exhibit 17 - oracle · 1+2: grow unix market share with hp-ux/x86 vision: disrupt the unix market...
TRANSCRIPT
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EXHIBIT 17
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Subject:Iocation:
Start:End:
Recurrence:
Meeting Status:
mtg: BCS Business Review for AnnHP Palo Alto Site / Executive Council Conf Rm & Diai Number listed below
Wed 3/3/2010 4:00 PMWed 3/3/2010 5:30 PM
(n o n e)
Meeting organizer
Organizer: Livermore, AnnRequired Attendees: Livermore, Ann; Donatelli, Dave; Levine, Marc A (Enterprise Business Finance)Optional Attendees: Pilette, Vincent; Fink, Martin R; McQueen, Kathryn
ADDED:Ann's DiaI# Toll Free 866.409.2889; Intl/ToIl 702.696.4520, code# 243 500# (Gail to initiate)
Attendees - in person: Ann, Dave, VincentAttendees - via phone: Martin, Marc (tentative)
Slide materials:
See Ann's request below from 1/16/10:
r.oc
Exhibit:
Wit:
Date: '2) »'7_
Leslie Rockwood cSR RPR
Highly Confidential HPC_0001 1296
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From: Livermore, Ann
Sent: Saturday, January 16, 2010 9:08 PM
To: Levine, Marc A (Enterprise Business Finance)
Cc: Mantegani, Gail (Enterprise Business)Subject: FW: BCS
Going to wait until the last 2 weeks of February to do the BCS review.
Ann
From: Livermore, AnnSent: Saturday, January 16, 2010 1:06 PMTo: Hurd, MarkSubject: FW: BCS
FYI on BCS. Dave and I discussed this further on Friday. He is taking some immediate sales actions. I have agreed towait to do a full BCS review in the last 2 weeks of February to include the x86 recommendation.
Ann
From: Donatelli, DaveSent: Thursday, January 14, 2010 7:30 PMTo: Livermore, AnnSubject: Re: BCS
Hi Ann, I am waiting for the price tag and schedule on the x86 roadmap. lt will take about 30 days for the team tocomplete the detailed work. Our first milestone was hit when the team could boot HP-UX on x86 on 12/23. . I amexpecting an incremental i 00 million plus price tag to do the port. . As i mentioned before, the engineering road mapwhen I arrived called for the exit from the business. Based on work that Vincent and I have done we have determined thatthe combined BCSITS earns more than our PC Business. Yesterday I asked NEC to help fund the port. They were quitepleased to learn that we planned on staying in the business for the long term. In the meantime we are replacing all theregional heads of BCS sales. We are also greatly increasing sales coverage. I would request your help in two ways. PlaceBCS revenue goals on all of your regional sales heads that have some bite for non performance. Second, please help calloffthe pile on crowd. We know there are issues. We identified them. Having staff people sending us notes ( you have notseen these) saying thaI there are issues after we tell the same staff members that there are issues only distracts from ourability to fix the issues. I am transparent on what I see are the problems, and I want to devote all of my and the teams bestefforts to fixing them. Thanks, Dave
From: Livermore, AnnTo: Donatelli, DaveCc: Levine, Marc A (Enterprise Business Finance); Pilette, VincentSent: Fri Jan 15 00:13:00 2010Subject: BCS
I would like to set up 90 minutes for a BCS review. Please include me and Marc Levine, plus whomever youwant to invite from your team. I want to understand our plans to accelerate growth and turnaround the shareloss; our product roadmap; our x86 project; and our forecast for FY10 by quarter vs Aspire. lt is key for us toget this business performing.
i
Highly Confidential HPC 00011297
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Highly Confidential HPC_0001 1298
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Document Produced Natively
Highly Confidential HPC_00011299
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Martin Fink, Business Critical Systems, Hewlett Packard
Business Critica ys ë ni
xtending the HP-UX BusinesProject "Redwood"
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Executive SummaryFour options to extend the Mission Critical business
I
2
3
4
2 March 3. 20
RECOMMENDATION: i +2
HP Private
Base Plan: Execute current plan of recordExit the UNIX market with the last Itanium processor (Kittson)
Mission Critical on x86: PortRedefine the UNIX market wi
P-UX to x86 anh mission critica
I deliver Superdome x86 bladeofferings on volume economics
OEM Solarisa)Oracle/SUN and HP unite against IBM and align on rules of engagementb)Oracle/SUN enables HP to sell Solaris, but competes vigorously for business
Extend Itanium: Fund Intel tProlong current UNIX mark:
continue the Itanium roadmapt position in a declining UNIX market
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I +2 PIan: BCS Investment RequiredBusiess Ow2ed ($M'FD FY10 FY11 FY12 FY13 FY14
. Hardware.èvëöpme :xÏ. ùperdohi.Je
. Software porting: HP-UX on x86
. Value added ftware (virtualizalion, mgmt, hi
Performance testing and ISV porting
Gross Invements Fdiribution of Fèsources
Total N et Investment
BCS Base Ran FDIntel -Itanium Expense
Roposed Total BCS FD
3 March 3, 2010 HP Pnvate
$50$22$5
$24
$101
($ I O
$91
$185
$276
5 Year Net Investment of $489MRedistribution of resources from Base Plan
s Base plan assumes funding for R&D activities to prolong life of Itanium as long as possible. With Proposed Plan, assumption that resources will shift to focus on HP-UX/x86 activities vs.
base plan extension activities"Double bubble" funding in FYIOFY13, until Intel expense completed for Itanium
. Beginning FY14 R&D no longer requires $70M for Intel expense, which could be used to offsetabove expenses
$20 $45 $75 $65$30 $35 $30 $30$4 $5 $5 $5$5 $28 $38 $33
$59 $113 $148 $133
$0 ($15) ($20) ($20)
$59 $98 $128 $113
$185 $185 $185 $185
$70 $70 $70 $70
$314 $353 $383 $368
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P&L Impact of HP-UXOption I : Ass es We Do Nothing after Kittson
$7,000
$6,000
$5,000
, $4,000
; $3,000
$2,000
$1 000
Q-oo
$3,000
$2,500
$2,000
$1,500
$1,000
$500
$0
4 Marchl,2010
HP-UX + TS Base Plan Revenue
FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17
. HP-IJXBa Ran Fv TSBa Ran Fèv
HP-UX + TS Base Plan OOP
I I I : ($15- - - - - - ($22B)
- -
I- - --i -
FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 F'17
IHRUXBflanOOp lTSBaseFlanOOP
a
HP Private
,
Revenue. FY09 HP-UX business declined 25%, whichwas slightly ahead of at market. Economic recession has reset UNIX market to-$14B and is expected to remain flat to slightlydown through FYI I. Market visibility to Intel end of Itaniumroadmap expected in FY13, resulting in steepdecline of revenue thru FYI 7
!OOP. FY09 00F decline followed revenue 23%decline. Expectto stabilize during FYi 0-FY1I. 00F declines $4.3B FY13-FYI7 due to lackof roadmap
For ESSN to hold profit flat FYI 2-FYI7ISS would have to grow @ 8.2% or 2X marketSWD would have to grow © I 7.5% or almost4X marketPNB including 3COM - grow @ 18% or 2Xmarket
($O.4B$O.6B)- N-($U:98)
($1
i
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1+2: Grow UNIX market share with HP-UX/x86Vision: Disrupt the UNIX market and HP wins "2horse race"
Strategy: Change the game; Lead the mission critical market to x86. Transition Integrity installed base to x86 systems as Itanium EOL becomes visible. Grow UNIX market share through mission critical offering with HP-UX and HP x86 servers/blades. Expand the control point that HP-UX and associated software provides in enterprise accounts
Investment required: Highs Maintain current lntegrity/HP-UX roadmap through transition. Develop mission critical x86 servers/blades. Port HP-UX and complete mission critical SW infrastructure portfolio to x86. Invest to bring expanded ISV community to HP-UX/x86
Market implications: High I HP and IBM battle for UNIX share. Lower HP-UX/x86 ASPs disrupt the UNIX market; HP business model challenges IBM and Oracle/SUN profitabilitys UNIX volume expands while total value of UNIX market adjustss HP committed to mission critical UNIX market and delivers compelling value prop for customers
Financial implicationss High investment costs, but significant upside revenue/profit with acceptable time to recover investment. Significant TS support attach but some reduction in overall TS revenue due to lower support pricing
Opportunity. challenge IBM and their business model as the market share leader; HP on mainstream, IBM investing at a loss. Intel, NEC, SAP, others invest with HP to enable HP-UX eco-system on x86. Oracle/SUN cannot compete; IBM stuck with huge POWER investment and inability to make full transition to x86
Risks. UNIX market declines faster than anticipated; Customers accept Windows/Linux as mission criticals Oracle/SUN does not make Oracle DB available on HP-UX/x86s Microsoft partnership is significantly strained
5 March 3, 2010 HP Private
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HP-UX Proposed PlanOption: I + 2
Proposed Plan Revenue
$6,000
$5,000
$4,000
$3,000
$2,000
$1,000
s-FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17
HP-UXFoposed Fv ITSFopod Fèv
Proposed Plan Owned Operating Profit
$2,500
$2,000
$1,500
Q- $1,000o
$500
FYI O FY1 I FY12 FY1 3 FY1 4 FY1 5 FY16 FYi 7
HP-tJXFoposed OP TSAoposed OP HP-UX&TSCombined OF/o
44.0%
43.0%
42.0%
4 1.0%
40.0%
39.0%
38.0%
37.0%
36.0%
35.0%
34.0%
33.0%
6 March3,2010 HP Private
Investment. Requires net investment of $489M to port
HP-UX to x86 and deliver mission critical x86hardware platform
Revenues Predominantly ltanium until FYI 5 when
product set fully featured and marketacceptance has occurred
s revenue still declining in FY13 and FY14as FOL Alpha contracts expire, beginramping for x86 -3 years after productintroduced
Profits $ improve $2.2B over base plan
. OOP % rate impacted by x86 becominglarger % of mix, however will stabilizebetween 36-37%
. Uptick between FYi 3-FY14 reflectsend of Intel ltanium expense
0 Investment pays back after 4.4 yrs, mid FY14
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Base
Redwood
$16,000
$14,000
$12,000
$10,000
$8,000
$6,000
$4,000
$2,000
s-
1+2 PIan: UNIX Market ShareBase Plan
o
ÍiÏÌuì
100%
r 90%
80%
r 70%
60%
50%
40%
30%
20%
10%
0%
Fy'10 FY11 FY12 FY13 FY14 FY15 FY16 FY17
- Ba Integ rity HPUX Uplifted - UN IX M arket Current Trend
- - UNIXMarket-HP-UXExit - - Baneintegrity HP-UXMarket Share
Fewer units, higher price points
UNIX market becomes more Mainframe-like with entrenched basesfor business processing and decision support
High prices and widening margins benefit IBM and Oracle/Sun
0 Itanium end-of-life signals HP exit, slow down in market
oBusiness Processing and Decision Support moves toAIX/Solaris, other workloads to x86 after evaluation period
March 3, 2010 lP Private
16 000
$14 000
$12,000
$10,000
$8,000
$6,000
$4,000
$2,000
s-
1+2 PIan 100.0%
90.0%
80.0%
70.0%
60.0%
50.0%
40.0%
30.0%
20.0%
10.0%
0.0%FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17
F1oposed Ukeiy Ran aRoposed Optimistic Ran
-UN iX Market current Trend - t-tPtJXJ x86 Fshapes UN IX Market
-HPUkeiy Share - - HPOptimistic Share
Increased units, lower price points
UNIX market reshapes as a blend of value/volume attributes
Lowered prices cause margin challenges for IBM and Oracle/Sunupsetting their business model
o HP-UX/x86 affirms UNIX market
u ASP declines result from HP-UX/x86 viability in market
oHP-UX/x86 volume begins, pressures AIX/Solaris price drops
o HP-UX/x86 and CI differentiation fuel HP market growth whileIBM/Oracle struggle with business model
Nnte HP-tiX revenhiin nhi-twn n H\N'StO/
i Itanium end-of-life signals HP exit from Market. Causes strategic decisions to stall while options are re-evaluated. HP advice (largely from HP IT experience)becomes key. Most business processing and decision support (-6O% of market) stay firm with UNIX (AIX largely with some giving reconsideration toOracle/Sun even in the high end especially due to Oracle DB and SAP usage).
2. Many who had been on fence for moving to x86 choices move there now, especially for 25/45 and blade solutions impacting 40% of market. Others shift toAIX/Solaris, even while their high end offerings increase in price/margin.
Proposed
i . Introduction of HP-UX/x86 affirms value and importance of UNIX marketHP-UX/x86 gains credibility, begins to put price pressures into UNIX market impacting accelerating ASP drops for all vendors. Integrity sales remain strong asthere is a future.HP-UX/x86 momentum grows, differentiation in product drives significant increase in volumes in HP-UX setting up share gains for x86 offerings. Strongpressure on AIX/Solaris and they are forced to drop price points or loose sales.HP's differentiation in HP-UX/x86 but more importantly in how it integrates into the Cl sets HP up for leadership in the market with strong steady gains againstcompetitors who struggle to justify investments as their margins drop and their products lag.
HP Private 7 February 22, 2010
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3: OEM Solaris from Oracle/SUNVision: UNIX market embraces Solaris on x86
Strategys Transition Integrity installed base to HP x86 systems running Solaris as Itanium EOL becomes visible. Disrupt UNIX market by promoting Solaris as mission critical with HP portfolio (HW, SW, support)
Jnvestment required: Moderately Highs Maintain current Integrity/HP-UX roadmap through transition. Develop mission critical x86 servers/blades. Develop tools to migrate HP-UX customers to Solariss Invest in infrastructure portfolio to complete mission critical Solaris offering
a.) Market implications: IBM on defensive. Oracle/SUN & HP embrace Solaris; compete vs. IBM. Oracle/SUN and HP grow preference for Solaris
Financial implications. Gain new customers; lose majority of installed base. Near-term marketshare gains; loss of profit long-term Financial implications
. Increase revenue near-term, but lose UNIX market
Market implications: HP loses shares HP perceived to be exiting UNIX markets Oracle/SUN has OS control point; gains customer
loyalty. Oracle/SUN and IBM lead UNIX market
. snareOpportunity . Significant reduction in TS support attachs Significant ISV portfolio already available on Solaris. Modest ProLiant business model expansion; Solaris and HP support for market leading ProLiant and mission critical
x86 server portfolio. Reduced investment in mission critical offerings
RisksI Oracle/SUN owns control point; HP dependent upon Oracle/SUN cooperation in a co-opetition model. Installed base prefers sigle mission critical vendor; Customers committed to UNIX will move to IBM or Oracle/SUN
with their integrated stacks, long term roadmaps and mission critical partnership
8 March3,2010 HP Private
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4: Prolong the Itanium roadmapVision: Extend Integrìty/HP-UX portfolio delaying exit of UNIX market
Strategys Extend BOS Integrity/HP-UX business to retain installed base and retain distant #2 market share position. Buy time to benefit from natural evolution of UNIX market transition to Windows, Linux, Solaris on x86s ProLiant dominates the standards-based server market
Investment required: Highs Fund Intel to deliver improved 22nm Kittson, additional kicker in 2016 ($218M for both). Upgrade Integrity blades and Superdome blades with new processor, support next BladeSystem enclosure and
continue to enhance HP-UX/lntegrity ($300M)
Market implications. HP holds distant #2 market share position until Itanium end is known (2014), then rapid decline occurs. IBM and Oracle/SUN grow marketshare; maintain high margins in smaller UNIX market
Financial implications. Very significant investment for moderate return due to eventual end of Itanium. Incremental revenue from extended roadmap $3.735B (BCS $2.8B, TS $935M) with incremental BS OP $800Ms TS support revenue continues to significantly decline, though at slower rate.
Opportunity. Achieve socket level compatibility for Xeon and Itanium. Delay inevitable exit of the mission critical RISC/EPIC market. Continue long term account relationships with Cl in mission critical accounts with Windows/Linux on ProLiant
Risk. Intel not interested to extend Itanium roadmap; opts to sell IP to HPs Missed opportunity to invest in longer-term HPUX strategy
9 March 3. 2010 HP Private
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lo HP Private
Outcomes that matter.
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BCS Baseline R&DBusiness Owned ($M)
FY10 R&D HPIUX x86 NED Total BCS
Intel Funding
N et R&D
12 March 3,2010
$70
s i 71
HP Private
$70
$46 I $38 $255
. HP-UX R&D includes both hardware and software development for HP-UX on Integrity
servers
. Funding for Intel development of Itanium is being amortized through end of FY13
. CPE/RTNV is funded by TS to cover engineering costs associated with current product
engineer and rights to new version credits
$225 $56 $65 $346
($124) ($10) . ($27) ($162)
n$46 $38 $185
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Server Roadmap1+2 PIan: HP-UX on Mission Critical x86
ITAN PUM
HP-UX!1i
s u perdome
Integrity Blades
Integrity rack-m
H P-UX/x86
ProLiant DL980
x86 Superdome
13 March 3,2010
2010 2011
Tukwila
2012
Poulson
Hardware enablement, upgrades sufficient to justify support 4
HP Private
2013
Kittson
Ivy-B ridge
9I Haswell-EX Broadwell-EX
.
4 0
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HP-UX Release Plan1+2 PIan: HP-UX on Mission Critical x86
HP-UX lii!Integrity
H P-UX/x86
14 March 32O1O
2010 2011
eIoper'
Release
e
Is Base H/W Support. VMware Guest. Limited ISV portfolio
rPort
HP Private
'.4,
Drive Differentiation
2015-2016
x86 SuperdomeSupport
. Enterprise Release0 Red Hat ABI
Performance
Tailored solutions per target customer
"Green" OS leader
Near zero down time
Secure workload mobility,including cloud
4*; I
ISV & developer community
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Server Roadmap4: Extend the Itanium roadmap
IntegrityBlades
2010 2011 2014
ProLiantDL980
15 March 3.2010
Haswell-EX
HP Private
Broadwell-EX
Kittson 22nmPoulsonTu kwi ta K+
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1+2 PIan: Revenue Projections$6,000
$5,000
$4,000
$3,000
$2,000
$1,000
s
AiphaServer, e3000 andHP 9000 end-of-service
life slope
Next Generation Serverstogether with increased
reach of sales force
16 March 3, 2010 HP Private
Service revenue growthlags HP-UX/x86 growth
and will pick up in '18 andbeyond
Includes aggressivegrowth with Superdome
x86and HP-UX/x86
Integrity end-of-life slope
FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17
- - HP-iJX Base HP-IJXBase + IS Base---HP-UXAoposed HP-UX+ISRoposed
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P&L For Combined HP-UX and1+2 PIan: HP-UX on Mission Critical x86
Revenue
YiY Growth
HP-UX Base Plan
FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17
OOP% 53.5% 53.5% 53.5% 53.5% 53.5% 53.5% 53.5% 53.5%
Revised total (new Hux 3/2)
Revenue s 1,918 $ 2,168 $ 2,137 $ 1,730 $ 1,212 $ 771 $ 458 $ 256
Y/YGrowth -10.3% 13.0V-l.4%-19.1%-29.9%-36.4%-4O.6%-44.O%
17 March 1, 2010 HP Private
2
MEL: "Likely" numbers inmarket share added for
comparison & circled in red
Proposed Plan
FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17
,1381,918 2,171 2,439 2,392 2,298 2,224 2,211 2,200
$ 1,918 $ 2,170 $ 2,433 $ 2,393 $ 2,299 $ 2,332 $ 2,417 $ 2,616
-10.3% 13.1% 12.1% -1.6% -3.9% 1.4% 3.7% 8.2%
Combined BCS HP-UX + IS
Revenue $ 4,972 $ 4,982 $ 4,759 $ 4,121 $ 3,430 $ 2,793 $ 2,264 $ 1,828 $ 4,972 $ 4,984 $ 5,083 $ 4,867 $ 4,691 $ 4,668 $ 4,716 $ 4,896
Y/YGrovAh 0.2% -4.5% -13.4°/ -16.8%-18.6%-19.O%- 19.2% 0.2% 2.0% -4.3% -3,6% -0.5% 1.0% 3.8%
Owned Operating Profit 2177 2124 2013 1742 1543 1293 1091 905 2117 2036 1976 1825 1796 1756 1763 1795
OOP% 43.8% 42.6% 42.3% 42.3% 45.0% 45.3% 48.2% 49.5% 42.6% 40.8% 38.9% 37.5% 38.3% 37.6% 37.4% 36.7%
Delta to FY10 OOP $ $ 52 $ 163 $ 434 $ 633 $ 884 $ 1,085 $ 1,272
Delta between Base & Proposed $ (59) $ (89) $ (37) s 82 $ 253 $ 464 $ 672 $ 890
Breakeen/CumuIati Total monthS s 2,176
$ 3,054 $ 2,814 $ 2,650 $ 2,474 $ 2,392 $ 2,336 $ 2,299 $ 2,280
2.2%-7.9%-5.S%-6.7%-3.3%-2.3%-1.6%-O.8%
$ 1,634 $ 1,505 $ 1,418 $ 1,324 $ 1,280 $ 1,250 $ 1,230 $ 1,220
53.5% 53.5% 53.5% 53.5% 53.5% 53.5% 53.5% 53.5%
$ 3,054 $ 2,814 $ 2,622 $ 2,391 $ 2,218 $ 2,022 $ 1,806 $ 1,572
2.2°/ -7.9%-6.8%-8.8%-7.2%-8.8%-1O.7%- 13.0%
Owned Operating Profit 543 619 611 463 357 211 125 64 484 530 559 501 516 506 533 575
OOP% 28.3% 28,6% 28,6% 26.8% 29.4% 27,4% 27,4% 24.9% 25.2% 24.4% 23.0% 20.9% 22.5% 21.7% 22.1% 22.0%
Owned Operating Profit s 1,634 $ 1,505 $ 1,403 $ 1,279 $ 1,186 $ 1,082 $ 966 $ 841
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Extend Itanium Roadmap Financials4: Extend the Itanium road map
oMarket realization that Itanium is going EOL (2 years beyond original target
. 3 years delay for bulk TS revenue upside (due to warranty)
o Assumes flat OP @28.3% (includes payments to Intel)
oLarge upside in Poulson sales (FY12-14) driven by extended roadmap.
oInvestment total does not include payments to Intel
0 Intel payments adds $218M (includes canceling POR Kittson)
19 March32010 HP Private
($M) FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 Total
HW/SW Reenue $ - $ 29 $ 131 $ 584 $ 696 $ 629 $ 452 $ 290P$
2,812
op s - s 8 $ 37 $ 165 $ 197 $ 178 $ 128 $ 82 $ 796
TS Re',aenue $ - $ - $ 15 $ 79 $ 139 $ 190 $ 237fl 275 $ 935
Investments FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 Totals
Cancel Org Kittson RID $ - $ (141) $ (3,429) $ (6,436) $ - $ - $ - $ - $ (10,006)
HW s 2,659 $ 6,266 $ 20,916 $ 38,592 $ 25,242 $ 12,637 $ 10,629 $ 2,001 $ 118,942SW s 780 $ 10,820 $ 16,050 $ 35,160 $ 46,110 $ 36,860 $ 44,010 $ 189,790
Total s 3,439 s 16,945 $ 33,537 s 67,316 $ 71,352 $ 49,497 $ 54,639 $ 2,001 $ 298,726
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Redwood
HP-UX x86 ISV Strategy1+2 Plan: HP-UX on Missìon Critical x86
C
ooCo
-eJ
o
o-
7000
6000
5000
4000
3000
2000
1000
O
HP-UX/ x86 l&/ Fmp
2010 2011 2012 2013 2014 2015 2016 2017
ISV spend -
HPPrivate 18 February22, 2010
Phase I : Large ISVs (Oracle, SAP,IBM), top vertical ISVs, completers
Phase 2: Mid-Tier lSVs, keyinfrastructure ISVs, next 10 applicationlSVs
Phase 3: Smaller ISVs (next i 000),primarily Red Hat ABI based
18 March3,2010 HPPrivate
ISV spendFront end loaded fornative ports of topmission critical ISVs
s Majority of ISV spend isFSC (loaner equip &funds) vs. R&D expense
s Spend expected to beless than 1/3 of theIntegrity ISV spend
RisksRed Hat endorsementand support of ABI
Red Hat ABI initialavailability later thanoptimal (Ql FYI 3)
lSVs require re-certification
Major database (likeOracle DB) needed toaddress TAM
Todys HP-UX ISVcount = 4863
I&'mp
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