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Next Gen Data Center Portfolio Driving Innovation
2 © 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Forward-looking Statements This presentation contains projections and other forward-looking statements regarding future events or the future financial performance of Cisco, including future operating results. These projections and statements are only predictions. Actual events or results may differ materially from those in the projections or other forward-looking statements. Please see Cisco’s filings with the SEC, including its most recent filings on Form 10-K and 10-Q, for a discussion of important risk factors that could cause actual events or results to differ materially from those in the projections or other forward-looking statements.
© 2013 Cisco and/or its affiliates. All rights reserved.
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3 © 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Accelerating Convergence Disruptions Through Innovation…
2005 2010 2014 2016+ Innovation Timeline
Data Voice Video
Compute Network Storage
Application Network
Scale and Security
Analytics HyperConvergence
Cloud Scale
IP Convergence
Virtualization
Hybrid Cloud
+$3.5B annual run rate
+$2B in Next Gen DC+ACI Switching
in 2yrs
SDN
4 © 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
New Scale out and Scale Up Applications Support across Bare Metal, Virtualized and Containers
Data Center Implications
Embedded Security and Visibility
Lossless Traffic
Fabric Wide
Intelligent Buffers
7X Increase in Density of Endpoints
Increased I/O Traffic Drives
2.5X Bandwidth
Use Cases Distributed IP storage for cloud apps and traditional storage (FC/ FCoE) for existing apps Distributed apps via container-based micro-services Inter-process communication across fabric
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Our Innovation in Action
Embedded Security and Telemetry
Hybrid Cloud Orchestration
Cisco Hybrid Cloud Architecture
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$68 Billion Opportunity in Calendar Year 2016 Enabling Policy Based Automation for a Hybrid Cloud Architecture
Source: Dell’Oro Ethernet Switch DC Market Forecast, January 2016; 451 Research 2016 Market Monitor Overview Report; IDC Worldwide Server Forecast, x86 Blade/Rack/Density-Optimized, December 2015; IDC Worldwide Converged Forecast, February 2016
Switching 1 > 10 > 25 > 40 > 50 > 100G
Compute Best TCO
Hyperconverged Agility & future-proofed
$9 Billion
$45 Billion
$2 Billion
$$$ Opportunity: Additional = Value-Added Services
Hybrid Cloud Management
$10 Billion
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Cisco Data Center 10G+ Worldwide Revenue Share
Dell’Oro L2+L3 Ethernet Switching Report – February 2016 Includes DC Modular and DC Fixed Managed, excludes Unmanaged and SW
HP 10% Arista 9%
Huawei 5% Juniper 4%
Dell 3% Brocade 2%
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Cloud Services at Cloud Scale with Cloud Economics Two Year Time to Market Advantage Using 16nm ASICs
Cloud Services 25G at Price of 10G 100G at Price of 40G
Cloud Scale
Endpoint density up to 10X and 12x IPv6 routes
25% more non-blocking 100G performance (36x100G)
Pervasive line rate, network-wide visibility – wire rate NetFlow
Embedded security – Multi-Tenancy at Scale Enhanced fabric performance – 50% faster
application completion time Lossless Storage Traffic – IP storage,
FCOE/FC ready
Lead the Transition: 1>10>25>40>50>100
Investment Protection: ACI Support for Nexus 7K/ ASR 9K
Multi-speed Ethernet 100M-100G 50% lower system cost, better reliability
and lower power
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
New: Cloud Scale Technology Across Entire Portfolio Speed, Visibility, Security, Reliability and Scale Built In
Industry First 36 port wire rate 40/50/100G
Investment Protection Use existing chassis for new line cards
Same Hardware For stand-alone and ACI
Industry’s Only Native 25G
Consistent NX-OS Image Between Nexus 3K and Nexus 9K
N3100 Fixed Series
Reflect shipped 10M ports on Merchant portfolio
N9K Fixed—9200/9300 Series
Merchant Silicon
Cisco ASICs
Embedded NetFlow/Security | Enhanced Scale (Ports, Table Sizes)
N9K Modular— 9500 Series
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Cisco NXOS Software Innovation Open, Secure, Programmable
AUTOMATION • Ignite/POAP • REST API • DevOps Tools(Puppet/Chef/
Ansible)
INFRASTRUCTURE • ISSU & NX-OS Patchability • Graceful Insertion & Removal • Unified Fabric & FCoE
ARCHITECTURE • VXLAN EVPN • Segment Routing • Intelligent Traffic Director
SECURITY & VISIBILITY • Nexus Data Broker • Sflow, Netflow, Splunk • Certifications – FIP, DoD UCL
Enterprise Trends
READY FOR DEVOPS OPEN STANDARD-BASED
SIMPLICITY
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Broadcom Trident & Tomahawk Need to go beyond Merchant Capabilities
> 3x Throughput
Cisco Cloud Scale Technology
MAC
512K
288K
2x LPM
750K
192K
4x
Host Routes
750K
120K
IPv6 Routes
84K
750K
6x 15x
Cisco Broadcom Tomahawk
Line Rate Performance with Cisco Silicon
36 vs 20 ports of 100G line rate
routing (64 byte packets)
36 vs 10 ports of 100G line rate VXLAN bridging and routing
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Merchant (Jericho) Modular versus Cisco Cloud Scale Modular Forwarding Scalability
Cisco Cloud Scale Technology
1 M
IPv4 LPM
192K
IPv6 /64 LPM
1 M
64K
15x
Cisco
Broadcom Jericho
5x 1 M
IPv4 Host Routes
750K
IPv6 Host Routes
384K
64K
6x
1.3 x 30% - 50%
Improvement in Power
Consumption
6x improvement in line-rate ports
per ASIC
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Cloud Scale Performance and Economics 12X Routes 2.5X Bandwidth Same Cost Native 25G and VXLAN
✖
✔
Generation Ahead – 16nm 50% Less Cost 50% Faster Application Flows Up to 50% Less Power
✖ ✔
Real Time Telemetry at 100G Every Packet, Every Flow, No Sampling
✖ ✔
Embedded Security – Multi-Tenancy 8X Scale Network Segmentation
✖ ✔
Competition (Arista, Juniper, HP, Huawei) Cisco Silicon
Silicon Innovation – Two Year Advantage
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Broadcom Trident & Tomahawk Need to go beyond Merchant Capabilities
Cisco Silicon Improvements
Increased Buffer capacity and enhanced queueing required to meet cloud scale
requirements. Cisco Silicon with 2.5x buffer capacity
Intelligent Buffer Management
Enhanced Algorithms (Approximate Fair Distribution and Dynamic Packet
Prioritization) based on years of research*
Real Performance Gains Increased buffer capacity and algorithms
provide up to 60% improvement in application flow completion times**
Distributed IP Storage
Smart Buffer Spines
Smart Buffer TOR/ Leaf
IP Storage Traffic
300m
Broadcom Tomahawk based switch was unable to meet mega-scale customer
requirements Multiple no-drop traffic classes for 100G
interfaces with 300m+ links
Data Traffic
Cisco Cloud Scale Technology
* http://simula.stanford.edu/~alizade/papers/conga-sigcomm14.pdf ** http://miercom.com/pdf/reports/20160210.pdf
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Designed for Reliability, Price & Performance Within the Data Center
Nexus 9500 4 Fabric Modules (2 ASICs each)
8 Line Cards (4 ASICs each), integrated right-sized buffers
40 ASICs - based on 16nm
Non-blocking
8 slots 288p 100G
“Deep Buffer” 6 Fabric Modules (2 ASICs each)
8 Line Cards (6 ASICs each), External oversized DRAM buffers creating bandwidth bottlenecks and reliability concerns
60 ASICs– based on 28nm
Blocking beyond 24 ports
vs.
One ASIC Generation & 2 Years Later – Better Reliability http://lippisreport.com/2013/11/why-the-nexus-9000-switching-series-offers-the-highest-availability-and-reliability-measured-in-mtbf/
Lower Cost Fewer ASICs = Better Reliability, Lower Power
50%
Cisco Cloud Scale Technology
Cisco Cloud Scale
Integrated Intelligent Buffers Minimize Components
Minimize # Fabric Modules Non-Blocking
Nexus 9500: High Density 40/100G
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Hyperconverged Infrastructure
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$42B $7B+ $2B 65% CAGR
Growth Opportunity
2016
Source: IDC Worldwide Server Forecast, x86 Blade/Rack/Density-Optimized, December 2015; IDC Worldwide Converged Forecast, February
2016
Cisco UCS Cisco HyperFlex
Systems
Hyperconverged Infrastructure Converged Infrastructure X86 Computing
One Infrastructure Management Model
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Complete Hyperconvergence
Software Defined Compute, Storage and Network
Next Generation Software Defined
Storage Always-on Optimization and
Flexible Scaling
Future Ready Architecture
Built for Todays Workloads and Emerging Applications
Introducing Cisco HyperFlex Systems
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Integrated Management and
Data Services
Dynamic Data Distribution
Continuous Data Optimization
Independent Scaling of Compute and Capacity
Real Innovation
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Software-Defined Infrastructure
ACI
UCS
HyperFlex
The Hyperconverged Game Changes Today SDx and Policy-Driven Infrastructure
Private
Public
Hybrid
Multi-Cloud Common Policy Extension
Common Platform
Automation
Security
Policy-Model
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Deploy in Minutes, Not Hours or Days
80% Data Reduction with 48% Higher Performance
30% Lower TCO Than Competition
Next Generation HyperConvergence with Cisco HyperFlex
Future-Ready for Containers and Microservices
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Working Together: End-to-end Orchestration
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Single Integrated, Application-Centric Management Platform
One-Click Provisioning of Infrastructure and Deployment of Application
Portable and Manageable Across Any Datacenter, Private, Public Cloud
Hybrid Cloud Visibility & Control at Your Fingertips
Analytics driven, Closed-loop Resource Optimization – Fast Time to Value
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Why Cisco will win!
Cisco SDN and ACI—Most Complete SDN Solution
Industry Leading Port Density / Power / Price / Performance - Leading 25/50/100G Transition
Open APIs, Open Ecosystem, Embedded Security
Industry’s Most Comprehensive Data Center Solution - Networking, HyperConverged, Orchestration
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
For More Information IDC Technology Spotlight: Why Network Silicon Innovation is Critical to Next-Generation Datacenters - http://idcdocserv.com/US41022016 ; https://www.youtube.com/watch?v=Sr1vRpWAcYY Shutterfly Case Study: Digital Photos Come to Life with Software-Defined Networking http://www.cisco.com/c/dam/en/us/products/collateral/switches/nexus-9000-series-switches/Shutterfly_Cisco_Std_CS_FNL_02292016.pdf Cisco Nexus 9000 Series Switches http://www.cisco.com/c/en/us/products/switches/nexus-9000-series-switches/index.html Infographic: Is Your Network Ready? http://www.cisco.com/c/dam/en/us/products/collateral/switches/nexus-9000-series-switches/infographic-nexus-9k.pdf At-a-Glance: Cisco Nexus 9000 Series Switches http://www.cisco.com/c/dam/en/us/products/collateral/switches/nexus-9000-series-switches/at-a-glance-c45-735765.pdf IDC ExpertROI Spotlight: Pulsant Delivers Agile and Cost-Effective Hybrid Cloud Services with Cisco ACI http://www.cisco.com/c/dam/en/us/solutions/collateral/data-center-virtualization/application-centric-infrastructure/idc-pulsant.pdf Video: Pulsant Delivers Agile Cloud Services with Cisco ACI https://www.youtube.com/watch?v=WHU6RWDJGEo IDC ExpertROI Spotlight: Symantec Delivering on its Strategic Vision with Next-Generation Secure Datacenter Powered by Cisco ACI http://www.cisco.com/c/dam/en/us/solutions/data-center-virtualization/application-centric-infrastructure/benefits-aci.pdf
© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
© 2013 Cisco and/or its affiliates. All rights reserved.
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These presentation slides and related webcast may be deemed to contain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, among other things, statements regarding future events (such as statements regarding our growth and strategy) and the future financial performance of Cisco that involve risks and uncertainties. Readers are cautioned that these forward-looking statements are only predictions and may differ materially from actual future events or results due to a variety of factors, including: business and economic conditions and growth trends in the networking industry, our customer markets and various geographic regions; global economic conditions and uncertainties in the geopolitical environment; overall information technology spending; the growth and evolution of the Internet and levels of capital spending on Internet-based systems; variations in customer demand for products and services, including sales to the service provider market and other customer markets; the return on our investments in certain priorities, including our foundational priorities, and in certain geographical locations; the timing of orders and manufacturing and customer lead times; changes in customer order patterns or customer mix; insufficient, excess or obsolete inventory; variability of component costs; variations in sales channels, product costs or mix of products sold; our ability to successfully acquire businesses and technologies and to successfully integrate and operate these acquired businesses and technologies; our ability to achieve expected benefits of our partnerships; increased competition in our product and service markets, including the data center; dependence on the introduction and market acceptance of new product offerings and standards; rapid technological and market change; manufacturing and sourcing risks; product defects and returns; litigation involving patents, intellectual property, antitrust, shareholder and other matters, and governmental investigations; natural catastrophic events; a pandemic or epidemic; our ability to achieve the benefits anticipated from our investments in sales, engineering, service, marketing and manufacturing activities; our ability to recruit and retain key personnel; our ability to manage financial risk, and to manage expenses during economic downturns; risks related to the global nature of our operations, including our operations in emerging markets; currency fluctuations and other international factors; changes in provision for income taxes, including changes in tax laws and regulations or adverse outcomes resulting from examinations of our income tax returns; potential volatility in operating results; and other factors listed in Cisco’s most recent reports on Form 10-K and Form 10-Q. The financial information contained in these presentation slides and related webcast should be read in conjunction with the consolidated financial statements and notes thereto included in Cisco’s most recent reports on Form 10-K and Form 10-Q, as each may be amended from time to time. Cisco’s results of operations for prior periods are not necessarily indicative of Cisco’s operating results for any future periods. Any projections in these presentation slides and related webcast are based on limited information currently available to Cisco, which is subject to change. Although any such projections and the factors influencing them will likely change, Cisco will not necessarily update the information, since Cisco will only provide guidance at certain points during the year. Such information speaks only as of the date of these presentation slides and related webcast.
Forward-Looking Statements