At last year's year-end financial call, the CEO said that Cisco would reinvest the cost savings from its restructuring plan into "key priority areas such as security, IoT, collaboration, next generation data center and cloud."
It's been almost 9 months since then. Where is the reinvestment in "cloud"?
Juniper, on the other hand, is making strides in the cloud. I don't think anyone will argue that Amazon Web Services (AWS) is not a leader in the cloud, so when Juniper Networks partnered with AWS they're making their name more synonymous with the cloud than Cisco is.
If you look at AWS's web site, you can find this info:
Juniper Networks on AWS
AWS helps organizations achieve greater business agility and flexibility. However, unpredictable access to data and applications on AWS, combined with deficient security solutions, can hinder a business’s ability to thrive in the cloud.
Juniper Networks helps organizations overcome these challenges with a single solution. With the vSRX Virtual Firewall, organizations can achieve secure, high-performance connectivity for their AWS workloads while maintaining a consistent security posture, both on-premises and in the cloud.
Where is Cisco? Cisco could have made an agreement to sell Cisco boxes to AWS for the same costs as internal Cisco pricing and made money on the SDN services & software. Then, instead of being Juniper being advertised on AWS, it would be Cisco.
Oh well. Time to sell my Cisco stock once the next round of dividends are paid out.