Thread regarding Cisco Systems Inc. layoffs

Cloud Revenue

Everyone knows investors want to see cloud.

That causes every legacy vendor to figure out how to show cloud growth. Vendors without a legacy business like Salesforce, Workday, Amazon, and Google don't have this problem.

Traditional vendors like Oracle, Microsoft, IBM, HP, Dell-EMC, and Cisco have this problem.

Traditional vendors will do almost anything they can get away with to classify a dollar as a cloud dollar.

Comp plans are even being setup to favor or only pay on cloud revenues.

On-prem revenues are avoided like the plague even though they pay the bills and keep the lights on.

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| 1831 views | | 4 replies (last August 29, 2017) | Reply
Post ID: @OP+OWS3V6S

4 replies (most recent on top)

Cisco can't come up with any business model. I've seen quite a few large Enterprises go with BigSwitch plus some generic white box switches from Dell and do just fine.

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Post ID: @4ena+OWS3V6S

Cloud does not mean Public Cloud also, specially to a network vendor, trying to Copy Paste Google,Microsoft and Amazon business model will be Cisco's downfall.

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Post ID: @3zqi+OWS3V6S

Cisco keeps spending dead money on public cloud. Why make billions - when we can make .... millions.

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Post ID: @1vbj+OWS3V6S

Cisco burned $1.5B on intercloud and has nothing to show for it. Three acquisitions down the drain and a failed CIO (did Biri even last a year?)

Does anybody really think that large enterprises are going to buy a k8s management framework from Cisco? We can't even figure out how to provide k8s clusters to our BUs and every BU does their work independently (hello collaboration?!!?)

Running Meraki in AWS, nor WebEx on VMs doesn't make Cisco a Cloud Company.

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Post ID: @1fbt+OWS3V6S

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