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…

5G, Cisco, The Important

The Important Do the fortunes of 5G rest on Enterprise solutions? Which vendors are best positioned to execute on Enterprise solutions? These are the kinds of questions scenario planners should be asking Quick and free subscription to the leading Cloud, Network, and Security Newsletter, CloudNetSec from bohcay: link Discussion I’ve worked with a couple of…

Networking Epochs from Mainframes to NaaS

The Important After decades of Internet and Cloud infrastructure innovation / investment, the networking world turns its eyes to Enterprise Routing, and more generally, Enterprise networking. The tip of the spear is SD-WAN, but Network-as-a-Service (Subscription) is the larger theme, with multicloud also part of the mix. This presents Enterprise Networking disruption potential, though Cisco…

Network as a Subscription – Opportunity to change the game

Information technology in general, and networking specifically, have benefited greatly from silicon economics for decades. Consistent gains in networking price/performance have been on the capital expense side / hardware procurement. Operations gains have not benefited as much, and are increasingly a barrier to productivity. ┬áNetwork managers can benefit from replacing large operational expenses, with smaller,…