UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
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SCHEDULE 14A
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Sourcefire, Inc.
(Name of Registrant as Specified in its Charter)
Cisco Systems, Inc.
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Filed by Cisco Systems, Inc.
Pursuant to Rule 14a-12
of the Securities Exchange Act of 1934
Subject Company: Sourcefire, Inc.
Commission File No.: 001-33350
The following is a slide presentation made available in connection with a conference call with investors held by Cisco Systems, Inc. and Sourcefire, Inc. on July 23, 2013.
Cisco Announces Agreement to Acquire Sourcefire
Chris Young, Senior Vice President, Security Group, Cisco Martin Roesch, Founder and CTO, Sourcefire
Hilton Romanski, Vice President, Corporate Business Development, Cisco
July 23, 2013
Forward-Looking Statements
This presentation may be deemed to contain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including statements regarding the combination of the companies products and technologies to provide continuous and pervasive advanced threat protection across the entire attack continuum and from any device to any cloud, the acceleration of delivery of Ciscos security strategy as a result of the acquisition, the delivery of a new continuous security approach for customers, the acceleration of the realization of the vision for a new model of security across the extended network, the expected completion of the acquisition and the time frame in which this will occur, the expected benefits to Cisco and its customers from completing the acquisition, the expected financial performance of Cisco (including earnings projections) following completion of the acquisition, and plans regarding Sourcefire personnel. Statements regarding future events are based on the parties current expectations and are necessarily subject to associated risks related to, among other things, obtaining Sourcefires stockholder and regulatory approval of the acquisition or that other conditions to the closing of the transaction may not be satisfied, the potential impact on the business of Sourcefire due to the uncertainty about the acquisition, the occurrence of any event, change or other circumstances that could give rise to the termination of the definitive agreement, the outcome of any legal proceedings related to the transaction, general economic conditions, the retention of employees of Sourcefire and the ability of Cisco to successfully integrate Sourcefires market opportunities, technology, personnel and operations and to achieve expected benefits. Therefore, actual results may differ materially and adversely from those expressed in any forward-looking statements. For information regarding other related risks, see the Risk Factors section of Ciscos most recent reports on Form 10-K and Form 10-Q filed with the SEC on September 12, 2012 and May 21, 2013, respectively, as well as the Risk Factors section of Sourcefires most recent reports on Form 10-K and Form 10-Q filed with the SEC on February 28, 2013 and May 3, 2013, respectively. The parties undertake no obligation to revise or update any forward-looking statements for any reason.
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2
Gartner Magic Quadrant Leader
(Email Security, Web Security, Network Access, SSL VPN)
#1 Market Share in
Network Security & Acquired Cognitive Data Center Security Security
(source: Infonetics)
Cisco Security Momentum
3
Our Customers Biggest Security Challenges
Maintain timely security Continuously Reduce complexity
and compliance with protecting across a and fragmentation
changing business dynamic threat of security solutions
models landscape
Cisco Security Strategic Focus Areas
Advanced Services
Security Services Network Platform Integrated
Scale, Integrate, Manage Distributed Enforcement Sensor Base, Cisco and 3rd Party Apps and Global Intelligence Context & Enforcement
NE) ANALYTICS
Partner Ecosystem
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 5
About Sourcefire
Overview
Description
Industry leader in intelligent cybersecurity solutions and is transforming the way enterprises and government agencies manage and minimize security risks.
Ownership
Publicly traded on the NASDAQ Global Select Market under the symbol FIRE.
HQ
Columbia, MD
Talent & Key Location
Founded by Martin Roesch in 2001, with nearly 20 years of experience in network security and embedded systems engineering, author and lead developer of Snort. Sourcefire team has deep security DNA and is committed to Open Source. Maryland and Washington D.C. area widely recognized as a Center of Excellence for security innovation.
Customers
2,500+ customers in 180+ countries. Sourcefire solutions are deployed in nearly all Fortune 100 companies, 42 percent of the Global 500, and across U.S. government & military agencies.
Employees
~650
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 6
Sourcefire Security Solutions
Advanced Threat Protection
Network Security (NGIPS, Application & Access Controls)
Advanced Malware Protection
CONTINUOUS
CONTEXTUAL
INTELLIGENT
AUTOMATED
RETROSPECTIVE
BEFORE, DURING & AFTER AN ATTACK
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 7
Cisco Announces Agreement to Acquire Sourcefire
$2.7 Billon Transaction, Expected to Close 2H CY2013:
Growing business with 35% revenue growth in 2012
Pioneer & market leader in Next-Gen Intrusion Prevention Systems; portfolio also includes Next-Gen Firewall and Advanced Malware Protection
Created Snort®, industry standard for security software with a dedicated open source community
Team with deep Security DNA dedicated to defend, discover and remediate against advanced threats
Sourcefire + Cisco = Compelling Combitaion
Growth
Strong Performance, market gains. 35% Revenue Growth in 2012.
Complementary Portfolios will enable most comprehensive security platform in the industry
Top Industry Talent
Deep security expertise. Maryland is Center of Excellence for security.
Software / Open Source
Open Source community offers unique value to our security business
Innovation Highly regarded, Gartner Magic Quadrant leader. Aligned philosophies.
Go to Market
Coverage Breadth + security expertise depth will help accelerate business
Culture
Excellent alignment of company values will help ensure smooth integration process
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 9
Winning Security Strategy
Transformational Threat Protection
Security Services Network Platform Integrated
Best-in-Class threat More data sources, Broadest visibility & protection delivered big data analytic to faster time to across multiple drive actionable resolution across form-factors Intelligence broadest IT footprint
World Class Threat Research & Security Intelligence
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 10
Q&A
Additional Information and Where to Find It
In connection with the proposed acquisition and required stockholder approval, Sourcefire will file with the Securities and Exchange Commission a preliminary proxy statement and a definitive proxy statement. The proxy statement will be mailed to the stockholders of Sourcefire. Sourcefires stockholders are urged to read the proxy statement (including all amendments and supplements) and other relevant materials when they become available because they will contain important information. Investors may obtain free copies of these documents (when they are available) and other documents filed with the SEC at its website at http://www.sec.gov. In addition, investors may obtain free copies of the documents filed with the SEC by Sourcefire by going to Sourcefires Investor Relations page on its corporate website at http://investor.Sourcefire.com/ or by directing a request to Sourcefire at: Sourcefire, 9770 Patuxent Woods Drive, Columbia, MD 21046.
Sourcefire and its officers and directors and other members of management and employees may be deemed to be participants in the solicitation of proxies from Sourcefires stockholders with respect to the acquisition. Information about Sourcefires executive officers and directors is set forth in the proxy statement for the Sourcefire 2013 Annual Meeting of Stockholders, which was filed with the SEC on April 24, 2013. Investors may obtain more detailed information regarding the direct and indirect interests of Sourcefire and its respective executive officers and directors in the acquisition by reading the preliminary and definitive proxy statements regarding the transaction, which will be filed with the SEC.
In addition, Cisco and its officers and directors may be deemed to have participated in the solicitation of proxies from Sourcefires stockholders in favor of the approval of the transaction. Information concerning Ciscos directors and executive officers is set forth in Ciscos proxy statement for its 2012 Annual Meeting of Shareholders, which was filed with the SEC on September 26, 2012, annual report on Form 10-K filed with the SEC on September 12, 2012, Form 8-K filed with the SEC on February 1, 2013, and Form 8-K filed with the SEC on October 4, 2012. These documents are available free of charge at the SECs website at www.sec.gov or by going to Ciscos Investor Relations website at http:// www.cisco.com/go/investors.
© 2013 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 12