Enabling a Multicloud World. Kip Compton VP, Cloud Platform & Solutions Group December 4,

Transcription

1 Enabling a Multicloud World Kip Compton VP, Platform & Solutions Group December 4,

2 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. GAAP Reconciliation During this presentation references to financial measures of Cisco will include references to non-gaap financial measures. Cisco provides a reconciliation between GAAP and non-gaap financial information on our website at under Financial Info in the Investor Relations section.

3 Secure, Intelligent Platform for Digital Business Security is Foundational Reinvent the Network Embrace a Multicloud World Unlock the Power of Data Employee and Customer Experience Increased Pace of Innovation

4 It s a Multicloud World 85% 87% 94% evaluating or using public cloud taken steps towards a hybrid cloud strategy plan to use multiple clouds Among cloud users Source: 2017 IDC Cisco View, and/or April, its affiliates. 2017, n=8,293 All worldwide rights reserved. respondents, Cisco weighted Confidential by country, company size and industry

5 What is Multicloud? A multicloud approach enables customers to consume applications and services from two or more clouds where at least one cloud is public.

6 Enabling the Multicloud World MULTICLOUD Other Public s SaaS SaaS SaaS SaaS SaaS SaaS JASPER Private Private Colocation Sensors Campus Branch Data Center Edge

7 Adoption: Only 11% Optimized Lower Adoption Greater Adoption Ad Hoc Opportunistic Repeatable Managed Optimized Percentage of customers in category 37% 20% 20% 13% 11% Source: IDC View, 2017 Cisco April, and/or 2017, n=8,293 its affiliates. worldwide All respondents, rights reserved. weighted by country, Cisco Confidential company size and industry

8 Multicloud Requirements Networking Security Analytics Management Multicloud Software Helping customers optimize their multicloud strategy

9 Cisco Products Hybrid Solutions Apps Security Everywhere Networking for the Professional Services Center HyperFlex UCS Nexus/ACI Mercury / Cisco VIM AppDynamics Tetration Cisco Spark WebEx Jasper lock Umbrella Security Stealthwatch ( License) Next-Generation Firewall Partner Ecosystem Meraki Services Router 1000v Secure Agile Exchange Viptela NSO/ESC/ConfD VMS Advisory Design & Architecture App Migration Automation & Orchestration API Integrations Management & Governance Powered

10 Cisco Multicloud Portfolio Advisory Connect Multicloud Portfolio Consume Protect

11 Cisco Multicloud Portfolio Offers Advisory Connect Advisory Protect Connect Consume Advisory Services Migration Connect Protect Consume (Delivered by AS/Cisco Partners) vedge with Umbrella Umbrella Multicloud CSR 1000v Portfolio AMP for Endpoints Meraki Systems Manager lock Tetration Consume Protect Center AppDynamics

12 Cisco Multicloud Portfolio Offers and Bundles Advisory Connect Protect Consume Advisory Services Migration Connect Protect Consume (Delivered by AS/Cisco Partners) vedge with Umbrella CSR 1000v Feb 2018 Umbrella + AMP for Endpoints Umbrella + AMP for Endpoints + Meraki Systems Manager lock Tetration Nov 2017 Center + AppDynamics The Multicloud Portfolio, offers, or bundles can be ordered under one Multi-line Bundle (MLB) PIDs structure on CCW Leveraging existing or upcoming solution pricing bundles: vedge + Umbrella available Feb Dependency of Viptela GPL availability in Feb Umbrella + AMP for Endpoints + Meraki Systems Manager available April 2018

13 Best of Both Worlds Networking and Security Private Infrastructure Multicloud Management Enterprise Class Sales and Support Services Microservices / Containers API Gateway for Existing Services Developer Community

14 Develop in the cloud and deploy anywhere Bridge existing investments with new digital initiatives Increase software velocity without compromising security or sacrificing control Cisco-Google Solution Enforce network and security policy and regulatory compliance without losing agility Extend your existing management frameworks and tools across on premises and cloud Choose your cloud provider based on the needs of your workload

15 Cisco and Google Open Hybrid Solution On Prem/Colo Data Center Google Existing Services Apps Data Istio: Hybrid Service Management consistent environment Google Platform Apps Private infrastructure container platform on hyperconverged infrastructure Google Kubernetes Engine Networking Security Private Infrastructure Consumption Management

16 Value for Solution Buyers Developers IT Management Freedom to access any resource while preserving security and compliance IT Ops Extend security and compliance to cloud environments to optimize application efficiency and costs Security Team Extend visibility, threat detection and control across hybrid environments without slowing innovation

17 Broad Cisco Portfolio Enables Consistent Environment Across Hybrid Networking Extend network policy and configurations to the hybrid cloud CSR 1000v, Nexus/ACI Security Extend security policy and monitor applications behavior Stealthwatch Container Platform On-prem support for Kubernetes environment Cisco Container Platform Private Infrastructure On-prem hyperconverged platform HyperFlex, Contiv Multicloud Automation and Management Management of policies, biz governance, analytics and consumption Center, AppDynamics

18 Cisco and Google Together What s unique? Modernize in place and migrate at your own pace combine for the first time agile development and reliable, regulated, and secure IT Breakthrough joint engineering by Cisco and Google enhanced by open source to bridge existing investments with innovative cloud services Delivered and supported by Cisco and Google using new cloud-focused support capabilities

19 Questions?

20

21 FORWARD-LOOKING STATEMENTS These presentation slides and the related conference call contain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of These forward-looking statements include, among other things, statements regarding future events (such as continued execution on our strategy, the continued criticality of the network to business success, our ability to deliver more insights and intelligence as we help our customers build highly secure, intelligent platforms for digital business, and our ability to continue to execute well and return value to our shareholders) 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, key growth areas, and in certain geographical locations, as well as maintaining leadership in routing, switching and services; 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 market; 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; our ability to achieve the benefits of the announced restructuring and possible changes in the size and timing of the related charges; man-made problems such as cyber-attacks, data protection breaches, computer viruses or terrorism; 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 report on Form 10-K filed on September 7, The financial information contained in these presentation slides and the related conference call should be read in conjunction with the consolidated financial statements and notes thereto included in Cisco s most recent report on Form 10-K as it may be amended from time to time. Cisco s results of operations for the three months ended October 28, 2017 are not necessarily indicative of Cisco s operating results for any future periods. Any projections in these presentation slides and the related conference call 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 the related conference call.