michael j. saylor intelligent commerce – now!

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Four Global Technology Trends Michael Saylor, CEO

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Intelligent Commerce – now! by Michael J. Saylor @SMiCS2011 in Monte Carlo

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Page 1: Michael J. Saylor Intelligent Commerce – now!

Four Global Technology Trends!

Michael Saylor, CEO

Page 2: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

2011 is the beginning of a transformational era!

2!

Page 3: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

Four Unprecedented Technology Forces Are Reshaping Companies, Industries, and Economies!

3!

Page 4: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

Source:  Morgan  Stanley,  The  Mobile  Internet  Report  

The Fifth Wave of Information Technology Will Dwarf All Previous Waves!

Mainframe  Compu.ng  (1960-­‐1980)  

1M  Users  

Mini  Compu.ng  (1980-­‐1990)  

10M  Users   100M  Users  

Desktop  Internet  (2000-­‐2010)  

1,400M  Users   5,000M  Users  

Personal  Compu.ng  (1990-­‐2000)  

Mobile  Internet  (2010-­‐  )  

TRENDS!

MOBILE!

Global shipments of smart phones & tablets are !expected to exceed that of PCʼs & laptops in Q3 2011!

4!

Page 5: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

•  Cash!•  Credit Cards!•  Security Cards!•  Key Cards!•  Keys!•  Camera!•  Album!•  Radio!•  Receipts!•  Notes!•  Tickets!

•  Loyalty Cards!•  Insurance Cards!•  Maps!•  Contacts Book!•  Diary!•  Family Photos!•  Mp3 Player!•  Drivers License!•  Data Storage!•  Watch/Alarm!•  Calculator!

•  Letters!•  Memos!•  Newspaper!•  Magazines!•  Business Cards!•  Junk Mail!•  Bills!•  Invoices!•  Sales Reports!•  Financial Reports!•  Expense Reports!

!

Mobile Software Will Replace Everything that People Write, Carry, and Touch Today!

Everything People Write, Carry, and Touch Today !

Replaced by Mobile Software!

TRENDS!

MOBILE!

5!

Page 6: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

“Hijacked”!Retail!

Entire Industries Are Being Reshaped by Mobile Software! TRENDS  

Traditional!Retail!

Online!Retail!

TRENDS!

MOBILE!

6!

Page 7: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

Companies Will Need to Create 100ʼs of New Mobile Apps and Mobile Front-ends to Existing Applications!

Human Resources!

Bonuses!

Training Mgmt!

Time-off Request!

Expense Approval!

T&E Tracking!

Salary Review!

Hiring!

Sales Force!

T&E Tracking!

Customer Info!

Churn Rates!

Quotas!

Pipeline!

Services!

Lead tracking!

General Mgmt!

Hot Desk Locator!

Employee Info!

Product Sales!

Partner Sales!

Corporate Events!

Facilities!

Carbon Emissions!

Every customer-facing process !Every internal business process!

TRENDS!

MOBILE!

7!

Page 8: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

MicroStrategy Mobile App Platform Can Deliver Three Core Capabilities of Mobile Applications!

Intelligence! Transaction! Multi-media!

No Coding Required!Less Technical Skill Required!More Apps in Less Time!Enterprise-caliber: Performance, Security, Scalability!

Platform Approach!

TRENDS!

MOBILE!

8!

Page 9: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

Enterprises Must Embrace the Social Phenomenon Because…!

9!

Facebook Users!750M Total Users

250M Mobile Users !

Facebook Traffic!

¼ of all U.S. Page Views!30% of all Internet Sessions!

38% of all Referrals Originate from Links on Facebook!

Facebook Attention!62 Minutes / Day / User!

5.3 New Objects / Day / User!

750M People Contribute!

Creating the Worlds Most Comprehensive and Up-to-date Data on Personal Demographics

and Interests!

•  Name!•  Birth Date!•  Age!•  Location!•  Hometown!•  Education!•  College!•  Employer!•  Family!•  Events!•  Check-ins!•  Likes!•  Interests!•  Philosophy!•  Friends!•  Contact Info!

750M People Connect With!

Each one !Connected !

To:!

130 Other People!80 Communities, Groups, Events!9 Favorite Brands & Companies!

It’s Where All !the People Are!

It’s Where All the Personal Data is!

It’s Where All the Connections Are!

TRENDS!

SOCIAL!

Page 10: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

Facebookʼs Remarkable Growth Is a Result of the Brilliance of the “Social Graph”!

Organic Growth Everywhere!

Viral Channels Propagate Ideas Quickly!

Networked Interconnections Reach all Corners!

TRENDS!

SOCIAL!

10!

Page 11: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

Enterprises and their Applications Operate in a Much Different Way and Are Based on Different Technology!

How Enterprises Operate!

Controlled!

Predictable!

Hierarchical!

Relational!

How Social Networks Operate!

Organic!

Viral!

Networked!

Social Graph!

Fund

amen

tal D

iffer

ence

s C

reat

e a

Barri

er!

TRENDS!

SOCIAL!

11!

Page 12: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

Controlled!

Predictable!

Hierarchical!

Relational!

Organic!

Viral!

Networked!

Social Graph!

MicroStrategy Social Platforms Bridge the Gap and Enable Companies to Deliver Powerful Socially-aware Applications!

MicroStrategy Gateway for

Facebook!

How Enterprises Operate!

How Social Networks Operate!

TRENDS!

SOCIAL!

12!

Page 13: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

Keynote Tomorrow!!

Will Feature the MicroStrategy Gateway for Facebook!

TRENDS!

SOCIAL!

13!

Page 14: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

Sources: Facebook Statistics, YouTube Statistics, Tweeter Statistics, Mobile Marketing Center, IDC, The Economist

140 Million Tweets !

Sent Per Day!

Data Volumes Being Generated Are Exploding Exponentially!

8 Exabytes !of Business

Data!Created Annually

by Companies!

4 Exabytes of Sensor Data!

Created Annually by RFIDs, GPS, Phones!

35 Hours !of Video !

Uploaded Every Minute to YouTube!

30 Billion New!Content Pieces !Added Monthly to

Facebook!

10 Trillion Texts !Projected Worldwide !

for 2013!

TRENDS!

BIG DATA!

14!

Page 15: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

The Growth of Data is Accelerating, Driven by the Avalanche of Information Coming from Clouds!

Online Commerce

Data!

Public Clouds!Google, Twitter, Wiki!

!Private Clouds!

Facebook!!

Mobile Network & !Crowd Source!

iOS, Android!

In 1990, the Largest BI Database was 200GB !!In 2011, Kids Upload 200GB Videos Everyday!

TRENDS!

BIG DATA!

Big!Data!

15!

POS Data!Financial Data!

Page 16: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

High Performance at High Scale Will Become the Predominant Technical Challenge with Big Data!

Web Intelligence

Mobile Intelligence

Data

Small

#of

Use

rs

Large

Big Small

Social Intelligence

Desktop BI

100s

10,000s

1,000,000s

100,000,000s

1,000,000,000s

Megabytes Gigabytes Terabytes Petabytes

TRENDS!

BIG DATA!

16!

Ever Higher Performance

Required!

Exabytes

Page 17: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

MicroStrategy Launched the “High Performance Initiative” in 2009 and It Has Produced Substantial Results!

2010!MicroStrategy 9.0!

2011!MicroStrategy 9.2.1!

High Performance Initiative!

TRENDS!

BIG DATA!

17!

Page 18: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

Cloud Networks Are Altering the Landscape for Both Individuals and Businesses!

18!

Facebook

Twitter

YouTube

ebay

Paypal

Wikipedia

Flikr

Blogspot Google

Maps

Cloud Networks Empower Individuals with Enterprise Capabilities!

Force.com

Amazon

MicroStrategy

Cloud Networks Empower Businesses to Tackle More Projects by Reducing Risk, Capital, and Time!Individual! Business!

IBM

TRENDS!

CLOUD!

Page 19: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

Quicker  

Faster  .me  to  market,  more  flexible,  easier  to  buy,  quicker  to  deploy  

Less  Expensive  No  up-­‐front  capital  

expenditure,  five  year  total  cost  advantage  

Architected  and  con.nuously  op.mized  for  speed  and  scalability  

Higher  Performance  

TRENDS!

CLOUD!

19!

Page 20: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

MicroStrategy Cloud = BI + Database + ETL

Cloud Business Intelligence

•  Scalable  to  1  million  users  •  Complete  MicroStrategy  plaWorm  

Cloud Analytical Database •  State  of  the  art  performance-­‐op.mized  database  

•  Scalable  to  100  TB  

Cloud ETL •  High  throughput,  parallel  data  loading  •  Integrates  on-­‐premises  or  cloud-­‐based  data  sources  

Integrated and optimized.!

TRENDS!

CLOUD!

20!

Page 21: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

MicroStrategy Cloud = BI + Database + ETL TRENDS!

CLOUD!

21!

Page 22: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

10x Higher Performance Than On-premise BI!

$100M Investment!Hardware, Software,!Networks, Facilities!

World-class Experts!Executives, Architects, Designers, Operators!

TRENDS!

CLOUD!

22!

Page 23: Michael J. Saylor Intelligent Commerce – now!

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose

Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.!CONFIDENTIAL

MicroStrategy Cloud Offerings Supporting BI, Mobile and Social Applications!

$100 Million Infrastructure! World Class Experts!

Strategic BI Apps!Dept. BI Apps!Existing BI Apps!

Mobile BI!Mobile Transactions!Mobile Multi-media!

Social Marketing!Customer Engagement!Social Commerce!

TRENDS!

CLOUD!

BI Platform

Mobile Platform

Social Platform

23!