39
© 2008 Cisco Systems, Inc. All rights reserved. Cisco Confidential Presentation_ID 1

Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

  • Upload
    others

  • View
    0

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 1

Page 2: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 2

Data Center Press Conference

April 8th, 2008

Page 3: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 3

Welcome

Page 4: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 4

Data Center Press Conference

April 8th, 2008

Page 5: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 5

Data Center Press Conference

Edison Peres

Vice President, Worldwide Channels

Cisco Systems, Inc.

Page 6: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 6

GAAP Reconciliation & Cisco 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 in the “Investor Relations”section. www.cisco.com/go/gaap_recon

This presentation may contain projections or other forward-looking statements regarding future events or the future financial performance of the Company. These projections or 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 Annual Report to Shareholders and its filings with the SEC, including its most recent filings on Forms 10-K and 10-Q, each as it may be amended from time to time, 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.

Page 7: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 7

Complexity Increasing Partner Reliance

Customer

Page 8: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 8

Reliability Increases Relevance

rel•e•vance; noun

1: Pertinence to the matter

at hand

Page 9: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 9

Total Partner Opportunity in Five Years

Huge Growth Opportunity

Cisco Expects to Double its Data Center Revenue over Next Five

Years

Additional Partner Services Revenue

14B$+ =4B$5B$10B$

Page 10: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 10

Agenda

Data Center Vision: Doug Gourlay

Welcome: Edison Peres

Channels Go-to-Market Strategy: Edison Peres

Acquisition Strategies: Rob Salvagno

Unified Fabric Solution: Soni Jiandani

Page 11: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 11

Data Center 3.0

Doug Gourlay

Senior Director, Data Center Solutions

Cisco Systems, Inc.

Page 12: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 12

DEVICESDEVICES INFORMATIONINFORMATION PLACESPLACES

Government Regulation

Business Continuance

Cost Efficiency

Green Strategies

Page 13: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 13

Business and Market Drivers

Page 14: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 14

OperationalLimitations

Data Centers Are Under Increasing Pressure

New BusinessPressures

Collaboration SLA MetricsEmpowered User Global Availability Reg. Compliance

Power & Cooling ProvisioningAsset Utilization Security Threats Bus. Continuance

Page 15: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 15

Centralized

Mainframe

Data Center 1.0

The Evolution of Data Center “Architectures”

IT R

ele

van

ce a

nd

Co

ntr

ol

Application Architecture Evolution

Data Center 2.0

Client-Server and Distributed Computing

Decentralized

Data Center 3.0

Service-Oriented and Web 2.0-Based

Virtualized

Consolidate

Virtualize

Automate

Page 16: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 16

UnifiedFabricUnifiedFabric

Unified FabricUnified Fabric

Storage NetworkStorage Network

Mgmt Network

Mgmt Network

Back-End Network

Back-End Network

Front-End Network

Front-End Network

BackupNetworkBackupNetwork

Increased Efficiency, Simpler Operations

Page 17: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 17

Key Benefits of Unified Fabric

Reduce overall DC power consumption by up to 8%. Extend the lifecycle of current data center.

Wire hosts once to connect to any network - SAN, LAN, HPC. Faster rollout of new apps and services.

Every host will be able to mount any storage target. Drive storage consolidation and improve utilization.

Rack, Row, and X-Data Center VM portability become possible.

Page 18: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 18

Over $1B in Overall Data Center Research

and Development

Cisco Nexus Consists of Multiple Products all

running NX-OS

Cisco® Nexus Delivers a Unified Fabric and I/O for the DC

Cisco Nexus

Infrastructure Scalability

OperationalContinuity

TransportFlexibility

Introducing Cisco Nexus Family: The Network Platform for Data Center 3.0

Over 1513 Patents Pending/Issued on Data Center Technologies

Page 19: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 19

Rob Salvagno

Senior Director, Corporate Development

Cisco Systems, Inc.

Cisco/NuovaTransaction

Page 20: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 20

Transaction Announcement

� Acquiring remaining 20%

� Demonstrates Cisco’s Unique Innovation Strategy

� Extends Cisco’s Data Center Capabilities

� Expected Close in Q4 FY08

Page 21: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 21

Cisco Innovation Strategy - Nuova

� Investment established Cisco/Nuova relationship

� Leveraged the Internally Developed Cisco Nexus Operating System

� Partnerships with VMware, Intel, EMC and others

� Acquisition of remaining 20%

Page 22: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 22

Cisco Innovation Strategy – Cisco Data Center

Nuova part of Broader Cisco Data Center Innovation

� Internal Development of Recently Launched Nexus 7000 Product, Comprised 4 years and $250M in Internal Development

� Partnership Agreement and Corresponding Investmentin VMware, Leader in Server Virtualization, in August 2007

Page 23: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 23

Background

� Established investment and relationship in August 2006

� Own 80% of the Company; Received Call Option

� Expanded Scope of Relationship in April 2007

� Invested $70M to date

Page 24: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 24

Payout Details, Success Based Structure

� Success Based Deal

� Payout Tied to Future Nuova Sales

� Potential Payout Range $10M to $678M

� Balances the Risk for Both Cisco and Nuova

Page 25: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 25

Nuova Team

Founding Team of Former ex-Cisco Executives and Technology Industry Veterans

� Mario Mazzola (Cisco),

� Prem Jain (Cisco)

� Luca Cafiero (Cisco)

� Soni Jiandani (Cisco)

� Tom Lyon (founder Ipsilon Networks, early Sun employee) and

� Ed Bugnion (co-founder of VMware)

Page 26: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 26

Unified Fabric DeliveryIntroducing an Innovative Architecture to Simplify Data Center Transformation

Soni Jiandani

Vice President, Marketing

Nuova Systems

Page 27: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 27

Cisco Unified Fabric: An Innovative Architecture to Simplify Data Center Transformation

Cost-Effective, 10 Gigabit Ethernet Connectivity

Foundation

High Performance Switching

Performance

Data Center Ethernet

Scalability

Fibre Channel over Ethernet

Consolidation

VM-Optimized Services

Virtualization

Standards

Page 28: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 28

Partner Ecosystem

AdaptersStorage and

ServersVirtualization and

Management Facilities

TM

Page 29: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 29

Cisco Nexus 5020 Server Access SwitchDelivering Unified Fabric Today

56-Port L2 Switch

� 40 ports 10 Gigabit Ethernet/ FCoE/DataCenterEthernet, fixed

� Two expansion module slots

NX-OS

VFrame, DCNM and Fabric Manager

Ethernet + FC

� 4 Ports 10 Gigabit Ethernet/ FCoE/DataCenterEthernet

� 4 ports 1/2/4G FC

Fiber Channel

� 8 ports 1/2/4G FC

Ethernet

� 6 ports 10 Gigabit Ethernet/

FCoE/DataCenterEthernet

Page 30: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 30

Implementing Unified Fabric withCisco Nexus Family

10 GbE

10 GbE DCE

Fibre Channel

10 GbEFCoE/DCE

Consolidated I/OServers to Access Layer

Data Center Ethernet / FCoE Links

Cisco Nexus 5000

Preserves ExistingLAN and SAN

Investments

MDSMDSNexusNexusCatalystCatalyst

SAN BLAN SAN ALAN

Preserves ExistingDual SANEnvironments

Page 31: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 31

Cisco Nexus FamilyThe Business Benefits of Unified Fabric

Reduction of Total Cost of Ownership

Ease of Deployment and Operational Alignment

Increased Business Agility

Consolidation with Investment Protection

Enhanced Business Resilience

Page 32: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 32

Data Center Channels Go-To-Market Strategy

Edison PeresVice President, Worldwide ChannelsCisco Systems, Inc.

Page 33: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 33

Data Center Practice Partner Profile

Server Expertise

StorageExpertise

NetworkingExpertise

ServicesExpertise

Application Expertise

Page 34: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 34

Data Center Partner Enablement

Advanced Data Center Network Infrastructure Specialization V2.0 (DCNI V2.0)

� Nexus 5000/7000

� Catalyst 6500 + Modules

� Catalyst 4900

� ACE Mod/ACE Appliance

� Ethernet Blades

Training:

� Five Roles Associated with Training

� Available June 2008

New!

Page 35: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 35

Data Center Partner Enablement

Partner Practice Builder

� Validates Investment

� Identifies Gaps

� Generates Step-by-Step Plan

� Navigate through Cisco

Steps-to-Success

� Nexus 7000 Templates

� Data Center 3.0 Support

� New Service Practice Tools

New! New!

Page 36: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 36

VIP Data Center

Availability

Criteria

Incentive5–10% Back-End Rebate Foundation and Advanced

Premier or Above DCNI v. 2.0 Specialization by December 2008

Must Achieve CSAT Targets

Available in All Theaters Starting VIP 12: August 08–Jan 09

Page 37: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 37

Summary

Huge Market Opportunity

Large Services Component

Increases Profitability

Increases Partner Relevance

Page 38: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 38

Q & A

Page 39: Presentation ID © 2008 Cisco Systems, Inc. All rights ...newsroom.cisco.com/dlls/2008/ekits/Partner_Summit... · Presentation_ID © 2008 Cisco Systems, Inc. All rights reserved

© 2008 Cisco Systems, Inc. All rights reserved. Cisco ConfidentialPresentation_ID 39