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Powering the Digital Economy"

""

President, India & SAARC"December 8, 2014!

DINESH MALKANI"

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India to be 3rd largest IT market in Asia Pac by 2016, 2nd by 2018

$73.3 Bn IT spending by 2015

Dramatic shift in IT spending power: from IT to digital business units

In 2015:

15.7% 14% Growth in IT Services

Growth in Software

In 2015:

12.6% 4.2% Growth in Devices

Growth in Telecom Services

38% Of total IT

spend already

outside IT

50% Of total IT

spend outside IT, by 2017

100% Increase in Chief Digital

Officers since 2013

500% Boost in

digital jobs, by digital biz.

by 2018 Source: Gartner

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54%

#1 TelePresence

25%

#3 Contact Center

37%

#1 Security

How We Disrupt Through Innovation…India Market Share & Architectures

#1 ENT Routing

75%

#1 Wireless LAN

52%

#1 ENT Switching

71%

#1 IP Tel

57%

#1 SP Routing

52%

Source: IDC, Frost & Sullivan: Q2CY13 tracker data for all technologies except NW Security where data is for Q4CY12.

71%

#1 SP Switching

17%

#2 X86 Blade Servers

#1 in 8, #2 in 1, #3 in 1

Note: Market Share is quarterly market share (Q2CY14) 4Q Rolling share for Q2CY13 for all technologies except NW Security where it is for CY12

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By 2018, there will be 526 Mn Internet users

in India

Digital Disruptors India Is Ready To Be Digitized

108 Mn

50 Mn

33 Mn

20 Mn

81% of India’s population use mobile phone.

10% have smartphones

By 2018, the equivalent of all movies ever made will cross India's IP networks

every 2 hours

By 2018, Video will be 62% of India's mobile data traffic

Source: Cisco VNI Global IP Traffic Forecast 2013-2018; Nielsen 2013; ComScore 2013; IAMAI; Mint

By 2018, there will be 1.5 Bn networked devices in India

Broadband in Every Home

Rapid Adoption of Mobility

Citizen Services

Young Workforce

The App Economy

Social Media

Entertainment

Learning and Education

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Digital Disruption Will Result in Massive Value Creation

Private Sector Includes both industry-specific and horizontal use cases. • Customer Experience

• Innovation • Supply Chain

• Employee Productivity

• Asset Utilization • Increased Revenue

• Reduced Cost • Employee Productivity

• Smart Grid • Connected

Learning • Citizen Experience

Public Sector Includes cities, agencies, and verticals such as health & education

Value at Stake

Billion

* 2013-2022

Source: Cisco Internet of Everything Value at Stake

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Business Need •  Smart & city-wide safety alert system •  Faster response to security breaches •  Accelerated accurate case investigation    

Connected Safety and Security in Navi Mumbai

Cisco’s Value Proposition •  Pervasive video infrastructure •  Smart analytics engine & control room

Benefits •  Smart & city-wide safety alert system •  Faster response to security breaches •  Accelerated accurate case investigation    

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Collaboration with Covacsis on Connected Manufacturing

Business Need •  360° view of the shop floor •  Access to Big Data analytics without large

investments & expertise •  Proactive & predictive management

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Connected Learning Experience at BITS Pilani

Benefits •  Greater collaboration: 10 meetings per day •  Expanded content: 14 new courses •  Enhanced learning: On avg. 8 classes per

day with 20-60 students •  Shared global expertise: Global experts and

guest lectures across campuses

Business Need •  Connect campuses in Pilani, Dubai, Goa and

Hyderabad •  Facilitate alumni to connect with campuses

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Connected Education and Healthcare through Project Samudaya Healthcare Education Housing

1 healthcare center built and networked with Cisco

HealthPresence

patients seen via remote telemedicine*

3800

schools networked for remote classroom sessions

students received remote classroom instruction three days per week*

4

500

houses built for displaced families in five villages

Volunteer hours by 250 Cisco employees

3223

2700

Source: Cisco

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Of Gen Y (18-34 year-olds) customers would move their money to seek a greater degree of digital interaction

“If banks aren’t digital…they’re going to be dead in the water” - Chris Skinner, Author, Digital Bank

Of customers were interested in meeting with remote financial experts via video outside a bank; 39% within the branch

Reimagining the Digital Bank, Cisco Consulting Services, November 2014

Bottom-line increase: the upside for a typical bank that becomes as digitized as its customers

Annual profit increase opportunity, for a financial institution with $10 billion in annual revenue

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Smart/Hip Branch Innovative Branch iME (Identify Me) Premier Branch

Branch Banking : “Its not one size fits all”

Branch with effective use of technology.

Typically 10-15 physical staff + 2

virtual staff

No teller counters. Typically 1-2

physical staff + 4 virtual staff

Fully automated branch model with

No physical staff + 2 virtual staff

Customer identification at branches using

smart phone WiFi

Finance POD

New and Better Connections through a Digital Bank

Omnichannel Infrastructure Video and Collaboration Mobility

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Endless Aisle Omnichannel

On-Demand Expert Advice

What New & Better Connections Mean for Digital Retail Companies

Personal SoLoMo Content

Optimized Retail Operations

Collaborative Product Development

Superstore, concept store, online or offline: Improve customer experience & Profitability, Optimize inventory and Increase sales

Automated Ordering Process

Energy Optimization

Inventory Visibility

Flexible Payment Options

Understand Shopper Behavior

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Cisco and Service Providers: 60% of Mobile Internet in India Runs on Cisco infrastructure

Broadband  Penetra,on  

Mone,za,on  of  Network  

Infrastructure  

SP  Wifi  /  FTTH  /  MEN  /  Docsis  3.0  

Content  Distributed  

Network  (CDN)  

Cloud  /    OTT  Solu,ons    

Video  is  the  Next  Voice  

Cable  Digi,za,on  Phase  3  &  4  

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Internet of Everything

Digitize the World Connecting: §  People §  Process §  Data §  Things

What will the Next Disruption be?

Intelligent Connections

Connectivity Digitize Access to Information §  Email §  Web Browser §  Search 1996 - India’s first online newspaper starts: Rediff-On- the-NeT

Immersive Experiences

Digitize Interactions (Business & Social) §  Social §  Mobility §  Cloud §  Video

2009 - India’s SP industry disrupted with 1 Paisa per Second charges

Networked Economy

Digitize Business Process §  E-commerce §  Digital Supply

Chain §  Collaboration 1999 - India’s first e-commerce site launches: Fabmart.com

Business and

Societal Impact

It’s All About The Evolution of the Internet

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Our Strategy: Organised for Success

Enterprise Segment

Top 250 Named

Accounts

Commercial Segment

Partner Led &

Velocity Business

Growth Vertical

New

Opportunities

GSP

Global SP Business

Partner Organisation Services

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Strong Partnership with Our Channel Partners in India & SAARC

488 Partner

Enablement Workshops

2600

Unique Partners

49 No. of Cities

Covered

8696 Partner

Resources Trained

40+ Ecosystem

Partners

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Deep Investments in Venture Capital in India Additional $40 mn Investment Announced in June 2014

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We Are Deeply Committed to India 1997: Focus on Distribution / Sales

2007: Globalisation Centre East, 2nd HQ

2009: Major Innovation Expansion

2005: $1B Commitment… (1,700 people)

2012: Globalisation Centre Expansion Across Functions •  Expansion of Functions. 10,000 people. 3rd Best Co. to Work For • Deep investment in Engineering (8000+ people)

•  Focus Emerging Countries / Markets. S+CC, Inclusive Growth •  Additional Product Families. Project Samudaya: Virtual HC/Education

• R&D, Business Development, Support / Services

• Goal… All Functions / 10,000+ People •  Expansion Executives / Resources (20+) •  Additional $100M Venture Capital & 20% Top Talent

2014: Next Generation Globalisation Centre (11,000+ people) •  Evolution of Local Leadership. Thought Leader in Industry Bodies • Country Transformational Partner. Additional $40M Venture Capital •  Launch of Cisco Smart City. Local innovation. New Partnerships

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We’re Thrilled To Announce Our Collaboration with ITL Will leverage the Internet of Everything to enable a Digital India

Jointly develop digital solutions for India’s infrastructure and smart cities and go-to-market with the solutions  

Smart city infrastructure solutions: Traffic and transportation, Public Safety and Security, E-governance

Next generation urban services: Parking, Lighting, Traffic & Citizen Engagement Services  

Q&A