PLATFORM INFRASTRUCTURE SOFTWARE as a Service Empower Users Manage Machines Develop Applications

Capacity Time “Capacity Bursting” Average Usage Compute # of Hr’s Challenges Today

SaaS Growth IDC Cloud Market Sizing  From 2009 to 2013*: SaaS to grow at 21% CAGR to touch $17.6 billion * Source: IDC (March 2010) Bringing the Private Cloud to the Data Center ** Source: IDC (Sep 2009) Cloud Computing 2010, An IDC Update;Cloud Computing 2010, An IDC Update *** Forrester (July 2009) Platform as a Service Market SizingPlatform as a Service Market Sizing 70% of all SaaS business applications will potentially use PaaS (as the platform) for offering the customer-facing application. [Forrester]*** ISV Opportunity** ‘ ISV on PaaS’ segment to grow from $ 0.02 billion to $ 3.18 billion at a CAGR of 175% Up to 20% of all business applications offered by ISVs will be in an SaaS deployment by 2016.

Focus on Your Core Competency Streamline Sales Cycle Extend Market Reach

Reduce time and hassle of implementation Simplify the pilot/trial process for customer Skip capacity planning difficulties

“… our customers don’t have to invest up front in infrastructure or hosting services. And because they can pay as they go, their budgeting is much easier.”

Challenges Today Windows Azure

INFRASTRUCTURE as a Service PLATFORM as a Service

Reducing this number for our customers is our core competency!

Domain Expertise Core Virtual Inventory Lookups Core Real-Time Inventory Lookups Core Any-To-Any Translation Core Disparate Communication Protocols Core Business Process Core EDI Core Data Standards Core Hardware Purchasing Support Maintenance Support Patching Support High- Availability Support Backups Support Disaster Recovery Support Warranty Management Support Licensing Support Hardware Configuration Support Redundancy & Failover Support Scale Support Geo-Location Support Non-Value-Add Cost Centers Value-Add Core-Competencies

Cloud – Managed Hardware Software High-Availability Redundancy and Failover Backups Disaster Recovery Geo-Location Scale Domain Expertise Core Virtual Inventory Lookups Core Real-Time Inventory Lookups Core Any-To-Any Translation Core Disparate Communication Protocols Core Business Process Core EDI Core Data Standards Core Hardware Purchasing Support Maintenance Support Patching Support High- Availability Support Backups Support Disaster Recovery Support Warranty Management Support Licensing Support Hardware Configuration Support Redundancy & Failover Support Scale Support Geo-Location Support Non-Value-Add Cost Centers Value-Add Core-Competencies Speed to market Lower TCO Global Scale Minimal Learning Curve Focus on Core

Limited by customer size Limited by location Find new market opportunities

WCM market is intersecting with: Web analytics & Optimization Marketing Automation & CRM Social media, E-commerce, etc Customers want integrated, rapidly deployable solutions Sitecore’s customers are getting larger and more global Sitecore was struggling to solve these problems for customers

Enter and compete in new markets Integrated solution offering for all market segments Projected revenue increase: 2X Create new revenue streams Bundled solution offerings create new opportunities Projected revenue increase: 5X

ISVs >45k ISV Partners MS ISVs are the most profitable in the industry Hosters 9,000 hosting partners >40% of all hosters WW are hosting with the Microsoft Platform SIs & VARs >300,000 SIs and VARs and resellers WW Over 400 distributors WW to support resellers

Windows Azure $59.95 Extended $ SQL Azure $74.95 *New* Key Aspects of Pilot Targets SMS&P Managed partners, with active MPN ID Country availability: U.S., U.K., France, Germany, Japan, Canada, India, APAC, WE PSP required from each participating partner