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pww.comCisco Systems, Inc. - Special Call - NasdaqGS:CSCO

NasdaqGS:CSCO

Carol Villazon [Investor Relations Manager] 💬

Here is a detailed summary of what "Carol Villazon" said during the Cisco Systems, Inc. Special Call on June 5, 2012:

  1. Welcome and Introduction:

    • Welcomed everyone to Cisco's Mobility Tech Talk.
    • Identified herself as Carol Villazon of Investor Relations.
    • Acknowledged the attendees and expressed appreciation for their participation.

  2. Purpose of the Call:

    • Mentioned the announcement of Cisco's new ASR 5500, which joins the ASR 5000 family.
    • Highlighted the focus on mobility in the marketplace.
    • Noted the call as part of an ongoing series of educational calls hosted by Cisco.

  3. Announced Solutions:

    • Announced solutions that capitalize on monetization, optimization, and enhanced video experience.
    • Emphasized that the solutions span across cloud, network, and client to help carriers provide a unique, high-quality mobile services experience to subscribers.

  4. Future Opportunities:

    • Expressed excitement for future opportunities in the mobility space.

  5. Call Format:

    • Outlined a 25-minute presentation followed by a Q&A session.
    • Instructed participants on how to submit questions via the chat box.

  6. Replay Availability:

    • Notified that a replay would be available later on the Investor Relations website.

  7. Speaker Introduction:

    • Introduced Kelly Ahuja as the Senior Vice President and General Manager of the Mobile Internet Technology Group at Cisco.
    • Mentioned his role overseeing Cisco's service provider mobility business.

  8. Legal Disclaimer:

    • Reminded the audience that the call pertained strictly to the new ASR platform and the mobility market.
    • Stated that no new financial information regarding Cisco's overall performance was intended or implied.
    • Noted that forward-looking statements were subject to risks and uncertainties detailed in SEC filings.

  9. Start of Presentation:

    • Cued Kelly Ahuja to begin the presentation.

  10. Q&A Session:

    • Initiated the Q&A portion of the webcast.
    • Provided instructions for submitting questions.
    • Answered questions on topics such as market share gain, competition, new product enhancement, transition of 2G, 3G, and 4G, SP Wi-Fi, and more.

  11. Closing Remarks:

    • Thanked Kelly Ahuja for his presentation and answers.

    • Announced the date and time for Cisco's next quarterly conference call.

    • Instructed attendees to contact Cisco's Investor Relations department for follow-up questions.

    • Expressed gratitude for participation and support.

    • Concluded the call.

Kulvinder Ahuja [Former Senior VP of Mobility Business Group and GM of Mobility Business Group] 💬

Kulvinder Ahuja, the former Senior Vice President of Mobility Business Group and General Manager of Mobility Business Group at Cisco, discussed several topics related to Cisco's new ASR 5500 platform and its implications for the mobility market:

  1. Overview of Cisco's Mobility Vision:

    • Focus on addressing customer business challenges, such as network reach, cost-effective coverage and capacity, optimal user experience, and monetization.
    • Progress made in the mobility market, with over 270 service providers in more than 75 countries engaging with Cisco's mobility portfolio.

  2. Market Share and Customer Momentum:

    • Over 30 LTE wins worldwide with live deployments.
    • Nearly a billion subscriber footprint for mobile broadband across the globe for 3G and 4G subscribers.
    • Shipped 13 million small cell access points, including Wi-Fi and residential femto solutions.
    • Market share in mobility has significantly increased.
    • #1 in mobile packet core market share according to ACG Research for Q1 CY2012.

  3. The New Normal in Mobility:

    • Three paradigm shifts in mobility:
      • Lifestyle devices (smartphones, tablets).
      • Application freedom (various applications for personal and business use).
      • Internet of Things (more devices connected to the network).
    • Impact of these shifts on the network, including traffic growth, signaling traffic, and the need for monetization and differentiation.

  4. Elasticity in the Network:

    • Introduction of the ASR 5500, part of the ASR 5000 series, designed to provide 10x the level of performance for operators.
    • Elasticity addresses multi-dimensional challenges in mobility, including throughput, signaling capacity, and services.
    • Consolidated platform that handles 3G, 4G, and Wi-Fi traffic seamlessly.
    • Flexibility in scaling capacity and services as usage patterns change.

  5. Customer Value:

    • Independent research by ACG Research shows that leveraging the Cisco solution can result in 65% fewer units and 47% lower TCO over a 5-year period compared to competitive solutions.

  6. Customer Announcements:

    • Bharti Airtel, Verizon Wireless, and Telekom Austria participated in the announcement of the ASR 5000 series and ASR 5500.

  7. Market Share Gain:

    • Market share gains include new wins for 4G network buildouts and displacements of existing vendors in 3G environments.
    • Success in helping operators struggling with 4G or LTE packet core needs.

  8. Competitive Differentiation:

    • Competitors in the packet core space include Ericsson and NSN.
    • Cisco differentiates itself through technology that is deployable and available today, with the ASR 5500 already deployed.
    • Large installed base of the ASR 5000 series makes it easy for customers to add the 5500.

  9. Transition to 2G, 3G, and 4G:

    • Deployment varies by geography, with LTE more advanced in North America and parts of Europe, Asia, and the Middle East.
    • Some emerging markets are still building out 3G networks, while others are looking to bypass 3G and go directly to 4G.
    • Cost advantages of LTE are driving adoption in some regions.

  10. SP Wi-Fi Integration:

    • Importance of carrier-grade Wi-Fi solutions for cost-effective coverage and capacity.
    • Consistent view of users across different radio access networks (Wi-Fi, 3G, 4G) anchored in the packet core.
    • Critical integration with Wi-Fi for mobile operators deploying a packet core.

  11. Macro Radio Aspect:

    • Cisco does not play in the macro radio part of the network but interoperates with any macro radio vendor.
    • Seen as a way for operators to stitch together different network components.

  12. CapEx Spend:

    • Shift in CapEx spend from wireline to wireless assets.
    • More focus on mobility due to its business significance.

  13. Cloud Benefits:

    • Infrastructure components for cloud delivery, including virtualization technology to lower investment spend.
    • Delivering new types of services and content from the cloud, such as Videoscape for video distribution.
    • Hosted Collaboration services for enterprises.

  14. Small Cell Technology Traction:

    • Continuing to build on residential femto solutions and make progress in Wi-Fi.
    • Unlicensed small cells gaining momentum in emerging countries and North America.

  15. SDN Impact:

    • SDN is a parallel track to mobility and will be addressed in separate sessions.

  16. Acquisitions:

    • Well-positioned in mobile IP infrastructure, mobile backhaul, and packet core.
    • Continues to evaluate options for acquisitions and partnerships to address market transitions.

These points summarize Kulvinder Ahuja's insights and announcements during the special call.

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