VMware Cloud Application Platform

Tod Nielsen Co-President, Application Platform

2010 VMware Inc. All rights reserved

Forward Looking Statement

This presentation contains forward-looking statements including, among other things, statements regarding growth in the software market, trends in application infrastructure, momentum of certain VMware product lines, including vFabric and Cloud Foundry, expectations regarding the evolution of application platforms and services and the expected availability of certain Cloud Foundry products. These forward-looking statements are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Actual results could differ materially from those projected in the forward-looking statements as a result of certain risk factors, including but not limited to: (i) adverse changes in general economic or market conditions; (ii) delays or reductions in consumer or information technology spending; (iii) competitive factors, including but not limited to pricing pressures, industry consolidation, entry of new competitors into the virtualization and cloud computing markets, and new product and marketing initiatives by our competitors; (iv) our customers ability to develop, and to transition to, new products and computing strategies such as cloud computing; (v) the uncertainty of customer acceptance of emerging technology; (vi) rapid technological and market changes in virtualization software and platforms for cloud and desktop computing; (vii) changes to product development timelines; (viii) VMwares ability to protect its proprietary technology; and (ix) VMwares ability to attract and retain highly qualified employees. These forward looking statements are based on current expectations and are subject to uncertainties and changes in condition, significance, value and effect as well as other risks detailed in documents filed with the Securities and Exchange Commission, including our most recent reports on Form 10-K and Form 10-Q and current reports on Form 8-K that we may file from time to time, which could cause actual results to vary from expectations. The information in this presentation reflects managements views as of the date of the presentation. VMware assumes no obligation to, and does not currently intend to, update any such forward-looking statements after the date of this release.

Top to Bottom Transformation

PCs

ACCESS

Mobile Users New Apps & Big Data

Existing Apps

APPLICATIONS

Servers

INFRASTRUCTURE

Clouds

Total Addressable Market Opportunity

2015

$80B+
MARKET SIZE

$50B
VMW TAM 20% CAGR

Source: Industry Research and VMware

Whats Happening with Applications Today?

New Generation of Cloud Applications

Web scale, mobile delivered, social

Cloud delivered

Driving Two Major Trends in Application Infrastructure

New frameworks and runtimes

New data technologies

Whats Happening with Applications Today?

New Generation of Cloud Applications

Web scale, mobile delivered, social

Cloud delivered

Driving Two Major Trends in Application Infrastructure

New frameworks and runtimes

New data technologies

The Maturation of the Web Era

Era App Platform

Mainframe COBOL

PC/Client-Server UNIX Services

Web App Server

Cloud PaaS

VMware Cloud Application Platform

vFabric

The Maturation of the Web Era

Not a single one of our startups uses Oracle. I think the clock is really ticking. they've cranked up the maintenance fees.
Marc Andreesen Source: San Francisco Chronicle

Source: ZeroTurnaround Developer Productivity Report 2012

Source: vfabric.co/NewRelic

New Era Requires a Shift: Elasticity from Apps to Data

Develop using frameworks agile apps decoupled from middleware

Leverage runtimes optimized for vSphere provision in seconds Store app state in elastic data cache maximize app scalability Use cloud-friendly messaging protocols enable flexible app integration Access data through in-memory data fabric maximize data scalability

vFabric Suite 5.1: Application Platform for Cloud Infrastructure

vFabric Suite Advanced
vFabric RabbitMQ Message Broker vFabric Application Director Application Deployment Automation vFabric Postgres Transactional Relational Database

vFabric Suite Standard

vFabric tc Server Spring Edition Tomcat Java Application Server vFabric GemFire App Cache Node Session and Hibernate Caching vFabric Web Server Apache HTTP Server Elastic Memory for Java (EM4J) tc Server + Tomcat vFabric App Performance Monitoring AppInsight + Hyperic

RabbitMQ (Open Source) Support

vFabric Suite Standard Features

Apache Tomcat (Open Source) Support Apache HTTP (Open Source) Support

Deployment Automation with vFabric Application Director

Application Services Application Blueprint

OS

OS

Part of vCloud Suite

OS OS

OS

OS

OS

OS

Out of the box blueprints for vFabric Suite

Continued Investment and vFabric Customer Momentum

Strong Customer Momentum

vFabric Product bookings on pace to more than double for 3rd consecutive year.

Product Community
Predictable 6 month vFabric Suite release cadence, optimizations for vSphere and Spring.
Spring Unique Page Views spring.org
5,000,000 4,500,000 4,000,000 3,500,000 3,000,000 2,500,000 2,000,000 1,500,000 1,000,000 500,000 -

Channel
Field team growth of >60% in FY12
*(6 months)

Spring community engagement remains strong

Solution Provider competency in FY12H2

New Eras Bring New Application Platforms

Era App Platform

Mainframe COBOL

PC/Client-Server UNIX Services

Web App Server

Cloud PaaS

VMware Cloud Application Platform

vFabric

Cloud Foundry

Each new era in computing brings a new application platform: for the Cloud era it is Platform as a Service

Choice of Frameworks

Choice of Application Services

Data Services

Msg Services

Other Services

Choice of Application Services

Data Services

Private Clouds
Msg Services

Public Clouds
Other Services

Partners .COM End of 2012

Micro Clouds

Cloud Foundry Open Source Momentum

~160% growth in downloads in 2012 4,500+ forks and followers to the Cloud Foundry OSS repositories
Including more than 20 major framework and services bug-fixes, documentation contributions, deployment configurations and tools enhancements

40%+ increase in OSS participation compared to what we reported

back in April

100% growth in number of active apps deployed on

CloudFoundry.com in 2012

50% growth in user base in 2012

Cloud Foundry: Making Multi-Cloud a Reality

Private Cloud Distributions Management and Deployment Public Cloud Operators

.COM

Bare metal

Whats Happening with Applications Today?

New Generation of Cloud Applications

Web scale, mobile delivered, social

Cloud delivered

Driving Two Major Trends in Application Infrastructure

New frameworks and runtimes

New data technologies

The Database is Being Stretched

Petabytes vs. Gigabytes Democratize BI

Big Data

Fast Data
Low latency expectations Horizontal scale

Flexible Data
Multi-structured data Developer productivity

Cloud Delivery Model

Virtualized. Offered -as-a-Service.

Big, Fast and Flexible Data

Big
Big Data Processing

Fast
OLTP workloads

Flexible
Document

Object

Big Data Analytics

Analytic workloads

Key / Value

OSS Relational

Cloud Delivery Model

Data as a service for private and public clouds

Big, Fast and Flexible Data

Big
Big Data Processing

Fast
OLTP workloads

Flexible
Document

Object
Serengeti GemFire

Big Data Analytics

Analytic workloads

Key / Value

OSS Relational
vPostgres

Cloud Delivery Model

Data as a service for private and public clouds

VMware Cloud Application Platform

CAP milestones in 1H 2012

Launched GemFire 6.6.3, SQLFire 1.0, Data Director 2.0,
vFabric 5.1, vFabric App Director 1.0

Open source projects: Project Serengeti and Spring for Apache Hadoop Cloud Foundry one year anniversary

Addresses todays application development needs

while a providing path to tomorrow
Modernizing applications Driving the industry agenda around PaaS Enabling the Data requirements of Tomorrow

Learn more: www.vmware.com