Most of you will agree with me that there is zero innovation and the acquisitions generally don’t turn out as good as the Cisco leadership hopes to be. How does Cisco survive in this business environment?
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Check mark box hired rule most of the mid-level root. Cisco’s hardware margin (on its own products) are almost as high as software margins.
If you look at any competitive area (security, collaboration, cloud etc) they are struggling… using switch margin to keep the rest afloat.
Cisco should split the company into route/switch and everything else. RW would live in forever, the rest would die
Squeezing the life out of acquisitions.
Cisco is no longer a technology/growth company. It's really a business consumables/value company.
Those in the know understand that it's much more enjoyable to work inside a company that is growing.
Many governments & large businesses currently rely on Cisco switches or routers. Government contracts are essentially blank checks, and we don't need to compete against foreign companies for contracts. We are essentially the Boeing of tech companies.
You don't need innovation to sell the IRS Cisco switches... or to sell profitable service contracts to the Department of Homeland Security.
I think it has been said, really no incentive to innovate and rebuild Cisco, so bleed it dry and retire. Unless there is a shareholder revolt and they look beyond the financial massaging ( buy backs; cost cutting programs…..) forcing a board AND exec leadership change then it’s a slow death.
All a house of cards. Everything they do is now focused on making very few very rich. If you are a checkbox hire you will go far or at least be last on an LR list. Have to be able to check the boxes or believe the ELT/woke brainwashing.
Smoke and mirrors. Stock buybacks. Hype.