Dell World Opening Keynote Michael Dell 11/5/2014
Dell World Opening Keynote Michael Dell 11/5/2014 Good morning. Welcome Look around the room, you are the people who are changing the world through the force of your ideas You are curing cancer, you are unlocking the secrets of the galaxy, you’re instrumenting the world, you’re digitally transforming industries… Thank you for joining us… we couldn’t be prouder of these relationships and what we’re helping you accomplish Individually, we are doing amazing things, but together, we are a movement… anchored in the core belief that we can build better businesses, better outcomes, better lives… And a better world through the limitless boundaries of human creativity… amplified exponentially through the power of technology We stand at the edge of infinite possibility Unprecedented computing resources will soon be everywhere… What was once the domain of only the largest and wealthiest enterprises will soon be within reach of everyone… Power that would have been unimaginable just a few years ago will seem paltry just a few years from now At Dell World this year, we are going to tell a story about practical innovation at scale… about not just transforming our own corners of the world but, collectively, transforming the world itself Roll the video… Pause for ‘Next Billion’ video And we’re just getting started… Peter Diamandis will be on stage tomorrow and he will give you a whole new perspective on our accelerating ability to address the world’s biggest challenges… Dell - Internal Use - Confidential The forces of cloud, big data, mobile and social … are advancing human progress more quickly and more fundamentally than at any time in human history In partnership with all of you, we have never been in a better position to invent the future than right now At Dell, we are obsessed with finding a better way… We are driving radical simplification and innovation from the PC to the data center to the cloud We see a clear path to an order-of-magnitude better performance and an order-of-magnitude lower cost of ownership… and we can do it at scale We recognize the seismic forces reshaping tech and we’ve been aggressively executing a consistent strategy for nearly a decade to get out in front We’ve invested heavily to become the leading provider of End to end solutions that matter most to you now, but more importantly, that position you for the years ahead And to me, providing END TO END solutions… means of course having both ends of the solution We are fully committed to all of our businesses, now and for the long term. You can depend on Dell There’s a lot of turmoil in the industry A lot of companies going through major organizational transformations… splitting themselves every which way… And you have to wonder, who is it for? Does it help their customers and partners? Does it advance R and D or create better products and services? Did someone wake up and think that customers and partners are going to love the chaos, the dis-synergies, the complication? People ask me all the time about the advantages of being a private company… Being private allows us to direct 100 percent of our energy toward creating success for you… our customers and partners, and focusing on a future that is far beyond the next quarter or next year Dell - Internal Use - Confidential That’s where we’re headed… together… I don’t know of a company better aligned with its customers and partners than Dell We have about 2 billion customer interactions a year and we do our best to learn from all of them In the last year alone, it’s been my privilege to meet with thousands of you… I often think I must have the best job in the world just based on who I get to learn from… Heads of Business and Heads of State, entrepreneurs and thought leaders, engineers and technologists, educators and doctors, mayors and manufacturers... And I can tell you the conversation is changing… Just bolting on a digital component to an existing business model or process isn’t enough It’s not about incremental improvement… it’s about wholesale digital reinvention We have Andrew McAfee and Erik Brin-YOLF-son speaking on this later this morning But rather than listen to me tell you about what our customers are thinking, I’d like to welcome one of you onto the stage to share your story… Emerson has been working with us for 20 years, they are a leader in the digital transformation of their industry and now are helping their customers on the same journey… Please join me in welcoming Peter Zornio, the Chief Strategy Officer of Emerson… MSD: 1. Please tell us a little about Emerson Process Management and the problems you’re trying to solve for your customers. PZ: Describe Emerson’s businesses, size, and global presence Detail Emerson Process Management and the process industries Primary industries Customer base “Anything flowing through pipes” MSD: Dell - Internal Use - Confidential 2. PZ: For your business and your customers, you’re really a leader in the Internet of Things… solutions that bring in data from sensors on critical System in the field, and use analytics and expertise to improve process. Can you talk a little about that… Describe process control Measure and Analyze Operate and Manage Control and Regulate MSD: 3. Dell and Emerson have a unique partnership that spans 20+ years. During that time, we’ve seen you and your industry dramatically transform from traditional, proprietary manufacturing processes to open and automated System. How have you successfully navigated and led through this shift? And how has Dell helped? PZ: Disparate devices historically Unified under the PC Collaboration with Dell Licensing Emerson software factory-installed at Dell Longer lifecycle support MSD: 4. Emerson is a big, global company with the full menu of technology partners to choose from. Why Dell? PZ: Process automation à Production automation Shared commitment to customer problem solving We’re democratizing tech (Just as Dell is doing with affordable computing, Emerson is doing with Pervasive Sensing) Global delivery and support Collaboration on security Virtualization example (co-engineering Dell VRTX) Thank you Peter… Dell - Internal Use - Confidential Emerson is a great story and Peter is a fantastic partner When I mentioned the privilege of getting to learn from our customers… that’s what I’m talking about And in the thousands of customer conversations we have across Dell every day, we’ve identified four customer imperatives These are the greatest opportunities to unleash the power of your org in the digital era… We call them transform, connect, inform and protect… We have aligned our business to your imperatives… and I’ll take a few minutes to highlight the progress we’re making across each of these dimensions Transform is all about data center transformation… I can show you the future of the data center… We have 15 solution centers in 11 countries around the world where we can run your workloads on cloud based models You can see how our high-velocity cloud can move 8 million packets per second, allowing a single server to easily manage the voice traffic of a medium size city Or learn how compute resources scale instantaneously as a workload increases… and management software automatically provisions a new virtual machine to meet demand… We are moving beyond software-defined data centers to software-based data centers. That’s the difference of a single word but with huge implications Instead of software to manage the silos of today’s data centers, we’re moving to a future-ready data center in which silos are gone The only difference between compute, network and storage is the software running on the box Upgrades are as easy as sliding a new server in the rack or deploying new software Agile, efficient, scalable – an enormous pool of computing resources at your command In the last year, we’ve brought more of our vision to customers than ever before Dell - Internal Use - Confidential Our enterprise business is on a roll, growing, adding customers and partners, gaining share Innovating like never before, in fact we’re in the middle of a complete refresh that establishes leadership across the portfolio Just introduced our 13th-generation PowerEdge server The R730XD, 100TB in 2U – that means it supports 100,000 1G Exchange mailboxes in just 1 server Also perfect for all SOFTWARE-defined storage platforms and scale out apps like Hadoop Server innovation is more critical to you now than ever before, because storage and networking are moving into compute And Flash memory inside our servers is radically improving overall System performance We’re also breaking ground in open, SOFTWARE-defined networking Think of the Telcos… an industry poised for revolutionary change We’re announcing the Dell Network Function Virtualization Platform to accelerate carrier trials and adoption Powered by Dell’s latest 13th generation PowerEdge servers, Dell Open Networking, and Dell SOFTWARE Anywhere at any scale Open partner ecoSystemtem, Open source and open standards In storage, Dell is the No.1 in total TBs sold IDC reports we shipped more than 4.3 million TBs We grew 14.8% sequentially when compared to the 2H of 2013… while other competitors declined And since the acq of EqualLogic 7 years ago… Dell has been No.1 in iSCSI storage for each of the last 7 years Now with the intro of our next generation, the PS4210 which starts shipping TODAY… we’re building on all this success Dell - Internal Use - Confidential 10G iSCSI array, 80K IOPs: 6X perf improvement One PS420 will support up to 48 TBs All this for a starting street price under $15K Also just launched Dell Storage SC4020… industry’s-best tiered solution in fastest growing segment of market And we’re setting a new industry standard for value with the SC4020 All Flash Array Dual controllers in 2U chassis Both SC4020 and AFA version will start at ~$25K The lowest entry price for an all-flash mid-range array by any major vendor And now, I would love to intro all of you to the Dell DCS XA90 Built to handle the storage needs of the exa-scale future Up to ninety 3.5-inch drives in one 4U chassis Capable of storing 720 TBs of data Cloud scale storage to max I tell you what, this thing has the power of diesel truck… Pause for NIRVANA reveal In the form of a Fiat… With just 1 rack of XA90 storage servers, you could store 279 years of streaming HD video or 2.5 Billion Digital Pics Same philosophy with our Engineered Solutions Workload orientation, engineered with the vendors that matter most to you Tuned appliances Optimized for each application Leading ISVs, including MicroSoft, VMware, Oracle, Cloudera, SAP and RedHat. Nutanix -- Accelerate adoption of web-scale converged infrastructure in the Enterprise And when it comes to converged, we continue to lead through innovation VRTX brought converged within reach of SMBs, while meeting the needs of branch and remote offices Now introducing FX series… a cloud in a box, the ultimate in converged infrastructure, combining networking, storage and servers with extraordinary value and performance… Dell - Internal Use - Confidential Love to share the experience of an early customer… Pause for Overlake Hospital video Overlake Hospital really achieved breakthrough performance, but we understand that every customer is at a different phase of this journey and we have services to help Maybe you’re not ready for transformation because your processes are supported by legacy apps and infrastructure You can use labor-intensive solutions to rewrite apps… or … With Dell Modernization Services, we help you modernize using our IP and tools to automate processes… Increase reliability, agility, performance, and reducing complexity And our Transformation Services make it easier to keep the lights on by removing redundant apps, transitioning you to modern data centers and networks, and increasing automation… Freeing more resources for your innovation agenda We don’t just sell a long-term promise, but deliver results in the short term… One of the reasons our customer ratings in Services are among the highest in the industry Of course, at the other end of these incredible powerful, and efficient data centers… are the world of connected devices… and connect is our next imperative This means more than PCs and smart phones… about Internet of Things As the number of nodes goes from 1B to 100B… instrumenting the world We need to connect machines to machines, people to people, people to machines, and everyone to the info they need wherever, whenever… Digital Transformation is revolutionizing business models, industries…and indeed the world Our Digital Services leverage social, mobile, analytics, and cloud — to help you better engage with customers, employees, and partners Gain competitive advantage by converting physical touch points into digital ones Dell - Internal Use - Confidential We’re also developing solutions that can help any organization participate in the Internet of Things KACE K1000 System Management gives greater visibility across corporate networks Moves beyond PCs and smartphones to now encompass agentless devices like sensors Now everything can be managed from the same pane of glass providing radical simplicity And we’re the market leader in virtual client Unveiled our first Intel-based thin client, the Wyse 3000 Series dual core Windows 7 embedded Can connect to anything, from high-speed network connections to legacy peripherals And as to the PC -- we believe the PC becomes increasingly strategic as a highly distributed, powerful, local computing resource… the hub of the Internet of Things Sometimes a narrative sort of gets a life of its own… like the PC is dead… Like everyone would rather believe a story than what they see every day with their own eyes There are 1.8 billion PCs out there that are deeply embedded in the infrastructure of how our world works… and about 350 million PCs are sold every year And through the exponential power of Moore’s Law… PCs are getting order-of-magnitude better… more powerful, smaller, lighter… more affordable… the interfaces… the capability… the speed When we went private, one of the stated objectives was to invest in our PC business… because our eyes are wide open when it comes to the potential of PCs We are in the PC business to stay… committed… leading And you know, it’s working! The PC business is rocking… IDC data from the most recent quarter here in the USA... Overall industry unit shipments grew 4.3 percent... Dell - Internal Use - Confidential We met that demand with the broadest line of commercial and consumer PCs and tablets, workstations, virtual PCs / thin clients, gaming, rugged… and all of the services to secure, manage and maintain… Let's see how we did... Dell’s U.S. shipments grew 19.7 percent, significantly faster than the industry We grew 3X as much share as HP, 5X more than Apple and 10X more than Lenovo We represented substantially all of the industry growth in the U.S…. without Dell that 4.3% goes to 0.2% So a very big thanks to our customers and partners And we aren’t slowing down one bit… Building on position as No.1 in displays with more innovation After we brought you 4K…. Now we have 5K which is 15 million pixels You’ve never seen anything like it… We have incredible new devices on the market… Precision M3800 – world’s thinnest, lightest mobile workstation Best-in-class rugged portfolio And the new Latitude 2-1… Beautiful, powerful, versatile, light, fast – desirable But it doesn’t stop with the device, because we complement that with unbelievable management and security Automating and simplifying management, deploy, monitor, update Security: authentication, data protection and advanced malware prevention integrated with our PCs Dell Data Protection portfolio has seen more than 380 percent growth year over year We wrap it all in unparalleled support services, including ProSupport and ProSupport Plus, that are available around the clock and around the globe Today we cover 99 percent of the world’s GDP with Dell Support Services Dell - Internal Use - Confidential 160+ countries; 55 languages 600+ parts distribution centers; 2K carry-in centers 5 Global Command Centers 24K+ support engineers Highly trained H/W and software experts Maximize productivity, minimize disruptions and gain efficiency through a single source for all your support needs From services to solutions to support, we have you covered in the Internet of Things… But what’s the result of the Internet of Things… all these nodes, devices, sensors, phones, everything instrumented, connected, communicating… The answer is data and brings us to our third imperative: Inform I’m not just talking about big data, but about big results and big outcomes: big productivity, big advantage, big growth That’s the Data Economy and it is the next trillion dollar opportunity for our industry and yours Our advanced analytics services help organizations turn data into actionable insights Social media services help organizations understand, build, measure and monetize social media programs Toad Software is helping 3 million business users and database administrators manage, integrate and analyze big data across Oracle, DB2, SQL Server, Hadoop, MySQL and many other platforms By layering Toad with Boomi, Kitenga and with our latest addition, StatSoft, we have a powerful analytics engine StatSoft is a fantastic tech that adapts vertically to deliver the kind of big results you need… A great example of this is in healthcare Dell is already the leading tech provider for the healthcare industry… and StatSoft gives us another incredible opportunity to help improve patient outcomes by turning data into insight… Dell - Internal Use - Confidential We’re working with major universities and healthcare providers to prevent surgical infections, decrease readmissions and predict risk in prostate cancer… to name just a few We’re expert at understanding your outcomes and building an analytics engine to meet your needs And we are innovating with the partners that matter most to you… Oracle, SAP, Microsoft, VMware , Hadoop clusters with Cloudera We are providing the ramps to get off aging, obsolete infrastructure and Unix platforms…and onto X86, modern, scale-out architecture and Linux, seamlessly The final customer imperative is protect… top concern for every customer I see Our security approach is built on 3 foundational imperatives – protect, comply and enable First, protect the whole enterprise, from END TO END, inside and out Second, comply with internal governance policies and external regulations using a consistent, reliable approach that doesn’t compromise business agility Third, enable business to thrive, including adopting new tech and pursuing innovation and operational efficiency By giving solutions a common DNA so that they can be connected together END TO END, Dell makes IT security better, easier to use and less expensive Identity and access management, network security, email and web security, endpoint management and secure remote access Dell Security is featured in 6 Gartner MQs And when it comes to MSSP and Unified Threat Management services – we lead Dell SecureWorks offers Managed Security Services, Security and Risk Consulting, Incident Response and Threat Intelligence We see 80 billion events a day… and far from separating data analytics and security as some competitors are doing, we think one of the biggest opportunities is in bringing the two closer together to make security truly context aware We know what’s out there. We know what’s coming and we know what to do about it Dell - Internal Use - Confidential Running through all of the imperatives is the cloud… At the heart of Dell’s Cloud strategy is choice Dell offers the broadest range of cloud solutions and services across leading platforms and providers to give you choice… The most appropriate cloud solution for your specific business needs Our cloud strategy is focused on 3 areas: Private Clouds Managing multiple cloud environments Delivering cloud services Let’s start with Private Clouds. We are providing the converged infrastructure, software and services to help you build your own private cloud. And as software improves, private clouds are growing quickly as a way for customers to achieve the benefits of the public cloud with the security and privacy of an on-premise solution We offer customers all of the leading choices for private clouds, including Microsoft, VMware and RedHat built on Dell infrastructure deployed in your data center or one of ours with our Dell Cloud Dedicated Service We recently announced Private Cloud offerings with both Microsoft and VMware Microsoft’s Cloud Platform System -- combines Windows Server, System Center and Windows Azure with Dell’s cloud server, storage and networking hardware bringing all of Microsoft’s cloud expertise to your datacenter in a private and secure easy-to-deploy converged System VMware EVO:RAIL uses Dell’s hyper converged infrastructure to deliver a transformative experience aimed at VDI, private cloud and general-purpose workloads running in virtual environs These solutions are scalable, manageable and bring fast time-to-value and easy to use for customers of all sizes Managing Cloud environments: We’re helping customers easily manage multiple public and private cloud environs with Dell Cloud Manager, which currently supports more than 20 leading cloud platforms Dell - Internal Use - Confidential And through our broad public cloud partner ecoSystemtem, we offer you the most choice and flexibility to select the public cloud model that is right for you… With leading partners including AWS, Windows Azure, Google, CenturyLink and many more… Dell helps you securely stand up new apps and services, improve business agility Dell Cloud Marketplace (public beta starts now)… makes it easy for IT organizations to offer cloud services to their internal customer… Brings purchasers and vendors together to create a new ecoSystem and exchange Single pane of glass to consume and manage Imagine what you can accomplish when you get to pick the right cloud platform, cloud model, and cloud infrastructure for your needs… your budget and your environment… I know all of you are feeling pressure from cloud adoption, but I’m not sure if any industry is facing more disruption from the cloud than telecoms… And I’d like to share how one of our customers is capitalizing on the opportunity Pause for BT video I love that… love what we can do to help you succeed… It was about a year ago when we took Dell private, the largest company ever to go private… It’s unleashed us, allowed us to be bold, and refined our focus squarely on our customers’ success I don’t know if you can tell, but I’ve never had more fun, been more engaged or more excited The energy is infectious. I feel it with all of you, our customers and partners, with our team members… I can feel it in the business itself, in the velocity of innovation… in attracting and winning new customers and partners Today, we are the fastest growing integrated IT company… and I want to thank you for your business, for the trust you place in us Dell - Internal Use - Confidential When I look to the future I see more opportunity for all of us to lead the way in transforming the world through the power of digital technology I’d like to say the sky’s the limit, but for one customer, the Shanghai Astronomical Observatory, the sky isn’t nearly high enough Pause for SHAO video Data… flying through space, circling the globe, connecting us all in a fabric of info and insight We stand firmly in the Data economy, where data is our most important natural resource… And where open, cloud-based technologies are the infrastructure… the bridges, airports and railroads… the labs, clinics and universities Together, we are inventing this future… and we’re doing it at scale It’s the next billion jobs that will be created by the world’s entrepreneurs It’s the next billion patients who receive better care through cloud-based analysis It’s the next billion students in the emerging world receiving an education It’s the next billion dollars we keep out of the hands of cyber criminals It’s the next billion people rising out of poverty, who can participate and compete in the global economy Here at Dell World, we are telling a story about how, together, we can and are changing the world Thank you for trusting us to be your partner on this incredible journey ### Dell - Internal Use - Confidential
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