Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation...

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Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL

Transcript of Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation...

Page 1: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

Emulex Corporation

CQ2 2011

EMULEX CONFIDENTIAL

Page 2: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

2© 2011 Emulex Corporation

Emulex Corporation Overview

Founded in 1978

Based in Costa Mesa, CA

Employees Approx. 980

NYSE Symbol - ELX

2010 Revenue $399 MM

Q3:11 Revenue $112.1 MM

Q3:11 Net Cash $182.8 MM

Corporate Facts

Page 3: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

3© 2011 Emulex Corporation 3

One intelligent data center network that connects individuals to information, users to collaboration, applications to data and companies to customers.

Our Vision

Page 4: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

4© 2011 Emulex Corporation

Emulex Strategy

Be #1 in Host Ethernet Connectivity by leveraging OEM LOM wins for Adapter sales

Expand Fibre Channel share by leading protocol transitions and leveraging portfolio sales

Drive brand preference with new software offerings that simplify management in cloud and virtualized environments

Expand server footprint with I/O and management controllers

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5© 2011 Emulex Corporation

Emulex Product Portfolio

Unified Control Server Management Advance Services

Storage I/O & SSD Expanded Targets SAS to FC Routing

Fibre Channel10GbE ConvergenceSecurity I/O

Embedded

EnterpriseI/O

ManagementServices

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6© 2011 Emulex Corporation 6© 2011 Emulex Corporation

Broad Connectivity Portfolio

8Gb/s HBAs

10Gb/s CNAs

8Gb/s Blade

4Gb/s HBAs

4Gb/s Blade

10Gb/s Blade

10Gb/s NIC

10Gb/s “Integrated”

8Gb/s OneSecure

FCoEFCoE

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7© 2011 Emulex Corporation

Fibre Channel Market Driver

8 Generations of Fibre channel Choice of Tier 1 OEMs

10+ Million Ports Installed3 Quarters Share Growth

1Q10 2Q10 3Q10 4Q1020%

30%

40%

50%

36% 37% 39% 41%

Source: Dell’Oro Calendar Q3-2010 report released (updated 1/11/11)

LP6k LP8k LP9k

LP9800 LP10k LP12kLP11k

LP7k

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8© 2011 Emulex Corporation

Emulex LightPulse LPe1200xKey Features

Exclusive Compliance FeaturesEncryption-ready with advanced security featuresEnhanced end-to-end data integrity

Over 30% Better Performance37% better dual-port scalabilityCreate 35% more vPorts Powers the #1 fastest database system*

50% More Efficient ManagementCentralized management (GUI, CLI, Browser)vCenter plug-in for integrated VMware management2x functionality—diagnostics, troubleshooting featuresUniversal boot capability and superior UEFI

Page 9: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

9© 2011 Emulex Corporation 9© 2011 Emulex Corporation

Broad Platform Support

Dedicated OS-centric development and testing teams

Active engagement with platform developers and platform communities

– Ongoing coordination ensures “single” drivers are supported across OEMs and OS vendors

Developing next generation enhancements

Stable and robust driver design– Hardware and software interoperability testing– Platform Certified/Qualified Drivers– Qualified by server and storage vendors

Collaborative post-sales support network

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10© 2011 Emulex Corporation

Virtualization Leadership

PlatformSupport

VMware ESXCitrix XenMicrosoft Hyper-VOracle VMSolaris ContainersNPIV integration

Optimized Management

OneCommand Manager for VMware (vCenter Plug-in)

Performance

More concurrent NPIV portsVM zoning and access controlQoS admin

Resources

SAN Virtuosity web series and papersEmulex Implementer’s Solution SeriesChalk Talks

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11© 2011 Emulex Corporation 11© 2011 Emulex Corporation

Increase Server Reliability

LPe12002 operates 27◦ F cooler than QLE2562

Reduces heat stress and thermal cycles

Increases server reliability and SAN availability

QLogic QLE2562Emulex LPe1200280

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Max = 121○ F Max = 148○ F

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12© 2011 Emulex Corporation 12© 2011 Emulex Corporation

Network Convergence

Ethernet is a “best-effort” network– Packets may be dropped– Packets may be delivered out of order

• Transmission Control Protocol (TCP) is used to reassemble packets in correct order

Data Center Bridging (aka “lossless Ethernet”)– The “bridge to somewhere”—pause-based link

between nodes– Provides low latency required for FCoE support– Cisco: Data Center Ethernet (DCE) – HP, IBM, Dell and Brocade: Convergence

Enhanced Ethernet (CEE)

Page 13: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

13© 2011 Emulex Corporation

Cutting Cost

After Convergence

Before Convergence100%

CA

PIT

AL

28%

PO

WE

R

42%

CA

PIT

AL

PO

WE

R

CA

BLE

S

CA

BLE

S

80%

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14© 2011 Emulex Corporation

Performance Is the Biggest Issue With 1GbE...

Series1

0% 10% 20% 30% 40%

IT Brand Pulse Convergence Survey - April, 2010

“The primary issue I have with 1GbE NICs today”Other

Lack of NIC reliability

1GB is not enough network bandwidth

NIC Teaming

I have so many 1GbE ports in my data center that keeping track of firmware and

firmware updates are hard to manage

I need so many 1GbE NIC ports that I'm becoming PCI slot constrained

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15© 2011 Emulex Corporation

…Because of Server Virtualization

Xeon Servers

10Gb FCoE Storage

10Gb iSCSI Storage

Server Virtualization

10Gb NAS

HPC Clusters

10Gb LANs

Other

0% 5% 10% 15% 20% 25% 30% 35% 40%

IT Brand Pulse Convergence Survey - April, 2010

“The application in my data center that will drive the adoption of 10GbE is…”

Page 16: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

16© 2011 Emulex Corporation

The Migration from 1GbE to 10GbE Is Underway

Series1

0% 5% 10% 15% 20% 25% 30% 35% 40%

IT Brand Pulse Convergence Survey —April, 2010

“The status of my migration…”

I should be investigating 10GbE technology but I have been too busy

I don't believe I need 10GbE technology so there is no need for me to pursue it at this time

I am in the process of investigating 10GbE technology and products

I have already deployed 10GbE products

Page 17: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

17© 2011 Emulex Corporation

Server OEMs Select Emulex for Convergence

PickedEmulex for

10GbEServer I/O

UnifiedFabric

PickedEmulex for

10GbEVirtualization

PickedEmulex for 10GbE NAS,

ISCSI & FCoE

Page 18: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

18© 2011 Emulex Corporation 18© 2011 Emulex Corporation

EnterpriseManagement

OneCommand Core and Advantage Series

OneCommand Enterprise Convergence Suite

Core Series AdvantageSeries

OneCommandManager

Installers

Offline Utilities

Provisioning APIs

OneCommandVision

OneCommandGuardian

OCM for VMware

ElementManagement

I/O Svcs

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19© 2011 Emulex Corporation

Why Emulex?

10Gb Ethernet Leader• Emulex is #1 in Host Ethernet Connectivity • 9 out of 10 OEMs have chosen Emulex

Performance Leader• Emulex leads the way in multiprotocol offload• HBAs have 37% better IOPS & 15% greater transactions perform.

Management Leader• OCM has 2x the features; increased efficiency cuts OPEX in half• OCV delivers I/O visibility in virtualized data centers

Fibre Channel Leader• Emulex has over 10 million Fibre Channel ports installed• The choice of all Tier 1 OEMs

Page 20: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

20© 2011 Emulex Corporation

The Channel Is Strategic to Emulex…

Provide Global Presence Path to IT Customers

Champions of TechnologyOver 60% of OEM Revenue

Page 21: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

21© 2011 Emulex Corporation

New Emulex Connect Program Elements

Bigger SPIFs, Faster Claims, Higher Margins

ConvergenceConversations Training

New Connect+ Partner Distinction

MyEmulex.Com

Emulex ExpertOnline Training

New LinkedIn & I/O Blender Communities

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22© 2011 Emulex Corporation

Emulex Channel Commitment

New Claims System

Connect+ Incentives

Deal Registration

Joint Marketing / MDF

Bigger SPIFs, Faster Claims, Higher Margins

Focus on 10GbE

Increased Discounts

Mutual Commitments

Driving Convergence

Connect+Partner Distinction

Expanded Online Training

Sales Track

Technical Track

Required for Connect+

EmulexExpert

Enhancing Our Partner Business Model!

Page 23: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

23© 2011 Emulex Corporation

Emulex Channel Commitment

Key Trends

New Technologies

Lead Generation

Open New Dialog

Convergence Conversations

LinkedIn Channel Forum

I/O Blender.com

Drive Open Discussion

Emulex Participation

New PartnerCommunities

Generational Change

24/7 Support

Open Communications

Creating Communities

SocialMedia

Enhancing our Partner Business Model !

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24© 2011 Emulex Corporation

MyEmulex.com Connect Partner Portal

Emulex Connects Our Partners to

the Converged Networking

Community

– Engaging sales tool and co-branding

marketing resources

– Interactive social media forums via

blogs, podcast, LinkedIn and YouTube

– Influential partner and end user

community to attract customer/peers

– Generous sales cycle based rewards,

deal registration and SPIFF

Page 25: Emulex Corporation CQ2 2011 EMULEX CONFIDENTIAL. 2 © 2011 Emulex Corporation Emulex Corporation Overview Founded in 1978 Based in Costa Mesa, CA Employees.

25© 2011 Emulex Corporation