The Market Opportunity with Oracle Systems Portfolio and ... · DevOps & Cloud Digitalization...

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Paul FlannerySenior Business Development DirectorEMEA Systems

5th June 2018

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The Market Opportunity with Oracle Systems Portfolio and How to Grow your businessOracle Global VAD Community Forum


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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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What’s driving IT and top-of-mind for CIO’s ?

AgilityRespond to market demands through DevOps & Cloud

Digitalization Create new digital

services and revenue streams by

monetizing data real-time

SecurityIncreased threats and legislations drive need for security and compliance

Cloud AdoptionFocus on Hybrid

Cloud for increased flexibility and

deployment choice


Public and Private Clouds Growing and Need to Work Together

• Private cloud, traditional on-premises enterprise server sales are a $6Bn market in EMEA

• 80% of companies will have deployed hybrid by 2018, according to Gartner

• Public, private cloud decisions are linked, organizations investing in both

• Customers will need a combined infrastructure


Global Cloud Services Spend: $1 Trillion Over Next Five Years

Annual Cloud Spend Will Double by 2020:

$114B in 2016 to $216B in 2020

Gartner: "Market Insight: Cloud Shift -- The Transition of IT Spending from Traditional Systems to Cloud"

Customers Are Moving to Cloud

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IT on premise spending of $3.9 Trillion by 2020


Customers Are Looking at New Vendors Moving Forward

• They will need different services than they consume today

• They will need multiple journeys to the cloud

• They will want new consumption models will emerge

Partners will need to evaluate suppliers with a new lens

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Partner Business Models Must Change to Support Customers Shift to Cloud

• 60% of all partners not yet selling cloud – Tech Target

• Partners who focus only on resell as their primary margin will only grow through share acquisition

• Partners will improve valuation and long-term viability

• Partners not embracing cloud risk going out of business by 2025

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Source: Key Trends in Cloud Platforms –a Snapshot of a Fast-maturing Market

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Choosing the Right Partner Has Never Been More Critical

Oracle Private andPublic Cloud

IaaS, PaaS, SaaS No Private Cloud

Public Cloud Only

Private Cloud Only

No Full Service Public Cloud

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Oracle’s Unique Capabilities: Enterprise Cloud Infrastructure

Complete Public Cloud

Integrated enterpriseSaaS / PaaS / IaaS

Public Cloud Model on Premises

Oracle Cloud modelbehind customer’s

firewall

Engineered for Cloud

Engineered systems, SPARC servers, storage, and operating systems designed for Enterprise

Applications


$78B

$78B

$106BPublic Cloud$29B

Traditional IT $62B

PrivateCloud$16B

$94B Public Cloud$16

Traditional IT $68B

Private Cloud$10B

Exadata Exalogic

ExalyticsBDA

PCAODA

Converged Systems

$10B

Hyper-converged

Systems

$5B

SuperClusterMiniCluster

SPARC Servers

ZFSZDLRATape

X86Networking

UNIX/EPICSystems

$4B

AllStorage

$17B

Best of Breed Components

$42B

Worldwide IT Hardware Infrastructure Spend

Oracle Confidential--Internal and OPN Partners Only 11

2018Projected

2014


On-Premises Infrastructure Addressable Market by Regions

12

Servers Storage

North America;

$8,7

APAC; $2,7

EMEA; $4,2

Japan; $1,3

Latin America $.6

NAS, $22.8

APAC; $13,4

EMEA; $12,1

Japan; $4,1

Latin America $1.5

in Billionsin Billions


Global Server Market by CPU

Break down $53B server market by CPU

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x86$46B

ARM$9MCISC

$3B

EPIC$1B

RISC$3B

Other$7B

2017 Global Server Market by CPU (US$M)

x86

ARM

CISC

EPIC

RISC

• $46B is x86 TAM‐ Oracle is #10 with 2% share‐ HPE, Dell are #1 and #2 with 48%

share

• $4B of non-x86 TAM is SPARC opportunity‐ Oracle is #2 with 18% share‐ IBM is #1 with 56% share

Notes: Based on 2016 calendar yearRISC includes Oracle SPARC and IBM Power. EPIC includes ItaniumCISC includes mainframes eg IBM zSystemSource: (1) IDC WW Server Tracker_Historical Pivot_2016Q4_Oracle.xlsx

$45B in untapped x86 opportunity$3.4B in untapped SPARC opportunity

X86 Oracle oppty$45B

SPARC oppty$3.4B


Global Server Market by Integrated System Type

Break down $53B server market by type of system

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Best of Breed$42B79%

Certified Reference Systems

$2.3B

HyperconvergedSystems

$2B

Converged Infrastructure

$3.7B

Integrated Platforms

$3B

Integrated$11B21%

2016 Global Server Market by Integrated System Type

Best of Breed

Certified Reference Systems

Hyperconverged Systems

Integrated Infrastructure

Integrated Platforms

• $11B is Integrated System TAM‐ IDC considers Oracle Engineered

System part of Integrated Platforms‐ Oracle is #1 in $3B Integrated

Platforms market with 51% share‐ Oracle has 14% share of total

Integrated Systems market

• 21% of server market is integrated systems, meaning room to maneuver Notes: Based on 2016 calendar year. Assume that remainder of $53B server market is best of breed. IDC considers

engineered system as integrated platform. IDC considers converged infrastructure as integrated infrastructure.Sources: (1) IDC WW Server Tracker_Historical Pivot_2016Q4_Oracle.xlsx; (2) IDC WW Converged Sys Tracker_FinalHistoricalPivot_2016Q4_Oracle.xlsx

$1.5B untapped Integrated Platforms opportunity$9.7B total untapped Integrated Sys opportunity

Oracle share


15

Cloud, Your Way

On-Prem ES Cloud at Customer Public Cloud

100% Compatible, No Application Changes, Consistent Cloud Experience

Customer Data Center

Subscription

Oracle Managed

Oracle Cloud

Subscription

Oracle Managed

Customer Data Center

Purchased

Customer Managed

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Databases

Applications

Analytics

16

Oracle’s Unique Product Portfolio Advantages

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Clear pathway to

cloud models

Faster time to value,

with better results

Purpose built for specific

workloads


Databases

Applications

Analytics

Public CloudCloud at CustomerOn Premises

17

Three Deployment Models for Cloud Ready Infrastructure

Best of Breed

Technology enablers to

build your own cloud

infrastructure

Customizable

Appliance

Simplicity

Integrated for ease of

deployment and operation

Exa &

Super

Maximal

Engineered for unmatched capabilities:

performance, scale, security

and availability

IaaS & PaaS

EnterpriseCloud

Run any workload in the

cloud: compute

networking, and storage

Store, backup, archive in the

cloud


Cloud @

Customer

Public Cloud On-Premises

Maintain control and

bring the value of the public cloud behind your firewall

Delivers a public cloud

experience in your data

center, behind your firewall

Cloud

Machines



Databases

Applications

Analytics

Public CloudCloud at CustomerOn Premises

18

Three Deployment Models for Cloud Ready Infrastructure


Enablers:

• X86, SPARC • VMs• Linux, Solaris• Data Center

Fabric• Storage• Tape• Management

Best of Breed

Customizable

• DatabaseAppliance

• Private Cloud Appliance

• Big Data Appliance

•M

iniC

lust

er

Appliance

Simplicity

• Exadata• ZDLRA

• Exalogic

• Exalytics

•Su

per

Clu

ster

Exa &

Super

Maximal

• Database Cloud Service

• Exadata Cloud Service

• Analytics CloudEnablers:• SPARC and x86

Compute• Network• Storage• Archive• Database

Backup

IaaS & PaaS

EnterpriseCloud

• ExadataCloud Machine

• OracleCloud Machine

• Big DataCloudMachine

Cloud

Machines


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Use Oracle Cloud Story to Capture On-Premises Business

Optimize for Today, Plan for Tomorrow

Our Message:

Our Mission:

Our Method:

Leverage the Power of the Portfolio


Oracle Is the Right Partner for Your Business

Targeted Journeys to the Cloud

Targeted Programs to Make You Money

Target-Rich Market Opportunity

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Become a Trusted Advisor Help Your Customers With Their Cloud Strategy

Explain choices, Oracle’s Cloud strategy and define next steps

• Evolve relationship to a strategic partner

• Opportunity to displace long-term competitors

• Goal: sell more on-premises and cloud services


The Market Opportunity with Oracle Systems Portfolio and ... · DevOps & Cloud Digitalization...

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