Cisco is one of the case studies mentioned in the latter part of the video for what may be about to happen to the biggest players in technology, many of which have already run out of growth. The title of the video is Market Saturation = 98.9% - What Now?:
https://www.youtube.com/watch?v=MS3z0t_gFyU
I found some of the "what now?" options like monetization (licensing at Cisco,) acquisitions and big bets on technologies which are mismatched to the company, the market or both to be familiar. Consider how many of the companies named purchase networking gear and consider what everything together means to your career five and ten years out.