Company presentation by Tiberiu Vilcu

1. Tiberiu Vilcu (tiberiu)
PURE STORAGE

2. PROBLEM
Enterprise storage:
• Is slow, relies on disk
• Takes a lot of space
• Sucks a lot of power

3. PRODUCTS
FlashArray//m FlashBlade

4. PRODUCTS

5. PRODUCTS
• PURE1 cloud management and support
• FlashStack infrastructure
• Optimized applications (Microsoft, Oracle, etc.)

6. CLAIMS
• Energy conservation
• Price per GB <= that of disk
• 99.9999% availability

7. FINANCIALS
Q4 fiscal 2017:
• $228M revenue (up 52% from 2016)
• $4.4M operating loss (down 79% from 2016)
• $547M liquid assets

8. FINANCIALS
PSTG

9. BUSINESS MODEL
• Sell cheap for first-time buyers
• Rely on the fact they’ll buy more
• Sell at normal price

10. SHORT HISTORY
• Founded in October 2009
• Released FlashArray in August 2011
• IPO in October 2015
John Colgrove & John Hayes

11. TIMELINE
2015201420132012201120102009 20172016
Founded IPO I internedEMC lawsuitsFlashArray
FlashBlade
CEO joins

12. SECRET SAUCE
• Cheap modular flash storage cells + data processing
• Ease of installation/use
• Excellent cloud service support

13. COMPETITION
Pure Storage
Nimble
Storage
NetApp (Dell) EMC
All flash
arrays ✅ ✅ ✅ ✅
Cloud
platform ✅ ✅ ❌ ✅
Integrated
stacks ✅ ✅ ✅ ✅
Non-
disruptive
upgrades
✅ ❌ ❌ ❌

14. PREDICTION
• Not getting big just yet
• Not going anywhere (unless bought)
• Slow and steady

15. ANY QUESTIONS?

16. REFERENCES
• https://www.purestorage.com/
• https://s21.q4cdn.com/687136699/files/doc_financials/2017/Q4/Earnings-Slides-(Q4-FY17)-Final.pdf
• https://www.forbes.com/sites/petercohan/2017/03/07/hewlett-packard-pays-up-for-nimble-storage-is-pure-storage-next/
#2270afea5e98
• http://blog.purestorage.com/its-time-to-celebrate-flashblade-is-in-general-availability-2/
• https://www.theregister.co.uk/2017/02/02/pure_flashblade_takes_out_netapp/
• https://en.wikipedia.org/wiki/Pure_Storage
• https://www.emc.com/en-us/converged-infrastructure/benefits.htm
• http://www.netapp.com/us/index.aspx#
• https://www.nimblestorage.com/technology-products/#
• http://greenpages.com/storage-and-information-management/nimble-storage-vs-pure-storage-a-battle-of-all-flash-arrays/