Service Provider VoIP business update
• Strong 2Q7 after expected seasonally slow start for 1Q7
• Majority shipments: high density MGX gateways
• High density gateway growth due to continued growth in Cable, VoBB and wireless segments
• High density gateways: 109 % Q/Q growth compared to 1Q07
• High density gateways: 40.6 % Y/Y growth compared to 2Q07
Enterprise VoIP business update
• Best ever quarter for Cisco in terms of VoIP revenues
• Compared to 1Q07, strong quarter in North America; APAC improving; Numbers slightly down in EMEA
• $640m revenue from enterprise Unified Communications (VoIP and messaging) in 2Q07
• Started shipping new wireless phones during 2Q07
• Over 13m IP phones shipped so far
• Over 35m VoIP gateway ports shipped so far in the enterprise segment
• Over 250 customers have deployed more than 5,000 IP phones, including over 30 customers that have deployed more than 25,000 IP phones