Cisco is over. Sooner get out of Cisco is better. Market share is shrinking big time.
18 replies (most recent on top)
“This post is shared to instill hysteria. Nothing more”, not able to accept the fact, you know truth hurts.
This post is shared to instill hysteria. Nothing more.
Cisco enterprise WLAN revenues increased 65.6% year over year in 2Q23 to $1.3 billion. The company's market share stood at 43.5% at the end of the quarter.
HPE Aruba Networking revenues rose 55.3% annually in 2Q23, giving the company a market share of 16.2% in the quarter.
Huawei enterprise WLAN revenues rose 26.6% compared to the second quarter of 2022, giving the company a market share of 7.5% in 2Q23.
Ubiquiti enterprise WLAN revenues increased 4.4%, giving the company 5.8% market share.
CommScope enterprise WLAN revenues increased 72.2% year over year in the quarter, giving the company a market share of 4.8%.
Juniper Networks enterprise WLAN revenues increased 39.3% compared to the second quarter of 2022, giving the company 3.7% market share in 2Q23.
HPE has long invested in AI and has inroads in enterprise via Aruba.
If HPE had their act together why was their revenue down over the past five years, why were their operating margins so ridiculously low and why were they in debt before offering to buy Juniper which was also in debt?
On Juniper's side, it took the announcement of a buyout to bring Juniper's stock price up to where it was in 2007, and it had only one much larger short lived peak in 2011. The buyout isn't expected to complete for nearly another year.
Since everyone is screaming AI will cause Cisco to cease existing immediately, provide some use cases with ROI analyses to show that somehow the world will do a forklift upgrade of all their existing ;networking infrastructure immediately.
These are your wish list. What you want and what you get is different, this is life.
Life are facts, what are the facts of Cisco AI? Do you have any? NONE!!
DNAC Center. Power of the Platform. Network Experience (NX). SDWAN Manager. Cloud monitoring of unmanaged CLI. It's all coming together strong, cohesive, and intuitive.
"Meraki is a joke lol. They are integrating Meraki right now, so G&A functions will soon be axed there. The licensing models are so confusing and don’t make sense for customers."
The traditional networking business products are a bigger joke and there are so many layers of fragmented management that no one knows where that ship is heading. Meanwhile the upper layers there are all sitting on fat pay checks and laying off engineers who are the only ones that can save that ship from sinking.
"BS and bologny from jiving directors and managers who self-identify as Tech gurus and CTOs on LinkedIn has long covered up the fact that Cisco is technically completely hollow inside ."
100%. Speaking of which, just noticed on LinkedIn the UKI SE Director popularising something called Tech10, whatever that is supposed to be. Interestingly, his designation also says " Cisco CTO" on LinkedIn. CTO? Really?
@vxc+1qJBZugl is right on the money.
Eventually someone will purchase Cisco at 1/3 price of Splunk, which is 9 billion someone will pay to buy Cisco
Cisco will transition to an AI company by dropping the "C" in ACI. Smart move.
Meraki is a joke lol. They are integrating Meraki right now, so G&A functions will soon be axed there. The licensing models are so confusing and don’t make sense for customers.
When Cisco was focusing on selling ACI, Arista took over switching or nexus market. ok ok Arista only has one platform to sell which is switching, but JNPR has much better switch technologies than Arista
Even Cisco UCS came from the guy left HP servers who designed it for csco
JNPR’s mist is no comparison from any other vendors, MIST has best AI build in
Huawei and Arista even have same CLI commands
Nothing left at Cisco except those don’t know anything.
@vxc+1qJBZugl Agree. For all their public drum beats, Cisco do not have any AI support in their presales tech. That is because they have no AI to sell. Their R&D is nonexistent outside of PowerPoint org graphics.
I am in UKI/EMEA theatre and there are just two people, one senior and one junior who were AI literate. Both left during the last couple of years. The rest of the hordes of SE/SAs are PowerPoint jockeys doing innate web based training to get brownie points while collecting a salary they don’t deserve. There is no technology awareness, no intent to be tech literate even. Reminds me of communist cultures where job protectionism trumps efficiency and knowledge.
If somehow HPE+JNPR merger works out then Cisco has a max of 2-3 years. Juniper already owns 50% of SP/Telco business. They are steadily taking enterprise and wifi away from Cisco after they bought Mist AI. HPE has long invested in AI and has inroads in enterprise via Aruba. Despite the overlaps between Aruba and Mist this can be a game changer - positive for them and negative for Cisco.
Cisco has rested on their laurel wreath for way too long. BS and bologny from jiving directors and managers who self-identify as Tech gurus and CTOs on LinkedIn has long covered up the fact that Cisco is technically completely hollow inside .
They have no innovation to speak of. Cisco R&D is for show only. All they do is jive on LinekdIn like some other directors. They don't produce any productised solution. There is hardly any research fund. Whatever last vestiges of knowhow Cisco was left with were laid off during last year's 4 LR cycle . A steady, unwavering culture of preserving a bunch of non-delivering directors and managers at an expense of dedicated, loyal, knowledgeable employees has sent in the last few nails in Cisco's coffin.
Wall St. pressure will see to it that Cisco starts to gasp for air sooner than later, especially after that $28 billion splurge on Splunk which may see them go into debt. Splunk has never made a dime of profit ever, not done any significant upgrades in the last 5 years and Cisco goes and buys that moribund outfit at a massive premium! They have been playing catch-up with technology for a long time and now they will be playing catch-up with business too. No company is too big to fail - remember Enron, Nortel, Lehman Brothers...
Cisco will last for few more decades. All US government, defense, army, navy and many other branches depend on Cisco gear. It is in almost every developed and developing countries all around the world.
Even 12 years ago, many on this blog were Cisco will die soon.
Cisco is still king of routers, switches, wireless and many other technologies.
They need to hire good managers, directors and talent to work on next big thing.
When everything is set and done...
https://www.merriam-webster.com/dictionar/when%20all%20is%20said%20and%20done
In fact I've heard some people say it'll lose 160 to 170 percent, maybe more!
Cisco is losing its mojo and could recede significantly over the coming years but I see nothing showing a complete and instantaneous transition from Cisco to the dwarfs, each of which has +/- 10% of Cisco's revenue and most of which have been trying for decades. Arista in the only one with meaningful operating margins so it may be the only one that could survive the kind of price cuts Cisco could inflict with it's current more than 30% operating margins.
Meraki is a strong brand and kicks butt. Every company needs network gear esp wireless and switches. The cloud / ai / next stupid thing doesn’t change that. Especially with RTO or your fired coming back.
And go where? HP/jnpr ?