Cloud Flare(s) on IPO

The Important The IPO of companies like Zscaler, and today Cloudflare, highlight two important trends: cloud computing and network-as-a-service Digital transformation makes public/private/hybrid cloud assets mission-critical across more industries than before. From a new growth perspective, security is increasingly less interesting as an appliance and more interesting as a network [service]. Cloudflare Today, Cloudflare (NET)…

Five Signs Your Transformation​ Will Fail

The objective is an activity, not a meaningful outcome Successful transformations are driven by compelling visions. Ultimately it is all about execution, but if the execution is not delivering anything that will make a meaningful difference, it is all for naught, even worse, a waste of resources. Compelling visions inspire people and are a northstar…

Vision: The Key To Transformation

There is no debating that the rubber hits the road with execution — getting stuff done. What is getting done, is just as important as getting it done, and this is where, IMO, transformation holds together or fails. If the execution team is not aligned or executing towards an outcome that is going to move…

Ericsson Updates Software Twice a Month, Can Your Software Supplier?

The Important Ericsson has been doing two code drops per month in new 5G networks It is a significant departure from a history of two drops per year New generations of technology are an opportunity to explore many other adjacent technologies, approaches, and cultures Call to Action Every software supplier to CSPs should examine if…

Network Infrastructure: No Rising Tide to Raise All Ships

The Important 50 years on, the Internet, and broadly speaking networking, are a raging success. Network infrastructure growth is often driven by regional, segment, and technology refresh hotspots, leading to inconsistent aggregate growth across the entire market. This dynamic creates management / leadership challenges. There are some broad-based opportunities like SD-WAN and Security. Quick and…

VMware Gets Real About A Post-VM world

The Important Unless there is a compelling reason not to, the high percentage approach to bold transformations, is with bold acquisitions and execution. For VMware that means embracing and leading the containerized world, which is quickly become the goto virtualization / modularization architecture of today’s IT. Today’s acquisition announcements come after other container-centric investments such…

Will Explainable AI Be The Competitive Battlefront?

The Important The explainability of accurate AI/ML algorithms is an inhibitor to usage Entrepreneurs are stepping into address this problem Explainability may become an area of differentiation in AI/ML solutions Quick and free subscription to the leading Cloud, Network, and Security Newsletter, CloudNetSec from bohcay: link Discussion When I started looking at Artificial Intelligence (AI)…

The Values-Driven Buyer

Quick and free subscription to the leading Cloud, Network, and Security Newsletter, CloudNetSec from bohcay: link One of the significant strategy / management consulting focal points over the last few decades has been the idea that shareholder value rains supreme over all other corporate values. The recent pronouncement by the Business Roundtable, representing 181 CEOs,…

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…