DOCSLIB.ORG

Corporate Overview

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Corporate Overview CORPORATE OVERVIEW WWW.MELLANOX.COM Mellanox Technologies (NASDAQ: MLNX, TASE: MLNX) is a leading supplier of end-to-end InfiniBand and Ethernet Stock Symbol: MLNX (NASDAQ; TASE) interconnect solutions and services for servers and storage. Second Quarter 2013 GAAP Non-GAAP* Mellanox products optimize data center performance and deliver Revenue $98.2M industry-leading bandwidth, scalability, power conservation and GM% 67.2% 69.4% cost-effectiveness while converging multiple legacy network Net income (loss): ($1.7)M $13.8M EPS (fully diluted) ($0.04) $0.30 technologies into one future-proof architecture. The company Fiscal year ends Dec 31 offers innovative solutions that address a wide range of markets Cash & Investments at 6/30/2013 = $411.3M including HPC, enterprise, mega warehouse data centers, cloud *Non-GAAP - excludes stock-based compensation expenses and acquisition related computing, financial services, Internet and Web 2.0. charges Founded in 1999, Mellanox Technologies is headquartered in Sunnyvale, California, and Yokneam, Israel. ANNUAL REVENUE $500.8 INVESTMENT HIGHLIGHTS: 500 • Leading end-to-end connectivity solutions provider for data center servers and 450 storage systems 400 • Addressing large TAM with low penetration rate to date 350 • Attractive historical revenue CAGR • Strong gross margins 300 $259.3 • Continuing cash flow generation 250 MILLIONS ($) KEY MARKETS: 200 $154.6 150 Enterprise Data Center $116.0 $107.7 EDCs are facilities that house servers, storage, communications infrastructure 100 equipment and embedded systems that enable deployment of commercial 50 applications such as customer relationship management, financial trading and risk management applications, enterprise resource planning and E-commerce and web 2008 2009 2010 2011 2012 service applications. EDCs typically provide multiple data processing and storage resources to one or many organizations and are capable of supporting several applications at the same time. ACQUISITIONS IPtronics A/S – Jul. 2013 High-Performance Computing Voltaire, Ltd – Feb. 2011 HPC encompasses applications that utilize the computing power of advanced parallel processing over multiple servers, commonly called a supercomputer. The expanding list of HPC applications includes financial modeling, government research, NOTABLE AWARDS & ACCOLADES computer automated engineering, geoscience and bioscience research and digital Jun 2013 Mellanox Awarded - ‘Special Prize of Best of Show’ content creation. HPC systems typically focus data processing and storage resources for Open Ethernet/SX1024 by Interop Tokyo on one application at a time. Jan 2013 Mellanox Named to UBM Channel’s CRN Data Center 100 Embedded Dec 2012 Mellanox awarded - Best Network Switch for SMB Embedded applications encompass computing, storage and communication functions from ZDNet China that use interconnect solutions contained in a chassis which has been optimized for Nov 2012 Mellanox Named HPC Adapters Innovation Leader a particular environment. Examples of embedded applications include storage and by IT Brand Pulse data acquisition equipment, military operations, industrial and medical equipment Nov 2012 Mellanox Awarded - ‘Editors’ Choice: Best HPC and telecommunications and data communications infrastructure equipment. Interconnect Product or Technology’ from HPCwire ©2013 Mellanox Technologies. All rights reserved. Page 1 CORPORATE OVERVIEW MELLANOX TECHNOLOGIES TECHNOLOGY Mellanox provides InfiniBand adapter ICs and cards, switch ICs and systems, gateway MANAGEMENT ICs and systems, and Ethernet adapter ICs and cards, switch systems and software. Eyal Waldman President and Chief Executive Officer Mellanox’s InfiniBand adapters and switch systems provide bandwidth up to 56Gb/s Jacob Shulman per interface with sub-micron latency performance. Mellanox’s Ethernet adapter cards Chief Financial Officer and switch systems have industry-leading 40Gb/s performance capabilities, energy Roni Ashuri efficiency, and density. Sr. Vice President of Engineering Eyal Babish Mellanox performs validation and interoperability testing from the physical interface Vice President of System Solutions to the applications software. The company’s expertise in performing validation and Kevin Deierling testing reduces time to market for its customers and improves the reliability of the Vice President of Marketing fabric solution. Gilad Shainer Vice President of Marketing Shai Cohen PRODUCTS Chief Operating Officer Mellanox provides InfiniBand and Ethernet adapters to server, storage, Matthew Gloss communications infrastructure and embedded systems OEMs as ICs or standard card General Counsel form factors with PCI Express interfaces. Mellanox’s adapter cards are incorporated Aviram Gutman Vice President of Software Engineering into OEM server and storage systems to provide InfiniBand or Ethernet connectivity., Yaron Haviv and are sold in conjunction with our InfiniBand and Ethernet switch systems. Vice President of Data Center Solutions Our latest 5th generation adapter and cards (ConnectX® product family) also support Michael Kagan the Ethernet interconnect standard in addition to InfiniBand. Our gateway devices Chief Technology Officer Amir Prescher support bridging capabilities from InfiniBand to Ethernet and Fibre Channel, and from Sr. Vice President of Business Development Ethernet to Fibre Channel. The company also supports server operating systems Yiftah Shahar including Linux, Windows, AIX, HPUX, OSX, Solaris and VxWorks. Vice President of Software Engineering Mellanox’s 5th generation switch ICs (SwitchX®) are used by server, storage, Marc Sultzbaugh Sr. Vice President of Worldwide Sales communications infrastructure and embedded systems OEMs to create switching equipment that is at the core of InfiniBand or Ethernet fabrics. BOARD OF DIRECTORS CUSTOMERS AND CHANNELS Irwin Federman Chairman of the Board Mellanox has extensive relationships with key OEM customers and many end users. Dov Baharav Since the company’s inception, we have worked closely with major OEMs, including Director leading server, storage, communications infrastructure equipment and embedded Glenda Dorchak Director systems vendors, to develop products that accelerate market adoption of InfiniBand. Amal M. Johnson Mellanox also has established end-user relationships with influential IT executives, Director which allows the company access to firsthand information about evolving EDC, Tom Riordan HPC, storage and embedded market trends. Mellanox’s OEM customer and end-user Director relationships allow the company to stay at the forefront of developments and improve Eyal Waldman its ability to provide compelling solutions to address their needs. Director Thomas Weatherford Director INVESTOR CONTACTS Mellanox Technologies Gelbart Kahana Gwyn Lauber Nava Ladin 408-916-0012 +972-3-6074717 [email protected] [email protected] ©2013 Mellanox Technologies. All rights reserved. Page 2 CORPORATE OVERVIEW MELLANOX TECHNOLOGIES MANAGEMENT TEAM Eyal Waldman – President and CEO Shai Cohen – Chief Operating Officer Eyal Waldman is a co-founder of Mellanox, and has served as Mellanox’s chief ex- Shai Cohen is a co-founder of Mellanox and has served as Mellanox’s chief operat- ecutive officer, president and chairman of Mellanox’s board of directors since March ing officer since May 2011. Previously, Mr. Cohen was Mellanox’s vice president of 1999. From March 1993 to February 1999, Mr. Waldman served as vice president of operations and engineering from June 1999 to May 2011. From September 1989 to engineering and was a cofounder of Galileo Technology Ltd., or Galileo, a semicon- May 1999, Mr. Cohen worked at Intel Corporation, where he was a senior staff mem- ductor company, which was acquired by Marvell Technology Group Ltd. in January ber in the Pentium processors department and a circuit design manager at the cache 2001. From August 1989 to March 1993, Mr. Waldman held a number of design controllers group. Mr. Cohen holds a Bachelor of Science in Electrical Engineering and architecture related positions at Intel Corporation, a manufacturer of computer, from the Technion — Israel Institute of Technology. networking and communications products. Mr. Waldman holds a Bachelor of Science in Electrical Engineering and a Master of Science in Electrical Engineering from the Matthew Gloss – General Counsel Technion — Israel Institute of Technology. Matthew Gloss has served as Mellanox’s general counsel since May 2011. Previ- ously, Mr. Gloss was Mellanox’s vice president of legal affairs from January 2008 Jacob Shulman – Chief Financial Officer to May 2011. Prior to joining Mellanox, from April 2000 to March 2007, Mr. Gloss Jacob Shulman has served as Mellanox’s Chief Financial Officer since November served in different capacities in the legal department of Marvell Semiconductor, Inc., 2012. Previously, Mr. Shulman served as Mellanox’s Vice President of Finance from including most recently as vice president of business affairs and general counsel. March 2012 to October 2012 and as Mellanox’s Corporate Controller from June From November 1991 to May 1995, Mr. Gloss served as a Lieutenant in the U.S. 2007 to March 2012. Prior to joining Mellanox, Mr. Shulman served as a Corpo- Navy Judge Advocate General’s Corps and from September 1997 to April 2000 he rate Controller of Atrica Inc, a Carrier Ethernet Company which was acquired by was engaged in the private practice of law in the Silicon Valley. Mr. Gloss holds a Nokia-Siemens in 2007. From 1998 to 2005 Mr. Shulman held various
Load more

Recommended publications
  • Mellanox Technologies Announces the Appointment of Dave Sheffler As Vice President of Worldwide Sales
    MELLANOX TECHNOLOGIES ANNOUNCES THE APPOINTMENT OF DAVE SHEFFLER AS VICE PRESIDENT OF WORLDWIDE SALES Former VP of AMD joins InfiniBand Internet Infrastructure Startup SANTA CLARA, CA – January 17, 2000 – Mellanox Technologies, a fabless semiconductor startup company developing InfiniBand semiconductors for the Internet infrastructure, today announced the appointment of Dave Sheffler as its Vice President of Worldwide Sales, reporting to Eyal Waldman, Chief Executive Officer and Chairman of the Board. “Dave Sheffler possesses the leadership, business capabilities, and experience which complement the formidable engineering, marketing, and operations talent that Mellanox has assembled. He combines the highest standards of ethics and achievements, with an outstanding record of grow- ing sales in highly competitive and technical markets. The addition of Dave to the team brings an additional experienced business perspective and will enable Mellanox to develop its sales organi- zation and provide its customers the highest level of technical and logistical support,” said Eyal Waldman. Prior to joining Mellanox Dave served as Vice President of Sales and Marketing for the Americas for Advanced Micro Devices (NYSE: AMD). Previously, Mr. Sheffler was the VP of Worldwide Sales for Nexgen Inc., where he was part of the senior management team that guided the company’s growth, leading to a successful IPO and eventual sale to AMD in January 1996. Mellanox Technologies Inc. 2900 Stender Way, Santa Clara, CA 95054 Tel: 408-970-3400 Fax: 408-970-3403 www.mellanox.com 1 Mellanox Technologies Inc MELLANOX TECHNOLOGIES ANNOUNCES THE APPOINTMENT OF DAVE SHEFFLER AS VICE PRESIDENT OF WORLDWIDE Dave’s track record demonstrates that he will be able to build a sales organization of the highest caliber.
    [Show full text]
  • IBM Cloud Web
    IBM’s iDataPlex with Mellanox® ConnectX® InfiniBand Adapters Dual-Port ConnectX 20 and 40Gb/s InfiniBand PCIe Adapters Data center cost structures are shifting, from equipment-focused to space-, power- and personnel-focused. Total cost of owner- ship and green initiatives are major spending drivers as data centers are being refreshed. Topping off those challenges is the rapid evolution of information technology becoming a competitive advantage through business process management and deployment of service oriented architectures. I/O technology plays a key role in meeting many of the spending drivers – provisioning capacity for future growth, efficient scaling of compute, LAN and SAN capacity, reduction of space and power in the data center helping reduce TCO and doing so while enhancing data center agility. IBM iDataPlex and ConnectX InfiniBand Adapter Cards IBM’s iDataPlex with Mellanox ConnectX InfiniBand adapters High-Performance for the Flexible Data Center offers a solution that is eco-friendly, flexible, responsive, and Scientists, engineers, and analysts eager to solve challenging positioned to address the evolving requirements of Internet-Scale problems in engineering, financial markets, and the life and earth and High-Performance sciences rely on high-performance systems. In addition, with the use of multi-core CPUs, virtualized infrastructures and networked Unprecedented Performance, Scalability, and storage, users are demanding increased efficiency of the entire Efficiency for Cloud Computing IT compute and storage infrastructure.
    [Show full text]
  • OFC/NFOEC 2011 Program Archive
    OFC/NFOEC 2011 Archive Technical Conference: March 6-10, 2011 Exposition: March 8-10, 2011 Los Angeles Convention Center, Los Angeles, CA, USA At OFC/NFOEC 2011, the optical communications industry was buzzing with the sounds of a larger exhibit hall, expanded programming, product innovations, cutting-edge research presentations, and increased attendance March 6 - 10 in Los Angeles. The exhibit hall grew by 20 percent over last year, featuring new programming for service providers and data center operators, and more exhibitors filling a larger space, alongside its core show floor programs and activities. The more than 500 companies in the exhibition hall showcased innovations in areas such as 100G, tunable XFPs, metro networking, Photonic Integrated Circuits, and more. On hand to demonstrate where the industry is headed were network and test equipment vendors, sub-system and component manufacturers, as well as software, fiber cable and specialty fiber manufacturers. Service providers and enterprises were there to get the latest information on building or upgrading networks or datacenters. OFC/NFOEC also featured expanded program offerings in the areas of high-speed data communications, optical internetworking, wireless backhaul and supercomputing for its 2011 conference and exhibition. This new content and more was featured in standing-room only programs such as the Optical Business Forum, Ethernet Alliance Program, Optical Internetworking Forum Program, Green Touch Panel Session, a special symposium on Meeting the Computercom Challenge and more. Flagship programs Market Watch and the Service Provider Summit also featured topics on data centers, wireless, 100G, and optical networking. Hundreds of educational workshops, short courses, tutorial sessions and invited talks at OFC/NFOEC covered hot topics such as datacom, FTTx/in-home, wireless backhaul, next generation data transfer technology, 100G, coherent, and photonic integration.
    [Show full text]
  • MLNX OFED Documentation Rev 5.0-2.1.8.0
    MLNX_OFED Documentation Rev 5.0-2.1.8.0 Exported on May/21/2020 06:13 AM https://docs.mellanox.com/x/JLV-AQ Notice This document is provided for information purposes only and shall not be regarded as a warranty of a certain functionality, condition, or quality of a product. NVIDIA Corporation (“NVIDIA”) makes no representations or warranties, expressed or implied, as to the accuracy or completeness of the information contained in this document and assumes no responsibility for any errors contained herein. NVIDIA shall have no liability for the consequences or use of such information or for any infringement of patents or other rights of third parties that may result from its use. This document is not a commitment to develop, release, or deliver any Material (defined below), code, or functionality. NVIDIA reserves the right to make corrections, modifications, enhancements, improvements, and any other changes to this document, at any time without notice. Customer should obtain the latest relevant information before placing orders and should verify that such information is current and complete. NVIDIA products are sold subject to the NVIDIA standard terms and conditions of sale supplied at the time of order acknowledgement, unless otherwise agreed in an individual sales agreement signed by authorized representatives of NVIDIA and customer (“Terms of Sale”). NVIDIA hereby expressly objects to applying any customer general terms and conditions with regards to the purchase of the NVIDIA product referenced in this document. No contractual obligations are formed either directly or indirectly by this document. NVIDIA products are not designed, authorized, or warranted to be suitable for use in medical, military, aircraft, space, or life support equipment, nor in applications where failure or malfunction of the NVIDIA product can reasonably be expected to result in personal injury, death, or property or environmental damage.
    [Show full text]
  • Meridian Contrarian Fund Holdings As of 12/31/2016
    Meridian Contrarian Fund Holdings as of 12/31/2016 Ticker Security Name % Allocation NVDA NVIDIA CORP 5.8% MSFT MICROSOFT CORP 4.1% CFG CITIZENS FINANCIAL GROUP INC 3.8% ALEX ALEXANDER & BALDWIN INC 3.5% EOG EOG RESOURCES INC 3.3% CACI CACI INTERNATIONAL INC 3.3% USB US BANCORP 3.1% XYL XYLEM INC/NY 2.7% TOT TOTAL SA 2.6% VRNT VERINT SYSTEMS INC 2.5% CELG CELGENE CORP 2.4% BOH BANK OF HAWAII CORP 2.2% GIL GILDAN ACTIVEWEAR INC 2.1% LVS LAS VEGAS SANDS CORP 2.0% MLNX MELLANOX TECHNOLOGIES LTD 2.0% AAPL APPLE INC 1.9% ENS ENERSYS 1.8% ZBRA ZEBRA TECHNOLOGIES CORP 1.8% MU MICRON TECHNOLOGY INC 1.7% RYN RAYONIER INC 1.7% KLXI KLX INC 1.7% TRMB TRIMBLE INC 1.6% IRDM IRIDIUM COMMUNICATIONS INC 1.5% QCOM QUALCOMM INC 1.5% Investors should consider the investment objective and policies, risk considerations, charges and ongoing expense of an investment carefully before investing. The prospectus and summary prospectus contains this and other information relevant to an investment in the Fund. Please read the prospectus or summary prospectus carefully before you invest or send money. To obtain a prospectus, please contact your investment representative or access the Meridian Funds’ website at www.meridianfund.com. ALPS Distributors, Inc., a member FINRA is the distributor of the Meridian Mutual Funds, advised by Arrowpoint Asset Management, LLC. ALPS, Meridian and Arrowpoint are unaffiliated. Arrowpoint Partners is a trade name for Arrowpoint Asset Management, LLC., a registered investment adviser. The portfolio holdings for the Meridian Funds are published on the Funds' website on a calendar quarter basis, no earlier than 30 days after the end of the quarter.
    [Show full text]
  • Storage for HPC and AI
    Storage for HPC and AI Make breakthroughs faster with artificial intelligence powered by high performance computing systems and storage BETTER PERFORMANCE Unlock the value of data with high performance storage built for HPC. The flood of information generated by sensors, satellites, simulations, high-throughput devices and medical imaging is pushing data repositories to sizes that were once inconceivable. Data analytics, high performance computing (HPC) and artificial intelligence (AI) are technologies designed to unlock the value of all that data, driving the demand for powerful HPC systems and the storage to support them. Reliable, efficient and easy-to-adopt HPC storage is the key to enabling today’s powerful HPC systems to deliver transformative decision making, business growth and operational efficiencies in the data-driven age. Dell Technologies | Ready Solutions for HPC 2 THE INTELLIGENCE BEHIND DATA INSIGHTS Articial Machine Deep intelligence learning learning AI is a complex set of technologies underpinned by machine learning (ML) and deep learning (DL) algorithms, typically run on powerful HPC systems and storage. Together, they enable organizations to gain deeper insights from data. AI is an umbrella term that describes a machine’s ability to act autonomously and/or interact in a human-like way. ML refers to the ability of a machine to perform a programmed function with the data The capabilities of AI, ML and DL can unleash predictive and prescriptive analytics on a given to it, getting progressively better at the task over time as it analyzes more data massive scale. Like lenses, AI, ML and DL can be used in combination or alone — depending and receives feedback from users or engineers.
    [Show full text]
  • Mellanox for Big Data
    Mellanox for Big Data March 2013 Company Overview Ticker: MLNX . Leading provider of high-throughput, low-latency server and storage interconnect • FDR 56Gb/s InfiniBand and 10/40/56GbE • Reduces application wait-time for data • Dramatically increases ROI on data center infrastructure . Company headquarters: • Yokneam, Israel; Sunnyvale, California • ~1,160 employees* worldwide . Solid financial position • Record revenue in FY12; $500.8M • Q1’13 guidance ~$78M to $83M • Cash + investments @ 12/31/12 = $426.3M * As of December 2012 © 2013 Mellanox Technologies 2 Leading Supplier of End-to-End Interconnect Solutions Storage Server / Compute Switch / Gateway Front / Back-End Virtual Protocol Interconnect Virtual Protocol Interconnect 56G IB & FCoIB 56G InfiniBand 10/40/56GbE & FCoE 10/40/56GbE Fibre Channel Comprehensive End-to-End InfiniBand and Ethernet Portfolio ICs Adapter Cards Switches/Gateways Host/Fabric Software Cables © 2013 Mellanox Technologies 3 RDMA | Efficiency, Latency, & Application Performance Without RDMA With RDMA and Offload ~53% CPU ~88% CPU Utilization Utilization User SpaceUser SpaceUser ~47% CPU ~12% CPU Overhead/Idle Overhead/Idle System System Space System System Space © 2013 Mellanox Technologies 4 Big Data Solutions © 2013 Mellanox Technologies 5 Big Data Needs Big Pipes . Capabilities are Determined by the weakest component in the system . Different approaches in Big Data marketplace – Same needs • Better Throughput and Latency • Scalable, Faster data Movement Big Data Applications Require High Bandwidth and Low Latency Interconnect * Data Source: Intersect360 Research, 2012, IT and Data scientists survey © 2013 Mellanox Technologies 6 Unstructured Data Accelerator - UDA . Plug-in architecture • Open-source Hive Pig - https://code.google.com/p/uda-plugin/ MapMap ReduceReduce HBase .
    [Show full text]
  • Dual-Port Adapter with Virtual Protocol Interconnect for Dell Poweredge
    ADAPTER CARDS ConnectX®-2 VPI Dual-Port adapter with Virtual Protocol Interconnect ® for Dell PowerEdge C6100-series Rack Servers ConnectX-2 adapter cards with Virtual Protocol Interconnect (VPI) supporting InfiniBand and Ethernet connectivity provide the highest performing and most flexible interconnect solution for Enterprise Data Centers, High-Performance Computing, and Embedded environments. Clustered data bases, parallel processing, transactional services and high-performance embedded I/O applications will achieve significant performance improvements resulting in reduced completion time and lower cost per operation. ConnectX-2 with VPI also simplifies network deployment by consolidating cables and enhancing performance in virtualized server environments. Virtual Protocol Interconnect BENEFITS VPI-enabled adapters make it possible for Dell PowerEdge C6100-series Rack Servers to operate – One adapter for InfiniBand, 10 Gigabit over any converged network leveraging a consolidated software stack. With auto-sense capability, Ethernet or Data Center Bridging fabrics each ConnectX-2 port can identify and operate on InfiniBand, Ethernet, or Data Center Bridging – World-class cluster performance (DCB) fabrics. FlexBoot™ provides additional flexibility by enabling servers to boot from remote – High-performance networking and storage InfiniBand or LAN storage targets. ConnectX-2 with VPI and FlexBoot simplifies I/O system design access and makes it easier for IT managers to deploy infrastructure that meets the challenges of a – Guaranteed bandwidth and low-latency dynamic data center. services – Reliable transport World-Class Performance – I/O consolidation InfiniBand —ConnectX-2 delivers low latency, high bandwidth, and computing efficiency for – Virtualization acceleration performance-driven server and storage clustering applications. Efficient computing is achieved by – Scales to tens-of-thousands of nodes offloading from the CPU routine activities which allows more processor power for the application.
    [Show full text]
  • COPA-DATA Case Study: Built Scalable and Efficient Data Center with Microsoft Hyperconverged Platform and Mellanox Networking
    CASE STUDY COPA-DATA Case Study: Built Scalable and Efficient Data Center with Microsoft Hyperconverged Platform and Mellanox Networking More and more manufacturing businesses operate around the globe. To manage their local equipment and operations effectively, these companies resort to industrial automation to control, monitor and streamline their geographically diverse HIGHLIGHTS manufacturing operations. COPA-DATA, headquartered in Austria, is one of the technological leaders for such automation solutions. COPA-DATA develops its software, zenon, for ergonomic and highly dynamic process solutions. zenon gives users access to • Hyperconverged platform built on Microsoft all data relating to individual machines, assembly lines, or a company’s entire production Windows Server 2016 and Storage Spaces Direct site from a single system. Additional services such as predictive analysis, machine with RoCE learning, cross-site reporting, remote maintenance, and control can be fully cloud-based • Mellanox Ethernet Storage Fabric of 10/25/100GbE using Microsoft Azure or implemented in hybrid scenarios – opening the door to service- for compute and storage oriented business models. Recognized by its innovations and software solutions, COPA- DATA won the 2017 Microsoft Internet of Things (IoT) Partner of the Year award. • Cost efficient and scalable for future expansion COPA-DATA has over 135,000 installed systems worldwide and serves companies in • Over 90% reduction in backup time the Food & Beverage, Energy & Infrastructure, Automotive and Pharmaceutical sectors. • Up to 820K IOPS (read only) and up to 500K IOPS To better support its customers with local contact persons and local technical support, (70% read, 30% write), tested with VMFleet COPA-DATA has established offices in Europe, North America and Asia, and collaborates with partners and distributors throughout the world.
    [Show full text]
  • NVIDIA Corp NVDA (XNAS)
    Morningstar Equity Analyst Report | Report as of 14 Sep 2020 04:02, UTC | Page 1 of 14 NVIDIA Corp NVDA (XNAS) Morningstar Rating Last Price Fair Value Estimate Price/Fair Value Trailing Dividend Yield % Forward Dividend Yield % Market Cap (Bil) Industry Stewardship Q 486.58 USD 250.00 USD 1.95 0.13 0.13 300.22 Semiconductors Exemplary 11 Sep 2020 11 Sep 2020 20 Aug 2020 11 Sep 2020 11 Sep 2020 11 Sep 2020 21:37, UTC 01:27, UTC Morningstar Pillars Analyst Quantitative Important Disclosure: Economic Moat Narrow Wide The conduct of Morningstar’s analysts is governed by Code of Ethics/Code of Conduct Policy, Personal Security Trading Policy (or an equivalent of), Valuation Q Overvalued and Investment Research Policy. For information regarding conflicts of interest, please visit http://global.morningstar.com/equitydisclosures Uncertainty Very High High Financial Health — Moderate Nvidia to Buy ARM in $40 Billion Deal with Eyes Set on Data Center Source: Morningstar Equity Research Dominance; Maintain FVE Quantitative Valuation NVDA Business Strategy and Outlook could limit Nvidia’s future growth. a USA Abhinav Davuluri, CFA, Analyst, 19 August 2020 Undervalued Fairly Valued Overvalued Nvidia is the leading designer of graphics processing units Analyst Note that enhance the visual experience on computing Abhinav Davuluri, CFA, Analyst, 13 September 2020 Current 5-Yr Avg Sector Country Price/Quant Fair Value 1.67 1.43 0.77 0.83 platforms. The firm's chips are used in a variety of end On Sept. 13, Nvidia announced it would acquire ARM from Price/Earnings 89.3 37.0 21.4 20.1 markets, including high-end PCs for gaming, data centers, the SoftBank Group in a transaction valued at $40 billion.
    [Show full text]
  • Advancing Applications Performance with Infiniband
    Advancing Applications Performance With InfiniBand Pak Lui, Application Performance Manager September 12, 2013 Mellanox Overview Ticker: MLNX . Leading provider of high-throughput, low-latency server and storage interconnect • FDR 56Gb/s InfiniBand and 10/40/56GbE • Reduces application wait-time for data • Dramatically increases ROI on data center infrastructure . Company headquarters: • Yokneam, Israel; Sunnyvale, California • ~1,200 employees* worldwide . Solid financial position • Record revenue in FY12; $500.8M, up 93% year-over-year • Q2’13 revenue of $98.2M • Q3’13 guidance ~$104M to $109M • Cash + investments @ 6/30/13 = $411.3M * As of June 2013 © 2013 Mellanox Technologies 2 Providing End-to-End Interconnect Solutions Comprehensive End-to-End Software Accelerators and Managment Management Storage and Data MXM FCA UFM VSA UDA Mellanox Messaging Fabric Collectives Storage Accelerator Unstructured Data Unified Fabric Management Acceleration Acceleration (iSCSI) Accelerator Comprehensive End-to-End InfiniBand and Ethernet Solutions Portfolio ICs Adapter Cards Switches/Gateways Long-Haul Systems Cables/Modules © 2013 Mellanox Technologies 3 Virtual Protocol Interconnect (VPI) Technology VPI Adapter VPI Switch Unified Fabric Manager Switch OS Layer Applications Networking Storage Clustering Management 64 ports 10GbE Acceleration Engines 36 ports 40/56GbE 48 10GbE + 12 40/56GbE 36 ports IB up to 56Gb/s Ethernet: 10/40/56 Gb/s 8 VPI subnets 3.0 InfiniBand:10/20/40/56 Gb/s From data center to campus and metro connectivity LOM Adapter Card Mezzanine Card © 2013 Mellanox Technologies 4 MetroDX™ and MetroX™ . MetroX™ and MetroDX™ extends InfiniBand and Ethernet RDMA reach . Fastest interconnect over 40Gb/s InfiniBand or Ethernet links . Supporting multiple distances .
    [Show full text]
  • IEEE 802.3 Attendance List
    IEEE 802.3 - Attendance and Affiliation Sheet Page 1 Geneva, CH - July 2013 Name Employer Affiliation Mon Tue Wed Thu Credit Abbas, Ghani Ericsson AB Ericsson AB 1 1 1 1 4 Abramson, David Texas Instruments Incorporated Texas Instruments Incorporated 1 1 1 1 4 Alamo Alonso, Alberto TE Connectivity 1 1 1 0 3 Allard, Michel Cogeco Cable Cogeco Cable 1 1 1 1 4 Anslow, Peter Ciena Corporation Ciena Corporation 1 1 1 0 3 Arunarthi, Venkat Cortina Systems Cortina Systems 0 1 1 1 3 Babenko, Oleksandr Molex Incorporated 1 1 1 0 3 Balasubramanian, Koussalya Cisco Systems, Inc. Cisco Systems, Inc. 1 1 1 1 4 Baldwin, Thananya Ixia 1 1 1 1 4 Barrass, Hugh Cisco Systems, Inc. Cisco Systems, Inc. 1 1 1 1 4 Beia, Christian STMicroelectronics STMicroelectronics 1 1 1 0 3 Belopolsky, Yakov Self Employed Bel Stewart Connector 1 1 1 0 3 Ben-Artsi, Liav Marvell Semiconductor, Inc. 0 1 1 1 3 Bennett, Michael Lawrence Berkeley National Lab Lawrence Berkeley National Lab 1 1 1 1 4 Bergey, Chris Luxtera Luxtera 0 1 1 1 3 Bergner, Bert TE Connectivity 1 1 1 0 3 Bhatt, Vipul Cisco Systems, Inc. Cisco Systems, Inc. 1 1 1 1 4 Bliss, William Broadcom Corporation Broadcom Corporation 1 1 1 0 3 Booth, Brad Dell INDEPENDENT 1 1 1 1 4 Bouda, Martin Fujitsu Laboratories of America, Inc. Fujitsu Laboratories of America, Inc. 1 1 1 1 4 Brandt, David Rockwell Automation 0 0 0 1 1 Braun, Ralf-Peter Deutsche Telekom AG Deutsche Telekom AG 1 1 1 1 4 Brown, Alan Aurora Networks, Inc.
    [Show full text]