Re-defining What’s Possible… Connecting the Unconnected

John Chambers Chairman and CEO

March 25, 2014

Capturing the Opportunity… Amazing Together

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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.

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Growth Profitability Business, Technology Models Services Partner-Centric Model

What’s on Your Mind?

Win Together Market Transitions Competition

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#1 IT Company Internet of Everything Pace of Change2

Cisco’s Partner Ecosystem Channel Partner Evolution Winning Together

What’s on My Mind?

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The World is Changing… …and it’s changing fast.

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Source: Olson and van Bever, Stall Points, 2008, Baselinemag.com, 2009, Cisco IBSG, 2011; Fortune 500, 1987, 2011.

Survival Innovation, Speed, Reinvent, Prioritization, Differentiation

24% Fortune 500… 25 Years 87% Severe Stall… 11% Recover 1/3 Companies… Survive… 25 Years

Companies’ Future… Growth / Survival

Leaders Their Company “Technology  Company”   Retail / Insurance

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Cisco is “The” Partner-Centric Company C I S C O

Technology & Business Innovation

Ability to Drive Demand and Create New Markets

Partner Profitability

Partnership Commitment

Partner Enablement

C U S T O M E R

Mobile

Cloud

Security

Analytics

Social

Business Outcomes

Internet of Everything

C I S C O P A R T N E R

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Cisco Partner Landscape

Bookings Through Partners Partner Satisfaction Score

Bookings Through Distribution Partner Employees Represent Cisco

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Competitive Advantage… Cisco’s Vision / Strategy

Sustainable Differentiation

Architectures (5 Phases)

Market Transitions

Customer Driven

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Cisco “The Disruptor” Technology and Business Model Transitions

Network Centric

Unconnected

Video Mobile

Packet Switched Routed

DC

Application Centric

Cloud

Internet of Everything

Voice & Data

Bridged Fixed Circuit Shared

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Our Growth Drivers T O D A Y

Cloud / DC Mobility Security

FOUNDATION CORE TECHNOLOGIES | ARCHITECTURES

I N T E R M E D I A T E

Emerging Services Collaboration Video Software

L O N G T E R M

Internet of Everything

Outcome & Results

ACI, SDN, NFV

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50%

#1 TelePresence

40%

#1 Web Conferencing

23%

#2 X86 Blade Servers

45%

#2 Storage: Area Networks

34%

#1 Network Security #1 Cloud*

Leading Market Share Deliver Architectures Disrupt

#1 ENT Routing

72%

#1 Wireless LAN

52%

#1 Switching: Modular/Fixed

66%

#1 Voice

38%

#1 SP Routing

49%

Source: Dell’Oro, ACG, Synergy, IDC, Infonetics – March 2014, *Q2 CY13 Data

15%

#1 = 12 #2 = 4 #3 = 2 (Q4 CY13)

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Architectures

Speed – Business Outcomes Dramatic Savings

– Operating / Capital Expense Agility… Growth New Revenue Generation Core vs. Context

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Architectures

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Evolution of the Internet

Internet of Everything

Digitize the World

Immersive Experience

Digitize

Interactions

Connectivity Digitize Access

to Information

Networked Economy

Digitize Business Process

Amazing Things Happen… Connect the Unconnected

Internet of Everything

Digitize the World Networked

Economy Digitize Business

Process

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Internet of Everything Leadership

e-Commerce mid-1990s

Internet of Everything 2014

Thought Leadership

Business Results / Opportunities

Lighthouse Accounts

Partnering

Crossing the Chasm

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Public Sector Private Sector

$4.6 Trillion

$14.4 Trillion

Trillion

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Next Disruption… Internet of Everything

Architecture #1 Network #1 IT Big Data / Analytics

CISCO

Network Value = # Connections2

200M 10B 50B 500B2 = $19T

DATA

PEOPLE PROCESS

THINGS

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IT Industry Disruption Public Clouds Software Defined Integrated Architectures (ACI) White Label & Open Source

Pace of Change2

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Architectures & Silicon Differentiated ASICs…Custom & Merchant Strategy

Set-top box:

1 ASIC

UCS:

7 ASICs

Cat3K:

2x ASICs

Cat4500 Linecard: 4x ASICs

Nexus 2-7K:

30 ASICs

100G DWDM: Optical ASIC

CRS-3

Linecard: 7 ASICs

CRS-3 Fabric

card: 3 ASICs

MDS 9K: 9 ASICs

Custom Silicon Merchant x86

Common orchestration for cross domain and global optimization

Nexus 9K: 3 ASICs

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“ If you care about the software, you should care about the hardware. […and the data center, …and the network, …and the back office…] ”

~ Steve Jobs

“ If I look back with 20-20 hindsight, the thing I regret is that we didn’t put the hardware and software together soon enough,” he said. “It was almost magical the way the PC came about with an operating system from us and hardware from IBM...”

~ Steve Balmer, Forbes, 3/4/14

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Private

Hosted/ Managed

Hybrid

Public

Partner Clouds

World’s Largest

Intercloud

#1 Platform for Internet of Everything #1 in Hybrid Cloud #1 in Cloud

Infrastructure

Enterprise & Commercial

Service Provider

Enterprise Priorities Lower TCO Workload Flexibility Agility Compliance/Security

SaaS

Cisco’s Cloud Evolution – Moving to Our Second Phase

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Expanding Our Cloud Strategy… Cisco & Partners

Cisco Powered Partner Clouds

Cisco Cloud Services

Enterprise Private Cloud

Public Clouds

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Private

Hosted/ Managed

Cisco’s Cloud Evolution — Moving to Our Second Phase

Hybrid

Public

Partner Clouds

World’s Largest

Intercloud

#1 Platform for Internet of Everything #1 in Hybrid Cloud #1 in Cloud

Infrastructure

Enterprise & Commercial

Service Provider

Enterprise Priorities Lower TCO Workload Flexibility Agility Compliance/Security

SaaS

1. Most Expansive Hybrid / Intercloud Strategy 2. Growing Market for All (TAM 4X) 3. Customer Choice 4. Open Cloud Ecosystem 5. Leveraging Cisco’s Innovation

Cisco’s Cloud Evolution – Moving to Our Second Phase

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“(A) unique spin is that

Cisco has a bevy of partners

helping it sell its cloud services.” – ZDNET

“Cisco….rolled out a massive public cloud offensive that

the networking giant said will return it to its

roots as an IT market disrupter.” – CRN

“Cisco believes the Internet

will expand in a more federated fashion

than it has in the past….driven by demands from governments around the world for national cloud

infrastructures.” – Wall Street Journal

“Intercloud – will be an

$88 billion market by 2017” – Wall Street Journal

“The investment by CSCO should make its position in

cloud as hot as Las Vegas in the

summer time and put the company in a

position to lead this emerging business market.” – Zeus Kerravala, Founder ZK Research

“Even for the world of

globe-spanning computer systems,

Cisco is going big.” – New York Times

“Cisco…is expanding its cloud computing services with a …

focus at a scale that will send ripples through

the cloud sector.” – The Street

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Intelligent Movement… – Data, Voice, Video Series of Networks

Data Center Next Opportunity Virtualization of Services & Resources Application Aware Networks

Cisco’s Track Record of Anticipating Industry Transitions… May 2005

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Cisco Led The First Two Transitions… We Must Lead the Next One

VIRTUALIZATION IP CONVERGENCE

APPLICATION / IoE ECONOMY

2010 2005 Today

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Evolution of Our Partner Strategy

Pro

fess

iona

l Ser

vice

s

Product

Business Outcomes

Business Process

Business Solution

Architecture

Technology

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1 Pace of Change2 2 Cisco “The Disruptor”… Tech / Business 3 Opportunities… Cloud, Mobility, Security, Services → Outcomes 4 Leave Competitors Behind… Brutal Consolidation 5 Internet of Everything… Unlimited Opportunities 6 Ours to Win… Not Minimizing Challenges

Partnering at Cisco… “Amazing Together”

Leverage the World’s Best Partner Ecosystem to Accelerate Your Profitable Growth

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2014 is the inflection point of the

Internet of Everything… Enable #1 IT.

Thank you.