May 8, 2014 - Millions of Apps. Client-Server ... *2016 VMware Addressable Market; CAGR from 2012-2016. Projections as .
VMware End-User Computing May 8, 2014
© 2014 VMware Inc. All rights reserved.
Sanjay Poonen, EVP & GM, End-User Computing Alan Dabbiere Chairman, AirWatch
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Client-Server
Mobile-Cloud
Mainframe
Thousands of Users Hundreds of Apps
Millions of Users Thousands of Apps
Billions of Users Millions of Apps
IT Priority:
IT Priority:
IT Priority:
Control
Build Silos
IT as a Service
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Building Blocks of the Mobile-Cloud World End-User Computing
Desktop
Mobile
Hybrid Cloud
Software Defined Data Center
Compute Networking
Storage
Management
VSPP
vCHS
BVs
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Driving Growth Today and Tomorrow
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Addressable Market for VMware EUC Market is Growing 20%
1. MARKET GOAL: Make VMware the undisputed
leader in the End-User Computing market $8B 20% CAGR* EUC
$14B 30% CAGR*
Hybrid
$28B 20% CAGR*
2. CUSTOMER GOAL: 50% of VMware’s customers
use and love EUC products
SDDC
3. INNOVATION GOAL: Build products and solutions
that are significantly better than the competition *2016 VMware Addressable Market; CAGR from 2012-2016 Projections as of 1Q2013; Source: Analyst Data and VMware Internal Analysis
Make VMware the Leading Brand in End-User Computing 6
Accelerating Pace of Innovation and Partnerships
Cisco resell partnership with Desktone for DaaS
Nov
Dec
Google Chromebooks, F5, NVIDIA partnerships with VMware Horizon
Jan
Feb
Mar
Apr
VMware strengthens desktop virtualization team
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The World of End-Users and IT Is Changing
Users
Apps
Data
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The VMware Advantage: From Data Center to Device End-User Computing Desktop
Mobile
Social
Software-Defined Data Center Management & Automation Hybrid Cloud Computing
Virtualized Infrastructure
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End-User Computing Vision PCs, Laptops Thin Clients Tablets, Smartphones
Multi-Device Workspace (Mobile)
Desktop Management and Delivery
Mission: Secure Virtual Workspace for Work at Speed of Life Desktop
Laptop
Tablet
Phone
Machine
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End-User Computing Space End-User Computing
Mobile
Desktop
Social
Identity
Data
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From Fragmented Players... End-User Computing
Mobile
Desktop
Social
Identity
Data
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...to Unified Solutions End-User Computing
Mobile
Desktop
Social
Identity
Data
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Three Core Desktop Innovations in Horizon 6
Virtual Desktop and app delivery
Desktop and app delivery from public cloud
Image Management for laptops & PCs
Optimized for Software-Defined Data Center (eg. Virtual SAN, Cloud Management) 14
About AirWatch 12,000
150
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1,600
customers
countries
languages
employees
• Strong leadership team, headquartered in Atlanta, ex-Manhattan Associates execs, 20+ years of Enterprise Mobility experience • Provides mobility solutions to ~12,000 global customers • A Leader in mobile security, mobile device, application and content management across multiple platforms • The leading Enterprise Mobile Management & Security provider with 1,800 employees; one of the largest R&D teams in category
Mission: Simplify Enterprise MobilityTM 15
AirWatch Solution Overview Enterprise Mobility Management Platform Mobile Device Management
Mobile Application Management
Mobile Content Management
Mobile Email Management
Framework: Security, Multi-tenancy, Scalability, Privacy, Access-Control, Self-Service, Telecom Expense
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AirWatch: Trusted by the World’s Leading Organizations
9 of the Top 10 United States Retailers
5 of the Top 10
4 of the Top 5
Pharmaceutical Companies
Global CPG Companies
3 of the Top 5
2 of the Top 3
3 of the Top 4
Global Fortune 500 Companies
Worldwide Hotel Groups
Global Airlines
4 of the Top 5
4 of the Top 5
World’s Largest Listed Energy Firms
Medical Device Companies
2 of the Top 3 Largest U.S. School Districts 17
A Leader in Enterprise Mobile Management & Security AirWatch, a LEADER in 2013 Magic Quadrant for Mobile Device Management Software An OUTSTANDING Rating for Product Viability in 2013 *Critical Capabilities Report for Mobile Device Management
STRONG PERFORMER The Forrester Wave: File Sync and Share Platforms Report, Q3 2013
LEADER 2013 Aragon Research Globe for Enterprise Mobile Management Software Mature Content Management Solution (AirWatch Secure Content Locker™)
LEADER IN MDM Frost & Sullivan Growth Leadership Award Mobile Device Management, North America, 2013
CHAMPION Info-Tech MDM Vendor Landscape, 2013
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from AirWatch. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Sources: • Gartner Magic Quadrant for Mobile Device Management Software - Analyst(s): Phillip Redman, John Girard, Terrence Cosgrove, Monica Basso - Published: 23 May 2013 • Gartner Critical Capabilities for Mobile Device Management Software - Analyst(s): Phillip Redman - 23 May 2013 G00250008
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Thank You
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Q&A 20
Forward Looking Statements This presentation contains forward-looking statements including, among other things, statements regarding expected trends and developments in information technology, such as the shift to mobile-cloud computing and IT as a service; the expected role of VMware product and service offerings, including SDDC, in a mobile-cloud computing environment and their potential benefits to customers; expected drivers of growth at VMware; the expected evolution and strategic positioning of VMware product and service offerings through 2015 and beyond as compared to those of other providers; VMware’s projected total addressable market and its rate of growth; and expected acceleration of VMware innovation and partnerships. These forward-looking statements are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Actual results could differ materially from those projected in the forward-looking statements as a result of certain risk factors, including but not limited to: (i) adverse changes in general economic or market conditions; (ii) delays or reductions in consumer, government and information technology spending; (iii) competitive factors, including but not limited to pricing pressures, industry consolidation, entry of new competitors into the virtualization software and cloud, end user and mobile computing industries, and new product and marketing initiatives by our competitors; (iv) our customers’ ability to transition to, new products and computing strategies such as cloud computing, desktop virtualization and the software defined data center; (v) the uncertainty of customer acceptance of emerging technology; (vii) rapid technological changes in the virtualization software and cloud, end user and mobile computing industries; (viii) changes to product and service development timelines; (ix) VMware’s relationship with EMC Corporation and EMC’s ability to control matters requiring stockholder approval, including the election of VMware’s board members; (x) our ability to protect our proprietary technology; (xi) our ability to attract and retain highly qualified employees; and (xii) the successful integration of acquired companies and assets into VMware. These forward-looking statements are based on current expectations and are subject to uncertainties and changes in condition, significance, value and effect as well as other risks detailed in documents filed with the Securities and Exchange Commission, including our most recent reports on Form 10-K and Form 10-Q and current reports on Form 8-K that we may file from time to time, which could cause actual results to vary from expectations. VMware assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this presentation.
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