PAN grew 15% in Q3 and GSSO grew 1%. GSSO continues to decline. GSSO Americas had DOUBLE DIGIT NEGATIVE (-10) growth. SS thought he could fire his ODs, bring in his people, and it would be double digit growth. He fired them in Sept and now we are seeing the decline in the business. We need real security sales executives leading not used car salesmen. CR needs to make changes in Security Sales.
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people keep saying Cisco will suffer fate of Nortel for last 20 years (just like RTP closing), nothing happened .. is 90K employees the breaking point ?
Nortel's breaking point was missing the transition from circuit switching to packet switching. IPv6 is around 30 years old and still no where near ready to replace IPv4 so a fundamental shift away from packet switching that Cisco would completely miss seems unlikely.
At nearly $56B in annual revenue Cisco has no peer. In each of the far smaller market segments Cisco services they do have peers and those peers have been slowly taking market share from Cisco. For Cisco to collapse they'd have to suffer major concurrent losses in many of those markets. In the mean time I'm predicting a long and slow decline.
Buy Fortinet.
cisco lacks the technical field to go big into security. Their SEs and AMs have so much else they have to sell and so many other issues to fix such as TAC so they focus on core EN where the $$$$ lives. Think about it when carrying a big quota, you go for the comfort zone of low hanging fruit of some C9K switches or spend a bunch of time on security for a tenth that amount and tens times harder to sell against formidable competitors such as PAN, Fortinet and Z-scaler? Security needs a ton more skilled, technical people to sell to get good and big at it. Cisco lacks that these days. You can't sell security on architecture PPT and BS these days.
@va people keep saying Cisco will suffer fate of Nortel for last 20 years (just like RTP closing), nothing happened .. is 90K employees the breaking point ?
I have worked on several medium sized customer enterprises, and each one has had major issues with the Cisco ASA and FNC. It is usually always worst psychological trauma, to then engage Cisco in an effort to quickly repair. Honestly I pray that I never have to work on another Cisco security hardware issue for the rest of my life, because the feeling of doom and hopelessness is overwhelming when seeking escalation help from Cisco. It is less painful to fix it ourselves than ask for Cisco help. Too late to fix any of it.
@t5 Nortel once had +90k employees..
Cisco should shutter its security business.
Security is becoming an unavoidable part of networking. Cisco has to go big or go home.
And when GSSO does manage to “sell” a product they do it at 90% off and tell the core team to eat the revenue loss.
Cisco should shutter its security business.
they can start by fetting rid of all the former pan people they hired. when i was at pan they pulled this sh-t and ended up on the chopping block. then they all congregated in cisco and doing the same nonsense. time to leave this pile of junk
I have no clue what the Cisco security vision is other than a jumble of also-ran products with cr-ppy software on a vaporware "architecture" slide with "AI" mentioned as many times as possible. A bunch of total BS, customers know it and Cisco knows it.
GSSO has been in decline. Used to the gold standard in cisco security a few years ago. the TSA is incapable of knowing this many products.
@OP Cisco security needs a total overhaul.
CT needs to retire