Emerging Market
          Managed Services
          Trend




V4-01AUG2006 (rhuijbre)   © 2007 Cisco Systems, Inc. All rights reserved.   Cisco Confidential   1
6-Yr
                                                           CAGR>7           6-Yr
                                                              %            CAGR
                                                                           > 15%




© 2010 Cisco and/or its affiliates. All rights reserved.
                                                                    2010   Cisco Confidential   2
IP VPN Services
                   $4,500                                                                              14%

                                                                        12%
                   $4,000
                                                                                                       12%

                                                                                     11%
                   $3,500

                                                                                                       10%
                   $3,000


                                                                                                       8%
In Million USD $




                   $2,500




                                                                                                               CAGR
                                                          6%

                   $2,000
                                                                                                       6%


                   $1,500
                                                                                                       4%

                   $1,000


                                                                                                       2%
                    $500



                      $0                                                                               0%
                                                     IP SEC VPN         MPLS        SSL VPN
                     2009                               $1,451          $2,260        $22
                     2010                               $1,573          $2,587        $26
                     2011                               $1,744          $3,268        $30
                     2012                               $1,855          $3,648        $33
                     2013                               $1,948          $3,960        $35
                     2014                               $1,964          $4,029        $36
                     CAGR                                 6%             12%         11%

    © 2010 Cisco and/or its affiliates. All rights reserved.                                  Cisco Confidential      3
Security Services
                   $1,600                                                                                                                                                                                      30%


                                                                                                                                                                     26%
                   $1,400
                                                                                                                                                                                                               25%


                   $1,200

                                                                                                                                      19%
                                                                                                                                                                                                               20%
                   $1,000
In Millions USD$




                                                                                                                                                                                                                        CAGR
                      $800                                                                                    14%                                                                                              15%
                                                         13%

                                                                                       11%        11%
                                                                                                                                                         10%
                      $600            10%
                                                                                                                            9%                                                                                 10%

                                                                                                                                                                                                 7%
                                                                              6%
                      $400                                                                                                                    6%                                   6%


                                                                                                                                                                                                               5%
                      $200



                         $0                                                                                                                                                                                    0%
                                                                                     Federated                           Intrusion           Network Security/Thr    Server    Single Sign-
                                 Authenticati          Content         Desktop/lap                           Incident                                                                       Vulnerabilit
                                                                                       Access    Firewall               detection/p   NAC   Event and     eat       Security   on/Access
                                     on                Filtering        top Mgmt                            Response                                                                          y Mgmt
                                                                                      Control                            revention          Log Mgmt Intelligence     Mgmt       Control
                       2009            $63                $66                 $27       $5        $825        $26          $197       $18     $39        $19          $1          $34            $66
                       2010            $72                $78                 $29       $6        $979        $32          $209       $24     $42        $23          $2          $37            $75
                       2011            $81                $89                 $32       $7       $1,121       $38          $234       $30     $45        $26          $2          $40            $82
                       2012            $89                $98                 $34       $8       $1,226       $43          $255       $35     $48        $28          $3          $42            $86
                       2013            $96               $108                 $36       $9       $1,338       $47          $279       $40     $51        $31          $3          $44            $90
                       2014           $101               $120                 $37       $9       $1,387       $50          $299       $43     $52        $32          $4          $46            $93
                       CAGR            10%               13%                  6%       11%        11%         14%           9%        19%     6%         10%         26%           6%            7%
                   © 2010 Cisco and/or its affiliates. All rights reserved.                                                                                                               Cisco Confidential        4
UCC Services
                    $5,000                                                                                                                                                        40%
                                                                                        37%


                    $4,500
                                                                                                                                                                                  35%


                    $4,000

                                                                                                                                                                                  30%
                                                                       27%
                    $3,500

                                                                                                     24%                                                                          25%
                                                                                                                                              23%
                    $3,000
In Million USD $




                                                                                                                                                                                            CAGR
                                            19%
                    $2,500                                                                                                                                                        20%

                                                                               16%                                                                            16%

                    $2,000
                                                                                                                                                                                  15%


                    $1,500
                                                                                                                                9%
                                                                                                                                                                                  10%

                    $1,000


                                                                                                                                                                                  5%
                       $500                                                                                         2%


                           $0                                                                                                                                                     0%
                                                                                     Managed IP                   Unif ied                    Web             Web
                                           Email               Hosted IP PBX   IM                 SIP Trunking               Voice Mail
                                                                                        PBX                      Messaging                Collaboration   Conf erencing
                       2009                 $490                      $185     $1       $911          $66           $0          $5             $5             $310
                       2010                 $596                      $296     $1      $1,640         $93           $0          $6             $6             $413
                       2011                 $721                      $378     $1      $2,307        $119           $0          $7             $8             $502
                       2012                 $858                      $475     $1      $3,040        $145           $0          $7            $10             $599
                       2013               $1,013                      $581     $2      $3,929        $176           $0          $7            $11             $641
                       2014               $1,153                      $623     $2      $4,444        $191           $0          $7            $13             $658
                       CAGR                 19%                        27%     16%      37%          24%            2%          9%            23%             16%
                   © 2010 Cisco and/or its affiliates. All rights reserved.                                                                                  Cisco Confidential         5
Data Center Service Offering
                   $4,000                                                                                                                                                                 35%


                                                                                                                                                                          31%


                   $3,500
                                                                                                                                                                                          30%



                                         26%
                   $3,000
                                                                                                                                  24%
                                                                                                                                                                                          25%
                                                                                                                                                            23%



                   $2,500


                                                                                                                                                                                          20%
                                                                         18%              18%
in Million USD $




                                                                                                                                                                                                CAGR
                   $2,000



                                                                                                                                                                                          15%


                   $1,500

                                                                                                                  10%                         10%

                                                                                                                                                                                          10%

                   $1,000




                                                                                                                                                                                          5%
                    $500




                       $0                                                                                                                                                                 0%
                               Advances Services/Data
                                                                      Colocation   Content Acceleration    Hosting applications   IaaS   Managed Storage    SaaS    Wan Optimization
                                 Protection Services
                     2009                $280                           $1,623            $181                   $1,678           $29         $409         $1,006         $77
                     2010                $386                           $2,332            $227                   $1,877           $39         $458         $1,287         $105
                     2011                $498                           $2,678            $226                   $2,096           $50         $498         $1,569         $117
                     2012                $599                           $3,074            $304                   $2,327           $63         $526         $1,875         $178
                     2013                $812                           $3,485            $387                   $2,552           $75         $651         $2,475         $255
                     2014                $886                           $3,750            $414                   $2,742           $86         $670         $2,861         $301
                     CAGR                 26%                            18%               18%                     10%            24%         10%           23%           31%




                    © 2010 Cisco and/or its affiliates. All rights reserved.                                                                                         Cisco Confidential    6
Country Focus:
Brazil




V4-01AUG2006 (rhuijbre)   © 2007 Cisco Systems, Inc. All rights reserved.   Cisco Confidential   7
© 2010 Cisco and/or its affiliates. All rights reserved.   Cisco Confidential   8
© 2010 Cisco and/or its affiliates. All rights reserved.   Cisco Confidential   9
© 2010 Cisco and/or its affiliates. All rights reserved.   Cisco Confidential   10
© 2010 Cisco and/or its affiliates. All rights reserved.   Cisco Confidential   11
© 2010 Cisco and/or its affiliates. All rights reserved.   Cisco Confidential   12
© 2010 Cisco and/or its affiliates. All rights reserved.   Cisco Confidential   13
© 2010 Cisco and/or its affiliates. All rights reserved.   Cisco Confidential   14

Brazil Market Managed Services Trend

  • 1.
    Emerging Market Managed Services Trend V4-01AUG2006 (rhuijbre) © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 1
  • 2.
    6-Yr CAGR>7 6-Yr % CAGR > 15% © 2010 Cisco and/or its affiliates. All rights reserved. 2010 Cisco Confidential 2
  • 3.
    IP VPN Services $4,500 14% 12% $4,000 12% 11% $3,500 10% $3,000 8% In Million USD $ $2,500 CAGR 6% $2,000 6% $1,500 4% $1,000 2% $500 $0 0% IP SEC VPN MPLS SSL VPN 2009 $1,451 $2,260 $22 2010 $1,573 $2,587 $26 2011 $1,744 $3,268 $30 2012 $1,855 $3,648 $33 2013 $1,948 $3,960 $35 2014 $1,964 $4,029 $36 CAGR 6% 12% 11% © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3
  • 4.
    Security Services $1,600 30% 26% $1,400 25% $1,200 19% 20% $1,000 In Millions USD$ CAGR $800 14% 15% 13% 11% 11% 10% $600 10% 9% 10% 7% 6% $400 6% 6% 5% $200 $0 0% Federated Intrusion Network Security/Thr Server Single Sign- Authenticati Content Desktop/lap Incident Vulnerabilit Access Firewall detection/p NAC Event and eat Security on/Access on Filtering top Mgmt Response y Mgmt Control revention Log Mgmt Intelligence Mgmt Control 2009 $63 $66 $27 $5 $825 $26 $197 $18 $39 $19 $1 $34 $66 2010 $72 $78 $29 $6 $979 $32 $209 $24 $42 $23 $2 $37 $75 2011 $81 $89 $32 $7 $1,121 $38 $234 $30 $45 $26 $2 $40 $82 2012 $89 $98 $34 $8 $1,226 $43 $255 $35 $48 $28 $3 $42 $86 2013 $96 $108 $36 $9 $1,338 $47 $279 $40 $51 $31 $3 $44 $90 2014 $101 $120 $37 $9 $1,387 $50 $299 $43 $52 $32 $4 $46 $93 CAGR 10% 13% 6% 11% 11% 14% 9% 19% 6% 10% 26% 6% 7% © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4
  • 5.
    UCC Services $5,000 40% 37% $4,500 35% $4,000 30% 27% $3,500 24% 25% 23% $3,000 In Million USD $ CAGR 19% $2,500 20% 16% 16% $2,000 15% $1,500 9% 10% $1,000 5% $500 2% $0 0% Managed IP Unif ied Web Web Email Hosted IP PBX IM SIP Trunking Voice Mail PBX Messaging Collaboration Conf erencing 2009 $490 $185 $1 $911 $66 $0 $5 $5 $310 2010 $596 $296 $1 $1,640 $93 $0 $6 $6 $413 2011 $721 $378 $1 $2,307 $119 $0 $7 $8 $502 2012 $858 $475 $1 $3,040 $145 $0 $7 $10 $599 2013 $1,013 $581 $2 $3,929 $176 $0 $7 $11 $641 2014 $1,153 $623 $2 $4,444 $191 $0 $7 $13 $658 CAGR 19% 27% 16% 37% 24% 2% 9% 23% 16% © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 5
  • 6.
    Data Center ServiceOffering $4,000 35% 31% $3,500 30% 26% $3,000 24% 25% 23% $2,500 20% 18% 18% in Million USD $ CAGR $2,000 15% $1,500 10% 10% 10% $1,000 5% $500 $0 0% Advances Services/Data Colocation Content Acceleration Hosting applications IaaS Managed Storage SaaS Wan Optimization Protection Services 2009 $280 $1,623 $181 $1,678 $29 $409 $1,006 $77 2010 $386 $2,332 $227 $1,877 $39 $458 $1,287 $105 2011 $498 $2,678 $226 $2,096 $50 $498 $1,569 $117 2012 $599 $3,074 $304 $2,327 $63 $526 $1,875 $178 2013 $812 $3,485 $387 $2,552 $75 $651 $2,475 $255 2014 $886 $3,750 $414 $2,742 $86 $670 $2,861 $301 CAGR 26% 18% 18% 10% 24% 10% 23% 31% © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 6
  • 7.
    Country Focus: Brazil V4-01AUG2006 (rhuijbre) © 2007 Cisco Systems, Inc. All rights reserved. Cisco Confidential 7
  • 8.
    © 2010 Ciscoand/or its affiliates. All rights reserved. Cisco Confidential 8
  • 9.
    © 2010 Ciscoand/or its affiliates. All rights reserved. Cisco Confidential 9
  • 10.
    © 2010 Ciscoand/or its affiliates. All rights reserved. Cisco Confidential 10
  • 11.
    © 2010 Ciscoand/or its affiliates. All rights reserved. Cisco Confidential 11
  • 12.
    © 2010 Ciscoand/or its affiliates. All rights reserved. Cisco Confidential 12
  • 13.
    © 2010 Ciscoand/or its affiliates. All rights reserved. Cisco Confidential 13
  • 14.
    © 2010 Ciscoand/or its affiliates. All rights reserved. Cisco Confidential 14