Thread regarding Cisco Systems Inc. layoffs

The strategy behind M/A instead of innovation coupled with constant layoffs is called predatory value extraction. Cisco is called out on it at https://www.marketwatch.com/story/stock-buybacks-spur-wealth-inequality-and-stifle-innovation-but-should-they-be-banned-13e963c0

Leader in M&A ? When?

Look at the behemoths Cisco toppled from the 1990s which lead to Cisco being reported as the most valuable company in the world in early 2000. Given the fierce competition there is no way to spin that as anything other than a win for its time.

The last innovation at csco was 2 decades ago. After that it has been solely an acquisition strategy for that "innovation". There are a very, very small number of people that have been around and know what innovation at csco used to look like or what innovation even is. Hint - it's not another python script. At csco most are certainly overpaid and technically incapable of innovating. Pretty simple.

When was Cisco a leader in innovation or m&a? We sell legacy network equipment to the government

This has been the case for more than a decade

Anyone in sales wondering why it's not acceptable to show you customer on-prem splunk solutions needing UCS? Cuz it delays the 7+ year ROI of just how much Splunk cost the company. There is no innovation at cisco (10+ years), there is no product integration. Only stabs in the dark to temporarily making the share holders divideds. Period.

Leader in M&A ? When? By the sheer number of d-mb acquisitions certainly is

When Cisco was small, small acquisitions that didn't require major skills to integrate could be brought in and have a meaningful impact on revenue and earnings. The complexity of systems of the day were many orders of magnitude smaller than what can be done now and the low hanging fruit was picked decades ago. It's a completely different world now.

If Cisco acquired any one of their biggest competitors today the best they could hope for is a one time bump of near 10% in revenue that first year. Even if such an acquisition still grew at 10% per year the impact on Cisco's total revenue would only be another 1% per year. If the market averages 10% growth in market value over the long run the only way Cisco gets back to average given its size is to take on new extremely high growth markets where they can hold competitors at bay. We've been over this many times over many years on the Cisco part of thelayoff.com and exactly zero people have put forth a viable business where Cisco could succeed with that task.

Cisco is where good companies go to die

We all got splunked !! $28B scam !