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8/8/2019 Public Corporate Overview Black Background Eng FY10Q3
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Cisco Corporate Overview
8/8/2019 Public Corporate Overview Black Background Eng FY10Q3
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Market Capitalization Leadership
January 1995 November 2005 May 2010
Cisco
$10B
Top 12
Competitors
$71B
Cisco
$110B
Top 11Competitors
$60B
Cisco
$146B
Top 11Competitors
$24B
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Market Share Leadership
0%
20%
40%
60%
80%
100%
Digital Video: IPTV
63%Cisco/SA
0%
20%
40%
60%
80%
100%
Switching: Modular/Fixed
Cisco/SA
71%
0%
20%
40%
60%
80%
100%
0%
20%
40%
60%
80%
100%
Security
Cisco
Security
36%
0%
20%
40%
60%
80%
100%Voice
Cisco31%
0%
20%
40%
60%
80%
100%Wireless: LAN
Cisco 57%
0%
20%
40%
60%
80%
100%Storage: Area Networks
Cisco25%
0%
20%
40%
60%
80%
100%
Routing: Edge/Core/Access
Cisco57%
100%
0%
20%
40%
60%
80%
Networked Home
Linksys 39%
0%
20%
40%
60%
80%
100%
Web Conferencing
Cisco/WebEx
50%
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Market Share Leadership
31%63% 71%25% 50% 57% 36%57%
57% 39%
Only company with leadership across all segments
39%
Integration as sustainablecompetitive advantage
Diverse product portfolio forlong-term stability
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Strong Geographical Balance
Q3 FY10 FiscalRevenue by Geography
U.S. andCanada
JapanEmergingMarkets
AsiaPacific
Europe
$5.6B
29% Y/Y
$0.4B
25%Y/Y
$1.1B
30% Y/Y
$1.1B
41% Y/Y
$2.1B
(15%) Y/Y
Total $10.4B 27% Y/Y
8/8/2019 Public Corporate Overview Black Background Eng FY10Q3
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John Chambers,Chairman and CEO, Cisco
Ciscos strategy is based oncatching market transitionsthemarket transitions that affect ourcustomers. With the proliferation
of video and collaborative Web 2.0technologies, the networkcontinues to evolve from theplumbing of the Internetproviding connectivityto the
platform that will change the waywe work, live, play and learn.
The Network as the Platform
8/8/2019 Public Corporate Overview Black Background Eng FY10Q3
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Collaboration/Web 2.0
Network asPlatform
Network ofNetworks
All in One:Data/Voice/Video
Market Transitions
Our strategy is guided by the markettransitions that affect our customers.
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35 Year Goals Cisco Strategy FY 10 Initiatives
IntelligentInformation Network
3-5 YearGoals Initiatives
BusinessArchitecture
TechnologyArchitecture
The Network as the Platform
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network
the
as theplatform
Mobility
Data
Video
Voice
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 DifferentiationThrough Platform Leadership
Products
Systems
Solutions &Business Models
Architectural Plays
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a place where everyone is connected
Thats the Human Network
connect
culture communityemployeescustomers
Cisco allows people to locally and globally
collaboration
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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
FunDrive
Change
Empowerment
Open
Communication
ProfitContribution(Frugality)
NoTechnology
Religion
ContinuousImprovement/Stretch Goals
Inclusion
Trust/Fairness/Integrity
Giving Back
culture
CustomerSuccess
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Business Architecture +Technology Architecture
Network as thePlatform
TechnologyArchitecture
BusinessArchitecture
Ciscos
customersdrive our strategywe deliver long-termrelationships and customer satisfactionbased on customer needsculture
Cisco3.0
GlobalApproach
Services-ledSolutions
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cultureemployeesare our competitiveadvantage
service1/6
engineering1/3
sales1/3
other1/6
employees
68K+countries
165+offices
550+
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the idea of
communityno longerculture applies to justtowns
cities
or countries
8/8/2019 Public Corporate Overview Black Background Eng FY10Q3
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yours
is wherever you need to interact.
community
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we believe
belongs to everyone.
SustainableBusiness Practices
NetworkingAcademy
Make Every Connectiona Green Connection
Volunteerism
community
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Go-to-Market /Investment Strategy
Innovation as a
means of evolvingthrough
technologyInnovation
Build Buy
Partner
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InternalInnovation
Engineers
20,000+
R&D InvestmentAnnually
$5.2B+
Major LabsWorldwide
30PatentsIssued
5000
Patents FiledAnnually
700Build
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InternalInnovation
Source: Yahoo Finance, Company Financial Statements, analystestimates used for IBM, Intel and HP FY09
IBM Microsoft Intel HP
$5.2B
14%
Cisco
R&D Commitment
R&D as Percent of FY09 Revenue
6%
15%16%
3%
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AcquisitionStrategy
Buy
MarketAcceleration
MarketExpansion
New MarketEntry
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Go-to-Market /Investment Strategy
Partner
Best InClass
Long-TermPartnership
MutuallyBeneficial
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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 and
opportunity for our customers,
partners, shareholders, and
employees.
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Ciscos History of Customer Satisfaction
1996 20091997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
Source: Cisco annual survey; measured on a scale of 1 to 5 in fiscal years
5
3
10+ years ofhistoryformally trackingcustomersatisfaction
Central part ofCiscos culture
Customersatisfaction tiedto the bonusplan
4.01 4.06 4.15 4.22
4.33 4.33 4.30 4.334.37 4.37 4.36 4.41
4.44 4.43
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history technologycustomersculturehistory technologycustomersculture
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ew olc me tothe human network.