7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. 1 Cisco Systems: Innovating for The Enterprise Ammar Hanafi Vice President New Business Ventures Cisco Systems 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. 2 A 360 Degree View of Business Innovation Products (What) R&D Platforms Solutions Networking Customers (Who) Channels (Where) Logistics/ Supply Chain Customer Experience Value Chain Processes Source: Managing Business Innovation, Sawhney and (How) 7659_03_2003_c4 Wolcott, Kellogg School of Management, Oct. 2002 © 2003, Cisco Systems, Inc. All rights reserved. Revenue Model 3 The Context For Innovation: Our Customers Increasing Our Market Share in Core Markets Growing Our Revenues in New Growth Markets Customer Success = Cisco Success 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. 4 The Technology Strategy No Compromises Intelligent Services Convergence - Data, Voice, Video, Storage Security Manageability Performance Routers and switches Silicon Hardware Lower cost 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. Investment Protection Lasting architecture Generational approach 5 The Innovation Cycle Robust Secure Intelligent Global Information Adaptable Network Fair Scalable Intelligent Services Innovation Performance 7659_03_2003_c4 Investment Protection © 2003, Cisco Systems, Inc. All rights reserved. 6 Investment in Technology Innovation R & D as % of Revenue 20% 15% 10% 5% 0% Q2 ‘02 Intel Q3 ‘02 Microsoft Q4 ‘02 IBM Dell Q1 ‘03 Cisco Source: Yahoo Finance 7/17/03 7659_03_2003_c4 8551_08_2003 © 2003, Cisco Systems, Inc. All rights reserved. 7 Extending Our Core Business with New Growth Markets • Customer contacts / partnerships • Contiguity of businesses • Mastery of technology • End-to-end system extension 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. 8 Where We’re Spending: Core and New Growth Markets Commercial • Security • Telephony • Wireless / Mobility C O R E 7659_03_2003_c4 Enterprise Service Provider • Security • Telephony • Wireless / Mobility • Storage Networking • Metro • Converged packet networks • VPN • Cable • Voice Routing, Switching, and Software © 2003, Cisco Systems, Inc. All rights reserved. 9 Systems Approach: A Foundation for Growth Future: HA QoS Multicast Virtualization Security Application Orientation IP Communications Network Management/Provisioning Wireless LAN • Storage Networking Routing • Switching • Optical 7659_03_2003_c4 8551_08_2003 © 2003, Cisco Systems, Inc. All rights reserved. 10 New Enterprise Reality Past: Separate Security Points Present: Hybrid Future: Convergence WLAN Storage Area Networks Data Video Conferencing Voice Video Storage IPTel / Voice Security LAN WLAN LAN and WAN Secure Converged Network Video WAN SAN Voice Network Wired 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. Wireless 11 Network-Embedded Applications PBX and Key Systems Firewall and VPNs Storage Mobility Virtualization Management Software Secure Converged Network 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. 12 The Secure Converged Network as a Service Delivery Platform • Single point of control • Ubiquity of implementation • Services are end-to-end • Cost advantage NetworkEmbedded Services Packet Layer Services 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. 13 Example: Full Service Branch of the Future Access Routers Embedded Security & Security Appliances CallManager Express™ and SRST Catalyst Switches Wireless LAN 7659_03_2003_c4 Presentation ID © 2003, Cisco Systems, Inc. All rights reserved. © 2002, Cisco Systems, Inc. All rights reserved. 14 14 Cisco Access Router Evolution Achieving Full “Branch in a Box” Intelligent Information Network Multi-Protocol Routing, Access Control, QoS IOS Firewall/ Encryption Content Delivery Hybrid Keysystem voice- VoFR, VoIP Low Density Switching Advanced Security 3700 Flagship FSB Router IP Telephony 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. Voice Applications 15 Summary: Key Technology Trends • Virtualization of resources • Virtualization of location • Mobility of access • Scalability of applications • Embedded security • Video • Wireless 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. 16 The Network of Networks 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. 17 Enterprise User Productivity Driven By Access Any Place, Any Time, Via Any Device The Network of Networks Applications 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved. 18 7659_03_2003_c4 © 2003, Cisco Systems, Inc. All rights reserved.