public corporate overview black background eng fy10q3

8/8/2019 Public Corporate Overview Black Background Eng FY10Q3

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Cisco Corporate Overview


2/27

Market Capitalization Leadership

January 1995 November 2005 May 2010

Cisco

$10B

Top 12

Competitors

$71B

Cisco

$110B

Top 11Competitors

$60B

Cisco

$146B

Top 11Competitors

$24B


3/27

Market Share Leadership

0%

20%

40%

60%

80%

100%

Digital Video: IPTV

63%Cisco/SA

0%

20%

40%

60%

80%

100%

Switching: Modular/Fixed

Cisco/SA

71%

0%

20%

40%

60%

80%

100%

0%

20%

40%

60%

80%

100%

Security

Cisco

Security

36%

0%

20%

40%

60%

80%

100%Voice

Cisco31%

0%

20%

40%

60%

80%

100%Wireless: LAN

Cisco 57%

0%

20%

40%

60%

80%

100%Storage: Area Networks

Cisco25%

0%

20%

40%

60%

80%

100%

Routing: Edge/Core/Access

Cisco57%

100%

0%

20%

40%

60%

80%

Networked Home

Linksys 39%

0%

20%

40%

60%

80%

100%

Web Conferencing

Cisco/WebEx

50%


4/27

Market Share Leadership

31%63% 71%25% 50% 57% 36%57%

57% 39%

Only company with leadership across all segments

39%

Integration as sustainablecompetitive advantage

Diverse product portfolio forlong-term stability


5/27

Strong Geographical Balance

Q3 FY10 FiscalRevenue by Geography

U.S. andCanada

JapanEmergingMarkets

AsiaPacific

Europe

$5.6B

29% Y/Y

$0.4B

25%Y/Y

$1.1B

30% Y/Y

$1.1B

41% Y/Y

$2.1B

(15%) Y/Y

Total $10.4B 27% Y/Y


6/27

John Chambers,Chairman and CEO, Cisco

Ciscos strategy is based oncatching market transitionsthemarket transitions that affect ourcustomers. With the proliferation

of video and collaborative Web 2.0technologies, the networkcontinues to evolve from theplumbing of the Internetproviding connectivityto the

platform that will change the waywe work, live, play and learn.

The Network as the Platform


7/271997 2000 2006 2008 - 2009

Collaboration/Web 2.0

Network asPlatform

Network ofNetworks

All in One:Data/Voice/Video

Market Transitions

Our strategy is guided by the markettransitions that affect our customers.


8/27

35 Year Goals Cisco Strategy FY 10 Initiatives

IntelligentInformation Network

3-5 YearGoals Initiatives

BusinessArchitecture

TechnologyArchitecture

The Network as the Platform


9/27

network

the

as theplatform

Mobility

Data

Video

Voice

Data

Mobility Voice

Video

EnterpriseServiceProvider

Small CommercialConsumer

Information

Freedom Communications

Entertainment

PublicSector

Cisco: The Convergence Innovator

One Seamless, Transparent Customer Experience


10/27

Creating Sustainable DifferentiationThrough Platform Leadership

Products

Systems

Solutions &Business Models

Architectural Plays


11/27

a place where everyone is connected

Thats the Human Network

connect

culture communityemployeescustomers

Cisco allows people to locally and globally

collaboration


12/27

The Cisco Vision changing the way we

to shape the future of the Internet bycreating unprecedented value andopportunity for our customers, employees,investors and ecosystem partners

The Mission

work, and learn. SMlive, play,


13/27

Innovation

QualityTeam

Collaboration/Teamwork

MarketTransitions

FunDrive

Change

Empowerment

Open

Communication

ProfitContribution(Frugality)

NoTechnology

Religion

ContinuousImprovement/Stretch Goals

Inclusion

Trust/Fairness/Integrity

Giving Back

culture

CustomerSuccess


14/27

Business Architecture +Technology Architecture

Network as thePlatform

TechnologyArchitecture

BusinessArchitecture

Ciscos

customersdrive our strategywe deliver long-termrelationships and customer satisfactionbased on customer needsculture

Cisco3.0

GlobalApproach

Services-ledSolutions


15/27

cultureemployeesare our competitiveadvantage

service1/6

engineering1/3

sales1/3

other1/6

employees

68K+countries

165+offices

550+


16/27

the idea of

communityno longerculture applies to justtowns

cities

or countries


17/27

yours

is wherever you need to interact.

community


18/27

we believe

belongs to everyone.

SustainableBusiness Practices

NetworkingAcademy

Make Every Connectiona Green Connection

Volunteerism

community


19/27

Go-to-Market /Investment Strategy

Innovation as a

means of evolvingthrough

technologyInnovation

Build Buy

Partner


20/27

InternalInnovation

Engineers

20,000+

R&D InvestmentAnnually

$5.2B+

Major LabsWorldwide

30PatentsIssued

5000

Patents FiledAnnually

700Build


21/27

InternalInnovation

Source: Yahoo Finance, Company Financial Statements, analystestimates used for IBM, Intel and HP FY09

IBM Microsoft Intel HP

$5.2B

14%

Cisco

R&D Commitment

R&D as Percent of FY09 Revenue

6%

15%16%

3%


22/27

AcquisitionStrategy

Buy

MarketAcceleration

MarketExpansion

New MarketEntry


23/27

Go-to-Market /Investment Strategy

Partner

Best InClass

Long-TermPartnership

MutuallyBeneficial


24/27

John ChambersChairman and CEO

Cisco is truly dedicated to

customer success. Our mission

is to shape the future of the

internet by creating

unprecedented value and

opportunity for our customers,

partners, shareholders, and

employees.


25/27

Ciscos History of Customer Satisfaction

1996 20091997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

Source: Cisco annual survey; measured on a scale of 1 to 5 in fiscal years

5

3

10+ years ofhistoryformally trackingcustomersatisfaction

Central part ofCiscos culture

Customersatisfaction tiedto the bonusplan

4.01 4.06 4.15 4.22

4.33 4.33 4.30 4.334.37 4.37 4.36 4.41

4.44 4.43


26/27

history technologycustomersculturehistory technologycustomersculture


27/27

ew olc me tothe human network.

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