oh, really?
now can you have a plan for this going forward, Chuck the mathematician.
We did not have a plan for Amazon becoming a cloud company.
What other plan didn't you have?
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Russia, Ukraine and China supply chain - ok, I'll cut Chuck some slack - unpredictable geopolitical surprises. Not much he could have done. However that's not the real issue here. These two events have simply exposed Cisco for what it is - a hardware company. The talking points to the analysts about Cisco's so-called transition to a software company are now being re-evaluated in the cold light of day. All of Cisco's software and services are tied to steel boxes. What did Warren Buffet say "its only when the tide goes out that we find out who has been swimming na--d". You can only spin so much.
Chuck ain't the man, but what to do?? Bring back JC, the id--t who championed shipping everything overseas in the first place?? Overseas stealing IP for decades and now shutting down. How's that working out??
Cisco's only plan is to do as it's always been done. Make BUs work better together? Nope. Ship good quality software that isn't plagued with bugs? Nope. Spin off Services and make it less dependent on Cisco's own hardware sales? Nope. Measure software quality using modern metrics? Nope. Being able to tell who runs your products and what they do with it? Nope. Focus on strategic roadmaps versus tactical fixes? Nope. Accept failure and learn from it? Nope.
Blame others for failures? Yep. Let internal competition destroy innovation and waste resources? Yep. Only look at this quarter's numbers? Yep. Ship junk and hope a CAP will take care of dissatisfaction? Yep. Watch good talent leave to create mighty competitors? Yep.
Chuck just isn't the right CEO for a freefalling Cisco. Neither is the ELT, they're just vesting in peace.
"Russian invasion was quite predictable"
Hindsight is always 20/20 innit?
Cisco had Cloud ideas - Webex as purchased for the cloud, not the app - failed on the app and failed on the cloud. Cisco had the home - owned Linksys and the cable box and didn't hire the right folks to lead the strategy - as much as I strongly preferred Chambers, these examples were under his watch. Cisco was completely out marketed by Zoom - Chuck refused to listen to the field and a pion of a company soared to success (at the time) during the pandemic just by out-marketing Cisco...losing our long standing #1 in Collab to Zoom and Microsoft is poor leadership/vision/funding - incredibly disappointing...all history at this point, so where will Chuck take us?
Given that the Russian invasion was quite predictable for at least 12 months, it strikes me as odd that they didn't have a plan.
We did not have a plan for the chicken to cross the road.
We did not have a plan for a major fire outbreak in California.
We did not have a plan for the cow to jump over the moon.
And lastly, we did not have a plan for the dog to eat my homework.
Cisco should sell more cloud cuz "we wants to be like Microsoft/Amazon"
as fortigate/nokia/palo-alto/HP/Juniper happily occupy their vendor space in infrastructure.
In the meantime Cisco customers maintain old gear dont upgrade to bug ridden expensive software until they are ready to change vendors.
Selling SD-Acess and SD-WAN is always fun in customers, questions start like this:
why should i buy a 100k DNAC when my network runs just fine?
Because it does not scale?Not everything is hyper-scale , in fact most things are not.
No thanks i buy from another vendor , tech comes with the boxes i buy, dont need a server to add network features to my infrastructure
Plausible Deniability.
ELT is completely clueless...all they care is their own money.
We did not have a plan for paying a competitive rate
We did not have a plan for inflation
We did not have a plan for spending more time on social issues than our core business
We did not have a plan for degrading the Services org and expecting customers to pay more for less
We did not have a plan for competitors to outpace innovation and have better products/solutions
Is 5 enough or should we continue?
We did not have a plan for zoom to kick WebEx in the ar-e…. I’m feeling a trend here