Its really amazing that Cisco has hung on this long and maintained but no grown its market position. It still has many years of profitable cash generation left despite the complete rot on the inside.
This won't end well, but it might last another 10 years or more before the ultimate collapse. The end of this story is clear. The eventual timing of it is not.
post id @1vid+1gcWUsNW What do you think, how much until the collapse?
It depends on the continuing relationships with the Federal 3 letter agencies that we don't officially know about. Everyone knows Cisco networking gear is everywhere. Do you really think certain agencies don't have the means to do what they want when they want?
Those type of relationships have been in place with service providers for 80+ years...
CSCO will be around as long as certain agencies want it to be.
Kind of explains the bizarre ELT behavior as well...
Ask yourself two questions:
I just bought another round of Cisco gear because they are the only company making viable products in that space. Decades of legacy make for a place no competent person would choose to work but it also makes for a near impossible barrier for competitors to match much less beat for a general purpose solution with high touch services.
Go over to Comcast and read their articles about how none of their business-only routers can handle IPv6 correctly. Comcast has more than twice the revenue of Cisco and not only can they not produce a product of their own, they can’t even leverage their suppliers to make something that works in what is essentially the lowest end of routing and they’ve been at it for a decade.
I know you're HOPING it, but it won't happen. It's too big a company to fail.
Cisco diversity welcomes everything but diversity of thought. All must think alike. All must act alike. Get woke, go broke.
@1thf+1gfKCSk3 Cisco Diversity: (i) sk!n color, (ii) s-x (iii) ignore qualifications . Either you are blind or an incompetent, diverse resource. Now you shut up.
I'd say another 15 years of steady revenue and market share decline. Without a strong culture change, we will continue sinking into the abyss.
Specifically define what you mean by diversity. Otherwise shut up.
THIS from Post ID: @lvt+1gfKCSk3 >>> It’s already strange that the market has not forced major revamp and makeover with Cisco.
Bring back Chambers 30 market adjacencies to chase, driving growth?
Maybe you can use this as an example. When I started Cisco we had the best supply chain. Period. Customers would go to an EBC and inquire about our supply chain i.e how do they do it and also how do we get out 17000 monthky expense checks in a 2 day turn around. back then we hired the best. The customers did not even care about the products they were seeing, or the roadmaps. Now we hire via diversity, not talent and competence. There was a recent stock downgrade regarding this, and the stock dropped.
As the talented leave, retire,... and get replaced by an untalented diverse person, this will continue.
I don't how how fast but one can see it coming.
20-30 years? I'd research the decline of GE and IBM to better understand the future of Cisco. IBM is still worth more than $100 billion.
Cisco = IBM
Essentially one might expect something a little different than a total crash and burn. They will struggle to maintain revenue and witness a slow downward trend. Price hikes and all the creative licensing bundles will not help long term. Subscriptions mostly depend on on-prem hardware so it will not save they day, despite high hopes from some analysts and retail investors. Expect excuses on current macro headwind in the news in every quarterly earnings call.
Either we are looking at a slow decline or we might witness a spin-off. Essentially selling certain BUs to highest bidder. Some of our product portfolio and customer base are of value to others. Many have stated that Ciscos assets would be worth a lot more if they where stand alone separate companies. Cisco is not focused right now, but rather all over the place from silicone to SaaS and platform ambitions. It’s not going to work with its current form. It’s already strange that the market has not forced major revamp and makeover with Cisco. I really wish it was otherwise, since I really wanted Cisco to succeed going forward. It’s just so sad to witness. The focus is no longer on the customer. It’s all about internal processes, PowerPoints and the corporate improv theater.
A turn around would require major, and I mean major changes on all levels across the organization. This seems highly unlikely to occur successfully.