Public Corporate Overview FY12 Q1

8/3/2019 Public Corporate Overview FY12 Q1

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Market Share Leadership

0%

20%

40%

60%

80%

100%

Digital Video: IPTV

62%Cisco/SA

0%

20%

40%

60%

80%

100%

Switching: Modular/Fixed

Cisco/SA70%

0%

20%

40%

60%

80%

100%

0%

20%

40%

60%

80%

100%

Security

Cisco

Security

32%

0%

20%

40%

60%

80%

100%Voice

Cisco33%

0%

20%

40%

60%

80%

100%Wireless: LAN

Cisco 56%

0%

20%

40%

60%

80%

100%Storage: Area Networks

Cisco34%

0%

20%

40%

60%

80%

100%Routing: Edge/Core/Access

Cisco54%

100%

0%

20%

40%

60%

80%

Networked Home

Linksys 25%

0%

20%

40%

60%

80%

100%Web Conferencing

Cisco/WebEx

49%




Integration as sustainablecompetitive advantage

Diverse product portfolio for long-term stability

Market Share Leadership

33%62% 70%34% 49% 56% 32%54%

Only company with leadership across all segments

25%




Q1 FY12 FiscalRevenue by Geography

EMEA APJC

$2.9B

2% Y/Y

$1.8B

11% Y/Y

Total $11.3B 5% Y/Y

Americas

$6.6B

4% Y/Y




John Chambers,

Chairman and CEO, Cisco

“Cisco’s strategy is based oncatching market transitions—themarket transitions that affect our customers. With the proliferation

of video and collaborative Web 2.0technologies, the networkcontinues to evolve from theplumbing of the Internet—providing connectivity—to the

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

The Network as the Platform…



© 2010 Cisco and/or its affili ates. All rights reserved. Cisco Confidential 61997 2000 2006 2008 - 2011

Collaboration/Web 2.0

Network asPlatform

Network of Networks

All in One:Data/Voice/Video

Market Transitions

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


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3–5 Year Goals Cisco Strategy FY ’11 Initiatives

Intelligent

Information Network

3-5 Year

Goals Initiatives

BusinessArchitecture

TechnologyArchitecture



network

the

as theplatform

Mobility

Data

V i d e o

V o i c e

Data

Mobility Voice

Video

EnterpriseServiceProvider

Small CommercialConsumer

Information

Freedom Communications

Entertainment

PublicSector

Cisco: The Convergence Innovator

One Seamless, Transparent Customer Experience


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Creating Sustainable Differentiation

Through Platform Leadership

Products

Systems

Solutions &

Business Models

Architectural Plays

Platform

Leadership



a place where everyone is connected

That’s the Human Network

connect

culture community

employees

customers

Cisco allows people to locally and globally

collaboration



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,


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Innovation

QualityTeam

Collaboration/Teamwork

MarketTransitions

FunDriveChange

Empowerment

Open

Communication

ProfitContribution(Frugality)

NoTechnology

Religion

ContinuousImprovement/Stretch Goals

Inclusion

Trust/Fairness/Integrity

Giving Back

culture

Customer Success



a place where everyone is connected

That’s the Human Network

connect

culture community

employees

customers

Cisco allows people to locally and globally

collaboration



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cultureemployees…are our competitiveadvantage

service1/6

engineering

1/3

sales1/3

other 1/6

employees

63K+

countries

165+

offices

470+




the idea of

communityno longer culture applies to just

towns

cities

or countries




your

is wherever you need to interact.community




we believe

belongs to everyone.

SustainableBusiness Practices

NetworkingAcademy

Make Every Connectiona Green Connection

Volunteerism

community




Go-to-Market /Investment Strategy

Innovation as ameans of evolvingthrough…

technologyInnovation

Build Buy

Partner




InternalInnovation

Engineers

20,000+

R&D InvestmentAnnually

$5.3B+

Major LabsWorldwide

30PatentsIssued

8000

Patents FiledAnnually

700

Build




InternalInnovation

Source: Yahoo Finance, Company Financial Statements, analystestimates used for IBM, Intel and HP FY10

IBM Microsoft Intel HP

$5.3B

13%

Cisco

R&D Commitment

R&D as Percent of FY10 Revenue

6%

14%14%

3%




AcquisitionStrategy

Buy

MarketAcceleration

MarketExpansion

New MarketEntry




Go-to-Market /Investment Strategy

Partner

Best InClass

Long-TermPartnership

MutuallyBeneficial




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 andopportunity for our customers,

partners, shareholders, and

employees.”




4.5

4.0

1997 20101998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2011

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

4.06

4.15

4.22

4.33 4.334.30

4.334.37 4.37 4.36

4.414.44 4.43 4.43

10+ years of history—formallytracking customer

satisfaction

Central part of Cisco’s culture

Customer satisfaction tied

to the bonus plan

4.45




history technologycustomersculturehistory technologycustomersculture



built for thehuman network.

Public Corporate Overview FY12 Q1

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