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© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 1© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 1
Cisco & IP Next Generation Networks:Enabling the “Experience Provider” Transition
New Carrier Ethernet Innovations
Pankaj Patel, SVP, GM SP Routing & TechnologySuraj Shetty, Senior Director Worldwide SP Marketing
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 2© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 2
GAAP Reconciliation and Forward-Looking Statements
During this presentation references to financial measures of the Company will include references to pro forma financial measures. Cisco provides a complete reconciliation between GAAP and pro forma financial information on our website at www.cisco.com under “About Cisco” in the “Investor Relations” section.
www.cisco.com/go/gaap_recon
GAAP RECONCILIATION
FORWARD-LOOKING STATEMENTS
This presentation contains projections and other forward-looking statements regarding future events or the future financial performance of the Company, 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 the Company’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 forward-looking statements.
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 3© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 3
Experience Provider Transformation
Live Broadcast
Telecoms
Time-ShiftMulticast
VoD Streaming
Internet Downloads
Internet Access/Data
Voice &VoIP
Broadcast
Satellite/ Wireless
Over the Top
Wireline
Cable
ContentProduction
Business Services
3GVideo
VideoAlliances
IPTV
Digitalization
iTunes
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 4© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 4
Video Impact
“…Cisco says consumer video will be responsible for a significant portion of the Internet-based traffic increases from 2006 to 2011, with video streaming and downloads increasing from 9% of all consumer Internet traffic last year to 30% in 2011.”
August 14, 2007
Video Surge Divides Web WatchersPessimists Say File Swapping Is Creating Traffic Jam,
But Optimists, and a Cisco Report, Call Fears Overblown
Video Surge Divides Web WatchersPessimists Say File Swapping Is Creating Traffic Jam,
But Optimists, and a Cisco Report, Call Fears Overblown
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 5© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 5
Cisco IP NGNSupport Experience Provider Expansion / Growth
Cisco IP NGN
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 6© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 6
IP NGN Carrier Ethernet Design Momentum
Carrier Ethernet•ME 6524•ONS 15310
Carrier Ethernet•E-FTTH•OAM
Mar 06 Sep 06 Mar 07Dec 06
•Ethernet-Enabled DWDM
Video 2.0•7600 with ISG & SBC
Carrier Ethernet Innovations Enable the Connected Life
Sep 07
BB Innovations•10000 Series•PRE-3 / ISG
Jun 06 Feb 07
Predictable Business Services•12K SBC
Extending Ethernet Fiber to the HomeIntroducing the ME 3400-24FS
Bringing SONET/SDH SLAs to Carrier EthernetExtending 50ms Resiliency From Core to PremiseEnhancing OAM and IP SLA with Embedded Event ManagerEnhancing Video Quality with IPTV SLA
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 7© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 7
Industry’s Most Cost Effective E-FTTH PlatformIntroducing the Cisco ME3400-24FS
E-FTTH EverywhereExtends Fiber Reach in High Rise Multi-Tenant Units Flexible Mesh or Ring TopologiesRapid Recovery with REP (50ms)Incremental Revenue Models
Cisco E-FTTH Momentum
Apartment Home Enterprise
Extending Ethernet Fiber
Aggregation Node
ME 3400 -24FS
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 8© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 8
Cisco Carrier Ethernet PortfolioHigh Performance, High Value
$$$
4500 / ME4924
ME6524 / 6500
ME3400 Series
10/100100BXGBE
10/100GBE
100BX1000BX
GBE10Gig
3750 Metro
10/1001000BX
GBE10Gig
100BXGBE
10Gig
7600 Series$$
$
Purpose Built Intelligence and Scalability
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 9© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 9
IP NGN Network Layer
Enterprise
ME 34003750 MetroME6524
4500 E-FTTH
Residence
xDSL/PON
Consumer Services
Business Services
IP/MPLS
1G
76007600
10000 BRAS
CRS-1
ME 3400
Multi-Dwelling Units
ISRME 6524
12000 MSE
100BX
1G
IP/MPLS
Enterprise
MPLS
1G
E-FTTH
Enterprise
Mobile RANWiMAX3G/4G
MDU3G/4GWiMAX
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 10© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 10
Bringing SONET/SDH SLAs to Carrier EthernetResiliency Advantages: Cisco End-to-End
50 ms RecoveryCisco 4500
ME34003750 Metro ME6524
E-FTTH AccessMPLS FRR / REP
AggregationMPLS FRR / REP Core
Distribution Node
AggregationNode
Cisco 7600
E-FTTH AccessThird Party
AggregationMPLS FRR
Core
Distribution Node
AggregationNode
7450 7750
E-FTTH AccessThird Party
AggregationMPLS FRR Core
Distribution Node
AggregationNode
mx960 mx960
50 ms Recovery
Third Party
50 ms Recovery
T1600
Cisco 7600 CRS-1
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 11© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 11
Bringing SONET/SDH SLAs to Carrier EthernetIntroducing IPTV SLA and Embedded Event ManagerBringing SONET/SDH SLAs to Carrier EthernetIntroducing IPTV SLA and Embedded Event Manager
Experience Provider Benefits Customer ExperienceResolve issues fasterVisibility to business impactReduces customer churn
E-FTTH AccessCarrier Ethernet
Aggregation CoreDistribution
NodeAggregation
Node
Cisco 7600 Cisco 7600Video
Headend
CRS-1X
Video or Network
Impairment
IPTV SLA
Improved ExperienceReduced Service Outages
AggregationE-FTTx Access Core
Embedded Event ManagerAutomated Instrumentation
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 12© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 12
“A ground-breaking test commissioned by Light Reading -- the first of its kind -- has shown that equipment from Cisco System Inc can scale to 1 million IPTV customers with carrier-grade features such as quality of service (QOS) and resilience…….The Bottom line? The test successfully demonstrated one of the largest simulated IPTV networks to date ”
Light Reading June 2007
Carrier Ethernet and IPTV Leadership
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 13© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 13
Competitive Advantages
Quad-Play Linkages
Flexible Architecture L3 emulating L2
Secure Virtualization
Yes: Layer 2 + 3
Video Support
Yes No
40G IPoDWDM
Video QoE
No Fabric McastFabric Multicast
NoYes
NoYes
NoYes
Head-End to STB Yes
No
Fixed: L2 - 7450L3 - 7750
No video products No video products
No
Distributed Processing No, control plane only
Yes, data and control planeCor
eC
ore
Edge
Edge
Vide
oVi
deo
Multi-chassis No multi-chassis92Tbps with multi-chassis
No coreproducts
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 14© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 14
‘Any Play’ Competitive Positioning
Carrier EthernetMXSeries-X: L2 MXSeries-R: L3
7450: Layer 27750: Layer 3
Layer 2/3Architecture Flexibility
NoNoYesWiFi-Mobile AggregationMobility
NoNo YesDeep Packet Inspection Ctl BusNoDHCP OnlyYesIntegrated BRAS/ISG
Data
NoNoYesSession Border Controller/ Lawful Intercept
Voice
NoNoYesPhase 1 Appliance
Error Repair/Rapid Channel Change (VQE)
NoNoYesIntegrated Admission ControlVideo
Juniper MX-Series
Alcatel 7750/7450
Cisco7600
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 15© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 15
Carrier Ethernet – Q2 2007 Routing andSwitching Market Share
33.1%
57.6%
6.2%
Cisco Juniper ALU
Ethernet Services Edge
71.2%
13.5%
Cisco ALU
Access/Aggregation
64.1%
23.7%
Cisco ALU
Carrier Ethernet TotalESE + Access/Agg
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 16© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 16
0%
10%
20%
30%
40%
50%
60%
70%
1Q06 2Q06 3Q06 4Q06 1Q07 2Q07
Cisco ShareJuniper ShareALU Share
SP Edge Routing & Switching Market share trends
59.6%59.6%
13.9%13.9%
11.3%11.3%
Market Share (%)
58.3%58.3%
17.8%17.8%
14.3%14.3%
© 2006 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 17© 2007 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 17
Forward-Looking StatementsThese 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 1995. These forward-looking statements include, among other things, statements regarding future events (such as the development of our markets, the future of networking, Cisco’s strategy and positioning, and our ability to foresee market transitions) 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 and in various geographic regions; global economic conditions and uncertainties in the geopolitical environment; overall information technology spending; the growth 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 and other customer markets; 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; increased competition in the networking industry; dependence on the introduction and market acceptance of new product offerings and standards; rapid technological and market change; manufacturing and sourcing risks, including risks relating to our continued transition to a new manufacturing model; product defects and returns; litigation involving patents, intellectual property, antitrust, shareholder and other matters; natural catastrophic events; a pandemic or epidemic; achievement of the benefits anticipated from our investments in sales and engineering activities; our ability to recruit and retain key personnel; our ability to manage financial risk; currency fluctuations and other international factors; potential volatility in operating results and other factors listed in Cisco’s most recent reports on Form 10-K and Form 10-Q. 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 reports on Form 10-K and Form 10-Q, each as it may be amended from time to time. Cisco's results of operations for the three and nine months ended April 28, 2007, 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 the presentation slides and the related conference call.