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© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 1
Investor Overview
Suresh Vasudevan, Chief Executive Officer Anup Singh, Chief Financial Officer November 19, 2015
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 2
Safe Harbor
This presentation and the accompanying oral presentation contain “forward-looking” statements that are based on our management’s beliefs and assumptions and on information currently available to management. We intend for such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements other than statements of historical fact contained in this presentation, including information concerning our financial outlook, business plans and objectives, potential growth opportunities, competitive position, industry environment and potential market opportunities.
Forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors including, but not limited to, those related to our future financial performance, market acceptance of our solutions, our ability to increase sales of our solutions, including to attract and retain customers and to selling additional solutions to our existing customers, our ability to develop new solutions and bring them to market in a timely manner, pricing pressure (as a result of competition or otherwise), our ability to maintain, protect and enhance our brand and intellectual property, global economic conditions and our ability to continue to expand our business and manage our growth. Moreover, we operate in very competitive and rapidly changing environments, and new risks may emerge from time to time. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. Further information on these and other factors that could affect our financial results are included in our filings we make with the Securities and Exchange Commission, and may cause our actual results, performance or achievements to differ materially and adversely from those anticipated or implied by our forward-looking statements.
You should not rely upon forward-looking statements as predictions of future events. Although our management believes that the expectations reflected in our forward-looking statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances described in the forward-looking statements will be achieved or occur. Moreover, neither we, nor any other person, assume responsibility for the accuracy and completeness of the forward-looking statements. We undertake no obligation to publicly update any forward-looking statements for any reason after the date of this presentation to conform these statements to actual results or to changes in our expectations, except as required by law.
In addition to GAAP financial information, this presentation includes certain non-GAAP financial measures. The non-GAAP measures have limitations and you should not consider them in isolation or as a substitute for our GAAP financial information. There are limitations to the use of non-GAAP measures. For example, bookings and free cash flow are not substitutes for revenues or cash provided by operations. In addition, non-GAAP operating expenses exclude the impact of stock-based compensation expense, which is a recurring expense for us. See the Appendix for a reconciliation of these non-GAAP financial measures to their nearest GAAP equivalent.
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 3
Customers 6,828
Redefining the Storage Market with Adaptive Flash
Technology leader in flash storage solutions
Partners >2,000 San Jose, US
Headquartered in
50+ countries Customers in
Key Alliances Leader in Gartner Magic Quadrant for General-Purpose Arrays
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 4
Building the Most Efficient Flash Storage Platform in the Industry
2013 TAM: ~$40B
1980s DAS
1995+ Networked Storage
Opportunity for a ground-up redesign of storage
Today
Flash vs. Disk
Cloud vs. On-premise Storage Management
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 5
Customer Challenge: Storage That Adapts To Application Needs
A platform that adapts as the relative merits of flash and disk evolve, and as workloads change
CRM
ERP
ERP
CRM
ERP
ERP
CRM
CRM
ERP
CRM
CRM
ERP
Reduce TCO Grow Seamlessly Minimize Risk Improve Productivity
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 6
Legacy Storage Approaches Fragment the Data Center
Workloads
Mainstream Apps
Tiered Hybrid Arrays
Low cost disk/cloud
Flash-Only Arrays
High-performance applications
Cheap and deep
Perfo
rman
ce
Capacity
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 7
Nimble Provides a Single Consolidation Platform
High Performance applications
Workloads
Mainstream Applications
Cheap and deep
Low Cost Disk/Cloud
Perfo
rman
ce
+ Ca
pacit
y
Adaptive-Flash Platform
and
A ground-up design should efficiently and flexibly address performance and capacity intensive workloads
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 8
Nimble’s Adaptive Flash Platform Value Proposition
CASL™ Flash-optimized file
system software
InfoSight™ Cloud-based management/support
Nimble Adaptive Flash Platform
Rapid backup and recovery
Non-disruptive, flexible scaling to massive scale
Predictive support and operational simplicity
Significantly better performance/$ and capacity/$
Integrated Protection Scale-to-Fit Ease of Operations Increased Efficiency
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 9
Adaptive Flash Delivers on What Enterprises Value Most
INCREASED EFFICIENCY
SCALE TO FIT
EASE OF OPERATIONS
INTEGRATED PROTECTION
6x less footprint ê $30K/year in power
costs ê Over $70K in support
costs
“Given how easily Nimble can scale and how we can do non-disruptive upgrades with the platform, I can’t imagine using any other storage platform going forward.”
Nimble systems have achieved > 99.999% uptime since July 2012 across the entire installed base
“I don’t want to invest in any technology that requires me to hire expensive storage specialists…the Nimble platform is so easy and inexpensive to support.”
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 10
Traditional File Systems / Tiering Nimble Advantage CASL Innovations
CASL: A Breakthrough File System
Uses 30-70% less disk and flash resources
Inline Compression, using variable blocks
Fixed blocks: No compression
Fast random writes need a flash tier
Uses low-cost HDDs to deliver SSD-like write performance
Inline Serialization of all incoming write IO
Disk
SSD (Flash) Cache
More Disk
More Flash Dynamic Caching to serve reads from flash
Uses substantially less, low-cost flash to accelerate reads
Fast reads by migrating between tiers wastes flash
Copy-based snapshots waste capacity and degrade performance
Pointer-Based Snapshots
Integrated, rapid backup and recovery
Non-disruptive scaling in least-cost increments
Scale-to-Fit: Scale-up, deep and scale-out
Scale-Up OR Limited Scale-Out
CASL is more performance and capacity efficient and easy to scale, while delivering integrated data protection
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 11
Traditional Storage Management is Inefficient
! #
!
# ! #
! #
! #
? ? ?
With modern data analytics tools can vendors predict and prevent
problems before they occur?
In a connected world why can’t vendors proactively monitor
customer deployed systems?
Vendor
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 12
Nimble Approach: InfoSight Cloud Managed Infrastructure
Leveraging pervasive network connectivity and big data analytics to automate support and enable cloud-based management
Nimble Approach Customer Benefits
Comprehensive Telemetry
Analysis and Automation Storage Management
SaaS Offering
Proactive Wellness
Community Learning
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 13
85%
93%
99.999%
Proactive Wellness: Powered by InfoSight
Proactive Support Prevents Problems* InfoSight Valued by Customers….
“..without visibility into the support processes, we never learned why things broke or how we could fix them ourselves in the future. In contrast, Nimble InfoSight lets us see exactly what they are doing.” Ask.com
“Long term trending capability for storage arrays traditionally requires additional, expensive monitoring and capacity products…. Nimble provides this capability as part of its core offering.” Staples, Australia “Not only have we simplified our on-going storage management tasks, we have gained the ability to plan for both performance and capacity going forward.” MulvannyG2 Architecture
of the cases automatically opened by Nimble
of support cases auto-closed by Nimble
99.999% proven uptime
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 14
SmartStack Converged Infrastructure Solutions
SmartStack
Product Integration Collaborative Support Multiple Reference Architectures
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 15
2013 TAM ~$40B
1980s DAS
1995+ Networked Storage
Opportunity for a ground up redesign of storage
Today Flash-Optimized Storage
Positioned to emerge as the market leader in storage by delivering the next generation storage platform
Positioned To Lead In The Flash-Optimized Era
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 17
Big 4 Accounting Firm: 56% Greater Performance with 76% Reduction in Footprint
Performance scaling issues with existing EMC; looking for next-gen flash solution
Issues with scaling capacity with existing EMC effectively
Needed to reduce data center footprint
Proof-of-Concept with HP, Pure and Nimble Reduction in
datacenter footprint from existing EMC
76%
Best Performance/$/TB among all competition
(Pure and HP)
Ease of administration and Integration / InfoSight
proactive support
Peak Performance over Pure
56% higher
Needs and challenges Results
Nimble solution
2x Nimble Storage CS700 and All Flash Shelf (Scale-Out) 500TB / 280,000 IOPs with < 1ms average latency
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 18
Achieves All-Flash Performance with Lowest TCO
“
— Patrick Edwards, IT Architect
We were able to demonstrate that we could completely transition to Nimble for the price of buying just one brick of EMC’s XtremIO all-flash array.”
Performance of key applications degraded on EMC VNX5500
Experienced large spikes in storage latency
Required increased performance with substantially better ROI
Reduction in rack space over EMC
8x
Simplified Storage Management with InfoSight
5-minute setup/ initialization time
All-Flash Experience with Nimble Storage CS700 Array
100k+ IOPS
Needs and challenges Results
Testimonial
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 19
Scales Cost Effectively with No Downtime
Zero downtime
“
— Dale Hobbs Network and Security Team Manager, LUSH Cosmetics
Needs and challenges
My colleagues don’t believe me when I tell them how many IOPS we are getting from our Nimble drives. When I pull up the interface and show them the actual statistics – they are floored by the results.”
Inadequate performance on legacy storage
Rapidly running out of capacity
LUSH Adding 40 new stores per year — scaling existing storage was difficult and expensive
Results
Software rebuild times improved from 12-14 hours to 24 minutes
Over
InfoSight provides the guidance needed to plan for future spikes in demand
upgrades for performance or capacity
30x reduction
Testimonial
© 2015 Nimble Storage. Proprietary and confidential. Do not distribute. 20
Dramatically Lower TCO with No Performance Compromise
Minimize power and cooling costs
Reduce storage capacity costs
Reduce complexity
reduction in storage costs
9x
50% savings in data protection costs
30x reduction of data center footprint
Needs and challenges Results
Testimonial
Zero
Impact to performance
“
— Shaun butler, IT Lead, Staples
EMC VMAX was too complex. The costs to deploy and manage were not sustainable. Nimble has given us much more flexibility with primary storage and data protection and a much more resilient infrastructure — all at a much lower cost.”
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