Chris Dedicoat, the President of Europe, wastes a good bit of time presenting the recently reported quarter which was quite good but well known history at this point!
Cisco believes that the architectural growth towards service-oriented architectures is the main reason their business is doing so well. [This is actually a pretty good point to consider.]
Another inwardly-focused riff on how they organize by geography and how innovation drives investment with a citation for Michael Porter. [Why do corporate presenters insist on this junk?]
Bravely showed the productivity gap between the US and Europe. This is a key focus for European companies that want to do what they can to close the gap. Germany was mentioned as being especially fertile ground for Cisco with this backdrop.
Looking at the service provider market Cisco is building their strategy on top of CRS-1 which is providing next generation IP networks for service providers. The Scientific Atlanta acquisition was a key part of this strategy for video. It’s now two player market with Motorola. There is still a good deal of art rather than science in delivering video.
Video convergence will drive the need for virtualized video services. Demand is coming from switched video at home, enterprise video for collaboration, mobile video and video protection for physical security. Video customer examples included T-Online for home video (largest MSFT IPTV customer), NOOS move to numericable (from Docsis3), N9UF Cegetel, Free Telecom, BT and FastWeb. [Pretty impressive examples on the video side.]
Content and device bounders are blurring as more providers and end-users are looking to customize their experience around how they work, live, play and learn.
Cisco is hoping to change their position as a plumbing provider to more of a platform.
The new TelePresence offering entails very high definition video (1080), spacial audio and no delay in communication. The experience is extremely good and will pave the way for broad adoption over time as a substitute for physical collaboration.
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