Oracle Gen2 Cloud

Transcription

Oracle Gen2 CloudFinancial Analyst MeetingDon JohnsonExecutive Vice PresidentOracle Cloud InfrastructureCopyright 2019 Oracle and/or its affiliates.1

Safe HarborThe following is intended to outline our general product direction. It is intended for informationpurposes only, and may not be incorporated into any contract. It is not a commitment to deliverany material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, timing, and pricing of any features or functionality described forOracle’s products may change and remains at the sole discretion of Oracle Corporation.Statements in this presentation relating to Oracle’s future plans, expectations, beliefs, intentionsand prospects are “forward-looking statements” and are subject to material risks anduncertainties. A detailed discussion of these factors and other risks that affect our business iscontained in Oracle’s Securities and Exchange Commission (SEC) filings, including our most recentreports on Form 10-K and Form 10-Q under the heading “Risk Factors.” These filings are availableon the SEC’s website or on Oracle’s website at http://www.oracle.com/investor. All information inthis presentation is current as of September 19, 2019 and Oracle undertakes no duty to update anystatement in light of new information or future events.Copyright 2019 Oracle and/or its affiliates.2

Oracle Gen2 CloudApps, Data, InfrastructureOracle Cloud nfrastructureOracle CloudCopyright 2019 Oracle and/or its affiliates.Developer ToolsOracle Gen2 Cloud Infrastructure3

Oracle Gen2 Cloud Global Footprint2018 – 4 right 2019 Oracle and/or its affiliates.4

Oracle Gen2 Cloud Global Footprint2019 – 16 EOULASHBURNTOKYOMUMBAICommercialGovernmentSAO PAULOMicrosoft AzureInterconnectSYDNEYCopyright 2019 Oracle and/or its affiliates.5

Oracle Gen2 Cloud Global Footprint2020 – 36 Regions . . . vs 25 AWS RegionsUKTORONTOMONTREALEUROPECHICAGOBAY AREAPHOENIXUS AUDI 2DUBAIUAE ELO HORIZONTESAO PAULOGovernmentMicrosoft AzureInterconnectSEOULISRAELISRAEL GOVCHILESOUTH AFRICACopyright 2019 Oracle and/or its affiliates.SYDNEYMELBOURNE6

Oracle Gen2 Cloud Global FootprintGrowing Quickly, Disaster Recovery EverywhereVery rapid global expansion Local in-country presence is required for data residency, latency, By 2020, there will be 36 Oracle Gen2 Cloud Regions (AWS has 25)For Oracle Cloud, Disaster Recovery in-country is the norm Enterprise workloads, all serious workloads, require DRBy 2020, there will be 11 geographies where Oracle has Local DR (AWS has 4)SaaS fully integrated Our entire cloud stack is deployed in our Gen2 Cloud RegionsFusionApps Netsuite available in all regionsDedicated Gen2 Cloud Regions Gen2 Cloud Regions dedicated to individual customersOur entire cloud stack, built and operated for a single customerFull cloud stack, right next to on-premise locationCopyright 2019 Oracle and/or its affiliates.7

Why Customers Choose Oracle Gen2 CloudWe Support Workloads They Can’t Run on Other CloudsOracle Database ApplicationsLarge mission-critical apps running on Oracle DB / Exadata IaaSOracle Applications: E-Business Suite, JD Edwards, PeopleSoft, etc.Large mission-critical ERP systems running on Oracle DB / Exadata IaaSInfrastructure-Intensive ApplicationsLarge infrastructure-hungry apps & services running on IaaS – HPC, Big Data, SaaS ServicesCopyright 2019 Oracle and/or its affiliates.8

InfrastructureCustomersBig Brands run in theOracle Gen2 CloudCopyright 2019 Oracle and/or its affiliates.9

Cisco SaaS enters newmarket at much lower costby increasing utilization15X on high performanceOracle Cloud InfrastructureCisco Tetration is a workload protection platform thatprocesses millions of events to secure customers inthe public cloud and on-premisesIt now runs on Oracle Cloud Infrastructure globally,consuming thousands of bare metal cores, and wentfrom concept to launch in two months with Oracle’ssupport2.5Xthe performanceof on-prem15Xbetter CPUutilizationCisco accelerated provisioning times from six weeksto hours and can now efficiently offer Tetration tomid-sized commercial customersCopyright 2019 Oracle and/or its affiliates.10

Intelligent CybersecurityAnalyzes and Protects Millions ofDaily emails from Advanced Cyber Threats Created core security-as-a-service application on Oracle Cloud Infrastructure Support custom OS and 20-30% performance increase over appliance 40-50% reduction in Disaster Recovery costsCopyright 2019 Oracle and/or its affiliates.11

Innovative Start-Up Runs theirBusiness on Oracle Cloud Innovative startup brings gas delivery tothe customerUses OCI Containers and Kubernetes torun their core MySQL-based cloudnative applicationConsidering a broad range of cloudnative services for future servicesCopyright 2019 Oracle and/or its affiliates.12

Physics Laboratory migratesWebLogic infrastructureTime to deploy a clusterhad decreased from ahalf day to 2 minutesCopyright 2019 Oracle and/or its affiliates. Less focus on maintenance, more ondevelopment Can move disaster recovery to thecloud Deploy WebLogic clusters in OracleCloud Infrastructure Container Enginefor Kubernetes13

Siemens builds a new IoTbusiness on OCI Running new SaaS service on OCISiemens sells data that they collect with theoperation of customer turbines, selling businessinsights on when power generators should spinup or down turbines based on demand,weather and other factorsCopyright 2019 Oracle and/or its affiliates.14

Texas state governmentruns critical payroll systemson OCI Running general ledger/HR systemsacross two OCI regionsProjected 50% cost savingsExpect to eventually support 100 stateagencies and 156,000 employeesCopyright 2019 Oracle and/or its affiliates.15

Global chain of conveniencestores runs on OCI 1,000 cores of compute and Exadata CSParent company operates and licenses68,000 stores in 17 countriesCopyright 2019 Oracle and/or its affiliates.16

Copyright 2019 Oracle and/or its affiliates.CUSTOMER PERSPECTIVEMoved JD Edwards to OCI withOracle Platinum PartnerVelocity4-5X%30-40faster performanceon mission-criticalOracle appsCopyright 2019 Oracle and/or its affiliates.total cost ofownership savings“Our finance and branch teams that useJD Edwards are just ecstatic over theperformance. They can run financialreports and manage distribution tasksfaster than ever.”Clif Lee, Director of Corporate Systems, TruGreen17

Global chain of 15,000convenience stores runon OCI Copyright 2019 Oracle and/or its affiliates.Second largest chain of conveniencestores in the United StatesFull range of cloud infrastructureincluding Exadata CS18

Tupperware migratedJD Edwards to the cloud Migrated Oracle Database and JDEdwards workloads globallyOracle Cloud Infrastructure Database forperformance and availabilityCopyright 2019 Oracle and/or its affiliates.19

Oracle Gen2 Cloud: structureOracle CloudDeveloper ToolsOur Most Fundamental Responsibility is to Protect Our Customers’ Security and DataBare Metal Isolation provides bedrock securityat a foundational levelWith Bare Metal, Customers have solepossession of a computer. They don’t need totrust anyone else on their computer, includingOracleCustomers have no access to Oracle’s corecloud virtualization logic. Oracle doesn’t needto trust our customers (who we love, but prefernot to trust)No trust is required from anyoneBare Metal Isolation – Dedicated Physical HostsCopyright 2019 Oracle and/or its affiliates.20

Oracle Gen2 Cloud: SecurityOur Most Fundamental Responsibility is to Protect Our Customers’ Security and DataBeing secure requires that systems arealways patched, up to date, 100%, ASAPOracle Autonomous Linux is fullyautomatedAutomatic online patching andupdatingAutomatic security monitoring andremediationAutonomous Linux – Ksplice Live Patching ReportingBare Metal Isolation – Dedicated Physical HostsCopyright 2019 Oracle and/or its affiliates.21

Oracle Gen2 Cloud: SecurityOur Most Fundamental Responsibility is to Protect Our Customers’ Security and DataData is the crown jewel of any businessNothing is more important thanDatabase SecurityOracle Autonomous Database is 100%automated, always patched, always upto dateNo human labor, no human errorAutonomous Database – Self Patching AutomatedAutonomous Linux – Ksplice Live Patching ReportingBare Metal Isolation – Dedicated Physical HostsCopyright 2019 Oracle and/or its affiliates.22

Oracle Gen2 Cloud: SecurityOur Most Fundamental Responsibility is to Protect Our Customers’ Security and DataSecurity needs to be simple, on bydefault, and for the most importantthings, mandatoryResources launched in a MaximumSecurity Zone are always on dedicatedinfrastructure, with the highest levels ofdata encryption and network securityAlways on, not optionalMaximum Security Zone – Most Secure MandatoryAutonomous Database – Self Patching AutomatedAutonomous Linux – Ksplice Live Patching ReportingBare Metal Isolation – Dedicated Physical HostsCopyright 2019 Oracle and/or its affiliates.23

Oracle Gen2 Cloud: SecurityOur Most Fundamental Responsibility is to Protect Our Customers’ Security and DataOracle Cloud Guard constantlywatches and collects data fromAudit, Data Safe, OS Management,Logging, and Network Flow LogsservicesIt analyzes data, detects threats andmisconfigurations. It can alert you,and better yet, will kill threats withno human interventionCloud Guard – Scans Kills Threats AutomatedMaximum Security Zone – Most Secure MandatoryAutonomous Database – Self Patching AutomatedAutonomous Linux – Ksplice Live Patching ReportingBare Metal Isolation – Dedicated Physical HostsCopyright 2019 Oracle and/or its affiliates.24

Oracle Gen2 Cloud: SecurityOur Most Fundamental Responsibility is to Protect Our Customers’ Security and DataAlways-On Security100% AutomatedProtecting Every Layer of the StackCopyright 2019 Oracle and/or its affiliates.Cloud Guard – Scans Kills Threats AutomatedProtectMaximum Security Zone – Most Secure MandatoryPolicyAutonomous Database – Self Patching AutomatedDBAutonomous Linux – Ksplice Live Patching ReportingOSBare Metal Isolation – Dedicated Physical HostsInfra25

Oracle Gen2 Cloud: InfrastructureOracle Excels in Price, Performance, Reliability, SLAs & Providing Truly Elastic ctureOracle CloudDeveloper ToolsInfrastructure-intensive workloads Run Best on Oracle CloudWe provide the Best Absolute PerformanceWe offer the Best PriceSuperior Price/Performance by an Order of MagnitudeIndustry Best SLAs – both data plane & control planeWe Support Workloads No Other Cloud Can – e.g. highscale HPCWe offer Truly Elastic Infrastructure – configurablecompute, configurable storage – with no downtime, notradeoffsCopyright 2019 Oracle and/or its affiliates.26

Oracle Gen2 Cloud: InfrastructureOracle Cloud Offers the Best Performance Per ServerAWSOracle offersCompute2.57 TFLOPs1.77 TFLOPs45% moreMemory153.02 GB/s134.03 GB/s14% more500,000 IOPS80,000 IOPS525% moreBlock StorageCopyright 2019 Oracle and/or its affiliates.27

Oracle Gen2 Cloud: InfrastructureOracle Cloud Offers The Best PriceAWS Costs MoreStandard VMs 49%Standard Bare Metal 45%Copyright 2019 Oracle and/or its affiliates.Block Storage 7,900%Data Egress 1,300%Private Line 2,100%28

Oracle Gen2 Cloud: InfrastructureOracle Offers the Best SLAs - Data Plane Availability, Performance, & Control edNo CoverageManageabilityCoveredNo CoverageCopyright 2019 Oracle and/or its affiliates.29

Oracle Gen2 Cloud: InfrastructureNext Gen Compute – True Elasticity: Configure by the Coreü True FlexibilityPick exactly the number of cores andmemory you need based on your workloadsü True ElasticityAutonomously scale cores up/down basedon application needsü True AvailabilityNever go down even whenauto-scaling cores. Zero Downtime.Copyright 2019 Oracle and/or its affiliates.30

Oracle Gen2 Cloud: InfrastructureNext Gen Storage – True Elasticity: Configure PerformanceAttach Storageü True Flexibility and ElasticityPick the amount of storage to attach to yourinstance & simply scale up when you needü Performance On DemandChoose to pay for peak performance oroptimize for costü Always AvailableNever go down even when when scaling.Zero downtime. PeriodCopyright 2019 Oracle and/or its affiliates.31

Oracle Gen2 Cloud: InfrastructureOracle Gen2 Block Storage vs AWS EBS – Elastic vs Non-Elastic500 GB comparison for elasticity and price/performanceAWS EBSOracleLower CostOracle is2x faster, costs 43% lessAWS – st1OracleBalancedOracle is16x faster, costs 58% lessAWS – gp2OracleHigher PerformanceOracle is50% faster, costs 98% lessAWS – io1Copyright 2019 Oracle and/or its affiliates.Not Elastic – Different tiersFully ElasticOracle Block Storage32

Oracle Gen2 Cloud: InfrastructureTruly Elastic Infrastructure, No Downtime, No TradeoffsTruly ElasticOracle Compute StorageAWS EC2 StorageScale up ComputeNo Downtime 10 Minute OutageScale up StoragePerformanceNo Downtime Several Hours OutageFlexible InstancesizingTruly Flexible“Pay for what you use”Fixed shape sizes“Pay for what you don’t use”Copyright 2019 Oracle and/or its affiliates.33

Oracle Gen2 Cloud: Partners & EcosystemDelivering Comprehensive Enterprise Solutions with aseInfrastructureDeveloper ToolsISVsOracle CloudCopyright 2019 Oracle and/or its affiliates.34

Oracle Gen2 Cloud: Partners & EcosystemTwo Clouds, Connected Together True Multi-Cloud for EnterpriseCustomers can leverage existing investments in Oracle and Microsoft technologyto accelerate lift and shift to public cloudConnect best in class cloud services across both clouds to modernize applicationsExpanding globally – new region interconnects to support global applications andservicesAvailable Now : Ashburn (Virginia, US); London (UK)Coming Soon : US West, US Government, Asia, and Europe regionsCopyright 2019 Oracle and/or its affiliates.35

Oracle Gen2 Cloud: Partners & EcosystemMove Your Entire Datacenter True VMware Lift Shift onto Oracle Gen2 Cloud InfrastructureOnly cloud that enables you to manage your own VMware certified stack–Control version management, operations and infrastructure, upgrade timelineExtend on-premise VMware environments to Oracle Gen2 Cloud–Access advanced Cloud offerings like Autonomous Database & Exadata Cloud ServiceLeverage existing VMware tools & investments in Oracle Gen2 Cloud–Reduce complexity of large migrations by leveraging existing operational capabilitiesBilled under existing Oracle Cloud UCM–Simplified billing. Oracle provides first line of SupportCopyright 2019 Oracle and/or its affiliates.36

Marketplace With Integrated BillingThird-Party ISV Applications billed under UCMTry and buy from a comprehensive ecosystem ofenterprise ISV applicationsUse Universal Cloud Credits to purchase ISVapplicationsSimplify cost-management through consolidatedbilling for ISV application and Oracle servicesDeploy simple images or a stack using pre-configuredTerraform templatesFirst line of support for listed ISVsCopyright 2019 Oracle and/or its affiliates.37

Oracle Gen2 Cloud: DevelopersComplete Cloud Native Development Stack Open astructureOracle CloudDeveloper ToolsEnterprises Need Portability and ChoiceWe have a Full, General Purpose Cloud Native Stack- Containers, Kubernetes, Serverless- Streaming, Events, Notifications, Telemetry, Logging- Mobile, IoT, AI, MLProviding Open Interfaces, Supporting de facto StandardsLimit Lock-In, Maximize Developer ProductivityApp DevelopmentMonitoringResourceManagerAPI rEngineEventsNotificationsOCI ServicesCopyright 2019 Oracle and/or its affiliates.38

Oracle Gen2 Cloud: DevelopersOracle Cloud Free Tier – No Friction Dev/TestAlways Free Tier – Services You Can Use For an Unlimited TimeAutonomousDatabaseComputeStorageNetworking/ LoadBalancing2 x Databases20 GB each2 x VMs1 GB Memeach100 GB Block10 GB Object10 GB Archive10 Mbps LB10 TB OutboundData TransferMonitoring /Notifications500M Metrics In1B Metrics Out1M Notifications1K EmailsAvailable to All New and Existing Cloud AccountsCopyright 2019 Oracle and/or its affiliates.39

Oracle Gen2 CloudFinancial Analyst MeetingDon JohnsonExecutive Vice PresidentOracle Cloud InfrastructureCopyright 2019 Oracle and/or its affiliates.Gaurav DuggalVice PresidentReliance Jio40

FusionApps Netsuite available in all regions Dedicated Gen2 Cloud Regions Gen2 Cloud Regions dedicated to individual customers Our entire cloud stack, built and operated for a single customer Full cloud stack, right next to on -premise location Oracle Gen2 Cloud Globa