Kaminario - IT Press Tour June 2019

Transcript

1. Compose Your Future
2. Kaminario Agenda 1. Market Perspective + Business Update Dani Golan, CEO Kaminario 2. Tech Data + Kaminario 1+1 = 3 John O’Shea, SVP Tech Data 3. Composable Storage Shared Storage 2.0 Eyal David, CTO Kaminario
3. Kaminario Agenda 1. Market Perspective + Business Update Dani Golan, CEO Kaminario 2. Tech Data + Kaminario 1+1 = 3 John O’Shea, SVP Tech Data 3. Composable Storage Shared Storage 2.0 Eyal David, CTO Kaminario
4. Fundamental Shift In IT 3 Trends Driving Transformation of $3.7 trillion IT market
5. 5 Why public cloud is so attractive Simplicity and Agility De-risking Growth Elastic Economics
6. 6 • Unified Communications • Desktop Productivity • Collaboration • Business Applications • File Sharing • IoT • Big Data • Web Infrastructure • VDI • Dev/Test Many enterprise workloads are ideal for cloud
7. Why are business critical applications any different? Security and Availability Expense Performance Control
8. Storage-as-a-Service platform for business critical applications hosted on and off prem  The simplicity and agility of public cloud with the control and performance of dedicated storage.  Flexible acquisition aligned to your business model  Disruptive economics: 30% Less than legacy storage 60% Less than AWS
9. Agility and Simplicity  Analytics, Automation, Orchestration  Next generation software composable storage  Leveraging the latest hardware technologies
10. Proven Capability 2018 Critical Capabilities for Solid State Arrays TOP RANKED STORAGE PLATFORM FOR BUSINESS CRITICAL APPLICATION WORKLOADS 1 HPC # 1 ANALYTICS # 2 OLTP #
11. Software-based Storage Platform Acquisition Models Aligned to your Business Consumption-based acquisition models aligned to your business objectives: Capex, Opex, as-a-service Pre-integrated Industry Standard Hardware
12. Appliance Pre-integrated hardware-software appliance Subscription Consumption based software license compatible with certified hardware Utility Consumption based hardware / software storage utility As-a-Service Bare metal cloud instance delivered as-a- service for DR, Backup, Dev/Test, Private cloud. Acquisition Models Aligned to your Business
13. All inclusive pricing model with no surprises. Straightforward discounting based on pre- payment and volume. Performance is FREE The Devil Beauty is in the Details Industry standard hardware available at cost-plus pricing. Hardware refresh at the cost of hardware. Support Single point of contact ensure seamless support experience. No ties to hardware. No ties to sites. No ties to projects or end users. Drive software license utilization to 100% No minimum charges. No time commitments. The Devil is in the Details
14. Traditional Enterprise Storage Economics 300 TB 300 TB 300 TB 300 TB Array 1 Array 2 Array 3 Array 4 Purchase 1.2 PB of capacity in traditional storage arrays (bundled HW+SW) Actual usage ~55% of installed capacity => overprovisioned capacity represents waste Waste Waste Waste Waste 33% 10% 60% 70% CONFIDENTIAL | © 2019 Kaminario 14
15. The New Economics of Cloud Fabric Purchase 1.2 PB of HW and 0.9 PB of software license (representing 75% utilization) Allocate the licenses as needed. Hardware assets (1.2 PB) Environment 1 2 3 4 Software License (0.9 PB) CONFIDENTIAL | © 2019 Kaminario 15
16. Hardware assets (1.2 PB) Environment 1 2 3 4 The New Economics of Cloud Fabric Software License (0.9 PB) Purchase 1.2 PB of HW and 0.9 PB of software license (representing 75% utilization) Allocate the licenses as needed. CONFIDENTIAL | © 2019 Kaminario 16
17. The New Economics of Cloud Fabric Hardware assets (1.2 PB) Environment 1 2 3 4 Purchase 1.2 PB of HW and 0.9 PB of software license (representing 75% utilization) Allocate the licenses as needed. Minimize economic waste. Software License (0.9 PB) CONFIDENTIAL | © 2019 Kaminario 17
18. The New Economics of Cloud Fabric Reallocate Software licenses as environments change. Software license covers the entire enterprise with total mobility. Hardware assets (1.2 PB) Environment 1 2 3 4 Software License (0.9 PB) CONFIDENTIAL | © 2019 Kaminario 18
19. The New Economics of Cloud Fabric bring up new environments with existing licensing Hardware assets (1.2 PB) Environment 1 2 3 4 5 Software License (0.9 PB) CONFIDENTIAL | © 2019 Kaminario 19
20. Source: Enterprise Strategy Group Build cloud-scale storage infrastructure at 1/3 the cost of equivalent service from AWS
21. Boston HQ R&D Israel $200M+ Invested – Sequoia led 23 Patent Families Software composable storage Strategic Partnerships Partnerships with Tech Data and WDC 1000+ Environments At cloud scale application providers
22. Kaminario Agenda 1. Market Perspective + Business Update Dani Golan, CEO Kaminario 2. Tech Data + Kaminario 1+1 = 3 John O’Shea, SVP Tech Data 3. Composable Storage Shared Storage 2.0 Eyal David, CTO Kaminario
23. Tech Data & Kaminario John O’Shea, Senior Vice President, GLM
24. 24 Economics of the IT Marketplace Cost Drivers • New skills need to be acquired • Up front investments in services delivery required • Up front capital investments required • Economies of scale will eventually drive down unit costs Revenue Drivers • Traditional Hardware revenues and margins declining • Longer sales cycle for outcome based selling • Subscription vs Perpetual software licensing • Consumption Pricing Models broadening = MRR • Disintermediation – Born in cloud resources • Revenue and profit will eventually become much more predictable – if you make it. * Graphic credit: TSIA Making “the fish” as skinny as possible
25. Tech Data gives technology companies the freedom to focus on the road ahead by providing end-to-end customer and product lifecycle management services. Customers served and value delivered Mature OEMs New Entrant OEMs 2.0 OEMs Embedded OEMs o Offload services that decrement their margin profile o Release capital for transformation investments o Avoid capital outlay required to build infrastructure for lifecycle management o Focus on core competencies o Get expert advice and support on operations for new lines of business that are not core o Accelerate time to market o i.e., medical device OEMs o Expert technology lifecycle services that provide efficiencies and cost savings
26. 26 Global Lifecycle Management overview We provide services for the entire technology lifecycle – both for products and customers. Supply chain management Integration Deployment Maintenance & support Repair IT asset disposition Channel management Customer success Revenue retention Certification & training
27. Kaminario Agenda 1. Market Perspective + Business Update Dani Golan, CEO Kaminario 2. Tech Data + Kaminario 1+1 = 3 John O’Shea, SVP Tech Data 3. Composable Storage Shared Storage 2.0 Eyal David, CTO Kaminario
28. Storage Resource Optimization and Control + + Kaminario Composable Data Platform Analytics and Machine Learning Orchestration and Automation
29. Capturing true potential of NVMe/NVMeF  Physically disaggregated architecture delivers more agile scalability model  Node and Shelf granularity for maximum flexibility  Logical proximity enables controller-based data services model
30. CONFIDENTIAL | © 2019 Kaminario Flex Demo
31. CONFIDENTIAL | © 2019 Kaminario Compose Your Future
32. #1 Content Drives The Digital Economy The value of IT is based on its capability to deliver better, faster, cheaper content.
33. #2 The Cloud Is Not Only AWS Traditional IT is being replaced by the multi-cloud
34. #3 Software Is Redefining The Datacenter Modern IT organizations are embracing the software-defined datacenter paradigm.