Cisco Corporate Overview Market Capitalization Leadership Cisco 129

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Cisco Corporate Overview

Cisco Corporate Overview

Market Capitalization Leadership Cisco $129 B $110 B Top 12 Competitors Top 11 Competitors

Market Capitalization Leadership Cisco $129 B $110 B Top 12 Competitors Top 11 Competitors $71 B $60 B Cisco Top 11 Competitors $23 B $10 B January 1995 November 2009

Market Share Leadership Security 100% 80% 60% 80% 35% Digital Video: IPTV Cisco/SA 100%

Market Share Leadership Security 100% 80% 60% 80% 35% Digital Video: IPTV Cisco/SA 100% 65% 80% 60% 40% 40% 20% 20% 0% Cisco Voice 100% Wireless: LAN 100% 54% 80% 60% 60% 40% 20% 20% 0% 40% 100% 80% 60% Cisco 28% Routing: Edge/Core/Access Cisco 100% 80% 57% 60% Cisco Networked Home Linksys Switching: Modular/Fixed Cisco/SA Storage: Area Networks 80% 100% Cisco 50% 60% 40% 40% 20% 20% 0% 24% Web Conferencing 80% 45% 70% Cisco/Web. Ex

d /F ix e ar ul od ic 35% Vo 70% e y Se

d /F ix e ar ul od ic 35% Vo 70% e y Se cu rit hi itc Sw 45% 54% N 70% : M ng d w or 54% et 67% ke : L ss W le ig D 57% 28% ire ou R 50% om H AN : I eo l V id eb W 24% e 65% PT V e/ C or e/ E dg g: tin C or St ag e: on A fe re re a nc N in et g 35% ita w or Ac ks ce ss Market Share Leadership 28% 24% Only company with leadership across all segments Integration as sustainable 57% competitive advantage Diverse product portfolio for 45% long-term stability 50%

Strong Geographical Balance Total $9. 0 B (13%) Y/Y $5. 0 B $0. 4

Strong Geographical Balance Total $9. 0 B (13%) Y/Y $5. 0 B $0. 4 B $0. 9 B $1. 0 B $1. 8 B (10%) Y/Y 2%Y/Y (30%) Y/Y (6%) Y/Y (15%) Y/Y Japan Emerging Markets Asia Pacific Europe U. S. and Canada Q 1 FY 10 Fiscal Revenue by Geography

The Network as the Platform… “Cisco’s strategy is based on catching market transitions—the market

The Network as the Platform… “Cisco’s strategy is based on catching market transitions—the market transitions that affect our customers. With the proliferation of video and collaborative Web 2. 0 technologies, the network continues to evolve from the plumbing of the Internet— providing connectivity—to the platform that will change the way we work, live, play and learn. ” John Chambers, Chairman and CEO, Cisco

Market Transitions Our strategy is guided by the market transitions that affect our customers.

Market Transitions Our strategy is guided by the market transitions that affect our customers. Collaboration/ Web 2. 0 Network as Platform Network of Networks All in One: Data/Voice/Video 1997 2000 2006 2008 - 2009

The Network as the Platform… 3– 5 Year Goals Cisco Strategy FY ’ 10

The Network as the Platform… 3– 5 Year Goals Cisco Strategy FY ’ 10 Initiatives Business Architecture 3 -5 Year Goals Intelligent Information Network Initiatives Technology Architecture Presentation_ID © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 8

Cisco: The Convergence Innovator One Seamless, Transparent Customer Experience Enterprise Service Provider Small Consumer

Cisco: The Convergence Innovator One Seamless, Transparent Customer Experience Enterprise Service Provider Small Consumer Public Sector Commercial Video Voice Mobility Data the Information Data Freedom Presentation_ID © 2006 Cisco Systems, Inc. All rights reserved. network as the platform Mobility Cisco Confidential Voice Video Entertainment Communications 9

Creating Sustainable Differentiation Through Platform Leadership Customer Relevance Platform Leadership Architectural Plays Solutions &

Creating Sustainable Differentiation Through Platform Leadership Customer Relevance Platform Leadership Architectural Plays Solutions & Business Models Systems Products Technology Integration Presentation_ID © 2006 Cisco Systems, Inc. All rights reserved. Cisco Confidential 10

collaboration customers employees culture Cisco allows people to community connect That’s the locally and

collaboration customers employees culture Cisco allows people to community connect That’s the locally and globally Human Network a place where everyone is connected

The Cisco Vision changing the way we work, live, play, and learn. SM The

The Cisco Vision changing the way we work, live, play, and learn. SM The Mission to shape the future of the Internet by creating unprecedented value and opportunity for our customers, employees, investors and ecosystem partners

Market Transitions Open Communication Giving Back Trust/ Fairness/ Integrity Inclusion Continuous Improvement/ Stretch Goals

Market Transitions Open Communication Giving Back Trust/ Fairness/ Integrity Inclusion Continuous Improvement/ Stretch Goals Innovation culture Quality Team No Technology Religion Collaboration / Teamwork Empowerment Fun Drive Change Profit Contribution (Frugality) Customer Success

Cisco’s culture Global Approach customers drive our strategy—we deliver long-term relationships and customer satisfaction

Cisco’s culture Global Approach customers drive our strategy—we deliver long-term relationships and customer satisfaction based on customer needs Business Architecture + Technology Architecture Business Architecture Network as the Platform Technology Architecture Services-led Solutions Cisco 3. 0

culture employees …are our competitive advantage 1/3 sales 1/3 engineering 1/6 service 1/6 other

culture employees …are our competitive advantage 1/3 sales 1/3 engineering 1/6 service 1/6 other 63 K+ 165+ 450+ employees countries offices

the idea of culture community no longer applies to just towns cities or countries

the idea of culture community no longer applies to just towns cities or countries

your community is wherever you need to interact.

your community is wherever you need to interact.

Networking Academy we believe Volunteerism community belongs to everyone. Make Every Connection a Green

Networking Academy we believe Volunteerism community belongs to everyone. Make Every Connection a Green Connection Sustainable Business Practices

Build Buy Partner Go-to-Market / Investment Strategy ion isit qu gy Ac trate S

Build Buy Partner Go-to-Market / Investment Strategy ion isit qu gy Ac trate S Innovation as a means of evolving through… I Inn ntern ov al ati on technology

20, 000+ Engineers Build 700 Patents Filed Annually 30 5000 Major Labs Worldwide Patents

20, 000+ Engineers Build 700 Patents Filed Annually 30 5000 Major Labs Worldwide Patents Issued Internal Innovation

R&D Commitment $5. 2 B 15% 14% 16% 6% 3% IBM Microsoft Cisco Intel

R&D Commitment $5. 2 B 15% 14% 16% 6% 3% IBM Microsoft Cisco Intel Internal Innovation R&D as Percent of FY 09 Revenue Source: Yahoo Finance, Company Financial Statements, analyst estimates used for IBM, Intel and HP FY 09 HP

Market Expansion Market Acceleration New Market Entry Buy Acquisition Strategy

Market Expansion Market Acceleration New Market Entry Buy Acquisition Strategy

Best In Class Long-Term Partnership Mutually Beneficial Partner Go-to-Market / Investment Strategy

Best In Class Long-Term Partnership Mutually Beneficial Partner Go-to-Market / Investment Strategy

1993 1997 1999 1994 1995 1999(cont) Acquisition Summary 2000(cont) 2001 2005(cont) 2007 2004 1998

1993 1997 1999 1994 1995 1999(cont) Acquisition Summary 2000(cont) 2001 2005(cont) 2007 2004 1998 2002 2006 1996 2000 1999 2008 2003 2005 2009

“Cisco is truly dedicated to customer success. Our mission is to shape the future

“Cisco is truly dedicated to customer success. Our mission is to shape the future of the internet by creating unprecedented value and opportunity for our customers, partners, shareholders, and employees. ” John Chambers Chairman and CEO

Cisco’s History of Customer Satisfaction Central part of Cisco’s culture 10+ years of history—formally

Cisco’s History of Customer Satisfaction Central part of Cisco’s culture 10+ years of history—formally tracking customer satisfaction Customer satisfaction tied to the bonus plan 5 4. 01 4. 06 4. 15 4. 22 4. 33 4. 30 4. 33 4. 37 4. 36 4. 41 4. 44 4. 43 3 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 Source: Cisco annual survey; measured on a scale of 1 to 5 in fiscal years

history culture customers technology

history culture customers technology

welc ome to the human network.

welc ome to the human network.