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

1. Four Global Technology Trends!
Michael Saylor, CEO

2. 2011 is the beginning of a transformational era!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
2! CONFIDENTIAL
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.
!

3. Four Unprecedented Technology Forces Are Reshaping
Companies, Industries, and Economies!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
3! CONFIDENTIAL
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.
!

4. MOBILE! The Fifth Wave of Information Technology
TRENDS! Will Dwarf All Previous Waves!
Mainframe
Mini
Personal
Desktop
Mobile
Compu.ng
Compu.ng
Compu.ng
Internet Internet
(1960-­‐1980)
(1980-­‐1990)
(1990-­‐2000)
(2000-­‐2010)
(2010-­‐
)
1M
Users
10M
Users
100M
Users
1,400M
Users
5,000M
Users
Source:
Morgan
Stanley,
The
Mobile
Internet
Report
Global shipments of smart phones & tablets are !
expected to exceed that of PCʼs & laptops in Q3 2011!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
4! CONFIDENTIAL
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.
!

5. MOBILE! Mobile Software Will Replace Everything
TRENDS! that People Write, Carry, and Touch Today!
Everything People Write, Carry, and Touch Today !
• Cash! • Loyalty Cards! • Letters! !
• Credit Cards! • Insurance Cards! • Memos!
• Security Cards! • Maps! • Newspaper!
• Key Cards! • Contacts Book! • Magazines!
• Keys! • Diary! • Business Cards!
• Camera! • Family Photos! • Junk Mail!
• Album! • Mp3 Player! • Bills!
• Radio! • Drivers License! • Invoices!
• Receipts! • Data Storage! • Sales Reports!
• Notes! • Watch/Alarm! • Financial Reports!
• Tickets! • Calculator! • Expense Reports!
Replaced
by
Mobile
Software!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
5! CONFIDENTIAL
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.
!

6. MOBILE! Entire Industries Are Being Reshaped
TRENDS
TRENDS! by Mobile Software!
Traditional
! Online! “Hijacked”
!
Retail! !
Retail !
Retail
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
6! CONFIDENTIAL
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.
!

7. MOBILE! Companies Will Need to Create 100ʼs of New Mobile
TRENDS! Apps and Mobile Front-ends to Existing Applications!
Every customer-facing process!
Every internal business process!
Human Resources! General Mgmt! Sales Force!
Hiring! Carbon Emissions! Lead tracking!
Bonuses! Hot Desk Locator! T&E Tracking!
Training Mgmt! Employee Info! Customer Info!
Time-off Request! Product Sales! Churn Rates!
Expense Approval! Partner Sales! Quotas!
T&E Tracking! Corporate Events! Pipeline!
Salary Review! Facilities! Services!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
7! CONFIDENTIAL
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.
!

8. MOBILE! MicroStrategy Mobile App Platform Can Deliver
TRENDS! Three Core Capabilities of Mobile Applications!
Intelligence! Transaction! Multi-media!
No Coding Required!
Platform Less Technical Skill Required!
More Apps in Less Time!
Approach ! Enterprise-caliber: Performance, Security, Scalability!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
8! CONFIDENTIAL
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.
!

9. SOCIAL! Enterprises Must Embrace the Social
TRENDS! Phenomenon Because…!
It s Where All! It s Where All the It s Where All the
the People Are ! Personal Data is ! Connections Are !
Facebook Users
! 750M People Contribute! 750M People Connect With!
750M Total Users • Name!
• Birth Date!
250M Mobile Users! • Age!
• Location!
• Hometown!
Facebook Attention! • Education!
• College!
62 Minutes / Day / User
! • Employer!
• Family!
5.3 New Objects / Day / User
! • Events!
• Check-ins!
• Likes!
• Interests!
Facebook Traffic! • Philosophy!
• Friends! Each one!
• Contact Info! Connected!
¼ of all U.S. Page Views
! To:
!
30% of all Internet Sessions
! Creating the Worlds Most
Comprehensive and Up-to-date 130 Other People!
38% of all Referrals Originate
from Links on Facebook ! Data on Personal Demographics 80 Communities, Groups, Events!
and Interests
! 9 Favorite Brands & Companies!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
9! CONFIDENTIAL
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.
!

10. SOCIAL! Facebookʼs Remarkable Growth Is a Result
TRENDS! of the Brilliance of the “Social Graph”!
Organic
Growth Everywhere!
Viral
Channels Propagate
Ideas Quickly!
Networked
Interconnections
Reach all Corners!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
10! CONFIDENTIAL
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.
!

11. SOCIAL! Enterprises and their Applications Operate in a Much
TRENDS! Different Way and Are Based on Different Technology!
How Enterprises How Social Networks
Operate! Operate !
Fundamental Differences Create a Barrier!
Social Graph!
Relational
!
Controlled! Organic!
Predictable! Viral!
Hierarchical! Networked!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
11! CONFIDENTIAL
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.
!

12. SOCIAL! MicroStrategy Social Platforms Bridge the Gap and Enable
TRENDS! Companies to Deliver Powerful Socially-aware Applications!
How Enterprises How Social Networks
Operate! Operate !
MicroStrategy
Gateway for Social Graph!
Relational
!
Facebook !
Controlled! Organic!
Predictable! Viral!
Hierarchical! Networked!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
12! CONFIDENTIAL
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.
!

13. SOCIAL!
TRENDS!
Keynote Tomorrow!
!
Will Feature the MicroStrategy Gateway for
Facebook !
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
13! CONFIDENTIAL
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.
!

14. BIG DATA! Data Volumes Being Generated Are
TRENDS! Exploding Exponentially!
30 Billion New! 10 Trillion Texts! 8 Exabytes!
Content Pieces ! Projected Worldwide! of Business
Added Monthly to for 2013!
Data!
Facebook! Created Annually
by Companies!
4 Exabytes of 35 Hours!
of Video! 140 Million
Sensor Data!
Created Annually by Uploaded Every Tweets!
RFIDs, GPS, Phones! Minute to YouTube! Sent Per Day!
Sources: Facebook Statistics, YouTube Statistics, Tweeter Statistics, Mobile Marketing Center, IDC,
The Economist
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
14! CONFIDENTIAL
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.
!

15. BIG DATA! The Growth of Data is Accelerating, Driven by the
TRENDS! Avalanche of Information Coming from Clouds!
In 1990, the Largest BI Database was 200GB !
!
In 2011, Kids Upload 200GB Videos Everyday!
Big!
Data!
Public Clouds!
Google, Twitter, Wiki
!
Financial Online !
POS Data! Private Clouds!
Data! Commerce
Facebook
!
Data! !
Mobile Network &!
Crowd Source !
iOS, Android!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
15! CONFIDENTIAL
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.
!

16. BIG DATA! High Performance at High Scale Will Become the
TRENDS! Predominant Technical Challenge with Big Data!
Large
Ever Higher
1,000,000,000s Performance
Required!
100,000,000s
Social
Intelligence
#of Users
1,000,000s
Mobile
Intelligence
10,000s
Web
Intelligence
100s
Desktop
Small BI
Megabytes Gigabytes Terabytes Petabytes Exabytes
Small Data Big
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
16! CONFIDENTIAL
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.
!

17. BIG DATA! MicroStrategy Launched the “High Performance Initiative”
TRENDS! in 2009 and It Has Produced Substantial Results!
High Performance Initiative!
2010! 2011!
MicroStrategy 9.0! MicroStrategy 9.2.1!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
17! CONFIDENTIAL
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.
!

18. CLOUD! Cloud Networks Are Altering the Landscape for
TRENDS! Both Individuals and Businesses!
Cloud Networks Empower Cloud Networks Empower
Individuals with Businesses to Tackle More
Enterprise Capabilities! Projects by Reducing
Risk, Capital, and Time!
Individual! Business!
Blogspot
Facebook
Google MicroStrategy
Maps
Twitter
Force.com
Wikipedia
YouTube
Amazon
Paypal
IBM
Flikr
ebay
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
18! CONFIDENTIAL
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.
!

19. CLOUD!
TRENDS!
Higher
Less
Quicker
Performance
Expensive
Faster
.me
to
market,
Architected
and
No
up-­‐front
capital
more
flexible,
easier
to
con.nuously
op.mized
expenditure,
five
year
total
buy,
quicker
to
deploy
for
speed
and
scalability
cost
advantage
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
19! CONFIDENTIAL
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.
!

20. CLOUD! MicroStrategy Cloud = BI + Database + ETL
TRENDS!
Cloud Business
Intelligence
• Scalable
to
1
million
users
• Complete
MicroStrategy
plaWorm
Cloud Analytical Database
• State
of
the
art
performance-­‐op.mized
Integrated and
database
optimized.
!
• Scalable
to
100
TB
Cloud ETL
• High
throughput,
parallel
data
loading
• Integrates
on-­‐premises
or
cloud-­‐based
data
sources
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
20! CONFIDENTIAL
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.
!

21. CLOUD! MicroStrategy Cloud = BI + Database + ETL
TRENDS!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
21! CONFIDENTIAL
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.
!

22. CLOUD!
10x Higher Performance Than On-premise BI!
TRENDS!
$100M Investment! World-class Experts!
Hardware, Software,! Executives, Architects,
Networks, Facilities! Designers, Operators!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
22! CONFIDENTIAL
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.
!

23. CLOUD! MicroStrategy Cloud Offerings
TRENDS! Supporting BI, Mobile and Social Applications!
$100 Million Infrastructure! World Class Experts!
BI Mobile Social
Platform Platform Platform
Strategic BI Apps! Mobile BI! Social Marketing!
Dept. BI Apps! Mobile Transactions! Customer Engagement!
Existing BI Apps! Mobile Multi-media! Social Commerce!
The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document
23! CONFIDENTIAL
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.
!