Hopefully UCS, collab, FSO and security.
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Design of UCS came from a guy was fired at HP servers. HP has servers from the last 80 years before anyone on this board even born.
From https://en.wikipedia.org/wiki/Hewlett-Packard
HP experimented with using Digital Equipment Corporation (DEC) minicomputers with its instruments, but entered the computer market in 1966 with the HP 2100 / HP 1000 series of minicomputers after it decided that it would be easier to build another small design team than deal with DEC.
So not 80 years and not older than I am. HP has always been a company of broken weirdness. Around 1980 they'd ship you a box which wouldn't work, you'd list off the part numbers on the cards, they'd scream "how did you get that Rev A card?" then ship you a Rev E card which physically wouldn't fit in the chassis. My favorite comment on the HP workstations was "you can tell no one talked to each other because each module in the chassis is connected with external cabling." They remarketed a lot of parts and slapped an HP logo on the front, doubling the price and shipped them in servers only to say after they failed in the first week "we didn't make those parts." It's not just that they never had working drivers for open source with the weird chips they put in their PCs long before HPE split off, but if you bought a Windows PC with the "Home" edition and upgraded to the "Professional" edition they prevented you from downloading the drivers for that version of Windows which were somehow different. The first website that came up on market share of blade servers shows Cisco as the leader over HPE. This is just the tip of the iceberg.
HPE is a company with revenues that have declined over five years, has less than 10% of Cisco's market value, significantly lower revenues and dramatically lower operating margins. Technology that can't generate earnings by definition isn't worth much. Cisco has all kinds of problems but as a business they're still doing far better than HPE.
Thousand Eyes = Graphical Traceroute.
LOL @ the dude who said FSO is the game changer. It is not. The original FSO components without Splunk (TE+AppD+Intersight) are not integrated well. The FSO platform is trash too. It's a circlej--kJSON database is not a new revolutionary technology btw. For some reason, they all think it is a technological breakthrough of the century.
Post from TheLayoff.com
FSO and security are probably two of the better areas for Cisco to focus on, not areas to let go. We've bought three acquisitions to create FSO (ThousandEyes, AppD, and Splunk) and it's one of the only areas in the market where we could really make a huge impact.
There aren't a lot of players in the full stack observability space - and we can become the dominant player if we really focus on that set of products and combining them in a meaningful way.
Security is one of Cisco's higher earning and higher potential areas also - moving from networking into security is a logical direction for customers to see our brand shift. And it's one of our better skills - Meraki knocks this out of the park for us, and Duo and a few other security products we have are functional enough that we could fix them up and have high quality robust product lines our customers want.
Collab unfortunately is a market play that every tech company seems to have their own solution for these days. But we really should repurpose our collab folks to other roles, they have a ton of skill that we should keep around our business.
By the way, Current Nvdia CEO is cousin ( 2 generations removed) of former CEO of one of the networking companies acquired by COMPAQ then later HP.
This dinosaur is not participating in the AI race.
Cisco UCS is wireless controller 5220 plus simplest networking FEX.
Design of UCS came from a guy was fired at HP servers. HP has servers from the last 80 years before anyone on this board even born.
FAKE article, no one is going to buy into this fake AI noise from Cisco.
HPE has AI build into their servers for years. HPE greanlake has VMAREware, Networking and storage and build in AI is currently selling like a cake in the market.
JNPR has coolest AI in networking on the market.
Another late game Cisco is playing to make a fool of itself.
boys and girls let's watch the show.
Hopefully UCS...
Cisco is entering the following: Cloud Computing, AI, Crypto tokens.
It's funny you should mention these things. You might want to read:
https://www.networkworld.com/article/1305971/cisco-nvidia-target-secure-ai-with-expanded-partnership.html
Cisco is entering the following: Cloud Computing, AI, Crypto tokens. And we will be #1 in all of them.
CxO offices (all of them) of course!! Replace with AI
Go look up the “Product Categories & Customer Markets Presentation” PDF on the investor relations page. Since Q1 FY24, they’ve been reporting financials by the new product categories. That PDF retroactively categorizes financial results back to FY21. Collab is consistently negative in Y/Y growth. FSO and security are positive. Based on that public information, I’d say collab is getting most of the cuts and/or an exit.
Hyperflex !!! Oh wait that was last quarter or so .
Rinse and repeat
They need to exit the "smart" licensing business
They should exit them all, but I think they will keep trying security for now.