Page 66 - FY18 Advanced Services Strategic Plan

Data Center market profile

Total Addressable Market Market Opportunities
• Cisco is differentiated with our alignment on SW Controllers, Orchestration
+4.8% and Analytics – not point solutions
• Data Center Analytics tied to both application and infrastructure visibility,
behavior and policy remediation
22,492
21,561
17,942 18,035 18,734 19,554 20,654 • Need to increase market share in the SDN Controller space –
key control point
• 5G proliferation creating new SPDC opportunities
• Workload migration and container integration
• Automation of operations in the software driven Data Center
FY15 FY16 FY17 FY18 FY19 FY20 FY21

Competitive Landscape Market Risk
• AWS, Azure continuing to increase market share of Data Center functionality • Traditional PDI declining but still critical for Cisco product introduction
and workloads • The move to ”aaS” consumption models requires solutions with HW/SW
• Legacy players are reinventing themselves (Dell/EMC/HPE), investing heavily support, design and integration, and management
and divesting non-core assets • Cisco’s internal inertia with commercial models for ”aaS” limiting our ability to
• Top Consulting firms such as Accenture, CSC, and IBM leveraging C-suite respond to customer needs
access and relationships to establish account control • AS technical talent attrition to Partners
• Strong incumbents challenge access to SP IT as they transition to new Data
Centers for content delivery (media), services virtualization (NFVi)

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