Cisco Systems, Inc. · NASDAQ:CSCO

Cisco Systems — Investor Day (2021)

12 slides from Cisco Systems's investor day presentation, 2021

1. Slide 1: Strategy and Growth Markets

   Strategy and Growth Markets Liz Centoni EVP, Chief Strategy Officer and GM, Applications © 2021 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1

2. Slide 2: Forward-looking Statements

   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

3. Slide 3: Digital Transformation

   Deliver cloud experience across a hybrid, multicloud world, simplify operations Power the hybrid workforce and trusted workspaces Mitigate risk in expanded attack surface with Digital the move to cloud and edge Transformation Optimize for best application experience Meet traffic requirements for hig

4. Slide 4: Key Market Transitions

   Hybrid Cloud Hybrid Edge Work Key Market Cloud Transitions FLE XIBLE IoT C O N S UM PTI ON Security 5G WiFi 6 Full-Stack 400G Observability Webscale © 2021 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4

5. Slide 5: Cloud is a Growth Driver

   Build the Cloud Deploying Silicon, Optics and systems in Webscaler, Communication Service Provider, and Enterprise production networks Hybrid, Multicloud is the De Facto Way of Operating Cloud is a Enabling our customers to connect to clouds, consume services from anywhere and secure across all envi

6. Slide 6: Build Transition Expand

   Build Transition Expand cloud-first and app-centric to software and our reach beyond IT, portfolio delivering end-to-end subscriptions, delivering Networking and Security to solutions that power our innovation faster with Developers, LOB, Cloud and customer’s digital predictable revenues and Digital

7. Slide 7: Investing for Multi-Year, Continued Growth

   Secure, Agile Networks Deliver enterprise infrastructure that provides unparalleled connected experiences Optimized Application Experiences Enable the best application experience Hybrid Work Power hybrid work with inclusive experiences, engaging Investing events and trusted workspaces for Multi-Year

8. Slide 8: Our Large and Growing Opportunity $900B+

   Our Large and Growing Opportunity ADJACENT O P P O R TU N TI E S ~$260B ~$140B ~$500B 2025 (5% CAGR) Current (18% CAGR) Expansion Future of Work $900B+ Business Markets & Automation Total Opportunity Established market Expanding to new Broader market leadership growing markets and opportunities risi

9. Slide 9: Large & Growing Markets

   Secure, Agile Networks $98B 2025 TAM Hybrid Work $83B ~$400B Large & End-to-End Security $80B Current Markets Growing Internet for the Future $50B ~$260B (5% CAGR) Markets Expansion Markets Optimized Application $36B ~$140B Experiences (18% CAGR) Services $58B $0B $20B $40B $60B $80B $100B Current M

10. Slide 10: Capturing Opportunities & Delivering Customer Value

    Capturing Opportunities & Delivering Customer Value Breadth & Scale of Simplicity & Track Record of Trusted Partner Built-In Security Our Portfolio Experiences Sustained Offering Neutrality In our product Across domains and Common operating Innovation & Choice development architectures to model, pla

11. Slide 11: Forward-looking Statements

    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, statem

12. Slide 12: © 2021 Cisco and/or its affiliates. All rights reserved. Cisco Confidential

    © 2021 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 12

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