hp security and converged cloud
TRANSCRIPT
© Copyright 2012 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
HP Security and Converged Cloud Bringing together hardware, software and services to deliver better customer outcomes
Bill Veghte Chief Operating Officer
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HP Strategy
Infrastructure World’s largest provider of technology hardware infrastructure
Services Industry and technology services solving key customer problems
Solutions Customer-centric solutions that make it all work
Software Best-in-class software that provides confidence, insight and agility
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Information Security Cloud
Infrastructure Services Solutions Software
HP Business Strategy
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HP Security Intelligence & Risk Management Solutions
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Customers struggle to manage the security challenge
Primary challenges
Nature & motivation of attacks (Fame fortune, market adversary) 1
Research Infiltration Discovery Capture Exfiltration
A new market adversary
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Nature & Motivation of Attacks (Fame fortune, market adversary) 1
Customers struggle to manage the security challenge
Primary challenges
Nature & motivation of attacks (Fame fortune, market adversary) 1
Transformation of enterprise IT (Delivery and consumption changes) 2
Virtual Desktops Notebooks Tablets Smartphones
Consumption
Traditional DC Private cloud Managed cloud Public cloud
Network Storage Servers
Delivery
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Transformation of Enterprise IT (Delivery and consumption changes) 2
Customers struggle to manage the security challenge
Primary challenges
Nature & motivation of attacks (Fame fortune, market adversary) 1
Transformation of enterprise IT (Delivery and consumption changes) 2
Regulatory pressures (Increasing cost and complexity) 3
Basel III
DoD 8500.1
Policies and regulations
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Today IT security is often a board-level agenda item
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HP’s Security Strategy Provide converged security intelligence and risk management solutions across the hybrid computing environment
Security Risk & Intelligence
Harden the attack surface
Identify, improve and reduce the vulnerability profile of enterprise applications and systems
Improve risk management
Turn information to intelligence and more quickly see, find and stop known and unknown threats
Proactively protect information
Proactively find, understand and protect sensitive information across the enterprise
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Security IT market forecast & HP’s industry leading portfolio
10.5%
Services
Products
58
43
CAGR (’12 - ‘15)
HP TAM for Security IT Products & Services1
‘12 - ‘15, $ Billion
21.6%
8.8%
1. HP internal analysis
See. Understand. Act.
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>35 innovative new security products released in the last 12 months
Market adoption, collaboration and experience
HP Security Technology
4 Magic Quadrant leaders1
HP Security SaaS
2.5B lines of code under SaaS subscription
HP Managed Security Services
900+ customers
All major branches U.S. Department of Defense
9 out of 10 Major banks
9 out of 10 Top software companies
10 of 10 Top telecoms
1. Gartner, Magic Quadrant
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HP Converged Cloud The opportunity and our strategy
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Age-old customer challenges
Lower costs
Greater agility
IT
Anytime, anywhere access
Ease of use
End users
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695,000 status updates
98,000+ tweets
698,445 Google searches
1,820TB of data created
11million instant messages
168 million+ emails sent
YouTube
Viber
Qzone
Amazon Web Services
GoGrid
Rackspace
LimeLight
Jive Software
salesforce.com
Xactly
Paint.NET
Business
Education
Entertainment
Games
Lifestyle
Music
Navigation
News
Photo & Video
Productivity
Reference
Social Networking
Sport
Travel
Utilities
Workbrain
SuccessFactors
Taleo
Workday
Finance
box.net
TripIt
Zynga
Zynga
Baidu
Yammer
Atlassian
Atlassian
MobilieIron SmugMug
SmugMug
Atlassian
Amazon
Amazon iHandy
PingMe
PingMe
Associatedcontent
Flickr
Snapfish
Answers.com
Tumblr.
Urban
Scribd. Pandora
MobileFrame.com
Mixi
CYworld
Renren
Yandex
Yandex
Heroku
RightScale
New Relic
AppFog
Bromium
Splunk
CloudSigma
cloudability
kaggle
nebula
Parse
ScaleXtreme
SolidFire
Zillabyte
dotCloud
BeyondCore
Mozy
Fring Toggl
MailChimp
Hootsuite
Foursquare
buzzd
Dragon Diction
SuperCam
UPS Mobile
Fed Ex Mobile
Scanner Pro
DocuSign
HP ePrint
iSchedule
Khan Academy
BrainPOP
myHomework
Cookie Doodle
Ah! Fasion Girl
PaperHost
SLI Systems
NetSuite
OpSource
Joyent
Hosting.com
Tata Communications
Datapipe
PPM
Alterian
Hyland
NetDocuments
NetReach
OpenText
Xerox
Microsoft
IntraLinks
Qvidian
Sage
SugarCRM
Volusion
Zoho
Adobe
Avid
Corel
Microsoft
Serif
Yahoo
CyberShift
Saba
Softscape
Sonar6
Ariba
Yahoo!
Quadrem
Elemica
Kinaxis
CCC
DCC
SCM ADP VirtualEdge
Cornerstone onDemand
CyberShift
Kenexa Saba
Softscape
Sonar6
Workscape
Exact Online
FinancialForce.com
Intacct NetSuite
Plex Systems
Quickbooks
eBay
MRM
Claim Processing
Payroll
Sales tracking & Marketing
Commissions Database
ERP
CRM
SCM
HCM
HCM
PLM
HP
EMC
Cost Management
Order Entry
Product Configurator
Bills of Material Engineering
Inventory
Manufacturing Projects
Quality Control
SAP
Cash Management
Accounts Receivable
Fixed Assets Costing
Billing
Time and Expense
Activity Management Training
Time & Attendance
Rostering
Service
Data Warehousing
The Internet Client/Server
Every 60 seconds
IBM
Unisys
Burroughs
Hitachi
NEC Bull
Fijitsu
Mainframe
A new style of IT emerging
Mobile, Social, Big Data & The Cloud
217 new mobile web users
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Differentiated by service level agreements (SLAs)
Four delivery options emerging for businesses
Private Cloud Managed Cloud Public Cloud Traditional
Build on-premises
cloud services
Consume off-premises cloud services
SLAs Availability, security, performance, compliance, cost
customer-defined negotiated standard, published customer-defined
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Enterprises
Businesses will take a hybrid approach
Public Cloud Private Cloud Managed Cloud
Start-ups, SMBs, ISVs, developers, enterprises
Primary users
Customer usage decisions based on specific workload needs
Application Transformation
Application Evolution
Traditional
Customer journeys
Primary workloads Dev / test, storage, media,
web hosting, CRM, etc. Production hosting for enterprise apps
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The four options businesses have
Best-of-breed approach internally integrated
Do it yourself
Difficult to execute
Homogeneous infrastructure
Single vendor
Vendor lock-in; lack of flexibility
Services-led integration
Paid integration
Complex and expensive
Open, common architecture & integrated solutions
Integrated by design
Will vendors do this?
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The HP Converged Cloud
HP Converged Cloud
Public Cloud Private Cloud Managed Cloud Traditional
Choice • Open
• Heterogeneous
• Extensible
Consistency • Common architecture
• Portability
• Consumption experience
Confidence • Enterprise SLAs
• Security and management
• Automation
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Build, manage, & secure
Consume
Transform
Enterprise Cloud Services, Autonomy, ABS & Mgt. SaaS HP Public Cloud Services
Significant opportunity for HP
Software (Cloud Management & Security)
Hardware (Servers, Storage, Networking) Best-of-breed components
CloudSystem Service Provider CloudSystem Enterprise Integrated solutions
$1,382B 4%
Rev. ’15 market CAGR ’12 - ‘151
$47B 19%
$55B 19%
$30B 24%
Public cloud Private cloud Managed cloud Traditional
$132B total cloud
Professional services
HP Cloud Portfolio
1. HP internal analysis
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HP Converged Cloud is uniquely positioned against competitors
• Industry-leading Converged Infrastructure • Superior management and security • Open, standards-based approach • Heterogeneous support (hypervisor, OS,
infrastructure)
Choice, Confidence, Consistency
• Legacy architecture / multiple platforms
• Poorly positioned for SDN and HW / SW
• Lock-in at unrealistic margins
.
• Good hypervisor but struggling to bridge to the cloud
• Taking very proprietary / vertical approach
• Security and management depend on the application
• Expensive, services-led approach
• Immature integration
• Modest product footprint
Source: HP internal analysis
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Expect $8.4B in revenue by 2015 (29% CAGR)
HP Converged Cloud momentum
>775 HP CloudSystem Private / Public clouds
100% HP CloudSystem Y/Y growth
#1 Cloud
Infrastructure vendor in 2011
50PB World’s largest private cloud
HP Cloud Revenue
$3.9B FY12
39% Y/Y Growth
>40 CloudAgile
Service provider partners
4 out of 5 of the world’s largest search engines
Source: HP internal analysis
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Our opportunity
Make it matter.
Crisp Business Strategy
Capital Strategy
Shareholder Value
Operational Excellence
Shareholder Value
© Copyright 2012 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
HP Securities Analyst Meeting 2012