Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... ·...
Transcript of Intelligent Edge - Hewlett Packard Enterprise/media/Files/H/HP-Enterprise-IR/documents/... ·...
Intelligent EdgeKeerti MelkoteGeneral Manager and Co-Founder, Aruba
Executive Summary
HPE’s Intelligent Edge business experienced strong performance in FY17
We are winning with our differentiated architecture, white glove support, and global reach
The Aruba and HPE combination continues to drive strong synergies
We continue to see significant growth opportunity in both core and adjacent markets
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Industrial Smart CitiesWorkplaces Retail
The Intelligent Edge drives digital experiences
IT, Business Apps, Developer Tools
IT Services Business and user facing applications
Software
ClearPassAirWave MeridianArubaOS
Wired Access
Infrastructure
Wired Core/Aggregation
Wi-Fi and BLE Remote Access
API
Unified, SW-Defined Architecture for the Intelligent Edge
Aruba Mobile First Architecture
API
API API
Bridging digital with brick-and-mortar throughmobile engagement
Mobile shopping app for personalized assistance,receiving 15 million downloads
Secure and reliable connectivity for POS and IoT
ENHANCING DIGITAL ENGAGEMENT FOR SHOPPERS
IMPROVING PASSENGER EXPERIENCE WITH
MOBILE OPERATIONS
Automating manual workflows with digital & mobile to speed up flight departures
• Mobile baggage management to and at-gate line busting
• Digitizing FAA paperwork from the cockpit to flight control
Improving passenger experience with screaming fast Wi-Fi
+5%On-timearrivals
-8%Mishandled
bags
+2ptsPassengersatisfaction
The Intelligent Edge business delivered strong performance in FY17
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FY17 Year-to-date
Strong revenue growth
Improved gross margins
Market leadershipLeader in Gartner Magic Quadrant1 for 11 years running
#2 in Wired and Wireless market share & gaining2
Expanding customer list49K new logos2753 large deals33% of product revenue
Share gains in WLAN
1. Gartner Magic Quadrant: WLAN/LAN, 20162. 650 Group data for WLAN (Enterprise + Outdoor) for C1Q17 – C2Q17, WWeC. September 20173. Aruba data. Deals greater than $200K from Q1-Q3FY17.4. Market Share is for ROW= Worldwide – China | Source: 650 Group
+21% Y/Y WLAN
+3% Y/Y WLAN
+5% Y/Y LAN Switching
+2% Y/Y LAN Switching
+1.5 pts YTD LAN Switching(+1.3 y/y)4
+4.8 pts YTD WLAN(+2.8 y/y)4
16.0%18.0%
20.8%
4QCY16 1QCY17 2QCY17
1. Market Share is for ROW= Worldwide – China | Source: 650 Group2. including Meraki | Source: 650 Group
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Aruba continues to take Enterprise WLAN market share1 from Cisco2 and others
Aruba takes share from Cisco and others 3 consecutive quarters
50.8%48.9% 48.6%
4QCY16 1QCY17 2QCY17
How we win: differentiated architecture, white glove support, global reach
Mobile FirstArchitecture
ComprehensiveSolution
Open,Multi-Vendor
Single Architecture Across All Locations / Deployments
EmbeddedLocation Services
Integrated Wired and Wireless
Best-in-ClassNetwork Access Control
“Customer First,Customer Last” Culture
White Glove Support65K AirheadsThousands of Partners
Global Reach Global Go-to-Market, Fortune 100 Customer Base, backed by Partners and Pointnext services
Our Airheads community is thriving
65,000 Airheads
22,000 Companies
2X Growth since acquisition
1K new Airheads per month
The HPE and Aruba combination is driving significant synergies
Acquisition performance continues to exceed internal expectations
Aruba continues to leverage HPE’s global reach and go-to-market and it’s deep relationships with Fortune 100 customer base
HPE’s campus switching business is benefitting from Aruba pull-through
Aruba revenue continuously growing double-digits since acquisition
1. Source: IDC / 650 Group / Aruba estimates
We participate in large markets and we are expanding our TAM
Core Business New Adjacencies
8% WLAN CAGR
1% LAN Switching CAGR
$22B 1By 2020
12-24% CAGR$6B By 20201
Intelligent Edge captures higher growth markets $ 7B WLAN
$ 15B LAN Switching
$ 2B Cloud NW + SD-WAN
$ 2B Edge Security
$ 2B Industrial IoT (HW + Platform)
Expanding our TAM with Cloud Networking and SD-WAN
AS A SERVICEOWNED
On Prem
Remote & Instant APs, Branch Controllers,Gateways, Switches
Cloud Networking
Aruba Central
Single SW platform and architecture for campus & branchDifferentiated by analytics and machine learning for service assurance
Leverage existing infrastructure without forklift upgrade
Expanding our TAM with Edge Security for Mobile, Cloud, and IoT
Aruba 360 Secure Fabric
Aruba Secure Core
Secure Boot | Encryption | DPI | VPN | IPS | Firewall
ClearPass IntroSpect
OtherInfrastructure
Users LocationThings Applications
Open, analytics-driven security forthe mobile, cloud, and IoT era
Expanding points of vulnerability with IoT
The network becomes morecritical for controlled access, visibility, intelligence, and remediation
Nature of attacks are changing—more focused, gestating attacks ECOSYSTEM
INFRASTRUCTURE
SOFTWARE
ANALYTICS
Expanding our TAM with Industrial IoT
Universal IoT PlatformEdgeline Asset Tracking
Factories Smart Cities Enterprises
Condition monitoring and predictive maintenance
Automated worker safety
LOCATION EDGE PROCESSING
Plant Modernization with advanced IoT technologies
Driving new levels of plant efficiency and safety
Transformation to a “paper-lite” and mobile first environment
• Digitized healthcare records for real-time access to information
• Moved medical apps to mobile devices, implemented VoIP
• Connected medical devices and equipment for real-time patient monitoring and care
• Easy tracking & locating of critical assets
Digital transformation to improve patient & visitor experiences
>90% “Friends & Family” Satisfaction
Executive Summary
HPE’s Intelligent Edge business experienced strong performance in FY17
We are winning with our differentiated architecture, white glove support, and global reach
The Aruba and HPE combination continues to drive strong synergies
We continue to see significant growth opportunity in both core and adjacent markets
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