Cisco Systems Inc Cisco to Host a Tech Talk on UCS Innovations and Portfolio Expansion Conference Call Summary - Thomson StreetEvents

Cisco Systems Inc Cisco to Host a Tech Talk on UCS Innovations and Portfolio Expansion Conference Call Summary

Cisco Systems Inc Cisco to Host a Tech Talk on UCS Innovations and Portfolio Expansion Conference Call Summary - Thomson StreetEvents
Cisco Systems Inc Cisco to Host a Tech Talk on UCS Innovations and Portfolio Expansion Conference Call Summary
Published Sep 04, 2014
10 pages (5439 words) — Published Sep 04, 2014
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of CSCO.OQ conference call or presentation 4-Sep-14 4:00pm GMT

  
Brief Excerpt:

...A. Details: UCS: 1. $3b run rate business. a. b. Growing at 30% YonY. c. Success Co. has built over past five years is reflection of fact that Co. solves customers' toughest challenges. d. UCS has become business platform for Co. not necessarily just a technology platform. e. Looking at customer base of about 36,000, many of those customers are net new CSCO customers. Some of those net new customers have purchased additional $1b of other Co.'s products and solutions. i. f. Has adoption for UCS in external market and inside Co. as UCS becomes substrate. A little of other core businesses collaboration networking, security, video are becoming increasingly compute intensive. i. ii. Key to success is fact that even though external success measures are in server market share, CSCO doesn't view itself as being in server market; views itself as being in computing market. g. When Co. launched UCS initially, biggest issues customers were facing were optimizing X86 virtualization environment and early...

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
Cisco Systems Inc
Ticker
CSCO.OQ
Time
4:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Rohit Chopra - Buckingham Research Group - Analyst : A couple of questions. Thanks for taking my questions, Paul and Penny. I want to get a sense of the margin profile. Is it similar to classic UCS or is it better? That's the first question. The second question is about UCS Mini. I just want to get a sense of how this product fits into the long-term trend of centralizing branch service, or replacing them with new solutions. I think some your competitors have solutions which are trying to push the branch server out of the branch, let's put that way. And the other piece is, how does it fit into -- you started to talk about this, but how does it fit into the converged storage server solution, let's say from Nutanix or SimpliVity? You're releasing this, and I just want to get a sense of how that fits into those trends.

Question: Rohit Chopra - Buckingham Research Group - Analyst : Thanks, Paul.

Question: Simona Jankowski - Goldman Sachs - Analyst : I had a question on the M-Series. Conceptually, the disaggregated compute model makes a lot of sense, and is very interesting. But could you go a little deeper into the defensibility of the IP, and the value-add from a fiscal perspective? How likely is it that others copy this, and to what extent can you maintain a lead in this?

Question: Simona Jankowski - Goldman Sachs - Analyst : Thank you.

Question: Bill Choi - Janney Montgomery Scott - Analyst : A little more technical question here. You introduced the UCS VIC 1300, the new custom network adapters. You didn't talk too much of in detail about that. Could you talk about the use of RDMA over ethernet, I guess that's rocky. Are you using all internal components? Do have any other suppliers? Is this kind of the base technology that you're going to use for all scale-out deployments of the M4 servers? And lastly as you target this scale-out solution, it is geared toward very specific app environments. I'm curious if you have many opportunities for higher-level software capabilities that get you even closer to apps, so something on top of it that works for use cases like analytics or media?

Question: Bill Choi - Janney Montgomery Scott - Analyst : Most of it. I was curious if you are using the chips from any particular suppliers. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 04, 2014 / 4:00PM, CSCO.OQ - Cisco Systems Inc Cisco to Host a Tech Talk on UCS Innovations

Question: Bill Choi - Janney Montgomery Scott - Analyst : Okay. Thank you.

Table Of Contents

Cisco Systems Inc Q1 2015 Earnings Call Summary – 2014-11-12 – US$ 54.00 – Edited Brief of CSCO.OQ earnings conference call or presentation 12-Nov-14 9:30pm GMT

Cisco Systems Inc Cloud Media and Analyst Virtual News Conference Transcript – 2014-09-29 – US$ 54.00 – Edited Transcript of CSCO.OQ conference call or presentation 29-Sep-14 2:30pm GMT

Cisco Systems Inc at UBS Best of Americas Conference Transcript – 2014-09-11 – US$ 54.00 – Edited Transcript of CSCO.OQ presentation 11-Sep-14 9:10am GMT

Cisco Systems Inc at Deutsche Bank Technology Conference Transcript – 2014-09-10 – US$ 54.00 – Edited Transcript of CSCO.OQ presentation 10-Sep-14 7:20pm GMT

Cisco Systems Inc Cisco to Host a Tech Talk on UCS Innovations and Portfolio Expansion Conference Call Transcript – 2014-09-04 – US$ 54.00 – Edited Transcript of CSCO.OQ conference call or presentation 4-Sep-14 4:00pm GMT

Cisco Systems Inc and Cowen and Company to Host Transforming SP Landscape Conference Call Summary – 2014-09-03 – US$ 54.00 – Edited Brief of CSCO.OQ conference call or presentation 3-Sep-14 2:45pm GMT

Cisco Systems Inc and Cowen and Company to Host Transforming SP Landscape Conference Call Transcript – 2014-09-03 – US$ 54.00 – Edited Transcript of CSCO.OQ conference call or presentation 3-Sep-14 2:45pm GMT

Cisco Systems Q4 2014 Earnings Conference Call Summary – 2014-08-13 – US$ 54.00 – Edited Brief of CSCO.OQ earnings conference call or presentation 13-Aug-14 8:30pm GMT

Cisco Systems Q4 2014 Earnings Conference Call Transcript – 2014-08-13 – US$ 54.00 – Edited Transcript of CSCO.OQ earnings conference call or presentation 13-Aug-14 8:30pm GMT

Cisco Systems Inc at Bank of America Merrill Lynch Global Technology Conference Transcript – 2014-06-04 – US$ 54.00 – Edited Transcript of CSCO.OQ presentation 4-Jun-14 4:15pm GMT

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MLA:
Thomson StreetEvents. "Cisco Systems Inc Cisco to Host a Tech Talk on UCS Innovations and Portfolio Expansion Conference Call Summary" Sep 04, 2014. Alacra Store. May 22, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Cisco-Systems-Inc-Cisco-to-Host-a-Tech-Talk-on-UCS-Innovations-and-Portfolio-Expansion-Conference-Call-B5478716>
  
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Thomson StreetEvents. (2014). Cisco Systems Inc Cisco to Host a Tech Talk on UCS Innovations and Portfolio Expansion Conference Call Summary Sep 04, 2014. New York, NY: Alacra Store. Retrieved May 22, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Cisco-Systems-Inc-Cisco-to-Host-a-Tech-Talk-on-UCS-Innovations-and-Portfolio-Expansion-Conference-Call-B5478716>
  
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