Connect, Discover, Grow - cisco.com€¦ · Vblock SAP HANA VDI / VXI Cloud Computing ... CMI,...
Transcript of Connect, Discover, Grow - cisco.com€¦ · Vblock SAP HANA VDI / VXI Cloud Computing ... CMI,...
© 2011 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1 Cisco Confidential © 2011 Cisco and/or its affiliates. All rights reserved. 1
@fpalumbo
Frank Palumbo
Vice President, Cisco Global Data Center Sales
Connect, Discover, Grow Data Center Partner Conference 2012
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• Jim DeHaven
• Laureano Gonzalez
• Wendy Mars*
• Andrew Plaskett
• Patrick Schmidt
• Brian Allison
• Ed Baker
• John Growdon
• Steven Sanderson
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Investing in Data Center
Growth & Traction in the Market
Data Center Opportunities
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MARKET TRANSITIONS
ARE DRIVING DATA CENTER
ARCHITECTURES are DRIVING
architectures
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Sources: Gartner (February 2012)
of enterprises
will be pursuing a
Private CLOUD strategy
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of
Organizations
want
virtualization
Source: Forrester, 2010
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Today 2020
13 BILLION devices connected to the network
TWO devices connected per person on earth
50 BILLION devices connected to the network
SIX devices connected per person on earth
SIX ZETTABYTES will flow through the network 2020
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The data center is the
beating heart of this new world
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transformational
is the key to unlocking
and capturing the market
According to Gartner Inc,
“ … Data center hardware
spending is forecast to total
$106.4 billion in 2012, and
surpass $126.2 billion in 2015”
Source: Gartner Press Release, Oct 13, 2011
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DC Architecture Specialized Participation
UCS Specialized Participation
Q1 FY13 YTD Growth
UCS
EMEAR
Q1 FY13 TYD Growth
Data Center
EMEAR
Recognizing Our EMEAR Partners
© 2011 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 11 Source: IDC Worldwide Quarterly Server Tracker, Q2 2012, August, 2012, Revenue Share 2 CY12
Fastest Growing Product in the Market
revenue run rate with 57% growth YoY
unique UCS Customers and 4,800+ repeat customers
market share in x86 blades in the U.S.
#3 in EMEAR
market share in x86 blades worldwide
Channel Partners & over 1,400 UCS Specialized Partners
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Continuous Market Leadership
Cisco FabricPath Customers
Cisco FEX Customers
Cisco® NX-OS Customers
10 GbE Ports Shipped
DC TECHNOLOGY LEADER
*Source: Infonetics, Q2 CY12 DC Network Equipment Report, September 2012 **Source: Dell’Oro Group, SAN Switching, August 2012 | Data current as of September 2012. Subject to change without notice.
DATA CENTER SWITCHING LEADER
Market share by revenue in Q3 2012 for
Data Center 10G Purpose-Built Switching
at 76.3%*
Market share by revenue in Q3 2012 for
FCoE SAN Switching at 87.3%**
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Data center grew 61% (in Q1), fueled by our industry leadership
...we are starting to see our leadership in IT, especially the UCS
pull through our communication products.
Chris Dedicoat
SVP, EMEAR
All of the growth in EMEAR last year came from Data
Center … Our growth in EMEAR (in FY13) will come from
predominately our success in Data Center.
“
”
“
” John Chambers
Chairman & CEO
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Is the
Enterprise
Ready?
Cost
Private
Hybrid
Community
Public Agility
Flexibility
As Apps Evolve They Demand Infrastructure Change at an Ever Increasing Rate
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Leading with Innovation
Unified Fabric Unified Computing
Unified Management
UCS Blade
UCS Rack Mount
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SCALE the Fabric
EXTEND the Fabric
OPEN the Fabric
Nexus 6000 Family Industry’s Highest 10GbE/40GbE Density per RU
Nexus 1000V InterCloud Industry’s Simplest Hybrid Cloud Solution
Cisco ONE Controller Industry's Most Flexible Network/Fabric Controller
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$2,015
$2,790
$3,504
$4,513
$5,904
$7,109
$7,929
$0
$2,000
$4,000
$6,000
$8,000
2010 2011 2012 2013 2014 2015 2016
Source: Dell ‘Oro Ethernet Cloud Report, May 2012.
Fastest Growing Segment in LAN
Switching
Pending approval for
use with Partners
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FlexPod RISC
Migration VDI / VXI SAP HANA Vblock
Cloud
Computing
CIAC
Doors to the Data Center
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Aligned objectives for managing infrastructure
• Reduced complexity
• Increased deployment speed
• Reduced costs
Aligned go-to-market strategy
• Solution support for core Cisco offers
• Target Datacenter customers
• Common channel partners
• Overlap of technical partnerships with NetApp,
VCE, and EMC
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• Requirement for customers
• Synergistic solution— No competitive conflicts
• Opens up the SAP ERP landscape to gain a footprint in future SAP platform deals
• Cisco’s ‘sweet spot’ is the scale out architecture, with average deal sizes over $1M
HANA is SAP’s fastest growing product ever with $208 million revenue in first 6 months
Pipeline estimated at $1.5B and growing
183,000 customers worldwide with 80% overlap in customers
Working with SAP = $5 Billion Infrastructure Opportunity for Cisco
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SAP business ~$1.5B UCS TAM in EMEAR
Core
ERP + Suite
BI /
Analytics
On Demand
Mobility
Middleware
Core
ERP + Suite
BI /
Analytics
Middleware
In-Memory
Computing
~ $110 B
2015 2010
Strategic Growth Areas
~$500M
Source: IDC, CMI, strategy reviews with consulting firms, team analysis
Pu
blic
Clo
ud
H
AN
A
An
aly
tic
s
Pri
va
te C
lou
d
Mo
bile
• Business Intelligence market with 24% CAGR till 2015
• SAP to migrate all their Application to HANA
• SAP equals 20% of EMEAR Server TAM, HANA approximately 7%
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2012
System Center 2012
Microsoft will potentially grow Hyper-V and System Center market share on UCS to 50% over the next 3 years
• Hyper-V has 24% market share in 2012,
growing to 40% in 2015 ($2.6B Server TAM)
• Windows Server approximately 50% of factory revenue
• Microsoft’s goal = 50% attach to UCS deployments
• $1B revenue
• Gartner Magic Quad Leader 2011
• 50% of market share in client management
• Mobile device management push
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Evolving Customers from Catalyst to Nexus in the Data Center
$3B global opportunity to accelerate customer transition to next generation networks
Catalyst in the Campus Nexus in the Data Center
Increase profitability via bundles & incentives
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Customer Proof Points
IT Staffing Deployment
Times
Disaster
Recovery
Power
Cooling
Infrastructure
Costs
Application
Performance
90%
Less Time
Deploy 2x
Capacity
No Staff
Increase
60%
Less Cost 30%
Less Cost 50%
Faster
30% Faster
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$0
$5,000
$10,000
$15,000
$20,000
$25,000
$30,000
$35,000
2011 2012 (Est)
TAM: X86 BLADES AND RACKS
$30.7 B $31.8 B
3.6% YoY Growth
• 27% of 2012 Market
• $8.6B (Est) for 2012
• Est 7.6% Y/Y Growth
BLADE
RACK • 73% of 2012 Market
• $23.3B (Est) for 2012
• Est 2.1% Y/Y Growth
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UNIFIED
MANAGEMENT
FY13 TAM = $3.6B
UNIFIED
FABRIC
FY13 TAM = $10.2B
UNIFIED
COMPUTING
FY13 TAM = $30.1B
Services Opportunity Size = $13B
$57B