶ Real-time business connections Immediate information sharing Real-time feedback Large data sets Immediate transactions Access to entire history Access to all information, all the time, regardless of location Immediate connections and feedback
Leading technology suppliers are delivering in-memory database architectures First Year In-memory Platform Deployment Related Headlines 2012 June 21, 2011 June 3, 2013 2014 2014 Sept 23, 2013 Sources: SAP.com, blogs.technet.com, oracle.com 29
Low Latency Computing enables in-memory architectures, bringing transactions and analytics together CPU Dynamic RAM Flash Memory Disks (HDD + SSD) 30 • Powerful Multi-core CPUs • • • • Increased RAM capacity/cost In-memory database Column store compression Push calculation into database • • • Flash as persistent memory Rapid data access High performance logging • Large capacity for archive and storage
Flash Technology Enables both storage relief and memory relief for in-memory enterprise IT architectures CURRENT (1990-Present) Delayed Feedback • Core business process • Real-time transactions • Scheduled reports • Planning runs • Ad-hoc analytics Transaction Stack (OLTP) Analytics Stack (OLAP) CPU CPU DRAM DRAM Disk Tape Network 31 Extract Transform Load Disk Tape Network
Flash Technology Enables both storage relief and memory relief for in-memory enterprise IT architectures CURRENT (1990-Present) NEW (Present-2020) • Core business process • Real-time transactions New Insights Immediate Feedback Delayed Feedback • Scheduled reports • Planning runs • Ad-hoc analytics • • • • • Core business process Real-time transactions Real-time reports Planning on-the-fly Ad-hoc Analytics • Non real-time analytics • Additional data sources • Deep analysis Transaction Stack (OLTP) Analytics Stack (OLAP) Integrated Stack (OLTP + OLAP) Analytics Stack CPU CPU CPU CPU DRAM DRAM DRAM DRAM Disk Tape Network 32 Extract Transform Load Disk Flash as memory Flash ETL Flash Tape Disk Disk Network Network Network
Summary: Evolution in Enterprise IT • Businesses will demand that business processes produce real-time results – application acceleration is required • Advances in CPU, memory and storage technology enable transaction and analytical processing in a single environment • Flash memory is an important new tier in enterprise computing • Enterprise IT data centers will evolve to the new architecture over the next several years • Fusion-io products are enabling in-memory performance today 33
Additional References In-memory database technology reference links SAP HANA Announcement June 2011 SAP HANA Case Studies SAP Business Suite on HANA SAP HANA Essentials e-book SAP HANA Technical Overview SAP Investor Symposium Presentation Feb 2014 Microsoft SQL Server 2014 Announcement June 2013 SQL Server 2014 Whitepapers Oracle In-memory Announcement Sept 2013 Oracle M6-32 Supercluster Oracle NoSQL Database 34
Thank You fusionio.com | D e l i v e r i n g t h e W o r l d ’ s D a t a . F a s t e r.
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