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FY14Q4 PM Meeting Cisco DATA CENTER UPDATE Spenser Lin, DC Product/Solution June 2014

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Page 1: FY14Q4 PM Meeting Cisco DATA CENTER UPDATE · FY14Q4 PM Meeting Cisco DATA CENTER UPDATE Spenser Lin, DC Product/Solution June 2014 . 2 ... X86 Server Blade Market Share Q1CY14 1

FY14Q4 PM Meeting Cisco DATA CENTER UPDATE

Spenser Lin, DC Product/Solution

June 2014

Page 2: FY14Q4 PM Meeting Cisco DATA CENTER UPDATE · FY14Q4 PM Meeting Cisco DATA CENTER UPDATE Spenser Lin, DC Product/Solution June 2014 . 2 ... X86 Server Blade Market Share Q1CY14 1

2

© 2013-2014 Cisco and/or its affiliates. All rights reserved.

Cisco Unified Computing System Fastest Growing Product in the Market

33,000+ UNIQUE UCS CUSTOMERS 2

Top 5 Server Vendor 1

94 world record performance benchmarks to date

3,600+ UCS CHANNEL PARTNERS

#1 Americas revenue market share in x86 blades 1

Source: 1 IDC Worldwide Quarterly Server Tracker, 2014Q1, May 2014, Vendor Revenue Share Source: 2 As of Cisco Q3FY14 earnings results Data Center Revenue is defined as Cisco UCS and Nexus 1000V

More than 75% of all

customers have invested in UCS

Fortune 500

$2.6B+ Data Center Annualized Revenue Run Rate 2

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3

© 2013-2014 Cisco and/or its affiliates. All rights reserved.

Cisco UCS Leading Server Growth (Y/Y)

-3%

-21%

0%

39%

-5%

-13%

-4%

Source: IDC Worldwide Quarterly Server Tracker, 2014Q1, May 2014, Vendor Revenue Share Revenue is cumulative 4 quarters (Q2CY13 – Q1CY14)

$13.2B $12.0B $8.2B $2.3B $1.8B $49.4B

Market

$2.4B

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4

© 2013-2014 Cisco and/or its affiliates. All rights reserved.

Cisco UCS Leading X86 Blade Server Growth (Y/Y)

-5%

39%

-7%

12% 14%

-46%

-24%

3%

Source: IDC Worldwide Quarterly Server Tracker, 2014Q1, May 2014, Vendor Revenue Share Vendor Revenue Share Revenue is cumulative 4 quarters (Q2CY13 – Q1CY14)

$3.3B $1.8B $1.3B 0.1B $0.1B $7.9B

Market

$0.8B

Hitachi Ltd

NEC

$0.1B

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5

© 2013-2014 Cisco and/or its affiliates. All rights reserved.

UCS Market Share Growth X86 Server Blade Market Share Q1CY14

1 Source: IDC Worldwide Quarterly Server Tracker, 2014Q1, May 2014, Vendor Revenue Share

# 1 in USA (41%) 1

# 2 Worldwide and growing 39% YoY1

UCS momentum

33,000+ Unique Customers

15,500 Repeat Customers

UCS # 1 in Only Five Years

0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0%

Sugon

Oracle

Others

Huawei

SGI

Fujitsu

NEC

Hitachi Ltd

Dell

IBM

Cisco

HP

UCS # 2

with 26.3 %

Wor

ldw

ide

0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0%

Fujitsu

Oracle

Others

SGI

IBM

Dell

HP

Cisco

UCS # 1

with 40.9%

US

A

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6

© 2013-2014 Cisco and/or its affiliates. All rights reserved.

UCS Market Share Growth X86 Server Blade Market Share Q1CY14

1 Source: IDC Worldwide Quarterly Server Tracker, 2014Q1, May 2014, Vendor Revenue Share

0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0%

Fujitsu

Cray Inc

Oracle

Others

SGI

IBM

Dell

HP

Cisco

UCS # 1

with 40%

Nor

th A

mer

ica

0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0%

Sugon

Oracle

Others

Huawei

SGI

Fujitsu

NEC

Hitachi Ltd

Dell

IBM

Cisco

HP

UCS # 2

with 26.3 %

Wor

ldw

ide

# 1 in North America (40%) 1

# 2 Worldwide and growing 39% YoY1

UCS momentum

33,000+ Unique Customers

15,500 Repeat Customers

UCS # 1 in Only Five Years

Page 7: FY14Q4 PM Meeting Cisco DATA CENTER UPDATE · FY14Q4 PM Meeting Cisco DATA CENTER UPDATE Spenser Lin, DC Product/Solution June 2014 . 2 ... X86 Server Blade Market Share Q1CY14 1

7

© 2013-2014 Cisco and/or its affiliates. All rights reserved.

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Then Now

Cisco

HP

IBM

Dell

Fujitsu

NEC

Oracle

SGI

Other

Source:1IDC Worldwide Quarterly Server Tracker, 2014Q1, May 2014, Vendor Revenue Share

Q3CY09 Q1CY14

Q3CY09 vs Q1CY14

2.4%

47.7%

34.4%

9.2% 0.1%

3.6% 2.0%

0.5% 12.0%

40.0%

34.9%

10.2%

0.0% 0.5% 1.5%

0.1%

0.9%

Cisco UCS #1 in North America X86 Blade Server Market

Q3CY09 vs. Q1CY14 Vendor Shares1

0.1%

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8

© 2013-2014 Cisco and/or its affiliates. All rights reserved.

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Then Now

Cisco

HP

IBM

Dell

Fujitsu

Oracle

NEC

Hitachi Ltd

Other

Worldwide X86 Blade Server Market

Q3CY09 vs. Q1CY14 Vendor Shares1

Q3CY09 Q1CY14

Q3CY09 vs Q1CY14

1.2%

50.4%

29.1%

8.2% 3.2%

2.6% 2.0%

1.9% 1.4%

10.9%

26.3%

41.4%

11.5%

1.6% 0.5% 1.7% 2.5%

3.5%

Source:1IDC Worldwide Quarterly Server Tracker, 2014Q1, May 2014, Vendor Revenue Share

Page 9: FY14Q4 PM Meeting Cisco DATA CENTER UPDATE · FY14Q4 PM Meeting Cisco DATA CENTER UPDATE Spenser Lin, DC Product/Solution June 2014 . 2 ... X86 Server Blade Market Share Q1CY14 1

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© 2013-2014 Cisco and/or its affiliates. All rights reserved.

Cisco UCS Performance: 94 Records A History of World Record Performance on Industry Standard Benchmarks

Cisco UCS Benchmarks that held world record performance records as of date of publication

VMmark 2.0 Overall B200 M2

VMmark 2.1 2-socket Blade B200 M2

VMmark 1.x 2 –socket Blade B230 M1

VMmark 1.x 2-socket B200 M1

VMmark 1.x 2-socket B250 M2

VMmark 1.x Overall C460 M1

VMmark 2.1 Overall C460 M2

VMmark 2.1 Two–node 4-socket C460 M2

VMmark 2.1 4-socket C460 M2

VMmark 2.1 Two–node 2-socket B200 M3

VMmark 2.1 Eight–node 2-socket B200 M3

VMmark 2.5 Two-node 2-socket C240 M3

VMware View Planner 2-socket B200 M3

TPC-C Oracle DB 11g & OEL C250 M2

TPC-H 100GB VectorWise C250 M2

TPC-H 300GB VectorWise C250 M2

TPC-C Oracle 11g C240 M3

Oracle E-Business Suite Medium Model Payroll Batch B200 M2

Oracle E-Business Suite Xtra Large Model Payroll B200 M3

Oracle E-Business Suite Medium Model Order-to-Cash B200 M2

Oracle E-Business Suite Large Model Order-to-Cash B200 M3

SPECjEnterprise2010 Overall B440 M1

SPECjEnteprise2010 2-node B440 M2

Oracle E-Business Suite Xtra Large Model Payroll Batch B230 M2

Oracle E-Business Suite XL Model Payroll B200 M3

Oracle E-Business Suite Large Model Order-To-Cash B200 M3

Oracle E-Business Suite XL Model Payroll B200 M3

Oracle E-Business Suite Large Model Order-To-Cash B200 M3

SPECjbb2005 2-socket C260 M2

SPECjbb2005 2-socket B230 M2

SPECjbb2005 4-socket B440 M2

SPECjbb2005 2-socket B230 M2

SPECjbb2005 X86 2-socket B200 M2

SPECjbb2005 X86 4-socket C460 M1

SPECjAppServer2004 2-node B230 M1

SPECjbb2005 X86 2-socket B230 M1

SPECjbb2005 X86 2-socket C220 M3

SPECjbb2013 X86 2-socket C220 M3

SPECompLbase 2001 2-socket B200 M2

SPECompMbase 2001 2-socket B230 M2

SPECompLbase 2001 2-socket B230 M2

SPECompMbase 2001 4-socket C460 M2

SPECompLbase 2001 2-socket B200 M2

LinPack 2-socket B200 M2

LS-Dyna 4-socket C460 M1

SPECompMbase 2001 4-socket C460 M1

SPECompMbase 2001 4-socket C460 M1

SPECompMbase 2001 4-socket C460 M2

SPECompMbase 2001 2-socket C240 M3

SPECompLbase 2001 2-socket C220 M3

Oracle E-Business Suite XL model payroll B200 M3

SPECjbb2013 MultiJVM X86 2-socket B200 M3

SPECjbb2005 X86 2-socket C220 M3

SPECint_rate_base 2006 X86 2-socket B200 M1

SPECfp_rate_base 2006 2-socke C260 M2 SPECfp_rate_base 2006 X86 2-socket B200 M2 SPECint_rate_base 2006 2-socket C260 M2

SPECint_rate_base 2006 X86 2-socket B200 M2

SPECint_rate 2006 X86 4-socket C460 M2

SPECfp_rate_base 2006 X86 4-socket C460 M1

SPECint_rate_base2006 X86 4-socket C460 M1

SPECfp_rate_base 2006 X86 2-socket C220 M3

SPECint_rate_base 2006 X86 2-socket C220 M3

SPECfp_base2 006 X86 2-socket C220 M3

SPECint_rate_base 2006 X86 2-socket C220 M3

SPECfp_rate_base2006 X86 4-socket C420 M3

SPECfp_rate_base2006 X86 2-socket B200 M3 SPECint®_base 2006 X86 2-socket C220M3

VMmark 1.x Overall C460 M1

VMmark 1.x Blade Server B440 M1

VMmark 1.x 2-socket B200 M1

TPC-H 1000GB Microsoft SQL Server C460 M2

Oracle E-Business Suite Medium Model Payroll Batch B200 M2

Oracle E-Business Suite Ex-large Model Payroll Batch B200 M2

SPECjbb2005 X86 2-socket B230 M1

SPECjAppServer 2004 1-node 2-socket C250 M2

SPECompMbase 2001 2-socket B200 M2

SPECompMbase 2001 2-socket B200 M2

SPECint_rate_base 2006 X86 2-socket B200 M2

SPECfp_rate_base 2006 X86 2-socket B200 M1

Best Virtualization & Cloud Performance

Best Database Performance

Best Enterprise Middleware Performance

SPEComp® G_base2012 2-socket C240 M3

Best CPU Performance

Best HPC Performance

Best Enterprise Application Performance

TPC-H 3000GB Price/Performance X86 Single- node C420 M3

VMmark 2.5.1 Two-node 2-socket B260 M4

SPECint®_rate_base 2006 4-socket C460 M4

SPECint®_rate_base 2006 2-socket B260 M4

SPECfp_rate_base 2006 2-socket B260 M4

SPEComp® G_base2012 4-socket C460 M4

SPEComp® G_base2012 2-socket B260 M4

SPECjbb2013 MultiJVM X86 2-socket C240 M3

SPECfp_rate_base2006 X86 2-socket C220 M3

SPECjbb2013 MultiJVM X86 4-socket C460 M4

SPECjbb2013 MultiJVM X86 2-socket B260 M4

SAP Sales and Distribution Two-processor Two-tier B260 M4

SPECint® _rate_base

2006 4-socket

C460 M4

Page 10: FY14Q4 PM Meeting Cisco DATA CENTER UPDATE · FY14Q4 PM Meeting Cisco DATA CENTER UPDATE Spenser Lin, DC Product/Solution June 2014 . 2 ... X86 Server Blade Market Share Q1CY14 1

Thank you.