Transcript OEM01: Growing the SMB Server Opportunity with Microsoft

Current trends and revenue opportunities
Growth Opportunities
SMB First Server and
Storage Opportunity
Microsoft Investments and
Market Momentum
High Density Computing,
PaaS, and SaaS
Core infrastructure, virtualization, cloud
Volume server share grows to 90% of x86 HW Market
(x86 hardware, <$US 5K)
2,200,000
21%
90% Volume Share
75% Volume Share
YoY Virtual Instances
2,400,000
Virtualization – A Sound Investment
17%
13%
9%
2,000,000
x86 units,
All x86 Server
1,800,000
Source: IDC Worldwide Quarterly Virtualization Tracker, Q4 2009 Results
SMB Cloud Momentum
1,600,000
30
1,400,000
1,200,000
25
Sub $5K x86 Server
Using
20
Piloting
15
1,000,000
Use in 2010
10
Use in 2011/12
Evaluating
5
0
10–99 Emp
Source: IDC Worldwide Quarterly Server Tracker, Q4 2009 Release
100–999 Emp
Source: IDC's North American Application Development and Deployment Cloud Survey, 2009
Mapping products to selling motions
SMB Selling Motion
Telco/Retail
CORE INFRASTRUCTURE
VIRTUALIZATION
Self IT
System Builder
Partner IT
Channels
Royalty
OEM
System
Builder
Enterprise
Datacenter
Essentials 2011
Virtual Machine Manager 2008 R2 Work Group
Foundation
Standard
Enterprise
Workgroup (Partner IT)
Standard (Partner IT)
Enterprise (Partner IT)
“SBS 7” Classic SBS
“Aurora” Cloud Enabled
Standard
Enterprise
Only
Fuels Microsoft and Microsoft fuels the Cloud
Landing software + services through small business server
36M small business entities worldwide. 90% (32.4M) do not own a server
First Server market is expected to grow at 2% ahead of x86 ($18B opportunity)
Broadband, multi-PC SBs without a server
44% of SMB likely to move to SaaS to pay for capabilities as needed.
WW SB
with PCs 36M
1+ Server
10% - 3.6M
No Server
90% - 32.4M
1-4 PCs
Source:
More than 5PCs
11.7M
AMI, GMV2H09 Refresh, 2009 Market Opportunity Model: 2008-2014
AMI, Server Market Opportunity, Consumers and 1 to 249 PCs Businesses, June 2010
Code Name “Aurora”
Code Name “Aurora”
Mid-market customer case study
Credit Union achieves 5 “9s” performance for new 80 branch ATM network
“There are quite few things we wanted: new flexibility, reduced costs, added functionality, more personalized
service….We are counting on the Fiserv and Stratus solution to help us get where we want to be.”
Arthur Harper, Vice President, Electronic Services
Mission Critical
Requirements
Solution Requirements
Products
Growing industry impact for Hyper-v and System Center
Microsoft Sales Momentum
60%
50%
40%
YoY Growth
30%
20%
10%
0%
-10%
-20%
-30%
5,500
Source: IDC Worldwide Quarterly Virtualization Tracker, Q4 2009 Results
Strong Virtualization Spending
Systems Management Forecast
10,000
4,500
4,000
3,500
3,000
2,500
2,000
Revenue $US M
Spend in $US
5,000
Mainframe
8,000
Unix
6,000
Linux/other open source
4,000
Windows 32 and 64
2,000
Other
0
2009
Source: IDC Worldwide Quarterly Virtualization Tracker, Q4 2009 Results
2010
2011
2012
2013
Source: IDC Worldwide System Management Software 2010–2014 Forecast
2014
Growing platform opportunity through OEM
OEMs
System Builders
Announcing Future
Availability!
Launch Partners
Certified SMB Virtualization Platform
Tailored to address customer needs
ENTRY LEVEL
Small Business with basic
virtualization needs
MAINSTREAM
Gateway (part of Acer Group) & Microsoft Solution
Bundles in EMEA
Midsize customers with
standard virtualization needs
GW2000ht (2 node, 2P)
GR585 (4P Rack)
GN1600 (NAS Storage)
POWER LEVEL
Target Customer Needs
Midsize customer with
advanced virtualization needs
GW2000h (4 nodes, 2P)
GS2040 (SAN Storage)
GR38X (2P Rack Server)
Certified customer ready solutions
Learn more!
Leveraging Microsoft resources to sell!
(OEM Training Zone, Partner Network, & Beyond the Box)
(Simplified IT)
(SBS 2011 & SCE 2010)
(SBS 2011 “Aurora” & Microsoft Online Services)
www.digitalwpc.com/evals
www.Pinpoint.com/GetListed