Cisco FY4Q19: Subscription Nears The End of The Beginning

The Important Cisco now classifies 70% of software revenue as subscription This includes a wide scope of licensing arrangements Cisco has struggled hard over many years and done well But this is just the beginning The future belongs to the networking company that transforms to ratable, subscription, services. This will maximize financial outcomes This will…

Cisco Highly Differentiated. Law of Large Numbers Still Looms

With the Cisco’s FY4Q earnings call scheduled for next week, August 14th, some quick back of the napkin analysis on Cisco’s progress through FY3Q, towards transforming its business model. Will follow up with more analysis after the earnings call. Please note, this analysis is based purely on data made public by Cisco and does not…

vNF not NFV

The Important Innovation creates defacto industry standards, industry standards do not create innovation. Cloud native is state of the art. It is harder than monolithic software, it is harder than a static view of virtual machine based architectures, but it is what the best of the best do. Only those telcos that go cloud native…

The Plastic Problem

My sabbatical travels made me much more aware, and much more sensitive to, the global plastic problem. I came back from my sabbatical with a strong desire to contribute to addressing this global menace. Today I am pleased to announce that a portion of all bohcay LLC revenues will go to organizations and individuals addressing…

IT and the Productivity Imperative

“Whether the discussion is SD-WAN/SEDANs, software defined transport infrastructure, or cloud infrastructure, the basis of competition is increasingly shifting to end-user experience, buyer experience, operational excellence, and operations integration. This is where recent disruption has occurred, and where there are likely still at least a few years of remaining innovation ahead. Technology suppliers should focus…

Cloud Services Create a New Customer Experience Reality

“Businesses cannot afford to underestimate the impact large cloud titans such as Amazon, Dropbox, SalesForce and others, have had on customer experience expectations for software users. Everyone is a cloud service consumer today, and everyone has had their standards raised.” A recent article authored by me and published by Thales / Gemalto: https://sentinel.gemalto.com/blog/cloud-services-create-new-customer-experience-reality/  

Non-virtualized to Serverless: Two Dimensional Transformation

Bleeding edge transformation: Large people/culture gaps combined with significant technology gaps Entanglement: The more significant the technology gaps, the more important it is to reduce the people gaps, because the right people / culture can work around / smooth over the gaps Disruption considerations: It is precisely because the execution challenge is so difficult, the…

A Response To “What Went Wrong with NFV: The Operator View”

This post is a specific response to Tom Nolle’s recent blog: What Went Wrong with NFV: The Operator View. I provide a perspective on the points Tom raised, based on my experience leading business model strategy / transformation at a leading Networking supplier, Juniper Networks. Tom’s blog reflects the operator view as articulated by Tom,…

Why I Love Networking

Today I received a mailer from 1440.org that was a teaser for Find Your Why , with the quote “What draws me in is not what people do for a living but why they do it.” – Simon Sinek and Peter Docker This quote “triggered”, stimulated….whatever the right word is….my recollection of why I got into…

Serverless Network Functions (sNF)

The Important Extracting the most efficiency out of compute resources remains a key focus of IT Containers as applications or micro services are the current emerging focus to gain more efficiency than virtual machines In the long run, serverless will also receive more attention Serverless is a powerful paradigm, there are maturity gaps today, but…