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© 2011 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1 Cisco Confidential © 2011 Cisco and/or its affiliates. All rights reserved. 1

@fpalumbo

Frank Palumbo

Vice President, Cisco Global Data Center Sales

Connect, Discover, Grow Data Center Partner Conference 2012

© 2011 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2

• Jim DeHaven

• Laureano Gonzalez

• Wendy Mars*

• Andrew Plaskett

• Patrick Schmidt

• Brian Allison

• Ed Baker

• John Growdon

• Steven Sanderson


Investing in Data Center

Growth & Traction in the Market

Data Center Opportunities


MARKET TRANSITIONS

ARE DRIVING DATA CENTER

ARCHITECTURES are DRIVING

architectures

© 2011 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 5 Cisco Confidential 5

Sources: Gartner (February 2012)

of enterprises

will be pursuing a

Private CLOUD strategy

© 2011 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 6 Cisco Confidential 6

of

Organizations

want

virtualization

Source: Forrester, 2010


Today 2020

13 BILLION devices connected to the network

TWO devices connected per person on earth

50 BILLION devices connected to the network

SIX devices connected per person on earth

SIX ZETTABYTES will flow through the network 2020


The data center is the

beating heart of this new world


transformational

is the key to unlocking

and capturing the market

According to Gartner Inc,

“ … Data center hardware

spending is forecast to total

$106.4 billion in 2012, and

surpass $126.2 billion in 2015”

Source: Gartner Press Release, Oct 13, 2011


DC Architecture Specialized Participation

UCS Specialized Participation

Q1 FY13 YTD Growth

UCS

EMEAR

Q1 FY13 TYD Growth

Data Center

EMEAR

Recognizing Our EMEAR Partners

© 2011 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 11 Source: IDC Worldwide Quarterly Server Tracker, Q2 2012, August, 2012, Revenue Share 2 CY12

Fastest Growing Product in the Market

revenue run rate with 57% growth YoY

unique UCS Customers and 4,800+ repeat customers

market share in x86 blades in the U.S.

#3 in EMEAR

market share in x86 blades worldwide

Channel Partners & over 1,400 UCS Specialized Partners


Continuous Market Leadership

Cisco FabricPath Customers

Cisco FEX Customers

Cisco® NX-OS Customers

10 GbE Ports Shipped

DC TECHNOLOGY LEADER

*Source: Infonetics, Q2 CY12 DC Network Equipment Report, September 2012 **Source: Dell’Oro Group, SAN Switching, August 2012 | Data current as of September 2012. Subject to change without notice.

DATA CENTER SWITCHING LEADER

Market share by revenue in Q3 2012 for

Data Center 10G Purpose-Built Switching

at 76.3%*

Market share by revenue in Q3 2012 for

FCoE SAN Switching at 87.3%**


Data center grew 61% (in Q1), fueled by our industry leadership

...we are starting to see our leadership in IT, especially the UCS

pull through our communication products.

Chris Dedicoat

SVP, EMEAR

All of the growth in EMEAR last year came from Data

Center … Our growth in EMEAR (in FY13) will come from

predominately our success in Data Center.

“

”

“

” John Chambers

Chairman & CEO


Is the

Enterprise

Ready?

Cost

Private

Hybrid

Community

Public Agility

Flexibility

As Apps Evolve They Demand Infrastructure Change at an Ever Increasing Rate


Leading with Innovation

Unified Fabric Unified Computing

Unified Management

UCS Blade

UCS Rack Mount


SCALE the Fabric

EXTEND the Fabric

OPEN the Fabric

Nexus 6000 Family Industry’s Highest 10GbE/40GbE Density per RU

Nexus 1000V InterCloud Industry’s Simplest Hybrid Cloud Solution

Cisco ONE Controller Industry's Most Flexible Network/Fabric Controller


$2,015

$2,790

$3,504

$4,513

$5,904

$7,109

$7,929

$0

$2,000

$4,000

$6,000

$8,000

2010 2011 2012 2013 2014 2015 2016

Source: Dell ‘Oro Ethernet Cloud Report, May 2012.

Fastest Growing Segment in LAN

Switching

Pending approval for

use with Partners

© 2011 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 19 Cisco Confidential Cisco Confidential 19 © 2011 Cisco and/or its affiliates. All rights reserved.

FlexPod RISC

Migration VDI / VXI SAP HANA Vblock

Cloud

Computing

CIAC

Doors to the Data Center


Aligned objectives for managing infrastructure

• Reduced complexity

• Increased deployment speed

• Reduced costs

Aligned go-to-market strategy

• Solution support for core Cisco offers

• Target Datacenter customers

• Common channel partners

• Overlap of technical partnerships with NetApp,

VCE, and EMC


• Requirement for customers

• Synergistic solution— No competitive conflicts

• Opens up the SAP ERP landscape to gain a footprint in future SAP platform deals

• Cisco’s ‘sweet spot’ is the scale out architecture, with average deal sizes over $1M

HANA is SAP’s fastest growing product ever with $208 million revenue in first 6 months

Pipeline estimated at $1.5B and growing

183,000 customers worldwide with 80% overlap in customers

Working with SAP = $5 Billion Infrastructure Opportunity for Cisco


SAP business ~$1.5B UCS TAM in EMEAR

Core

ERP + Suite

BI /

Analytics

On Demand

Mobility

Middleware

Core

ERP + Suite

BI /

Analytics

Middleware

In-Memory

Computing

~ $110 B

2015 2010

Strategic Growth Areas

~$500M

Source: IDC, CMI, strategy reviews with consulting firms, team analysis

Pu

blic

Clo

ud

H

AN

A

An

aly

tic

s

Pri

va

te C

lou

d

Mo

bile

• Business Intelligence market with 24% CAGR till 2015

• SAP to migrate all their Application to HANA

• SAP equals 20% of EMEAR Server TAM, HANA approximately 7%


2012

System Center 2012

Microsoft will potentially grow Hyper-V and System Center market share on UCS to 50% over the next 3 years

• Hyper-V has 24% market share in 2012,

growing to 40% in 2015 ($2.6B Server TAM)

• Windows Server approximately 50% of factory revenue

• Microsoft’s goal = 50% attach to UCS deployments

• $1B revenue

• Gartner Magic Quad Leader 2011

• 50% of market share in client management

• Mobile device management push


Evolving Customers from Catalyst to Nexus in the Data Center

$3B global opportunity to accelerate customer transition to next generation networks

Catalyst in the Campus Nexus in the Data Center

Increase profitability via bundles & incentives


Customer Proof Points

IT Staffing Deployment

Times

Disaster

Recovery

Power

Cooling

Infrastructure

Costs

Application

Performance

90%

Less Time

Deploy 2x

Capacity

No Staff

Increase

60%

Less Cost 30%

Less Cost 50%

Faster

30% Faster


$0

$5,000

$10,000

$15,000

$20,000

$25,000

$30,000

$35,000

2011 2012 (Est)

TAM: X86 BLADES AND RACKS

$30.7 B $31.8 B

3.6% YoY Growth

• 27% of 2012 Market

• $8.6B (Est) for 2012

• Est 7.6% Y/Y Growth

BLADE

RACK • 73% of 2012 Market

• $23.3B (Est) for 2012

• Est 2.1% Y/Y Growth


UNIFIED

MANAGEMENT

FY13 TAM = $3.6B

UNIFIED

FABRIC

FY13 TAM = $10.2B

UNIFIED

COMPUTING

FY13 TAM = $30.1B

Services Opportunity Size = $13B

$57B


Thank you.

Frank Palumbo Vice President, Cisco Global Data Center Sales

@fpalumbo

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