CISCO - FY19 Q3 - Disti Quarterly Review
 
 

Welcome to the new Americas Distribution Quarterly Update: Fueling Partner Success

This communication is designed to spotlight the strong connection between the Cisco Partner and Distributor teams and the larger Partner community. Thank you to our Cisco teams, Partners, and stakeholders who have supported us.

We’ve got a fresh look, a new tagline and are unwaveringly focused on growth that will surely increase as we more tightly integrate our efforts. Our collaboration brings new levels of vitality and strength to the value-add between Cisco and our Partners - and we sincerely value the partnership.

Americas Distribution finished Q3 with strong results: +11% 2T growth, 2,145 Partners activated, software bookings growth +26% and recurring revenue +45%. Cisco Radius delivered bookings of $156M YTD and we fully expect to blow our FY19 goals out of the water!

You can see results in our Disti Headlines, By the Numbers, Key Drivers and Business Highlights sections below. These results validate our new tagline: Fueling Partner Success.

Thank you for your collaboration and support.

 
 
  John Brookbank  
 
     
 
 
 

Disti Headlines

 
 
 
  Radius Performance  
 
  RO Growth +45% Y/Y  
 
  Growth Incentive Program  
 
 
 

By the Numbers

 
 
 
 

+11%

 
 

Product Growth

 
 

Y/Y

 
 
     
 
 

-3%

 
 

Services Growth

 
 

Y/Y

 
 
     
 
 

+26%

 
 

Software Bookings

 
 

(of product) Y/Y

 
 
     
 
 

+45%

 
 

Software subscription bookings

 
 

(as a percent of total software reached)

 
 
 
 

By the Numbers

 
 
   

Collaboration

+8% Y/Y

 
   

HyperFlex

+186% Y/Y

 
   

Security

+8% Y/Y

 
   

Data Center

+18% Y/Y

 
     
 
 

Enterprise Networking

 
 
   

Switching

-3% Y/Y

led by Cat9K + 149% Y/Y

 
   

Routing

+42% Y/Y

led by SD-WAN + 313% Y/Y

 
   

Meraki

+29% Y/Y

 
 
 
 

Key Drivers

 
 

Distribution Connect

  • Demonstrates the Power of the Virtual Team: brings together Area execs, Partner sellers, Territory sellers and Disti to drive territory business.
  • Targets Partners with high growth potential
Disti as a Lifecycle Advisor
  • Collab EA: 13 Active Partners - $9.7M Bookings, $6.6M Pipeline
  • Ingram Micro Expansion
Radius Acceleration
  • Radius is Cisco’s largest Partner lead generation program with a $170M FY19 bookings goal.
  • Radius was developed to meet the demand gen needs of Americas Distributors while driving stronger Cisco brand messaging to and through our 2T Partners.
Fast Track Improvements
  • Focused on sku optimization and reduction - now down to 580 skus!
  • Q4 re-launch of Meraki on Fast Track Full Stack on Fast Track

 
 
 
 

Business Highlights

 
 

Global Enterprise

Product

+20% Y/Y

Service

-42% Y/Y

 

U.S. Commercial

Product

+8% Y/Y

Service

+9% Y/Y

 

U.S. Public Sector

Product

+16% Y/Y

Service

+4% Y/Y

 

Canada

Product

+3% Y/Y

Service

-8% Y/Y

 

Latin America

Product

-13% Y/Y

Service

-9% Y/Y

 

Service Provider

Product

-3% Y/Y

Service

+49% Y/Y

 

Marketing & Communications

Q3 Radius

Pipeline $170M with $589M YTD

SQL 2,731 with 9,116 YTD

MSB $61M with $156M YTD

 
 

Numbers are all normalized without SPVSS in FY19

 
 
 

Cisco

Americas Distribution

 
 

In partnership with our Distributors, we are the bridge to innovation, scale and growth by delivering strategic relevance and a simplified experience… Fueling Partner Success!

 
 
     
 
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