Forward-looking Statements. GAAP Reconciliation.

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Presentation_ID Cisco Public

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.

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.

http://investor.cisco.com/investor-relations/financial-information/Financial-Results/default.aspx

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Driving Value and Innovation Through

Intercloud

Investor Day

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Source: IDC 4

30M

New devices

connected

every week

78%

Workloads

processed

in Cloud DCs

by 2018

5TB+

of data per person

by 2020

180B

Mobile apps

downloaded

in 2015

277X

Data created

by IoE devices

v. end-user

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Exponential Trend

Linear Trend

Disruptive Stress

/Opportunity

Knee of Curve

Exponential Growth Drives Opportunities

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When Products Become Cloud-enabled, They Become

10X More Valuable

$23.19

$249.00

$18.01

$199.00

$5.99

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SaaS

PaaS IaaS

A Broader Perspective than Hybrid Cloud Is Required…

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Hyperscale applications serving several

thousands of users very quickly

Traditional enterprise applications

IoE and increasing connectivity driving the need

for such workloads

Hadoop, Mobile back-ends, Gaming, Social

Small (~10%), yet rapidly growing

percentage of applications in the Cloud

ERP, CRM, Applications that leverage

traditional databases

Majority of applications being run

for/by Enterprises today

CIOs Need to Embrace Both Traditional

and Hyperscale Application Deployment

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SaaS

PaaS IaaS

Application Portability and Interoperability Is the Key

Traditional

Applications

ERP, Financial, Client/Server,

CRM, email, …

Cloud Native

Applications

IoT, BigData, Analytics,

Gaming, ...

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Source: Gartner, Lydia Leong

of CIOs currently

have a second

fast/agile mode

of operation

45%

Traditional

Mode

Requires

Reliability

(ITIL, CMMI, COBIT)

Nonlinear Mode

Accept Instability

(DevOps,

automation,

reusable)

Systems

of

Differentiation

Systems

of

Innovation

Systems

of

Record

Change

Gov

e

rna

nce

Bimodal IT Is the New Normal

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Intercloud

The

Intercloud

Web-scale Architecture

API-Driven Automation

Open, Secure, Compliant,

Hybrid IT

Internet

The

Internet

IP Based

Open Standards

World of Isolated Clouds

(2000s)

Individual custom-built clouds without consistent APIs

Connected for application acceleration with Open APIs

The Intercloud

Intercloud

Islands of Isolated

PC LAN Networks (1990s)

Multiple LANs using a multitude of protocols

The Internet

Connected using industry- standard IP protocol

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Hyperscale

Applications

CIOs need Bimodal

IT - the ability to

develop cloud-native

applications on

OpenStack and link

to legacy

applications

CIOs need

application-centric

policy control across

all IT components

and all clouds at

scale

Hybrid cloud

requires the ability to

run any VM or bare

-metal server in any

cloud and maintain

network policy and

security consistently

Highly Secure

Network Policy

Extension

Analytics for

IT and OT

The Internet of

Everything (IoE)

explosion will require

data virtualization at

scale, not data

replication

Intercloud Value Proposition:

Hybrid IT Not Just Hybrid Cloud

Application

Policy Control

Across All Clouds

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INTERCLOUD

Intercloud Alliance Intercloud Services Intercloud Providers Enterprise Private Clouds

Cisco Intercloud Services

Partner Intercloud Services

Infrastructure as a Service

Desktop as a Service

Disaster Recovery as a Service

Cloud Cell Architecture for SAP HANA

Unified Communications as a Service

Spark Connected Analytics for Events Energy Management Extended Patient Care Service Grid

Cisco Intercloud Marketplace

Video & TelePresence as a Service

Contact Center as a Service

Service Delivery Platform Exchange

The Intercloud

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April 28, 2015

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SaaS

PaaS IaaS

Best Data Center and Cloud Portfolio in Industry

Cloud Offers Public Clouds Intercloud Providers INTERCLOUD Intercloud Services Enterprise Cloud Cisco OpenStack Private Cloud Cisco Marketplace Private and Hybrid Cloud Software Cisco ONE Enterprise Cloud Suite Policy-Driven Infrastructure Cisco UCS Cisco Nexus Cisco ACI Data Center Automation Software Cisco ONE Foundation for Compute

Data Center

Cloud

Edge / IoT

Big Data Analytics

Cisco Connected Analytics

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INTERCLOUD

Intercloud Alliance Intercloud Services Intercloud Providers Enterprise Private Clouds

How Does Intercloud Drive Transaction & Annuity Growth?

Private Cloud

• Integrated Archs: 9K, 7K • Openstack Private Cloud • ACI, ICF

• Cisco ONE Enterprise Cloud Suite

• Connected Analytics

• Cisco Cloud Services: PaaS, Spark, etc

• Cisco Services ASPs: $500k to $2m

TAM: >40,000 UCS customers

Current penetration: <1%

Public Cloud

• Integrated Archs: 9K, 7K • Managed OpenStack Node • ACI, ICF

• Virtual Managed Services • Connected Analytics • Management) • Cisco Services

ASPs: $2m - $4m per SP node

$500k per Partner

Current penetration 30% (Commitment)

TAM: >1000 SP nodes >200 DC

Partners Current penetration:

0%

TAM: Thousands of Apps Millions of users Billions of Things

Intercloud Marketplace • Cisco SaaS & Mgd Srvcs

• Connected Analytics

• 3rd_{Party SaaS}

• Workload Brokering

New Revenue Drivers

• Broader RTM for Cisco SaaS & MS • ISV revenue sharing • Micro Services • Brokerage Fees

ASPs: Dollars / App / User / Mth Cents / Data Service / Transaction

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The Intercloud 5 Phase Plan

Build Intercloud Infrastructure, Capabilities &

Ecosystem

Deliver on the Value of Intercloud Capabilities Build the Intercloud Marketplace Global Intercloud Connects World

of Many Clouds Enable App /

Workload Exchange & Leverage Policy

Intercloud nodes / Private clouds on Integrated Architecture stacks (Openstack and others) 3rd party ISV apps (% marketplace fees)

Brokerage fees

Cloud Infra. (HW) Cloud stack (SW) SaaS, Connected Analytics

Cisco-only Marketplace Brokerage Industry Exch. + IoE

Services

IaaS / PaaS

Cisco ONE software sold as ELA to end users

Retail and wholesale IaaS, managed cloud services Cloud Support, professional and managed services on Intercloud nodes

Cisco apps and services (e.g. VMS) on CIS and marketplace

Create and manage exchange

Data Services Micro Services Monetization

Reselling partner capabilities (% marketplace fees)

Intercloud Marketplace

1

2

3

4

5 We are

here

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Forward-Looking Statements

These presentation slides and related webcast may be deemed to 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 statements regarding our growth and strategy) 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, including our foundational priorities, and in certain geographical locations; 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; 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; 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 Form 10-K and Form 10-Q. The financial information contained in these presentation slides and related webcast should be read in conjunction with the consolidated financial statements and notes thereto included in

Cisco’s most recent reports on Form 10-K and Form 10-Q, as each may be amended from time to time. Cisco’s results of operations for prior periods are not necessarily indicative of Cisco’s operating results for any future periods. Any projections in these presentation slides and related webcast 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

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