1. Citi 2015 Global Technology Conference – September 9, 2015
John Scaramuzzo, SVP & GM, Enterprise Storage Solutions
Transforming The Data Center
Citi 2015 Global Technology Conference – September 9, 2015
2. Citi 2015 Global Technology Conference – September 9, 2015
Forward-Looking Statements
During our meeting today we will make forward-looking statements.
Any statement that refers to expectations, projections or other characterizations
of future events or circumstances is a forward-looking statement, including
those relating to market growth, industry trends, future products, product
performance and product capabilities. This presentation also contains forward-
looking statements attributed to third parties, which reflect their projections as
of the date of issuance. Actual results may differ materially from those
expressed in these forward-looking statements due to a number of risks and
uncertainties, including the factors detailed under the caption “Risk Factors”
and elsewhere in the documents we file from time to time with the SEC,
including our annual and quarterly reports.
We undertake no obligation to update these forward-looking statements,
which speak only as of September 9, 2015.
3. A Global Fortune 500 Leader in Flash Storage Solutions
Personal Smartphones & Tablets Client SSDs Data Center SSDs, Systems & Software
* Financials as of Q2’15. Net Cash = (Cash + cash equivalents + short-term and long-term marketable securities) less (debt at maturity value) as of end of Q2’15; patents are as of Q2 2015.
Vertically Integrated
• Fab – Memory Production
• Memory System Design
• Full Product Manufacturing
• Software Solutions
Patent Portfolio
• 5000+ Patents
Financial Strength
Trailing 4 Quarter Financials*
• $6.1B Revenue
• $1.5B Net Cash
• $0.9B R&D Investment
SanDisk Ventures
• $75 Million for Strategic
Investments
Customers, Channels
• OEM
• Enterprise
• Hyperscalers
• Retail, Consumers
3
4. Citi 2015 Global Technology Conference – September 9, 2015
Enable a New Generation of
Services & Applications
for an Experience
Never Before Thought Possible!
Extreme Performance Massive Capacity Immediate Access to Information
5. 5Citi 2015 Global Technology Conference – September 9, 2015
Market Trends Rapidly Shifting
Beyond Data Customer Experience & Impact
QoS
Scale
Beyond
Simplicity
Information
on-Demand
BILLIONS
of people
MILLIONS
of Apps
MOBILE ・ CLOUD ・ BIG DATA ・ SOCIAL
40,000 Exabytes Digital Universe in 2020*
*Source: IDC, “The Digital Universe in 2020: Big Data, Bigger Digital Shadows and Biggest Growth in the Far East”, December 2012
6. 6Citi 2015 Global Technology Conference – September 9, 2015
Technology Trends Responding
WEB SCALE
GEO-DISTRIBUTED
SCALE-OUT
Consolidate-Expand-Consolidate
CLIENT/SERVER
VIRTUALIZATION
HYPER-CONVERGED
INFRASTRUCTURE
MAINFRAME
DISAGGREGATED
STORAGE & COMPUTE
CLOUD
SERVICES
BILLIONS
OF OBJECTS
BILLIONS
OF DEVICES
KEEP
INFORMATION
FOREVER
Scaling Beyond
7. 7Citi 2015 Global Technology Conference – September 9, 2015
Supporting Architectures - SAN
Rack
Server
Server
Server
SAN Fabric
SAN
SAN
Traditional SAN
Mostly SAS
HDD SAS
Flash
Typically ~30
attached
nodes
Fixed
workload
Or heavy VM
load
SAN for easy management, features
large, reliable systems
Unstructured
Data
Messaging
Collaboration
Virtual Server
& Desktop
Analytics
Transaction
Processing
8. 8Citi 2015 Global Technology Conference – September 9, 2015
Supporting Architectures - SDS/HCI
Private Cloud
Rack
Server
Ethernet Switch
SDS
iSCSI
SAN
Server
Server
Server
SDS
iSCSI = SAN Perf
SDS, converged, hyperconverged
solutions providing SAN/NAS functions
SDS = easily deploy
Mostly SATA
High performance
Containers
VMs
Block & File
NexentaStor NexentaStor
IF100+NexentaStor™: Scale-Up and Scale-Out
Full featured Storage Infrastructure
Combines SanDisk’s InfiniFlash™ System with Nexenta’s
Open SDS
Scales up to 4x InfiniFlash IF100 enclosures
Unlimited file system size
Full data protection & resiliency
Use cases
High performance, full featured block storage – FC, iSCSI
Cloud backend – Scalable, high performance FC and NFS
High performance File Share, Home Directories – NFS, SMB
9. 9Citi 2015 Global Technology Conference – September 9, 2015
Supporting Architectures - Hyperscale/Cloud
Challenges Facing Cloud Service Providers
Enterprises:
Enterprises rely on “mission-critical” cloud services
Business applications: ERP, Workflow, CRM
Archive, file synch & share
Providers must meet contractual obligations to meet SLAs
Consumers:
Consumers expect 24/7 access to apps
Entertainment: video, social media, file sharing
Personal Productivity: banking, scheduling, fitness
Hyperscale/Cloud
Rack
Ethernet Switch
DAS
DAS
DAS
DAS
DAS
DAS
DAS
DAS
Cool = HDD
HDD Flash
Warm = SSD
SATA NVMe
Hot = PCIe
Flash
Flash
SCM
Provide compute & storage
as a service
10. 10Citi 2015 Global Technology Conference – September 9, 2015
Supporting Architectures - Hyperscale/Cloud
Needed rapid deployment of subscription-based OS instances
SanDisk SSDs delivered Linux image provisioning
under 90 seconds vs. > 5 min on HDDs
Needed temporary storage to enable virtualized app stacks
SanDisk SSDs increased performance led to CSP’s
ability to offer “gold’ level tier of service
One of the World’s Largest Cloud Service Providers
Hyperscale/Cloud
Rack
Ethernet Switch
DAS
DAS
DAS
DAS
DAS
DAS
DAS
DAS
Cool = HDD
HDD Flash
Warm = SSD
SATA NVMe
Hot = PCIe Flash
Flash SCM
Provide compute & storage
as a service
11. 11Citi 2015 Global Technology Conference – September 9, 2015
SanDisk Solution Building Blocks & Flash Intelligence
Scale-out Capacity SW High Performance SW
Custom
Applications
(OEM, ISV, Open source)
Storage Management Services
Data Path Optimization Services
Caching SW
Flash Media
Guardian Firmware VSL/Drivers
12. 12Citi 2015 Global Technology Conference – September 9, 2015
Today’s Datacenter Infrastructure is Changing
Enterprise Development
Needs at Scale
Datacenter
Solutions
Web/Cloud Development
RSA
(Rack Scale Architecture)
Problems
(Management,Bandwidth)
SDx
(Software Defined
Datacenter & Storage)
Problems
(Performance, Agility)
13. 13Citi 2015 Global Technology Conference – September 9, 2015
Workload Value & Impact
Serve more customers while exceeding
SLAs
Lower SW licensing costs with DB
consolidation
Improve customer experience &
productivity
Ample “Headroom” for spiky
demands, peak workloads
Consistent QoS for VDI end users
Scale without disruption
Greater ITC - Higher VM density per
host, fewer physical servers, lower
costs
Capacity with Performance
Time to insight, time to value
Density, Power, Capacity enable ITC
SanDisk Addresses Broad Range of Workloads
SanDisk Flash
• Performance
• Capacity
• Cost
• Reliability
• Scale
PCIe/
NVMe
SAS
System
SATA
• Big Data Analytics
• Content Repositories
• Media Services
• OLTP, OLAP
• Tier 1 Databases
• HPC
• Virtualization
• VDI
• Server
• Cloud
• Storage
• Server
• High Availability
TB’s
to PB’s
00’sK IOPS
to
Mill IOPS
Primary challenges of Data Centers are attributes of Flash
14. 14Citi 2015 Global Technology Conference – September 9, 2015
SanDisk Building Blocks Transforming The Data Center
Integration and
Optimization
SQL Server, Oracle,
SAP, Oracle, SQL, VMware...
Application
Solutions
Flash Intelligence from
Applications to Storage
FlashSoft® Software
Open Source contribution
Software
Flash Systems™ for
Extreme Performance
InfiniFlash for Massive
Capacity & Extreme
Performance
Shared
Storage Systems
Server and Storage Blocks
PCIe Application Accelerators,
SAS & SATA SSDs
Flash
Building Blocks
15. 15Citi 2015 Global Technology Conference – September 9, 2015
Go to Market Strategy from Creation to Solutions
SanDisk Partners and Vendors End Users
Cloud
Large Enterprise
Hyperscale
16. SanDisk Solution Building Blocks for the
Data Center…
Application Intelligence & Performance
Breakthrough Economics @ Scale
Immediate Access to Information
for an Experience Never Before Thought Possible!
Citi 2015 Global Technology Conference – September 9, 2015
