3 years? 5 years? 10? 15?
5 replies (most recent on top)
Until the new CEO starts a NEW party.
Nothing NEW to see here. Move along!
It can last a long time, but it needs a serious overhaul of the executive layer. It's in the hands of the board really.
Cisco will survive as long as they can keep the Private equity firms away from them. That’s the whole reason for propping up the share price, paying dividends, trying to get the cash moving, otherwise they’re rich pickings for a leveraged buy out. The sum of the parts is worth more than Cisco and that’s the shocking situation that this leadership team has inflicted on a once great company.
Sad but not inevitable.
Microsoft was on the stagnation path then turned things around by promoting a technical CEO. Intel has been declining, but recently brought back a genuine technologist as CEO. Over the next few years Intel will fight to return to their former glory.
Cisco's board has the power to build a better executive team capable of innovating and returning the company to growth. Will they take action or accept a permanent state of woke, slow decline?
Cisco will be around a long time. Its decline will be spread over a couple of decades. It will continue to lose market share, attempt more failed acquisitions, and milk existing product families into oblivion until there is nothing left for its failed executives to plunder.
Current organization is living off of the now very dated products and architectures developed by the capable engineers who left long ago. For those who are here now, it is just a job that provides a revenue stream until their number is up in a future layoff. Not much to look forward to.