Cisco is a software company now. Hardware is just not profitable anymore
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@1yfu+1r4NOOBV Isn’t FSO part of suites now? So companies “purchase” it when they probably don’t want/need it. The recognized revenue and growth are therefore artificially inflated.
@1yfu+1r4NOOBV Tell me you don’t understand math or the industry without telling me
Cisco’s Observability portfolio (AppDynamics and ThousandEyes) grew 16%. Compare that to Cisco’s other portfolios’ growth and it’s the growth % leader. While it’s still notably smaller with regard to Cisco’s total ARR, there’s opportunity there to knock down some iACV this FY. And maybe more importantly, land + expand opportunities.
The sooner Cisco gets out of both those areas the better.
Security is a huge growth area for Cisco. Not as sure with observability.
Nothing changed in Cisco security for past 15 years. Old security gear from Cisco are better than current ones, results of buying into sh^it security companies. No good security would want to sell to Cisco. Every other security companies out there are making 10-50% revenue increase every year.