A Glance: Top Decile KPI’s ~120% Revenue Expansion Rate(1) 98% Revenue Retention Rate(2) 83% Software Gross Margin 1. Defined as Beginning ARR plus Expansion, Churn and Downsell over Beginning ARR. 2. Defined as 1 + (Gross Churn over Ending ARR). $100M Cash on Hand $5M burn in 2021 76% Overall Gross Margin (incl PS) New Logo ACV growth of 82% in 2021 680 Enterprise Customer; 13,600 Edge Locations 42% 5yr Revenue CAGR
3/24 • Blog Issued: 3/25 • Media Impressions: 279.9M (22 pieces of coverage) • Social Impressions: 13,572 “Large organizations, in particular, want to stay ahead of the curve and are moving (or looking to move) growing volumes of file data from traditional, hardware-based on-premise storage and data protection solutions to the cloud. The goal is to bring scalability, security and cost efficiency to the storage system, which is exactly what Nasuni facilitates.” “There is a marketing war looming between the on-premises filer suppliers and the cloud-centric file services group. Nasuni firmly believes this is approaching and needs the cash to build up its operation and withstand an onslaught from competitors as they switch – as Nasuni thinks they must – to a cloud-centric product strategy.”
Company Update Ireland Innovation Centre Announcement Nasuni VP of Engineering, Derek Murphy (L) with Taoiseach Micheál Martin (C), and IDA Ireland CEO Martin Shanahan (R) Taoiseach Michéal Martin said that with up to 55 jobs planned, Nasuni is placing a significant vote of confidence in Cork and further demonstrates the country's competitive position in attracting Foreign Direct Investment. Derek Murphy, VP Engineering EMEA • Previously with Forcepoint, McAfee, Intel, and Apple
see the market in 2021/22 • File data is moving to the cloud • Significant shift (2021 vs 2022) to majority of customers comparing Nasuni to cloud file solutions vs. on-premises solutions • The public cloud providers will win a portion with their 1st party offerings (Azure Files & AWS FSx) • NetApp will win a portion with their OEM partnerships • We aspire to be the independent solution for many ‘born in cloud’ benefits and multi-cloud Nasuni $5B Cloud Providers $5B Netapp $5B
for Storage Infrastructure: Data Services Ransomware Anywhere Access Infrastructure & operations leaders must implement intelligent data services infrastructure powered by software-defined storage and hybrid cloud IT operations. 2022 Strategic Roadmap Overview for Storage “ Massive File Growth Analytics Demands Julia Palmer VP Analyst
Nasuni Product and Positioning Evolution File Data Services Cloud File Storage Single Product Multi product Proactive Data Protection Passive Data Protection Networked File Shares Access Anywhere 2021 2022
UNLIMITED FILE CHANGES IN LOW-COST CLOUD OBJECT STORAGE MILLIONS OF FILES IN SECONDS WITH LASER PRECISION LIVE ATTACKS, ALERT ON SUSPICIOUS FILE PATTERNS, IDENTIFY THE SOURCE OF THE THREAT RANSOMWARE PROTECTION ADD-ON SERVICE
Ransomware Protection Add-on Spend less time investigating and quickly regain access to your files without having to pay ransom • Real-time Edge Detection of suspicious incoming ransomware file patterns, including file extensions and ransom notes, right at the source of your files across all locations • Automatically maintains up to date intelligence on the latest emerging ransomware threats • Easily identify all impacted files, culpable users, and source IP addresses with convenient e-mails and notifications, and optional flexibility to log to third party monitoring tools Recover Smarter and Faster than Ever Demo
Service Detail Nasuni Admin Edge Detection & Rapid Recovery • Recovery Points (RPO) as often as 1 minute with infinite snapshots • In-line edge detection • Recovery Times (RTO) measured in seconds Edge Detection ! Rapid Recovery Unlimited Snapshots (RPO) BEFORE AFTER
“Once we identified which files had been hit, we were able to quickly restore. No data lost, No ransom paid. Announcing: Nasuni Receives Patent for Rapid Ransomware Recovery Number of files to be recovered Time to Recovery Millions Minutes Weeks Traditional Backup Cloud Backup • Speed of recovery matters! Nasuni lets you recover files in minutes. • You get very current RPO's based on very frequent snapshots. • Surgical recovery minimizes the impact on your productivity. Days
Market Standards Moving Beyond What NAS Can Offer: NIST Cybersecurity Framework: Protect, Detect, Respond, Recover • Protect – Unlimited file changes are protected in immutable copies in low-cost cloud object storage with Continuous File Versioning. • Detect – Ransomware Detection of the latest and emerging ransomware attacks live as they happen against your enterprise files. • Respond – Alert and E-Mail notifications with logging of impacted files and source users – so you can pinpoint the culprit of the attack and rapidly restore the impacted files with laser precision. • Recover – Rapid Ransomware Recovery of millions of files in minutes to minimize downtime and avoid paying attackers. NEW
Services Platform is Built-for-the-Cloud Five Key Components Proprietary file system deployed in object store consolidates files and metadata in cloud storage, creating a “Gold Copy” 1 Local caching delivers high performance file access without cloud latency 2 Single pane of glass that manages appliances across all locations 3 Scalable control plane with advanced version control and multi-region support 4 Integration capabilities to connect translated file data to any public cloud 5 Virtual or Physical Edge Appliances Management Console UniFS 4 5 Analytics Connector Orchestration Center 1 2 3
for Multi-Location File Sharing Analytics Connector Orchestration Center Management Console Prior to deploying Nasuni, Western Digital’s engineers often had to wait 12 to 18 hours when synchronizing and sharing large design and manufacturing files. With Nasuni, these files are now transferred in less than 10 minutes. • Multi-site file sync keeps track of versions • Advanced version control with Nasuni Global File Lock® • Multi-region cloud support to ensure performance Infinitely Scalable Control Plane Virtual Edge Appliances UniFS 4
Total – API Growth • Total API Requests: 50 billion • Up 22% from 2020 (41 billion) • Average of 1,576 requests per second • Total global lock API requests: 39.3 billion • Total other (push lock, licensing, etc.) NOC API requests: 10.4 billion • Total Production Releases: 100
Service Location Yearly Uptime Downtime (minutes) Comments Virginia 100% 0 Oregon 99.996% 19 AWS network issue Ireland 100% 0 Frankfurt 99.99886% 6* AWS cooling issue Sydney 99.99886% 6* AWS network issue Tokyo 99.99886% 6* Nasuni internal issue *These downtimes are 3 minutes of unplanned outage and 3 minutes of planned failback, which means 99.999% (five 9s) uptime if you only count unplanned outages. NOC – Global File Lock 2021 Global Lock - Availability
to Leverage Cloud Services AWS Services Google Services Analytics Connector Orchestration Center Management Console Azure Services Virtual Edge Appliances • Translates file data into native object storage format • Leverage any public cloud services (AI, ML, data analytics, search) • Multi-cloud support so you can run any cloud service against your data Connects UniFS-Formatted File Data to Any 3rd Party Cloud Service This cloud connector turns our unstructured data into big data.
Nasuni Labs: Launched in February Access to the latest emerging innovations from Nasuni and Nasuni Customers • Open Source solutions developed by Nasuni and made publicly available on GitHub for customers to use and customize • Allows our customers to use and integrate Nasuni platform with third-party technologies: − Nasuni Management Console API, Data API − Nasuni Edge Appliance − Nasuni Analytics Connector − Amazon OpenSearch − Azure Cognitive Search − Terraform − ...and more… • Nasuni does not charge for the use, access, or customization of these tools
Now Available Through Nasuni Labs: Nasuni Dashboards Visualize & correlate core performance metrics for proactive monitoring and detection, and capacity planning Visually pinpoint anomalies and correlate events across your infrastructure to identify and resolve problems more quickly • Available in Nasuni Labs: github.com/nasuni-labs/nasuni-dashboards • Pre-built Grafana dashboards: Utilizing industry-standard TIG Stack (Telegraf, InfluxDB, Grafana) • Documentation and sample configurations: Easy to deploy open-source monitoring solution • Customize and share dashboards with the Nasuni Community
Created Nasuni Volume, Edge Appliance and NMC pre-existing resources Analytics Connector Persistent Resources Created AWS Serverless Environment Temp Resources Created/Destroyed Blob Storage “Source Container” ARM. Azure Function. Service Bus. CosmosDB Nasuni Edge Appliance Blob Storage “Destination Container” Azure Function Customer Workstation (Ubuntu VM) Nasuni Labs GitHub repository 1. From the Nasuni Labs public GitHub repo, the customer downloads to her local desktop a Terraform script for deploying NAC with Azure Cognitive Search. Terraform script has only three required parameters: volume name, service to be integrated with, and frequency of periodic NAC runs. NAC w/NAC Scheduler: Azure Cognitive Search 2. Customer completes a one-time setup of a secret in Azure Key Vault which includes NMC credentials, uploaded volume key, etc. Customers also sets up local Azure credentials NAC Scheduler (Ubuntu VM) 3. Customer runs Terraform script which creates a NAC Scheduler if one doesn’t exist. On NAC Scheduler, a cron job is created which will run a Terraform script to spin up and destroy the Analytics Connector resources. It will also create the Blob Storage destination container and Azure function for moving data into Azure Cognitive Search if neither doesn’t already exit. Nasuni Management Console 5. Script will spin up the Analytics Connector based on defaults found in initial Terraform script or custom parameters passed into the script. At end of run, all temporary resources are destroyed. 4. Script will first validate if the Storage Container and Azure Function function for moving data into Azure Cognitive Search have already been created. if not, it will create them. It will also confirm that Azure Cognitive Search index has been created if not, it will create it. 6. Azure Function is triggered when a new file is created in the Destination container. It indexes the file, sends index to Azure Cognitive Search and then deletes the file from the container Customer’s Azure Subscription Azure KeyVault Azure Cognitive Search
Moving to Value Added Services − City and County of Denver • Massive File Growth − ARA • Nasuni for Ransomware Recovery − Leo A. Daly • Anywhere Access − Ithaca Energy • Analytics − Perkins & Will
Hardware-Centric to Cloud-Native EFS Files Storage 2.0 • Next gen technology, with ability to “offload” or tier data to the cloud mainly for archive data Legacy • On prem/device-centric • File sharing performance as networks evolved (NAS) Partial Cloud & Partial Cloud Distributed • AFS writes to Azure Files disk • NetApp buys Talon sync • Complexity, cost & scale issues • Limited multi-site capabilities • Multiple management points Cloud Wash • Move on-prem architectures into the cloud for HPC apps • Scale, volume size, multi-site limits Cloud Native • Scalable with no limits • Local end user performance • Open, multi-cloud storage • Multi-site file sync and lock • Built-in file backup, DR, ransomware mitigation Hardware Centric Cloud AWS, Azure, Google Cloud Cloud Tiering Edge Caching Windows Lift & Shift FSx for Windows Distributed Edge Caching Azure File Sync FSx for ONTAP NetApp Cloud Volumes ONTAP NetApp GFC (Talon)
Home Directories Team Shares Department Shares Project Shares Organizational Shares VDI File Shares App Workflows SAP, Databases Microsoft File Storage Portfolio Small Business Enterprise Organization Size Azure NetApp Files Azure Files Microsoft OneDrive Microsoft Teams Sharepoint $$$ $$$ $$ Azure Blob Storage + John Kelbley Azure Architectat Microsoft Nasuni is basically like Azure Files, except it uses Azure object storage on the back-end so you scale without limits, it has more advanced multi-site file sharing, and it has better file recovery and ransomware detection. That's why some of us call it the enterprise version of Azure Files. And it’s less expensive, too.
How Nasuni Complements the AWS Storage Portfolio Scalable cloud or on-premises SMB & NFS file shares built on Amazon S3 with no limits, built-in backup, multi-site file sync, and global file lock. File Data Platform If you need edge access to file data in 2 or more on-premises locations or AWS regions, a global file system with fast edge synchronization with version control, fast recovery of select file shares or files to any point in time, or ransomware detection and rapid recovery, then Nasuni and Amazon S3 is the best solution. Data Lakes and Single Site On-Premises File Sharing Cloud-Only File Shares with Basic Data Protection AWS recommends Nasuni with Amazon S3 when: Allyn D. Henderson Sr. Storage Specialist, AWS