investor overview presentation

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Investor Overview

Suresh Vasudevan, Chief Executive Officer Anup Singh, Chief Financial Officer November 19, 2015


Safe Harbor

This presentation and the accompanying oral presentation contain “forward-looking” statements that are based on our management’s beliefs and assumptions and on information currently available to management. We intend for such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements other than statements of historical fact contained in this presentation, including information concerning our financial outlook, business plans and objectives, potential growth opportunities, competitive position, industry environment and potential market opportunities.

Forward-looking statements are subject to known and unknown risks, uncertainties, assumptions and other factors including, but not limited to, those related to our future financial performance, market acceptance of our solutions, our ability to increase sales of our solutions, including to attract and retain customers and to selling additional solutions to our existing customers, our ability to develop new solutions and bring them to market in a timely manner, pricing pressure (as a result of competition or otherwise), our ability to maintain, protect and enhance our brand and intellectual property, global economic conditions and our ability to continue to expand our business and manage our growth. Moreover, we operate in very competitive and rapidly changing environments, and new risks may emerge from time to time. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. Further information on these and other factors that could affect our financial results are included in our filings we make with the Securities and Exchange Commission, and may cause our actual results, performance or achievements to differ materially and adversely from those anticipated or implied by our forward-looking statements.

You should not rely upon forward-looking statements as predictions of future events. Although our management believes that the expectations reflected in our forward-looking statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances described in the forward-looking statements will be achieved or occur. Moreover, neither we, nor any other person, assume responsibility for the accuracy and completeness of the forward-looking statements. We undertake no obligation to publicly update any forward-looking statements for any reason after the date of this presentation to conform these statements to actual results or to changes in our expectations, except as required by law.

In addition to GAAP financial information, this presentation includes certain non-GAAP financial measures. The non-GAAP measures have limitations and you should not consider them in isolation or as a substitute for our GAAP financial information. There are limitations to the use of non-GAAP measures. For example, bookings and free cash flow are not substitutes for revenues or cash provided by operations. In addition, non-GAAP operating expenses exclude the impact of stock-based compensation expense, which is a recurring expense for us. See the Appendix for a reconciliation of these non-GAAP financial measures to their nearest GAAP equivalent.


Customers 6,828

Redefining the Storage Market with Adaptive Flash

Technology leader in flash storage solutions

Partners >2,000 San Jose, US

Headquartered in

50+ countries Customers in

Key Alliances Leader in Gartner Magic Quadrant for General-Purpose Arrays


Building the Most Efficient Flash Storage Platform in the Industry

2013 TAM: ~$40B

1980s DAS

1995+ Networked Storage

Opportunity for a ground-up redesign of storage

Today

Flash vs. Disk

Cloud vs. On-premise Storage Management


Customer Challenge: Storage That Adapts To Application Needs

A platform that adapts as the relative merits of flash and disk evolve, and as workloads change

CRM

ERP

ERP

CRM

ERP

ERP

CRM

CRM

ERP

CRM

CRM

ERP

Reduce TCO Grow Seamlessly Minimize Risk Improve Productivity


Legacy Storage Approaches Fragment the Data Center

Workloads

Mainstream Apps

Tiered Hybrid Arrays

Low cost disk/cloud

Flash-Only Arrays

High-performance applications

Cheap and deep

Perfo

rman

ce

Capacity


Nimble Provides a Single Consolidation Platform

High Performance applications

Workloads

Mainstream Applications

Cheap and deep

Low Cost Disk/Cloud

Perfo

rman

ce

+ Ca

pacit

y

Adaptive-Flash Platform

and

A ground-up design should efficiently and flexibly address performance and capacity intensive workloads


Nimble’s Adaptive Flash Platform Value Proposition

CASL™ Flash-optimized file

system software

InfoSight™ Cloud-based management/support

Nimble Adaptive Flash Platform

Rapid backup and recovery

Non-disruptive, flexible scaling to massive scale

Predictive support and operational simplicity

Significantly better performance/$ and capacity/$

Integrated Protection Scale-to-Fit Ease of Operations Increased Efficiency


Adaptive Flash Delivers on What Enterprises Value Most

INCREASED EFFICIENCY

SCALE TO FIT

EASE OF OPERATIONS

INTEGRATED PROTECTION

6x less footprint ê  $30K/year in power

costs ê  Over $70K in support

costs

“Given how easily Nimble can scale and how we can do non-disruptive upgrades with the platform, I can’t imagine using any other storage platform going forward.”

Nimble systems have achieved > 99.999% uptime since July 2012 across the entire installed base

“I don’t want to invest in any technology that requires me to hire expensive storage specialists…the Nimble platform is so easy and inexpensive to support.”


Traditional File Systems / Tiering Nimble Advantage CASL Innovations

CASL: A Breakthrough File System

Uses 30-70% less disk and flash resources

Inline Compression, using variable blocks

Fixed blocks: No compression

Fast random writes need a flash tier

Uses low-cost HDDs to deliver SSD-like write performance

Inline Serialization of all incoming write IO

Disk

SSD (Flash) Cache

More Disk

More Flash Dynamic Caching to serve reads from flash

Uses substantially less, low-cost flash to accelerate reads

Fast reads by migrating between tiers wastes flash

Copy-based snapshots waste capacity and degrade performance

Pointer-Based Snapshots

Integrated, rapid backup and recovery

Non-disruptive scaling in least-cost increments

Scale-to-Fit: Scale-up, deep and scale-out

Scale-Up OR Limited Scale-Out

CASL is more performance and capacity efficient and easy to scale, while delivering integrated data protection


Traditional Storage Management is Inefficient

! #

!

# ! #

! #

! #

? ? ?

With modern data analytics tools can vendors predict and prevent

problems before they occur?

In a connected world why can’t vendors proactively monitor

customer deployed systems?

Vendor


Nimble Approach: InfoSight Cloud Managed Infrastructure

Leveraging pervasive network connectivity and big data analytics to automate support and enable cloud-based management

Nimble Approach Customer Benefits

Comprehensive Telemetry

Analysis and Automation Storage Management

SaaS Offering

Proactive Wellness

Community Learning


85%

93%

99.999%

Proactive Wellness: Powered by InfoSight

Proactive Support Prevents Problems* InfoSight Valued by Customers….

“..without visibility into the support processes, we never learned why things broke or how we could fix them ourselves in the future. In contrast, Nimble InfoSight lets us see exactly what they are doing.” Ask.com

“Long term trending capability for storage arrays traditionally requires additional, expensive monitoring and capacity products…. Nimble provides this capability as part of its core offering.” Staples, Australia “Not only have we simplified our on-going storage management tasks, we have gained the ability to plan for both performance and capacity going forward.” MulvannyG2 Architecture

of the cases automatically opened by Nimble

of support cases auto-closed by Nimble

99.999% proven uptime


SmartStack Converged Infrastructure Solutions

SmartStack

Product Integration Collaborative Support Multiple Reference Architectures


2013 TAM ~$40B

1980s DAS

1995+ Networked Storage

Opportunity for a ground up redesign of storage

Today Flash-Optimized Storage

Positioned to emerge as the market leader in storage by delivering the next generation storage platform

Positioned To Lead In The Flash-Optimized Era

Illustrative Customer Case Studies


Big 4 Accounting Firm: 56% Greater Performance with 76% Reduction in Footprint

Performance scaling issues with existing EMC; looking for next-gen flash solution

Issues with scaling capacity with existing EMC effectively

Needed to reduce data center footprint

Proof-of-Concept with HP, Pure and Nimble Reduction in

datacenter footprint from existing EMC

76%

Best Performance/$/TB among all competition

(Pure and HP)

Ease of administration and Integration / InfoSight

proactive support

Peak Performance over Pure

56% higher

Needs and challenges Results

Nimble solution

2x Nimble Storage CS700 and All Flash Shelf (Scale-Out) 500TB / 280,000 IOPs with < 1ms average latency


Achieves All-Flash Performance with Lowest TCO

“

— Patrick Edwards, IT Architect

We were able to demonstrate that we could completely transition to Nimble for the price of buying just one brick of EMC’s XtremIO all-flash array.”

Performance of key applications degraded on EMC VNX5500

Experienced large spikes in storage latency

Required increased performance with substantially better ROI

Reduction in rack space over EMC

8x

Simplified Storage Management with InfoSight

5-minute setup/ initialization time

All-Flash Experience with Nimble Storage CS700 Array

100k+ IOPS


Testimonial


Scales Cost Effectively with No Downtime

Zero downtime

“

— Dale Hobbs Network and Security Team Manager, LUSH Cosmetics

Needs and challenges

My colleagues don’t believe me when I tell them how many IOPS we are getting from our Nimble drives. When I pull up the interface and show them the actual statistics – they are floored by the results.”

Inadequate performance on legacy storage

Rapidly running out of capacity

LUSH Adding 40 new stores per year — scaling existing storage was difficult and expensive

Results

Software rebuild times improved from 12-14 hours to 24 minutes

Over

InfoSight provides the guidance needed to plan for future spikes in demand

upgrades for performance or capacity

30x reduction

Testimonial


Dramatically Lower TCO with No Performance Compromise

Minimize power and cooling costs

Reduce storage capacity costs

Reduce complexity

reduction in storage costs

9x

50% savings in data protection costs

30x reduction of data center footprint


Testimonial

Zero

Impact to performance

“

— Shaun butler, IT Lead, Staples

EMC VMAX was too complex. The costs to deploy and manage were not sustainable. Nimble has given us much more flexibility with primary storage and data protection and a much more resilient infrastructure — all at a much lower cost.”

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