Luka Topic Channel Manager EMC Adriatic. Banja Luka 27th May Copyright 2008 EMC Corporation. All rights reserved.

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1 EMC Today Luka Topic Channel Manager EMC Adriatic Banja Luka 27th May

2 AGENDA EMC today global view EMC Adriatic Utilizing the partnership w. SnT Local presence of an Signature Solution Partner Solution Centre - Ljubljana 2

3 Market Challenges & Trends 3

4 New Information Each Year Gigabytes 1,000B 900B 800B 700B 600B 500B 400B 300B 200B 100B 161 billion GB 60% CAGR 988 billion GB 988 billion GB

5 Information Creation and Available Storage 1,800 1,600 AVAILABLE STORAGE, 2007 Information Created 1,400 1,200 Tape 21% Optical 22% Other 1% Exabytes 1, Disk 56% Available Storage EB Source: IDC White Paper, "The Diverse and Exploding Digital Universe," Sponsored by EMC, March

6 The Digital World in % the responsibility of organizations for information s security, privacy, reliability, and compliance 70% created by individuals 6

7 2008 EMC Worldwide Addressable Market* Storage $50B Content Mgmt $5.9B Security $4.6 Server Virtualization $2.0B Application and Network Mgmt $3.6B $66 Billion Market * IDC and EMC Estimates 7

8 Who is EMC 8

9 EMC Corporation At a Glance Revenues (2007): Net Income $13.2 billion $1.7 billion Employees (end Q4 worldwide): >37,600 Countries with EMC operations: >50 R&D Investment (2007): >$1.5 Total Cash and Investments (end Q4): Free Cash Flow (2007) Market Capitalization: (Feb. 4) $8 billion $2.2 billion >$33 billion Founded:

10 About EMC Who We Are: Our Value to Customers: EMC is the world s preeminent information infrastructure technology company We help customers avoid the risks and reduce the costs associated with managing information, while fully exploiting its value for competitive advantage How We Deliver Value: 10

11 EMC s Ongoing Transformation 100% dedicated to EMC hardware EMC in 2002 Systems 74% 90% dedicated to High-End Symmetrix Software 16% Services 10% Customer Services only EMC Today Content Management and Archiving Information Management Information Security Virtual Infrastructure Information Storage Symmetrix CLARiiON Centera Celerra Connectrix Invista DiskLibrary LifeLine Systems 44% Services 16% Software 40% Consulting / Solution Integration Managed Services Technology Implementation Maintenance and Support Education Services 11

12 Full Year 2008 Consolidated Revenue and EPS Expectations* Growth Revenues $15B 13% EMC Information Infrastructure revenues $13B 9% VMware revenues 50% Non-GAAP EPS $ % *As stated in EMC s January 29, 2008 Q4 financial results news release. All dollar amounts and percentages in the business outlook should be considered to be approximations 12

13 Consistent Top-line and Bottom-line Growth: 5 Years $13.2B $9.7B $11.2B $1.7B $5.4B $6.2B $8.2B $871M $1.1B $1.2B $496M Net Income ($M) Revenue ($B) ($119M) Note: Net income is in GAAP and includes restructuring charges and other special items

14 Why EMC Will Continue to Grow In 2008 EMC is: Aligned with critical IT trends and priorities Focused on the right growth markets Expanding its presence with commercial customers and in key emerging markets Entering large green field markets Leveraging its strongest product portfolio ever Driving efficiencies across the business 14

15 The EMC Strategy 15

16 A Vigilant Execution of a Great Strategy! 16

17 Our Strategy Information Infrastructure is a shared set of products, services, and best practices for storing, protecting, optimizing, and leveraging information 17

18 Why EMC Focus Information-centric solutions Leadership Market and technology leader Execution Unique skills and experience 18 18

19 EMC s Investment in Developing Innovative Technology Approximately $4 Billion in Direct R&D -- PLUS $7 Billion Invested in... Information Security Content Mgmt Virtualization / Data Mobility (PENDING) 1/03 1/04 1/05 1/06 1/07 1/08 Services Resource Management Availability / Archiving (Berkeley Data Systems) 19

20 World s Ten Largest Enterprise Software Companies Ranked by Calendar Revenue 2007 Rank Company Microsoft Oracle IBM SAP Symantec EMC Computer Associates HP BMC Software Compuware Revenue $57,898 $20,289 $19,981 $14,039 $5,754 $5,333 $4,197 $2,325 $1,666 $1,204 Source: Thomson First Call Note: Revenue in M ($) based on calendar year (four quarters ending 12/31/07). Exceptions: Oracle TTM revenue as of 11/30/07; HP TTM revenue as of 10/31/07; BMC FY 2007 revenue uses the consensus estimate for Q407 as of 2/5/08. 20

21 The Power of Innovation at EMC Long tradition of innovation >8,000 technical R&D employees Nearly 3,000 approved or pending patents Sustained R&D investment: 11-12% of revenues Billions invested in strategic acquisitions EMC Innovation Network Sustained technology and market leadership 21

22 2008 Top IT Strategic Spending Priorities Are Areas Where EMC Plays Virtualization Applications Storage/Disaster Recovery Security Growth (capacity) Compliance Power Source: Robert W. Baird + Co. 22

23 Driving Deeper Integration to Create Synergies Across the Product Portfolio Information Storage Content Mgmt & Archiving RSA Information Security VMware Virtualization RSA Authentication/Authorization Symmetrix RSA envision 3.5 Integrated EMC Storage RSA PowerPath Encryption Avamar VMware, Celerra, NetWorker NetWorker Avamar, RecoverPoint, HomeBase, EDL RecoverPoint Connectrix, CLARiiON, Rep Mgr, NetWorker Rainfinity Celerra and Centera Centera Captiva, AppXtender DiskXtender Celerra 23

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25 Networked Storage EMC Disk Library Highest Quality! Most Secure! Broadest Lineup! Best Performance! Best Functionality! EMC Centera CLARiiON Celerra Invista Connectrix Symmetrix AX4 LifeLine Flash Drives DMX 25

26 Information Protection Assure High Availability Operational recovery Clones, snaps, CDP Disaster recovery Remote replicas Speed of recovery is of the essence (Backup to Tape) (Backup to Disk) Cost is important Data de-duplication (VTL, LAN, Tier 3, at the source) SaaS Data Vault option EMC Fortress Assure the information is secure Assess Risk Service engagement Protect Identities Strong authentication Access control Protect data Encryption Centralized key management Data loss prevention Secure information management Envision Incident and event monitoring 26

27 Information Security has Transitioned from an IT Tactic to a Corporate Strategy From Matter of choice IT team to-do Product decision To Matter of law Executive team priority Business decision 27

28 Add Intelligence Unstructured Information Capture and ingest Classify and tag Rich repository functionality Logical info storage Check in/out, version control Workflow and BPM Multichannel Output Management Web, self-service, , reports Archive and retain Compliance ediscovery Automated policy management Manage All Data Types in Place Classify and tag Automated policy management Infoscape with Tablus discovery engine Digital rights management 28

29 Virtualize & Automate Virtualize x86 Virtual Infrastructure File virtualization Global namespace Virtual provisioning SAN virtualization Resource Management Element Management Storage arrays Problem management Root cause Problem automation Change and compliance mgmt Automated provisioning Change management Coming soon... Process orchestration ITIL enablement Service management 29

30 EMC Global Services: Execution Focus Maintenance and Support Services Technology Implementation Services EMC Global Services Problem Resolution and Escalation Management Consulting and Solutions Integration Services Help customers deploy and maintain our technologies Help customers identify and solve information infrastructure challenges 30

31 Industry s Broadest Information Infrastructure Portfolio Information Storage Content Mgmt & Archiving RSA Information Security VMware Virtualization Symmetrix HW & SW CLARiiON HW & SW Celerra HW &SW Centera HW& SW Connectrix HW &SW Disk Libraries Control Center SMARTS NetWorker Avamar Backup Advisor Replication Manager Infoscape RecoverPoint Retrospect Xtender Family VisualSAN / VisualSRM PowerPath Invista Rainfinity AutoStart Docmntm Content Srvr Docmntm Web Publisher Dcmntm 5.3 sp 2, 3, 4, 5 Dcmntm OEM Edition Docmntm Process Suite Docmntm Report g Srvcs Unified Records Manager Content Storage Servcs Business Process Mgr Compliance Manager Archive Services for /imaging/reports Captiva InputAccel Captiva FormWare Captiva Dispatcher Application Xtender eroom ViewPoint SharePoint Content Srvcs SharePoint Archive Srvcs SAP Portal Content Srvcs InputAccel 5.3 IRM Srvcs for Docmntm IRM Services for eroom Web Pub Page Builder Web Pub Contrib Client SecurID Authentication Consumer Protection Suite Smart Cards and USB Authenticators Card Manager Access Manager Federated Identity Manager Enterprise Data Protection Solutions BSAFE Security Tools for Developers Digital Certificate Management envision Virtual Infrastructure 3 ESX Server VMware VMFS Virtual SMP VirtualCenter VMotion VMware HA VMware DRS VMware Consolidated Backup VMware Lab Manager VMware Workstation VMware ACE Virtual Desktop Infrastructure VMware Player VMware Server P2V Assistant Virtual Machine Importer 31

32 Why EMC Focus Information-centric solutions 32 32

33 Traditional Customer Requirements Energy Efficiency Storage Tiering Backup & Recovery Archive Availability Reliability New Customer Requirements Thin Provisioning Ease of Use De-duplication VMware Affinity Migration / Virtualization Information Security 33

34 Why EMC Focus Information-centric solutions Leadership Market and technology leader 34 34

35 Sustained Investment Drives Market Leadership Sustained R&D Investment $1B $1.53B $1.25B Market Leadership #1 External Disk Storage #1 External RAID #1 Networked Storage #1 Open SAN #1 NAS #1 Total Storage Software #1 Storage Management SW #1 Storage Infrastructure SW #1 Replication Software #1 Device Management SW #1 Infrastructure SW 35