cisco tech talk enterprise switching - s2.q4cdn.com provides a reconciliation between gaap and...
TRANSCRIPT
Cisco Tech Talk Enterprise Switching
Muninder Singh Sambi, Sr. Director, Product Management, Enterprise Switching
March 5, 2018
© 2017 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 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 other forward-looking statements.
GAAP Reconciliation
During this presentation references to financial measures of Cisco will include references to non-GAAP financial measures. Cisco provides a reconciliation between GAAP and non-GAAP financial information on our website at www.cisco.com under “Financial Info” in the “Investor Relations” section.https://investor.cisco.com/investor-relations/financial-information/Financial-Results/default.aspx
© 2017 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Enterprise Trends Driving Digital Transformation
Cyber
SecurityIoTMobility
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These Digital transformation poses challenge for Enterprise IT
Annually spent on Network
Operations, Labor & Tools$60B
Resources
Data growth
Connected devices
Threat surface areas
An evolved world needs a network evolved.
95%
75%
70%
Of OpEx spent on changes and troubleshooting
Of policy violations are due to human error
Of network changes are performed manually
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Intent-based Network Infrastructure
DNA Center
Assurance
Analytics
Policy Automation
Powered By Intent. Informed by Context.
Digital Business
SecurityMobile IoT
Network
Intent-based Networking enables Digital transformation for Enterprise IT
The Catalyst 9000
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Programmable
Integrated
Security
IoT
Convergence
Mobility
Cloud Ready
Design
UADP Modern Operating System:
Open IOS®XE
Common
Licensing
Industry’s Unmatched High Availability
Multi-Gigabit (mGIG) Performance/scale
UPoE (60W) Scale
Cat 9000 Foundation of Intent
Based Networking
Customers3100+ …and growing!
WINNER: Overall Product of the Year
Shipping since June 21, 2017
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Catalyst 9000 –Fastest ramping product in Cisco
At the heart of this vision is truly reinventing
networking, which we started last June with the
launch of the intuitive network. I’m so proud to say
the Catalyst 9000 is the fastest ramping product
introduction we’ve had in our history, and is a
fantastic example of the innovation we’ve
delivered over the past two years.
– Chuck Robbins
“
© 2017 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
© 2017 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Price 10% to 20% over Essentials
Price 10%+ over Advantage
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Customer Momentum with Intent-Based Networking
Education Healthcare
GovernmentRetail and Enterprise
Challenge
Large healthcare deployment, challenges to
manage 1000s of connected devices
• Connect and configure 100,000
connected devices in the next 5 years
• Profile and ensure devices are secure
• Enable security profiles and provide a
single pane of glass
Business Outcomes• 67% reduction in cost to carry out tasks
such as device provisioning and policy
• Lowered issue resolution cost by 80%
with a simplified dashboard, integration
with other Cisco tools, and automation of
monitoring and troubleshooting – providing
visibility across the network
Customer Study
Children’s Hospital LASecures Connected Devices with Intent-based networking
Reduce Network
Provisioning Cost
67%*
Improve Issue
Resolution Cost
80%*
Reduce Cost of
Security Breach
48%*
* Source: Internal TCO Analysis with Large Enterprise Customer
** Capex Reduction based on converging IOT Networks
“It is clear that SD-Access is the future; it is the only way we can
keep up with the explosion of connected devices”
-Marty Miller, Technology Specialist, CHLA
Solution: Cisco DNA Center™, Cisco SD-AccessTM, and
Catalyst® 9000 platform
Challenge
Large Korean Retailer building out a new global HQ in
Seoul, South Korea
• Create future-proof networking infrastructure for the
new headquarters
• Build smart workplace environment for optimized
communication and collaboration
• Secure a flexible and high capacity infrastructure
Business Outcomes• 85% reduction in cost to carry out tasks such as
device provisioning and policy
• Time-to-market: Faster User-onboarding, from 3
week to 8 hours
• Enhanced stability through a software-based
technology, allowing flexible network segmentation
on SD-Access Fabric.
Customer Study
AmorepacificFuture Proofs its Business with Intent-Based Networking
Reduce Network
Provisioning Cost
85%*
Improve Issue
Resolution Cost
Reduce Cost of
Security Breach
* Source: Internal TCO Analysis with Large Enterprise Customer
** Capex Reduction based on converging IOT Networks
Solution: Cisco DNA Center™, Cisco SD-AccessTM, and
Catalyst® 9000 platform, Cisco Aironet 3800s
“Our trust in Cisco’s ability to be a step ahead of the curve by
providing a solution that deals with changing trends such as
IBN was fundamental”
-Jinwoo Kim, Director of IT, AmorePacific
© 2017 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Cisco’s intent-basednetworking
Shift IT time to business focus
Savings in network
provisioning time
67%
Improved issue
resolution
80%
Reduced security
breach impact
48%
Reduced operating
expenses
61%
*Source: Cisco Internal TCO analysis based on input from large enterprise customer (actual results may vary)
** CapEx reduction based on converging IoT networks
© 2017 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Intent-based Networking – The Journey so far..
Policy-Based
Automation
Business Policy
Translation
Segmentation
Analytics &
Assurance
Everything as a sensor
Telemetry
Historical & Real-time
Intent Based
Infrastructure
Secure foundation
Programmability
Virtualization
Launched in Cisco Live
Barcelona 2018
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The guarantee that the
infrastructure is doing what
you intended it to do
What is ? Assurance
Continuous Verification
Successful Rollouts, Operational Continuity
Insights & Visibility
Minimize Downtime, User Productivity
Guided Remediation, Automated Updates, System optimization
Corrective Actions
IT Productivity
Ongoing Intent-Based
Networking Innovation
Give IT Time Back
Improve Issue ResolutionConverting Data into IT Insights!
Mobile
Full network visibility
End-to-end QoE
Application visibility
and control
Fast network remediation
IoT devices
Mergers
Applications
Challenges
Workgroups
WirelessRouters Switches
DNA Assurance
43% IT time is spent on troubleshooting
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Flexible consumption Innovation, Agility and Better planning
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Questions?
FORWARD-LOOKING STATEMENTS
These 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 continued execution on our strategy, our ability to continue to innovate and grow our business, the continued criticality of the network to the business success of our customers, the momentum of our intent-based networking portfolio, continued progress in shifting our business toward more software and recurring revenue, and our ability to continue to execute well, deliver profitable growth and return capital to our shareholders) 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, key growth areas, and in certain geographical locations, as well as maintaining leadership in routing, switching and services; 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 market; 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; our ability to achieve the benefits of the announced restructuring and possible changes in the size and timing of the related charges; man-made problems such as cyber-attacks, data protection breaches, computer viruses or terrorism; 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 Forms 10-Q and 10-K filed on February 20, 2018 and September 7, 2017 respectively. 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 Forms 10-Q and 10-K as each may be amended from time to time. Cisco’s results of operations for the three and six months ended January 27, 2018 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 these presentation slides and the related conference call.
© 2017 Cisco and/or its affiliates. All rights reserved. Cisco Confidential