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pww.comCisco Systems, Inc. Presents at UBS Global Technology Conference 2014, Nov-19-2014 11:30 AM - SEHK:4333

SEHK:4333

Suresh Bhaskaran [Executives] 💬

During the presentation at the UBS Global Technology Conference in 2014, Suresh Bhaskaran provided the following statement:

  • Title Clarification: When Amitabh Passi from UBS Investment Bank asked Suresh Bhaskaran to clarify his title, Suresh responded by stating that he handles Investor Relations for Cisco Systems, Inc.

There are no other statements attributed to Suresh Bhaskaran in the provided transcript.

Edzard J. C. Overbeek [Former President of Cisco Japan] 💬

Edzard J. C. Overbeek, the Senior VP for Cisco Services at the time, presented the following points during his presentation:

  1. Market Position and Services Overview:

    • He discussed Cisco's market position, emphasizing their expertise in transitioning proprietary protocols to IP.
    • He highlighted Cisco's role in building out the internet and their shift towards computing, driven by innovation, fabric story, and the need for a new architecture to support the fourth transition of the internet.

  2. The Fourth Transition of the Internet:

    • This involves connecting everything, including industrial proprietary protocols, to IP.
    • He mentioned the exponential growth in connections and sensors, generating vast amounts of data.
    • He noted that Cisco sees the transition from billions to trillions of connected devices as significant, and they are positioning themselves to capitalize on this growth.

  3. Services Focus:

    • He outlined four key areas of focus for Cisco's services:
      • Digitizing the enterprise by connecting business processes intelligently.
      • Leveraging the Internet of Everything to capture and utilize real-time data.
      • Scaling solutions through a cloud ecosystem.
      • Enabling Fast IT for quicker deployment and agility.

  4. InterCloud and Fast IT:

    • InterCloud is a platform that allows for a single pane of glass to manage private and public cloud environments securely.
    • It enables the scaling of workloads across a network of data centers, addressing compliance and data sovereignty concerns.

  5. Service Offerings:

    • Security Services: Comprehensive security assessments and mitigation strategies.
    • Consulting Services: Engaging with boardrooms to discuss the implications of the Internet of Things and business model transformations.
    • Adoption Services: Ensuring that customers fully utilize the features of Cisco’s solutions.
    • Cloud and Managed Services: Providing services like Collaboration as a Service, Data as a Service, and Compute as a Service.

  6. Security Challenges and Solutions:

    • He addressed the increasing sophistication of security threats and Cisco’s approach to threat defense, including continuous assessment, software capabilities, and incident response services.

  7. InterCloud Details:

    • InterCloud is a fundamental part of Cisco’s strategy, involving partnerships with over 30 providers and 251 data centers worldwide.
    • It provides a scalable and economic solution for managing hybrid cloud environments.

  8. Talent and Organization:

    • He discussed the evolution of Cisco’s services organization, including the creation of a services academy, recruitment of new talent, and leveraging existing skills within the company.
    • He mentioned the importance of maintaining a partner-centric approach while disrupting the market.

  9. Engagement Model:

    • He explained how the engagement model has transformed, becoming more streamlined and solution-focused, with a more transparent and agile process.

  10. Metrics and Success:

    • He noted that maintaining margin integrity is a key metric, alongside revenue growth.
    • He expressed confidence in meeting Cisco’s revenue guidance, with services contributing significantly to this growth.

  11. Channel Partnerships:

    • He acknowledged occasional tensions with partners but emphasized Cisco’s partner-centric approach and the importance of an ecosystem in addressing the scale of the market.

  12. M&A Strategy:

    • He discussed Cisco’s M&A strategy, focusing on smaller, targeted acquisitions to complement and expand their services offerings.

  13. InterCloud Business Model:

    • He provided details on the business model for InterCloud, including assessment, design, build, and transfer services, as well as managed services and workload portability.

  14. Security and Analytics Talent:

    • He addressed the challenges of talent recruitment and retention in the security and data analytics domains, highlighting Cisco’s efforts to attract and develop top talent through partnerships with universities and internal start-ups.

  15. Technical Services Evolution:

    • He indicated that the mix of technical services might not change significantly due to the integration of analytics capabilities into technical services, leading to more efficient and automated processes.

These points summarize the key aspects of Edzard J. C. Overbeek's presentation regarding Cisco's services strategy and initiatives.

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