Cisco's First Trifecta

This week IDC released the calendar 1Q14 server market share tracker report, which is starting to generate press given the news that Cisco UCS has achieved the#1 x86 blade server revenue market share position in the US, in North America and in the Americas  -a "triple crown" right before the Belmont Stakes

We are understandably very proud of this achievement, and we're taking time to celebrate. It was fun calling John Chambers to share the news, and to remind him that the team delivered on our commitment -to become#1 in blades in the US in 2014, and use that as the launchpad for our#1 world-wide campaign.

At the same time, it's a humbling experience. We can argue about the meaning of market share numbers. They can be viewed as an indicator of momentum, they can be viewed as ephemeral, so what really is the meaning of being#1?

My interpretation is simple: Customers have a vote, and the market share numbers are an indication of the huge trust customers are placing on Cisco, not just on UCS. In 5 short years we've accumulated over 33,000 customers world-wide, including over 75% of Fortune 500 companies.  Contrary to competitors' predictons, UCS is not a flash in the pan. It's a reflection of Cisco's ability to innovate in a way that drives tangible business outcomes for our customers. We struck a resonant cord when you consider innovations such as:

• Architectural: Cisco delivered the first new innovation in x86 servers in over 10 years by inventing a new category, Fabric Computing, that proved ideal for server virtualization and private clouds.
• Business Model:In addition to significant organic R&D investments, Cisco leveraged industry R&D much better than any of our peers. Whether they be infrastructure, operating system, applications, middleware or selling partners, we created an ecosystem that is fair, flexible and scalable. We created abusiness platform, not atechnology platform.
• Customer experience: Beyond UCS technology advantages, customers choose Cisco because of our commitment to customer relationships: our sales team's demonstrated capability to understand our customers' business and proactively propose transformational opportunites, and our support teams' utter commitment to protecting business operations when issues inevitably occur.

As we set our sights on being#1 WW, I'd like to surprise readers by actually congratulating HP on being#1 WW; they've had the longest run at this coveted spot in the industry. We aim to capture this spot, and to hold it for longer, which we believe is eminently achievable given  we've achieved#2 WW by focusing on a subset of all available use cases and market segments. We have many opportunities, all of them well-funded and in execution, to drive expansion -new products, new business capabilities, more market coveraged, enhanced manufacturing, delivery and support.

So in essence, rather than admiring our recent#1 win in the Americas, we choose to view this as a call to arms, a rallying cry to accelerate our drive to#1 WW. Velociraptors unbound!

Lastly, a big THANK YOU to our customers, our partners and our entire value chain teams to demonstrate Cisco is serious about setting the state of the art in   computing. And I say this deliberately, because we are not in the server business. We are in the computing business, which is the business of optimizing application environments for performance and total cost of ownership -what our customers want.