Cisco & IP Next Generation Networks: Enabling the Experience Provider Transition

Transcription

1 Cisco & IP Next Generation Networks: Enabling the Experience Provider Transition 1

2 GAAP Reconciliation and Forward-Looking Statements GAAP Reconciliation During this presentation references to financial measures of Cisco will include references to non-gaap (pro forma) financial measures. Cisco provides a complete reconciliation between GAAP and non-gaap (pro forma) financial information on our website at under About Cisco in the Investor Relations section: A reconciliation between GAAP and non-gaap (pro forma) financial information for Scientific-Atlanta, Inc. can be found on its website at 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 Forms 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. 2

3 Experience is Consumer Defined & Driven Tailored to Their Own Unique Interests and Needs What They Want When They Want It Where They Want It How They Want It Broad choice, personalized and simple On demand, available always Everywhere, follow me Flexible, with no platform, access or bundle restrictions 3

4 Experience Possibilities Extend Further Through All Aspects of a Subscriber s Lifestyle Morning: Commute Day: Office Use Phone as a Wallet and Ticket Watch TV on Train, Program DVR for Tonight Conduct Telepresence Meeting Kid s Game and Update Virtual Community Pages en Route Home Evening: Home & About Town Find Kids GPS Location on TV Watch Shows On Demand, Answer Call on TV 4

5 New Service Provider Offer: Many Services to Many Screens VoIP Custom Ring Tones / MP3 Player High-Speed Internet /VPN Text / Instant Messaging Push-to-Talk / Intercom Conferencing Digital TV / VOD PDA / Data Voice At Work, At Home, On The Move 5

6 is Key for Experience Delivery High Definition Phone / Conferencing Streaming -TV On Demand / ndvr/ Mobile TV Managed Applications Gaming / Interactive TV Communications Services to Other Devices Over the Top 6

7 But Not Easy to Deliver Challenges Business Challenges Content Scope & Control Technical Challenges Open, Balanced System Differentiation/New Business Models Content Explosion Growth of on-demand TV Increasing relevance of long tail (niche) content to consumers Impact of over the top video Achieving scale at a lower TCO Managing video in scope of larger Triple Play on the Move convergence Linking key architectural elements to deliver a better user experience Capitalizing on 3 rd party innovation Traditional Web-Based Services Easiest VoIP Services -Based Services Most Difficult 7

8 Better Glass-to-Glass Integrated Solutions HEs Control BSS / OSS Connected Home Network System Integration Order-to-Bill DNA IP DNA Home Networking DNA 8

9 Most Comprehensive Glass-to-Glass Offering in Industry Service Layer App. Layer Super Headend Partners Headend Serving Office Home Partners Partners Linksys SDB Server Explorer STB Encoders PowerVu Receivers Bcast Mux DNCS DCM Grooming & Ad Insert Content Distribution Service Control Engine Network SDB Manager CSCP CBPM Network Layer CAS/DRM Cisco CRS-1 Cisco ONS MSPP Cisco ONS MSTP/MSPP WebStar MTA Prisma II Optics Cisco 7600 Cisco CRS-1 Cisco XR Cisco 7600 Continuum Edge QAMs Cat 4K/3K Cisco ubr CMTS GainMaker WebStar CM 9

10 Unique Synergies for Continued Innovation Service Layer App. Layer Super Headend Partners Headend Serving Office Home Partners Partners Linksys Synergy: End-to-End IPTV Encoders DCM Grooming Architecture Wireline Bcast & Ad Insert DNCS PowerVu Receivers Mux Content Distribution Service Control Engine Network SDB Manager CSCP CBPM Network Layer CAS/DRM Synergy: End-to-End Switched Cisco XR Cisco CRS-1 Synergy: Evolution to SDB Server over DOCSIS Cable Cisco 7600 Cisco 7600 Cisco CRS-1 Continuum Edge QAMs Cisco ONS MSPP Synergy: Connected Home WebStar MTA Synergy:Prisma II Optics Wideband/M-SMTS Cat 4K/3K Cisco ONS MSTP/MSPP Explorer STB Cisco ubr CMTS GainMaker WebStar CM 10

11 Building on Unmatched Experience Cisco and Scientific Atlanta The world s largest digital video/iptv networks run on the combined company s infrastructure Over 24 million Explorer Digital STBs Over 4.4 million DVR units shipped Over 2.9 million HD STBs shipped Over 50 million homes passed with over 240 video head-ends deployed globally Including some the world s largest Over 10M digital video subs get their video streams over Cisco networks Over one billion IP VoD streams will be carried on Cisco networks... 11

12 experiences Poweredbycisco. 12