14. PERCENT
of organizations are
running applications or
experimenting with IaaS
PERCENT PERCENT
of enterprises have
hybrid cloud strategies
of technology purchases
are now owned by the
lines of business
15. Value of IT to the business
IT contribution to strategy
Customer satisfaction
Innovative new ideas
Availability
Projects delivered on time
IT cost controls
Productivity improvement
Business cost controls
Revenue growth
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
TOP 10
CIO PRIORITIES
Business Concerns
IT Concerns
16. Private DC /
Central Office
Infrastructure Axis
Software Defined /
NFV IaaS PaaS SaaS
On-premises Off-premises
17. Application
Web Application Firewall
SSL
Traffic Management/SLB
Firewall/DDoS
Secure Web Gateway
GSLB/DNS
Single Sign-on
User
Application Services Axis
19. Application
Priorities
On-premises Off-premises
User
Data Center
• Expand core market share
• Continue extending into adjacent
markets (SP, Security)
• Seamless support for Software
Defined Architectures
• Next generation programmability
• Management, Orchestration,
Reporting & Visibility
20. Expand Core Market Share
49
PERCENT
21
PERCENT
Total ADC
Market Share
• Cisco ACE, CSS and GSS replacement program
• Technology and platform refresh
• Application and protocol fluency: SIP, FIX, HTTP 2.0, DNS, SSL, …
• New competitive programs — Citrix and A10
Virtual ADC
Source: Dell’Oro
#1 #1
21. Extend into Adjacent Markets
Leveraging F5 Core leadership to unlock Security and Service Provider TAM
SERVICE PROVIDER
Traffic Mgmt
& SSL
Parental
DNS CGNAT Controls
Security
URL Filtering Policy
Enforcement
Diameter
Routing
Network
Firewall
App DDoS TCP
Optimization
Network
DDoS
22. Extend into Adjacent Markets
Leveraging F5 Core leadership to unlock Security and Service Provider TAM
SERVICE PROVIDER
Traffic Mgmt
& SSL
SECURITY
Network SSL
Firewall
Parental
DNS CGNAT Controls
Security
URL Filtering Policy
Enforcement
Diameter
Routing
Network
Firewall
App DDoS TCP
Optimization
Network
DDoS
Web Fraud
Protection
Access
Control
Traffic
Management
Application
Security
DNS
Security
DDoS
Protection
IP Intelligence Secure Web
Gateway
23. Extend into Adjacent Markets
Leveraging F5 Core leadership to unlock Security and Service Provider TAM
Web Fraud
Protection
Access
Control
Juniper
Pulse SSL VPN
opportunity
GA
F5 WebSafe &
MobileSafe
24. Software Defined Architecture
SW DEFINED / NFV
SDN and SDAS integration:
• ALU – Nuage
• Cisco – ACI
• HP – VAN
• Microsoft – HNV
• VMware – NSX
VE Leadership:
• Platform independence
• Performance/scale
• Breath of application
services
• Programmability
25. Volume Licensing Subscription
Enabling customers to add ADC services to all applications
Flexibly deployable on both private and public clouds
…with Premium Support and software upgrades included
…in 1 and 3-year subscription increments
…all managed via BIG-IQ
Private/Public
Cloud
Support
26. Next Generation Programmability — Node.js
Capture today's iRules authors as well as tomorrow's full DevOps authors
EXTENDING TO NODE.JS BIG-IP
• Launching iRules Language
Extension on BIG-IP
• Bringing Node.js community
to DevCentral
• 18M+ Developers WW
• 7M Developers using node.js
• 100k+ Node.js packages
Source: Developer Population & Demographic
Study, 2013 - Evans Data Corp
PROGRAMMABILITY LEADER
• 80% of F5 customers
deploying iRules
• 32% of all virtual servers have
an iRule attached
• 166k DevCentral users
• 82k users participating in
DevCentral iRules community
Source: iHealth 2014 Data
Q3
28. Application
Priorities
On-premises Off-premises
User
Cloud
• Capture Tier-1 cloud providers
• Joint demand creation programs
• Service Creation
29. Cloud
GARTNER
MAGIC QUADRANT
Amazon Web Services
Microsoft
As of May 2014
CenturyLink
CSC
IBM (SoftLayer)
Verizon (Terremark)
Google
Rackspace
Virtustream
Dimension Data VMware
Fujirtsu
HP
Joyent
GoGrid
Amazon Web Services
AT&T
Dimension Data (OpSource)
Google Cloud Platform
HP ECS
IBM Smart Cloud
Microsoft Azure
Rackspace/CenturyLink
Verizon Cloud (Terremark)
vCloud Air (VMware)
In Program
30. Cloud
GARTNER
MAGIC QUADRANT
Amazon Web Services
Microsoft
As of May 2014
CenturyLink
CSC
IBM (SoftLayer)
Verizon
(Terremar
k)
Google
Rackspace
Virtustream
Dimension Data VMware
Fujirtsu
HP
Joyent
GoGrid
Amazon Web Services
AT&T
Dimension Data (OpSource)
Google Cloud Platform
HP ECS
IBM Smart Cloud
Microsoft Azure
Rackspace/CenturyLink
Verizon Cloud (Terremark)
vCloud Air (VMware)
In Program
34. Application
Converged Systems
Priorities
On-premises Off-premises
User
Integrate and bundle Synthesis with:
• FlexPod
• HP CloudSystem
• Microsoft Cloud Platform System
• Vblock – VCE
39. Application
On-premises Off-premises
User
As-a-Service
Delivered on a subscription basis
from the F5 cloud - F5 Silverline
Data Center
Via on-premise solutions
Cloud
Through marketplaces
Converged Systems
As a part of integrated
ecosystem stacks
44. Будьте в курсе событий, вступайте в нашу группу на
LinkedIn!
Notes de l'éditeur
INNOVATE:
“Innovate and be recognized as a thought leader. MQ eight years in a rolw
Introduce next-generation ADC architecture for hybrid clouds and software defined datacenters
Launch a disruptive suite of hybrid application security services”
EXPAND:
Expand our business models – subscription licensing, cloud services and Silverline service delivery
Expand our strategic partnerships with SDN and cloud technology leaders
Expand our platform reach into new customer accounts and continue driving core share gains and acceleration into technology adjacencies (Security, SP Solutions and Cloud)
Over 300 product features this year alone
DELIVER: financial results and customer satisfaction
Talk to FAST, SECURE and AVAILABLE
Launched November 2113
Talk about Go-to-Market momemtun
Cisco: Cisco Live: Milan, Melbourne & San Diego
RA’s: ACI, VBlock certification
Global webinar series
Cisco ACI roadshows
MSFT: TBD
Vmware: RAs: Horizon View (VDI), NSX
Vmworld
Partner Exchange
vForums, Vmware User Groups
VMware Safe Passage
NSX Lighthouse Program
HP:
HP Discover
HP Global Partner Conference
HP Technology Consulting Services
HP Enterprise Services
HP Enterprise Security Services
Account manager :Craig Ashwood
SP in Australia – Kishore Putnam originally Traffic Mgmt, then they bought consolidation of services story – SDAS and added PEM and traffic steering.
Point out ScaleN is really about additional scale up and blades – performance reasons
Point out iRules (extensibility) to AFM module
Account Manager: Brian Gilbert
Call out BIG-IQ’s future importance in the solution.
Bottom line the message I worked with Scott is 3 fold:
1) If ACE replace was the only work we did this year we would have dropped from almost $13MM to 4.6 MM
2) The architecture sale of Synthesis and utilization of ASM, AAM, LTM and GTM enabled us to penetrate new JPMC Architectures which pulled through tons of business however the module penetration was not big yet.
3) We missed on the slide the importance of Big IQ which was just purchased but without the Big Interaction all year via early adopter and JPMC belief we would execute we would have never gotten where we are, and , in future graphic Big IQ need to be the base of all accelerated security Revenue. All that said I do not have a breakout by module as much of the critical pieces were purchased as BEST. Will work to get that but it will not be that big numbers. Reason is, in new DC’s they will buy 2 Viprions w Best that will pull then 10 LTM 10200’s . Next year we should see acceleration based on Big IQ functions required to compete in operating the security environment.
Key point: Synthesis and everything we’ve done over the past year is having an impact…a very positive one.
Leader for 8 consecutive years.
Look at the change in the market and key players.
18% CAGR in Public Cloud adoption reaching $136 Billion in 2016
Source is "35th Annual SIM IT Trends Study," which was announced by The Society for Information Management. Written up on CIOinsight.com
Emphasize the central office component and NFV for SP customers
BIG-IQ and Application Visibility Reporting
Launching BIG-IQ ADC providing ADC Management foundation
- device lifecycle mngmt
- LTM/GTM object management at scale
- full throttle RBAC
BIG-IQ is brining all different IT team (net, sec, apps) in the same room (IT silos collaborating) and forcing a conversation about Applications and Architecture
Total ADC Market Share is up 3.5 pts and vADC 6 pts Y/Y in 2014 Q3 results from Dell-Oro
Cisco ACE, CSS and GSS Replacement Program —
Total opportunity size = $1.6B
Our “fair share” of 50% = $800M
Captured so far: Americas $117M + RoW ~$100M (estimated) ~= $220M
We have another $600M opportunity ripe for picking at current market share.
Technology refresh: move from 1G to 10 G (server) and 10G to 40G (network)
Platform refresh: new platform variants for NEBS, FIPS, SSD, SSL performance leadership, etc
App and protocol fluency:
Improve performance by 50% with the only HTTP 2.0 Gateway and new TCP Express
SSL leadership with 1st SSL Crypto offload and connection mirroring capabilities
Broadest application fluency including FIX and SIP
Replicate DNS services in hybrid cloud environments
Block access to malicious IPs with open service selection
Optimized DNS resolving for most productive web browsing
Industry leading Hyperscale DNS responses up to 200x for DDoS mitigation
Security wins for Q4FY14:
1. SMART, Philippines (Gi FW + PEM)
a. Problem: Parental control to meet Government regulations recently. Here is Philippines govt., regulation
b. We replaced Juniper SRX for Gi FW at SMART, and then used PEM for doing URL filtering for parent control
2. Sprint
a. As of today, we are approved as a Gi FW vendor (Juniper used to be Gi FW Vendor)
3. NTT DoCoMo – DDOS win; we beat A10 here
4. Axiata, Malaysia, Gi FW
5. AT&T virtual FW (we had POC in Q4 and potential $2M product bookings next week (in Q1FY15) as a part of their connected car (NFV) project
Gi Consolidation:
1. We have also seen increased momentum for Gi consolidation. Here are the customer wins in FY14 for consolidation and POCs in Q1FY15
FY14:
a. FOXTEL
b. SMART
c. 2Degrees
d. Hutch
e. Optus
2. FY15 for consolidation POCs/engagement in Q1FY15:
a. Sprint (PEM + Gi FW)
b. KDDI Gi consolidation
c. Orange VASCO
d. Japan communications (MVNO) – PEM+LTM+CGNAT
Service Provider:
200X highest DNS scale
Highest scale data plane
Most comprehensive anti-DDoS
Security:
100% transparent fraud solution
Strongest zero-day protection
Always-on bot defense
Most comprehensive anti-DDoS
10X most scalable access
Service Provider:
200X highest DNS scale
Highest scale data plane
Most comprehensive anti-DDoS
Security:
100% transparent fraud solution
Strongest zero-day protection
Always-on bot defense
Most comprehensive anti-DDoS
10X most scalable access
VE market is $200 million today, growing to $800 million in 2019
Four sizes to choose from: 100, 200, 400, and 1,000 VE’s
And Good, Better, Best within each of those
NPM just passed 100,000 modules
1. We have complete coverage of the Gartner MQ. Most are already customers/partners. Our strategy includes evolving those relationships to include cloud service creation, more diversified business models and demand creation. Beyond the MQ we have a Global coordinated effort to recruit the industries top MSP/Cloud providers including Traditional DataCenter MSP’s, Telco’s who are evolving to offer Cloud-based services as well as born in the cloud emerging companies. Headcount has been the major investment item here.
2. Service creation. We already have a fairly extensive portfolio of partner-built service offerings around f5. LBaaS, GLBaaS, Application Acceleration, WAF. The next frontier is to evolve that to a Utility-based format in a repeatable fashion to that we can expose that catalog to all providers and help them to choose which services best fit their business. Again, do we talk to F5aaS?
3. We are starting to make Marketing investments in FY ’15 really for the first time to drive demand to the Cloud providers who are building F5aaS offerings. Our strategy is to take a Programmatic approach that give the Provider exposure through our sales and channel to our customers so customer have a clear sight –line to which Providers are offering F5-based services.
4. We are committed to making sure the F5 field and channel are compensated, educated and enabled to drive business to the cloud, regardless of model (utility, private, BYOL, Hybrid) In FY ’15 we are launching new compensation guidelines and channel Programs to this effect. 100/100 for MSP and Private Cloud on a WW basis as well as paying both the Cloud team and end user team on metered billing. (For AIM, this should suffice, for ISC we can provide the details if that is appropriate for your pitch).
5. Heavy investments in the back office to support metered business. We are looking at ways to engage Distribution here from an operational standpoint (billing, reporting, aggregation).
Disaster Recovery Service Creation – F5 GTM and VMware vCloudAir
33 DDoS attacks over 100Gbps so far in 2014
Posted on 08 October 2014.
Arbor Networks released global DDoS attack data for Q3 2014
IPI:
Associates known bad actors with IP addresses
Known phishing sites, DDoS, botnets, scanners, etc.
SWG:
URL categorization and filtering
Real-time content classification
Anti-malware
Defense.net
Cloud-based DDoS mitigation service
Break-down of multi-layer attacks for most efficient mitigation
Lead in: Software Defined Application Services Delivered via:
With our ADC, Security, Cloud and Mobility focus we’re expanding our market significantly and will be building upon this addressable market in the coming years.
You’ll see us increase our application Services fabric performance
Increase our catalog of application services
Deliver on a single pane of glass vision
While enabling our customer with new and simplified business models.
Deliver : 2015 financial results, product quality and delight our customers
Expand: Capitalize on our expanded TAM:
Security
SP Solutions
Cloud Servcies and Silverline service delivery
Strategic partnerships w/ SDN, Application, Cloud, etc
business model innovation – GBB, VLS and Subscription licensing
Innovate: continue to drive thought and product leadership across all we do, driving Hybrid Application Services for the next decade