How Cisco can kick start revenue growth?
What product mix is required?
Microsoft and Oracle can do it. Why not Cisco?
Is more emphasis legacy products k–ling future products?
Let's start discussions.....
7 replies (most recent on top)
Stocks dropping like a rock? WE FIRED SOME RACISTS!
revenue is flat for 5 years? HERES SOME MONEY BLACK FOLKS
can't innovate a damn thing? YAY DIVERSITY!
When other companies report and suspend future guidance during Corona, the market accepts that this is uncommon times. So what does Cisco do?
Guide down, because we know so much more about the future.
Replace Chuck and the ELT.
Cisco's priority is social justice not revenue growth. Look at the public mission statement its all about social justice not technology or revenue with Chuck and his ELT.
Regarding WebEx: my financial advisor has WebEx but used Skype to meet with me. Says it all.....
I always think how much tech stocks have rallied since last few months. CSCO went nowhere. I think it is not because portfolio is wrong. It is horrendously wrong mixture of people, process and product. It is horrible on all 3 vectors. Covid time is the best time to evaluate WebEx and competency of that team. Imagine getting once in a century opportunity for remote work and WebEx doing nothing to stock. I don't think it is any hidden gold mine suffering in the clutches in rest of bad Cisco. I think rest of Cisco is subsidizing it big time.
Microsoft has the talent and culture to create products in house. Cisco leadership only cares about stock buybacks. Our CFO just made over $60 million and retired.
Stock buybacks is the priority not products or customers.
Invent something new the market finds a necessity? Build it in house, rather than acquire through M&A? Take care of customers after the sale to ensure they realize value from buying from Cisco?
How is that for starters?