1. of Cisco Development

2. Develop the Network as the Platform for Life’s Experiences Exploit Technology and Market Transitions Operational Excellence Changing the Way the World Lives, Works, Plays and Learns

3. Mobility Video Voice Data IP The Network as a Platform Freedom Entertainment Communications Information Vision Community Personalization Collaboration

4. Strategy It Begins with the Customer…  Market transitions Requires vision  Build, partner, acquire Market agility  Value-add perspective Relevance Service integration  Innovation Platform architecture optimization ConsumerEnterprise Service Provider Commercial CUSTOMERS

5.  Silicon reuse  Intense R&D focus  World-class capability  QuantumFlow processor  L2 / L3 integration Strategy Then We Add Silicon… Silicon Customers SILICON

6. Strategy Silicon: Quantum Flow Processor x=+ World’s Most Advanced Piece of Networking Silicon Performance Scale Availability Services Nearly Three Times More Powerful Than Next Competing Edge Platform Developed by Same Team as CRS-1 ASIC (185M in SPP) 20 Years of QoS Technology Reduced to Silicon Industry First, Permits “Instant on” and “Future Extensibility” Up to 20MPPS Forwarding Rate with Service Features Over 800 Million Transistors Customized QoS Integrated with Programmability >40 Patents >100 World Class Engineers 5 Years Development Investment QuantumFlow Processor

7. Strategy Silicon: Desktop Switching 20022009

8. Strategy Software: Core Platforms Silicon Customers Software SOFTWARE

9. Strategy Products / Innovation Machine Customers Products Silicon Software PRODUCTS

10.  End-to-end approach  Eco-system  WAAS Virtual Blade Solution  WebEx Connect  AXP Platform Strategy Apply Solution Focus… SOLUTIONS Products Silicon Software Customers Solutions

11. Strategy Solution: Cisco WebEx Connect Marketing Composite Apps Learning Composite Apps Sales Composite Apps Support Composite Apps WebEx Connect Client Team Space Audio Meetings IM Ecosystem Composite Apps Training Center Support Center Event Center Sales Center 12,000+ Beta Users—All Viral Quarterly Releases for Rapid Innovation

12.  Open applications platform  Server, Application consolidation  Increased security, and survivability  Lowest TCO Integrated Applications Router-Based Approach Business and Communication Apps Vertical Apps Management Tools Custom Apps Network ConsolidationMultiple Overlay Products Application & Server Consolidation A Few Years Ago Mobility WAN Optimization Voice Network Analysis and Monitoring Security Routing Operational Efficiency  Services Integration  Survivability  50–70% lower Opex Integrated Services Sep 2004 Apr 2008 Strategy Solution: AXP Platform

13. Next Big Bets …  Video Video changes everything  Collaboration Key to productivity New Business Models  Virtualization Ubiquity Efficiency Collaboration Solutions Products Silicon Software Video OPPORTUNITIES Customers Strategy Opportunities

14. Measurement Process Teamwork Results Accountability Sustainable Differentiation Globalization Market Transitions Cisco 3.0 Competitive Advantage Customers Collaboration Video Solutions Products Software Silicon Customers Innovation Employees Productivity Investments Strategy Execution

15. Customers Innovation Employees Productivity Investments  Attract – retain – engage  Development (career & leadership)  Workplace experience  Rewards & recognition  Diversity & inclusion  Remote site strategy  Attract – retain – engage  Development (career & leadership)  Workplace experience  Rewards & recognition  Diversity & inclusion  Remote site strategy  Competitive differentiation  Portfolio Management (LRP, S2I)  Business analytics / reporting  Competitive differentiation  Portfolio Management (LRP, S2I)  Business analytics / reporting  Process, systems, tooling and utilization  IP, re-use  Change management  Culture of collaboration  Process, systems, tooling and utilization  IP, re-use  Change management  Culture of collaboration  Time to volume with quality  Technology, products, systems  Business models  Process  Time to volume with quality  Technology, products, systems  Business models  Process Innovation Portfolio Investment Portfolio Investment Employee Experience Employee Experience Productivity Customer Experience Customer Experience  Quality, performance, usability  Customer sat / loyalty  Localization  Quality, performance, usability  Customer sat / loyalty  Localization

16. Innovation Portfolio Investment Portfolio Investment Employee Experience Employee Experience Productivity Customer Experience Customer Experience Execution

17. John Lasseter CEO at Pixar and Walt Disney Animation Studios

19. Everything Live Video Changes… Work Play Learn