ad-2014-netapp-update-tg-636306.pdf

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2014 Financial Analyst Da

2014 NetApp, Inc. All rights reserved.

June 24, 2014


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Business Strategy and UpTom Georgens

Chairman & CEO


June 24, 2014


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Delivering against the StrategyProgress in key areas

242%Growth in cluster nodes

FY13 to FY14

1 ExabyteOf storage managed

by clustered Data ONTAP

Markei

11xGrowth in EF Family

units shipped FY13 to FY14Growth in E-Series

units shipped FY13 to FY14

115%

sold

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Source: IDC, March 2014; Open Networked Storage equals the combined NAS and SAN markets



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Still a Challenging Environment

Spending constraints

Elongation of product li

Storage market down in



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Business PerformanceStrong execution that is delivering shareholder value

Numbers presented are non-GAAP. Refer to the appendix in the Delivering Shareholder Value presentation for a reconciliation between non-GAAP and GAAP numbers

FY14Revenue

OEM revenue

Branded revenue

Gross margin

Operating margin

Earnings per share

$3B

$1B

$5B

$4B

$2B

'05 '06 '07 '08 '09 '10 '11 '12 '13 14

$6B

Revenue$6.3B



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Open Networked Storage

NetApps Market Share Performance

11.0%11.4% 11.3%

13.4%

14.5% 14.4%

15.0

10%

12%

14%

16%

18%

2007 2008 2009 2010 2011 2012 20

Source: IDC, June 2014; Open Networked Storage equals the combined NAS and SAN markets

Virtualization

Clustered Data ONTAPtransition



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Industry Perspective



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Disruptive new technologies and business models call into question how customers do everyt

Big Considerations for Enterprises

Security

Mobility

Social

Big data

Cloud



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The Storage Landscape



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Cloud is compelling for certain use ca



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Hybrid cloud will be the dominant ente



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Integration matters



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Integration matters

Flash is an important part of the infras



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Integration matters


Customers want a bridge from today t



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Integration matters


Customers want a bridge from today t

Software-defined storage is where cloenterprise data management meet



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NetApp is uniquely positioned to help customers operationalize the hybrid cloud

Clustered ONTAP: The Standard for Enterprise Data M

CloudServiceProviders

HyperscaleCloudProviders

PrivateCloud



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Strategic Framework for Accelerating Growth

Strategic

Alignment

& Execution

Big Disruptor

& Opportunity Cloud

Customer

FocusEnterprise Cloud SP MSB

Go-to-Market Portfolio Offerings O



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