we believe Cisco is slowly putting together newer growth engines (e.g. security, SaaS model, Cisco ONE, cloud initiatives) to help lay the groundwork for a stronger bookings growth trajectory in FY18/FY19.
https://www.barrons.com/articles/ciscos-buybacks-and-dividend-increases-tip-of-iceberg-says-gbh-1518659428
This kind of reporting is what happens when they need ad revenue. Cisco has s---ed at security for a decade or more. SaaS model what? WebEx? Cisco ONE what a joke. Cloud initiatives. They have been trying that since 2009 and failing. Those secular headwinds will get you every time.
Sh--ty bug ridden Software with every new product , with the support getting worse and worse, while your at it change the name of the company to CiscoBook or Ciscoogle and focus more on 3rd world cheap development but ony software because the pajeets dont really understand hardware, for that you could go to china but i guess that is to expensive for you guys, and also don't forget to focus also on marketing ideas and buzzwords and not products, selling vapourware is all the rage these days.
What about the cloud initiative that includes the word cuckoo