Some told that Cisco doesn't have competing eco system.
Below are the results:
CSCO: $53B vs
PANW: $6B
ANET: $6B
JNPR: $5B
ZS: $2B
FTNT: $4B
MISC: $7B
Total Competition grabbed $30B from Cisco, it is not going to be late to grab the rest of the market share and even out.
CSCO employee: 75k
Competition: around 50k
The fall is getting nearer and nearer
No secret for those in the loop with ELT wispers, that Cisco is in process of reducing headcount by 50% to try and be competitive
what about zoom, ringcentral , microsoft? theyre slowly eating away the software side (non network) that cisco try to get into. Don't forget smaller company like extreme network, Dell, HP . all in total Cisco is slowly dying
Didn't see HPE and Aruba, if US market allows huawei becomes a competitor