Cumbre PR/AR sobre el mercado Telco en America Latina

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Cumbre PR/AR sobre el mercado Telco en America Latina

  1. 1. Lucas Olocco Managing Director Services Provider Latam June, 2014 SP Summit - BsAs 2014
  2. 2. Cisco Confidential 2© 2013-2014 Cisco and/or its affiliates. All rights reserved. Market Transitions T E C H N O L O G Y T R A N S I T I O N S B U S I N E S S T R A N S I T I O N S 1.  Outcomes & Results 2.  Cloud & New Consumption Models 3.  Software Replacing Hardware 4.  OpEx Replacing CapEx B O T H : Cloud… IoE Big Data / Analytics 1.  Public Cloud 2.  SDN / ACI / NFV… Software Defined Integrated Architectures 3.  Mobility 4.  Security 5.  Collaboration 6.  Technology Architectures
  3. 3. Cisco Confidential 3© 2013-2014 Cisco and/or its affiliates. All rights reserved. Pace of Change 2 IT Industry Disruption Public Clouds SP Model Disruptions Software Defined Integrated Architectures White Label & Open Source Cisco Confidential 3© 2013-2014 Cisco and/or its affiliates. All rights reserved.
  4. 4. Cisco Confidential 4© 2013-2014 Cisco and/or its affiliates. All rights reserved. Brutal Industry Shake Out… Service Providers & IT What does it take to lead through this transition?
  5. 5. Cisco Confidential 5© 2013-2014 Cisco and/or its affiliates. All rights reserved. ACI… Industry Leading TCO ACI vs. SDN 75% Total Cost of Ownership Savings NETWORK VIRTUALIZATION + MERCHANT SWITCHES $40 OpEx* $100 VM Tax $14 Network $25 OpEx $15 Network $154 $40 APP CENTRIC CISCO CapEx 27% OpEx 73% Before ACI ACI Network OpEx 35% OpEx savings with ACI
  6. 6. Cisco Confidential 6© 2013-2014 Cisco and/or its affiliates. All rights reserved. White Box & Hidden Cost… No CapEx Benefit CAPEX SwitchHidden Costs §  Cost of Integration HW, OS, Overlay §  Multiple SW release trains & Features §  Multiple Vendors / Maintenance & Support §  Troubleshooting NO WHITEBOX ADVANTAGE 3 Year CapEx ToR Example $5,500* $4,000* Whitebox $2,500 Standalone Sw/Rtr SW $1,000 per year Branded Switch w/ integrate d HW/SW 27% Source: * Deutsche Bank 9/27/2013: “Whitebox Switches Are Not Exactly a Bargain”
  7. 7. Cisco Confidential 7© 2013-2014 Cisco and/or its affiliates. All rights reserved. Cisco “The Disruptor” Technology Transitions Network Centric Unconnected Video Mobile Packet Switched Routed DC $8B $14B $1B $2B $4B $2.5B Application Centric Cloud Internet of Everything Voice & Data Bridged FixedCircuitShared
  8. 8. Cisco Confidential 8© 2013-2014 Cisco and/or its affiliates. All rights reserved. #1 TelePresence #1 Web Conferencing #2 X86 Blade Servers #2 Storage: Area Networks #1 Network Security #1 Cloud* Competitors Lacking Breadth & Architecture #1 ENT Routing #1 Wireless LAN #1 Switching: Modular/Fixed #1 Voice #1 SP Routing Cisco Network Security share does NOT include SourcefireCompetitors listed above are not the only competitors in these markets and share shown is relative share versus listed competitors Customers’ Problems… OpEx à Integrator, Speed of Services Delivery #1 = 12 #2 = 4 #3 = 2 Cisco Citrix Microsoft Adobe IBM Intercall Other Cisco Brocade HP Qlogic Juniper Other Cisco HP IBM Dell Other Cisco HP Juniper Huawei Brocade Other Cisco Alcatel-Lucent Juniper Huawei Other Cisco HP Juniper Huawei Other Cisco HP IBM Dell EMC Other Cisco Avaya Unify Alcatel-Lucent Aastra Other Cisco Aruba Ruckus HP Other Cisco Polycom Huawei Logitech Vidyo Avaya Sony Other Cisco Checkpoint Juniper Fortinet McAfee PaloAlto Other
  9. 9. Cisco Confidential 9© 2013-2014 Cisco and/or its affiliates. All rights reserved. Cisco Lead The First Two Transitions… We Must Lead the Next One 20102005 Today VIRTUALIZATION IP CONVERGENCE APPLICATION ECONOMY
  10. 10. Cisco Confidential 10© 2013-2014 Cisco and/or its affiliates. All rights reserved. Architectures & Silicon Differentiated ASICs…Custom & Merchant Strategy Set-top box: 1 ASIC UCS: 7 ASICsCat3K: 2x ASICs Cat4500 Linecard: 4x ASICs Nexus 2-7K: 30 ASICs 100G DWDM: Optical ASIC CRS-3 Linecard: 7 ASICs CRS-3 Fabric card: 3 ASICs MDS 9K: 9 ASICs Custom Silicon Merchant x86
  11. 11. Cisco Confidential 11© 2013-2014 Cisco and/or its affiliates. All rights reserved. Enterprise & Commercial Service Provider Cisco’s Cloud Evolution – Moving to Our Second Phase PUBLIC PRIVATE #1 in Cloud Infrastructure HOSTED / MANAGED #1 in Application Centric Cloud HYBRID Enterprise Priorities §  Flexibility §  Lower TCO §  Agility §  Security PUBLIC NFV Service Provider Priorities §  Lower OPEX §  Time-to-Revenue §  Service Innovation #1 Platform for Internet of Everything Cisco Cloud Services
  12. 12. Cisco Confidential 12© 2013-2014 Cisco and/or its affiliates. All rights reserved. Technology transitions Business outcomes Market growth Software is Critical to Cisco’s Growth
  13. 13. Cisco Confidential 13© 2013-2014 Cisco and/or its affiliates. All rights reserved. Monetization & Usability Ecosystem Network Effect Core Value Elements of a Successful Software Platform
  14. 14. Cisco Confidential 14© 2013-2014 Cisco and/or its affiliates. All rights reserved. Cisco Software Platforms to Drive Growth PRELIMINARY DC WANAccess IoT Evolved Programmable Network Enterprise SP OT DC $6.3B Enterprise Networking $16.4B SP Routing $4.0B Conn’t Ind. $0.1BSP Mobility $0.9BSP Video Inf. $3.8BFY13 Revenue Infrastructure Unified Platform Application
  15. 15. Cisco Confidential 15© 2013-2014 Cisco and/or its affiliates. All rights reserved. CISCO EVOLVED SERVICES PLATFORM Infrastructure Unified Platform Application Cisco Software Platforms to Drive Growth IoT SOFTWARE PLATFORM PRELIMINARY DC WANAccess IoT CISCO ONE SOFTWARE PLATFORM Enterprise SP OT DC Access WAN NFV IoT SECURITY SERVICES AND APPLICATIONS Video Mobility CLOUD ENABLEMENT PLATFORM IoT Connectivity Platform App Enablement Platform 3rd party apps 3rd Party Apps Service Orchestration Cross-Domain Orchestration COLLABORATION PLATFORM UC TP HCS- LE Cust. Collab WbX Cloud HCS 3rd Party Apps IoT Apps Collab Apps Evolved Programmable Network
  16. 16. Cisco Confidential 16© 2013-2014 Cisco and/or its affiliates. All rights reserved. What’s Wrong? Why Is IT Slow? Enterprise Infrastructure Element Management Controllers Virtual Services Infra Security VM Managers Point Tools Orchestration Security & Compliance Performance Visibility & Monitoring Data Center WAN ProvisioningSlow – Poor Agility Difficult to SecureExpensive to Operate Access
  17. 17. Cisco Confidential 17© 2013-2014 Cisco and/or its affiliates. All rights reserved. What’s Wrong? Why Is IT Slow? Enterprise Infrastructure Element Management Controllers Virtual Services Infra Security VM Managers Point Tools Orchestration Security & Compliance Performance Visibility & Monitoring Data Center WAN Provisioning Access
  18. 18. Cisco Confidential 18© 2013-2014 Cisco and/or its affiliates. All rights reserved. What’s Wrong? Why Is IT Slow? Enterprise Infrastructure Element Management Controllers Virtual Services Infra Security VM Managers Point Tools Orchestration Security & Compliance Performance Visibility & Monitoring Data Center WAN Provisioning Access Cisco ONE Platform Cloud Enablement Platform ACI
  19. 19. Cisco Confidential 19© 2013-2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 19© 2013-2014 Cisco and/or its affiliates. All rights reserved. Software Architecture Principles of the Application Centric Infrastructure Policy-basedConfiguration-driven Application-centricInfrastructure-centric Network-wide managementElement management Built on Powerful Network Platforms
  20. 20. Cisco Confidential 20© 2013-2014 Cisco and/or its affiliates. All rights reserved. Infrastructure Domains Enterprise Architectures Suites Network-wide Policy & Control Data Center AccessWAN Cisco ONE Software Platform: Enabling Our Architectures Application Policy Infrastructure Controller (APIC) Unified Data Center (UDC) Application-driven, policy-based automation of network and compute infrastructure Intelligent WAN (IWAN) Deliver a secure, uncompromised user experience across any WAN connection, leveraging the Internet Unified Access (UA) One network, one policy, one management across wired and wireless networks Security Services and Applications
  21. 21. Cisco Confidential 21© 2013-2014 Cisco and/or its affiliates. All rights reserved. Built on Foundation of Cisco ONE SP Architecture Applications Unified Platform Policies and Automation Infrastructure Physical and Virtual Applications Evolved Services Platform Service Broker “Business Intents” Catalog of Virtual Functions Service Profile “Operational Intent” Orchestration Engine Evolved Programmable Network Storage NetworkCompute OPEN Multi-vendor and based on open standards & API EXTENSIBLE Comprehensive modular capabilities spanning entire SP architecture— cloud, video, mobile and fixed ELASTIC Seamlessly and dynamically scale services and resources whenever and wherever needed.
  22. 22. Cisco Confidential 22© 2013-2014 Cisco and/or its affiliates. All rights reserved. As-a-Service Cloud-based Scale and Delivery Simplified Purchasing Models to Transform Business Repurposed on the Fly Open Interfaces to 3rd PartiesElements that Plug n’ Play Virtualized Functions + Orchestration + Element Integration SLA certified (Packaged Service Insertion) Individual Virtualized Functions (Drop in Elements) Virtualized Functions with Service Orchestration (Integrated Capabilities) OSSBSS Term-based/Perpetual/Metered pricing Priced as integrated solution Pay-as-you-go
  23. 23. Cisco Confidential 23© 2013-2014 Cisco and/or its affiliates. All rights reserved. Orchestration Engine Services Virtual Functions Competitors vs Cisco Orchestrator NFV (CloudBand) SDN Controller (Nuage) Virtual Router (VSG) vEPC MME/SGW/ PGW Virtual Router (vPE) DC Switch QFX vEPC MME/SGW/ PGW vGI-LAN vEPC MME/SGW/ PGW vGI-LAN vEPC MME/SGW/ PGW Video Network Mobile QvPC Quantum Services Platform CSR 1000v Videoscape Media Suite API GW vWAAS Videoscape Distribution Suite Quantum SON Nexus 1000v Virtual Subscriber Database vASA Virtual DPI Quantum Analytics Quantum WAN Orch. Virtual Load Balancer vWLC Virtual ANDSF Videoscape Control Suite vISE Virtual IOS XRQvBNVirtual IPS Virtual SaMOG Quantum Policy Server Quantum Service Bus Provisioning Services Prime Suite Orchestrator NFV (CloudBand) Compute & Storage Services Partners& Network Services
  24. 24. Cisco Confidential 24© 2013-2014 Cisco and/or its affiliates. All rights reserved. Expanding Our TAM… Data Mobile CloudSocial Security LOB OT Products + Services Outcomes IoE IT
  25. 25. Cisco Confidential 25© 2013-2014 Cisco and/or its affiliates. All rights reserved. Services Evolution Supplier Operating Model Product Focused Basic Offer: Level 1 Supplier Complex Offer: Level 2 Supplier Optimized Offer: Level 3 Supplier Outcome Offer: Level 4 Supplier Product Connected Product Technical Design Services Implementation Services Education Services Support & Maintenance Services Adoption Services Cloud Services Automate All-In Bundle ManualAS TS Cisco Cloud Services Platform Services and Analytics Outcome Focused Operate Services Security Services Consulting Services
  26. 26. Cisco Confidential 26© 2013-2014 Cisco and/or its affiliates. All rights reserved. Consulting Services – $1B Opportunity Business Consulting Internet of Everything Industry and Business Architecture Analytics / Big Data Technology Consulting Next- Generation IT Mobile (Collaboration) Cloud Security Build & Manage $+++M Fee / Use Case / Strategy & Plan Strategy & Plan Fee Value Assessment Pre-Sales Executive Exchange
  27. 27. Cisco Confidential 27© 2013-2014 Cisco and/or its affiliates. All rights reserved. Cloud and Managed Services Offer Evolution Managed Services Customer-Owned/Cisco- Operated Hybrid Cisco-Owned/Cisco- Operated SaaS Cisco-Owned/Delivered via Cloud Video / TP UC / UCC, R&S Security Mobility Managed CPE Data Center CaaS Wi-FiaaS MCPEaaS DCaaS MTD Analytics/SAS SolvDirect / Service Grid CPE Brokerage Services (Channel) CMX OSSaaS (Fulfillment Only) Energy Wise / Joulex FY14 Ready FY14/15 Ready (prelim) FY15/16 Ready (prelim) SubscriptionBased UtilityBased People Heavy/Low Automation Software Heavy/High Automation
  28. 28. Cisco Confidential 28© 2013-2014 Cisco and/or its affiliates. All rights reserved. Platform and Analytics Mobile Apps | Web Apps | Custom Portals Engagement / Experience / Self Service App Security | Federated Identity Management App Platforms – Cloud, Mobile, M2M, Fog API Management B2B Services Process / Vertical Exchanges Integration Services App-to-app, Cloud-to-Cloud, M2M Analytics Data @ Rest & Data in Motion Data Services Virtualization, Management Infrastructure Services (Network, Compute, Security…)
  29. 29. Cisco Confidential 29© 2013-2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 29© 2013-2014 Cisco and/or its affiliates. All rights reserved. Automated Testing Built by developers – no separate Q/ A One Team Dev, PM, QA & Ops work together Regular Client Updates Client builds part of the process More Code, Less Talk Light on documentation and process Continuous Delivery Fully Automated Daily deployment to OpenStack
  30. 30. Cisco Confidential 30© 2013-2014 Cisco and/or its affiliates. All rights reserved. Our Biggest Opportunity: Internet of Everything Private Sector $14.4T Public Sector $4.6T
  31. 31. Cisco Confidential 31© 2013-2014 Cisco and/or its affiliates. All rights reserved. Mobility (SP) IoE Route to Revenue… IoE as Multiplier Accelerator SP Routing Enterprise Networking Data Center Collaboration Services Security Video (SP) $980M $318M $236M $176M $167M $72M $19M $13M $1.97B 46% FY14 New TAM (Products & Sales Motions) $440M 37% $269M 138%
  32. 32. Cisco Confidential 32© 2013-2014 Cisco and/or its affiliates. All rights reserved. Cloud service providers Business process outsourcing Support services Influencer IoT Inside / outside sales Financing / credit Metering and billing Infrastructure services Training Analytics Technical services Managed services Process consulting Technology provider Systems Integrator Delivery and fulfillment Technical consulting Distributor Market Transitions require new Market Capabilities Flexible Consumption IT & LoB Customer Solution Integrator Solution Integrator Business Consulting Business Consulting Hybrid ITHybrid IT SW Developer & ISVs SW Developer & ISVs Vertical Expert Vertical Expert
  33. 33. Cisco Confidential 33© 2013-2014 Cisco and/or its affiliates. All rights reserved. Introduction of the Cisco Partner Ecosystem Solutions Providers/ Systems Integrators Technology Partners Distributors Learning Partners Service Providers (SPs) Cloud Partners IoT Developers Independent Software Vendors (ISVs) Consulting Partners Services Partners
  34. 34. Cisco Confidential 34© 2013-2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 34© 2013-2014 Cisco and/or its affiliates. All rights reserved. Next Generation of the Channel Partner Program: 4 Key Objectives Cisco Confidential 34© 2013-2014 Cisco and/or its affiliates. All rights reserved. Accelerate Global Commerce Simplify and enrich rewards/profitability Differentiate with Solutions Enable Partner of the Future. Hybrid IT, LoB selling, Expanded Services
  35. 35. Thank you.

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