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Next Gen Data Center Portfolio Driving Innovation

2 © 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Forward-looking Statements This presentation contains projections and other forward-looking statements regarding future events or the future financial performance of Cisco, 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 Cisco’s filings with the SEC, including its most recent filings on Form 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 other forward-looking statements.

© 2013 Cisco and/or its affiliates. All rights reserved.

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Accelerating Convergence Disruptions Through Innovation…

2005 2010 2014 2016+ Innovation Timeline

Data Voice Video

Compute Network Storage

Application Network

Scale and Security

Analytics HyperConvergence

Cloud Scale

IP Convergence

Virtualization

Hybrid Cloud

+$3.5B annual run rate

+$2B in Next Gen DC+ACI Switching

in 2yrs

SDN


New Scale out and Scale Up Applications Support across Bare Metal, Virtualized and Containers

Data Center Implications

Embedded Security and Visibility

Lossless Traffic

Fabric Wide

Intelligent Buffers

7X Increase in Density of Endpoints

Increased I/O Traffic Drives

2.5X Bandwidth

Use Cases Distributed IP storage for cloud apps and traditional storage (FC/ FCoE) for existing apps Distributed apps via container-based micro-services Inter-process communication across fabric

© 2016 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

Our Innovation in Action

Embedded Security and Telemetry

Hybrid Cloud Orchestration

Cisco Hybrid Cloud Architecture


$68 Billion Opportunity in Calendar Year 2016 Enabling Policy Based Automation for a Hybrid Cloud Architecture

Source: Dell’Oro Ethernet Switch DC Market Forecast, January 2016; 451 Research 2016 Market Monitor Overview Report; IDC Worldwide Server Forecast, x86 Blade/Rack/Density-Optimized, December 2015; IDC Worldwide Converged Forecast, February 2016

Switching 1 > 10 > 25 > 40 > 50 > 100G

Compute Best TCO

Hyperconverged Agility & future-proofed

$9 Billion

$45 Billion

$2 Billion

$$$ Opportunity: Additional = Value-Added Services

Hybrid Cloud Management

$10 Billion


Cisco Data Center 10G+ Worldwide Revenue Share

Dell’Oro L2+L3 Ethernet Switching Report – February 2016 Includes DC Modular and DC Fixed Managed, excludes Unmanaged and SW

HP 10% Arista 9%

Huawei 5% Juniper 4%

Dell 3% Brocade 2%


Cloud Services at Cloud Scale with Cloud Economics Two Year Time to Market Advantage Using 16nm ASICs

Cloud Services 25G at Price of 10G 100G at Price of 40G

Cloud Scale

Endpoint density up to 10X and 12x IPv6 routes

25% more non-blocking 100G performance (36x100G)

Pervasive line rate, network-wide visibility – wire rate NetFlow

Embedded security – Multi-Tenancy at Scale Enhanced fabric performance – 50% faster

application completion time Lossless Storage Traffic – IP storage,

FCOE/FC ready

Lead the Transition: 1>10>25>40>50>100

Investment Protection: ACI Support for Nexus 7K/ ASR 9K

Multi-speed Ethernet 100M-100G 50% lower system cost, better reliability

and lower power


New: Cloud Scale Technology Across Entire Portfolio Speed, Visibility, Security, Reliability and Scale Built In

Industry First 36 port wire rate 40/50/100G

Investment Protection Use existing chassis for new line cards

Same Hardware For stand-alone and ACI

Industry’s Only Native 25G

Consistent NX-OS Image Between Nexus 3K and Nexus 9K

N3100 Fixed Series

Reflect shipped 10M ports on Merchant portfolio

N9K Fixed—9200/9300 Series

Merchant Silicon

Cisco ASICs

Embedded NetFlow/Security | Enhanced Scale (Ports, Table Sizes)

N9K Modular— 9500 Series


Cisco NXOS Software Innovation Open, Secure, Programmable

AUTOMATION •  Ignite/POAP •  REST API •  DevOps Tools(Puppet/Chef/

Ansible)

INFRASTRUCTURE •  ISSU & NX-OS Patchability •  Graceful Insertion & Removal •  Unified Fabric & FCoE

ARCHITECTURE •  VXLAN EVPN •  Segment Routing •  Intelligent Traffic Director

SECURITY & VISIBILITY •  Nexus Data Broker •  Sflow, Netflow, Splunk •  Certifications – FIP, DoD UCL

Enterprise Trends

READY FOR DEVOPS OPEN STANDARD-BASED

SIMPLICITY


Broadcom Trident & Tomahawk Need to go beyond Merchant Capabilities

> 3x Throughput

Cisco Cloud Scale Technology

MAC

512K

288K

2x LPM

750K

192K

4x

Host Routes

750K

120K

IPv6 Routes

84K

750K

6x 15x

Cisco Broadcom Tomahawk

Line Rate Performance with Cisco Silicon

36 vs 20 ports of 100G line rate

routing (64 byte packets)

36 vs 10 ports of 100G line rate VXLAN bridging and routing


Merchant (Jericho) Modular versus Cisco Cloud Scale Modular Forwarding Scalability


1 M

IPv4 LPM

192K

IPv6 /64 LPM

1 M

64K

15x

Cisco

Broadcom Jericho

5x 1 M

IPv4 Host Routes

750K

IPv6 Host Routes

384K

64K

6x

1.3 x 30% - 50%

Improvement in Power

Consumption

6x improvement in line-rate ports

per ASIC


Cloud Scale Performance and Economics 12X Routes 2.5X Bandwidth Same Cost Native 25G and VXLAN

✖

✔

Generation Ahead – 16nm 50% Less Cost 50% Faster Application Flows Up to 50% Less Power

✖ ✔

Real Time Telemetry at 100G Every Packet, Every Flow, No Sampling

✖ ✔

Embedded Security – Multi-Tenancy 8X Scale Network Segmentation

✖ ✔

Competition (Arista, Juniper, HP, Huawei) Cisco Silicon

Silicon Innovation – Two Year Advantage


Broadcom Trident & Tomahawk Need to go beyond Merchant Capabilities

Cisco Silicon Improvements

Increased Buffer capacity and enhanced queueing required to meet cloud scale

requirements. Cisco Silicon with 2.5x buffer capacity

Intelligent Buffer Management

Enhanced Algorithms (Approximate Fair Distribution and Dynamic Packet

Prioritization) based on years of research*

Real Performance Gains Increased buffer capacity and algorithms

provide up to 60% improvement in application flow completion times**

Distributed IP Storage

Smart Buffer Spines

Smart Buffer TOR/ Leaf

IP Storage Traffic

300m

Broadcom Tomahawk based switch was unable to meet mega-scale customer

requirements Multiple no-drop traffic classes for 100G

interfaces with 300m+ links

Data Traffic


* http://simula.stanford.edu/~alizade/papers/conga-sigcomm14.pdf ** http://miercom.com/pdf/reports/20160210.pdf


Designed for Reliability, Price & Performance Within the Data Center

Nexus 9500 4 Fabric Modules (2 ASICs each)

8 Line Cards (4 ASICs each), integrated right-sized buffers

40 ASICs - based on 16nm

Non-blocking

8 slots 288p 100G

“Deep Buffer” 6 Fabric Modules (2 ASICs each)

8 Line Cards (6 ASICs each), External oversized DRAM buffers creating bandwidth bottlenecks and reliability concerns

60 ASICs– based on 28nm

Blocking beyond 24 ports

vs.

One ASIC Generation & 2 Years Later – Better Reliability http://lippisreport.com/2013/11/why-the-nexus-9000-switching-series-offers-the-highest-availability-and-reliability-measured-in-mtbf/

Lower Cost Fewer ASICs = Better Reliability, Lower Power

50%


Cisco Cloud Scale

Integrated Intelligent Buffers Minimize Components

Minimize # Fabric Modules Non-Blocking

Nexus 9500: High Density 40/100G


Hyperconverged Infrastructure


$42B $7B+ $2B 65% CAGR

Growth Opportunity

2016

Source: IDC Worldwide Server Forecast, x86 Blade/Rack/Density-Optimized, December 2015; IDC Worldwide Converged Forecast, February

2016

Cisco UCS Cisco HyperFlex

Systems

Hyperconverged Infrastructure Converged Infrastructure X86 Computing

One Infrastructure Management Model


Complete Hyperconvergence

Software Defined Compute, Storage and Network

Next Generation Software Defined

Storage Always-on Optimization and

Flexible Scaling

Future Ready Architecture

Built for Todays Workloads and Emerging Applications

Introducing Cisco HyperFlex Systems


Integrated Management and

Data Services

Dynamic Data Distribution

Continuous Data Optimization

Independent Scaling of Compute and Capacity

Real Innovation


Software-Defined Infrastructure

ACI

UCS

HyperFlex

The Hyperconverged Game Changes Today SDx and Policy-Driven Infrastructure

Private

Public

Hybrid

Multi-Cloud Common Policy Extension

Common Platform

Automation

Security

Policy-Model


Deploy in Minutes, Not Hours or Days

80% Data Reduction with 48% Higher Performance

30% Lower TCO Than Competition

Next Generation HyperConvergence with Cisco HyperFlex

Future-Ready for Containers and Microservices


Working Together: End-to-end Orchestration


Single Integrated, Application-Centric Management Platform

One-Click Provisioning of Infrastructure and Deployment of Application

Portable and Manageable Across Any Datacenter, Private, Public Cloud

Hybrid Cloud Visibility & Control at Your Fingertips

Analytics driven, Closed-loop Resource Optimization – Fast Time to Value


Why Cisco will win!

Cisco SDN and ACI—Most Complete SDN Solution

Industry Leading Port Density / Power / Price / Performance - Leading 25/50/100G Transition

Open APIs, Open Ecosystem, Embedded Security

Industry’s Most Comprehensive Data Center Solution - Networking, HyperConverged, Orchestration


For More Information IDC Technology Spotlight: Why Network Silicon Innovation is Critical to Next-Generation Datacenters - http://idcdocserv.com/US41022016 ; https://www.youtube.com/watch?v=Sr1vRpWAcYY Shutterfly Case Study: Digital Photos Come to Life with Software-Defined Networking http://www.cisco.com/c/dam/en/us/products/collateral/switches/nexus-9000-series-switches/Shutterfly_Cisco_Std_CS_FNL_02292016.pdf Cisco Nexus 9000 Series Switches http://www.cisco.com/c/en/us/products/switches/nexus-9000-series-switches/index.html Infographic: Is Your Network Ready? http://www.cisco.com/c/dam/en/us/products/collateral/switches/nexus-9000-series-switches/infographic-nexus-9k.pdf At-a-Glance: Cisco Nexus 9000 Series Switches http://www.cisco.com/c/dam/en/us/products/collateral/switches/nexus-9000-series-switches/at-a-glance-c45-735765.pdf IDC ExpertROI Spotlight: Pulsant Delivers Agile and Cost-Effective Hybrid Cloud Services with Cisco ACI http://www.cisco.com/c/dam/en/us/solutions/collateral/data-center-virtualization/application-centric-infrastructure/idc-pulsant.pdf Video: Pulsant Delivers Agile Cloud Services with Cisco ACI https://www.youtube.com/watch?v=WHU6RWDJGEo IDC ExpertROI Spotlight: Symantec Delivering on its Strategic Vision with Next-Generation Secure Datacenter Powered by Cisco ACI http://www.cisco.com/c/dam/en/us/solutions/data-center-virtualization/application-centric-infrastructure/benefits-aci.pdf


© 2013 Cisco and/or its affiliates. All rights reserved.

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These presentation slides and related webcast may be deemed to 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 statements regarding our growth and strategy) 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, our customer markets and various geographic regions; global economic conditions and uncertainties in the geopolitical environment; overall information technology spending; the growth and evolution 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 market and other customer markets; the return on our investments in certain priorities, including our foundational priorities, and in certain geographical locations; 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; our ability to achieve expected benefits of our partnerships; increased competition in our product and service markets, including the data center; dependence on the introduction and market acceptance of new product offerings and standards; rapid technological and market change; manufacturing and sourcing risks; product defects and returns; litigation involving patents, intellectual property, antitrust, shareholder and other matters, and governmental investigations; natural catastrophic events; a pandemic or epidemic; our ability to achieve the benefits anticipated from our investments in sales, engineering, service, marketing and manufacturing activities; our ability to recruit and retain key personnel; our ability to manage financial risk, and to manage expenses during economic downturns; risks related to the global nature of our operations, including our operations in emerging markets; currency fluctuations and other international factors; changes in provision for income taxes, including changes in tax laws and regulations or adverse outcomes resulting from examinations of our income tax returns; 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 related webcast 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, as each may be amended from time to time. Cisco’s results of operations for prior periods are not necessarily indicative of Cisco’s operating results for any future periods. Any projections in these presentation slides and related webcast 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 these presentation slides and related webcast.

Forward-Looking Statements

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