Cisco Systems, Inc. · NASDAQ:CSCO
Cisco Systems — Merger or Acquisition (September 2023)
16 slides from Cisco Systems's merger presentation, Sep 21, 2023
Slide 1: Cisco and Splunk – September 21, 2023
a ee : cisco splunk> September 21, 2023
Slide 2: Marilyn Mora, Head of Investor Relations, Cisco
Marilyn Mora Head of Investor Relations, Cisco © 2023 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Slide 3: Today's speakers
Today’s speakers Chuck Robbins Chair & CEO, Cisco Gary Steele President and CEO, Splunk Scott Herren CFO, Cisco © 2023 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Slide 4: Cisco forward-looking statements
Cisco forward-looking statements This presentation 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. Any statements that are not statements of historical fact (including statements containing
Slide 5: Splunk forward-looking statements
Splunk forward-looking statements This presentation contains “forward-looking statements” within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking stat
Slide 6: Chuck Robbins
Chuck Robbins Chair & CEO, Cisco © 2023 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Slide 7: Deal rationale
Deal rationale • Brings together two established leaders with complementary capabilities in AI, security and full stack observability 1. Strong strategic fit • Cisco + Splunk combined capabilities will create end-to-end data platform to enhance digital resiliency • Two companies with strong heritage
Slide 8: Deal rationale
Deal rationale • Significant synergies including GTM and product synergies • Expected to accelerate revenue growth and transform long-term growth profile 4. Financially compelling • Beginning in year 1, post close, cash flow accretive and nominal EPS impact opportunity • Cash flow and non-GAAP EPS a
Slide 9: Gary Steele
Gary Steele President and CEO, Splunk © 2023 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Slide 10: Key benefits for Splunk stakeholders
Key benefits for Splunk stakeholders Enhancing customers’ Culturally aligned Maximizing value for digital resilience organizations shareholders Delivering the most comprehensive Bringing together two customer-first Transaction reflects significant security and observability portfolio cultures focuse
Slide 11: Scott Herren
Scott Herren CFO, Cisco © 2023 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Slide 12: Deal overview
Deal overview Structure Financial impact Capital return expectations program $157 per share, in cash, Beginning in year 1, post close, No change to capital representing $28 billion in cash flow accretive and return objectives equity value immaterial EPS impact Committed to maintaining Expected to cl
Slide 13: Key takeaways
Key takeaways Strong strategic and Unique opportunity Accelerates Combines Accelerates cultural fit…value to expand our revenue growth complementary innovation across creation through business in exciting and business model capabilities across mission-critical shared vision of the fast-growing trans
Slide 14: To power an inclusive future for all / To build a safer and more resilient digital world
+ To power an inclusive To build a safer and more future for all resilient digital world © 2023 Cisco and/or its affiliates. All rights reserved. Cisco Confidential
Slide 15: Additional Information and Where to Find It
Additional Information and Where to Find It In connection with the proposed transaction and required stockholder approval, Splunk will file with the SEC a preliminary proxy statement and a definitive proxy statement. The proxy statement will be mailed to the stockholders of Splunk. Splunk’s stockhol
Slide 16: Cisco – The bridge to possible
stfret]te cisco The bridge to possible
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