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SolarWinds 2013 Analyst Day PDF

97 Pages·2013·1.72 MB·English
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SolarWinds 2013 Analyst Day November 7, 2013 1 Legal Notice Forward-Looking Statements This presentation contains forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, that are based on our management’s beliefs and assumptions and on information currently available to management. Forward-looking statements include all statements that are not historical facts including, but not limited to, statements regarding our future financial results (including our financial outlook for the full year 2013 and 2014); our market opportunity; our growth opportunities and expectations; anticipated market trends; product development plans and strategies; future acquisition strategies; our investment strategy and areas of strategic focus; and any statements of assumptions underlying any of these items mentioned. These statements can be identified by terms such as “estimates,” “expects,” “plans,” “anticipates,” “intends,” “predicts,” “projects,” “likely,” “outlook,” “could,” “should,” “would,” “will” and similar expressions and the negatives of those terms. There can be no assurance that future results will meet the expectations, estimates, or projections conveyed by these forward- looking statements, which involve known and unknown risks, uncertainties and other factors. These factors and other cautionary information relevant to these forward-looking statements are described further in our earnings press releases and in our SEC filings, including our Form 10-K for the year ended December 31, 2012, which we encourage you to review. Except as required by law, we assume no obligation to update these forward-looking statements publicly. Non-GAAP Items Some of the information included in this presentation is derived from SolarWinds' consolidated financial information, but is not presented in SolarWinds' financial statements prepared in accordance with U.S. GAAP. Certain of the data is considered to be a "Non-GAAP financial measure" under the rules of the Securities and Exchange Commission ("SEC"). Any Non-GAAP financial measures supplement the Company's GAAP disclosures and should not be considered an alternative to the GAAP measures. Management's rationale for the use of any Non-GAAP financial measure and the reconciliation for the most directly comparable GAAP financial measure can be found in the Appendix to this presentation and on the Company's investor relations website at ir.solarwinds.com. © 2013, SolarWinds Worldwide, LLC. All Rights Reserved. 22 SolarWinds at a Glance 1,203 Employees in 13 Offices 29 Products $312M Revenue TTM $166M Free Cash Flow TTM $166M Free Cash Flow TTM As of September 30, 2013 33 The SolarWinds Opportunity 4 Managing Networks Has Become More Difficult Connect Connect to to SaaS Public Cloud Physical Virtual BYOD Remote Access HQ VoIP Video WAN Wireless Private Remote Security Cloud Offices 55 Managing Servers Has Become More Difficult Databases Public Cloud Physical Virtual Applications Private Cloud 66 Managing Storage Has Become More Difficult Users Dedicated Applications SAN Physical Business Intelligence Virtual 77 Managing Security Has Become More Difficult Compliance ? Intrusions Devices Users Theft SaaS Apps Applications 88 SolarWinds’ Vision Manage the Performance of ALL Things “IT” Regardless of… • Location of IT resources • Where management of those resources needs to be located 99 Traditional IT Management Doesn’t Meet the Need 1100

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strategies; future acquisition strategies; our investment strategy and areas of strategic . Primarily a web-based marketing model .. Metrics Disclosure Tools. • Engineer's Toolset. • ipMonitor. • Kiwi. • Network Topology. Mapper . Analytics. This slide contains forward-looking statements,
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