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…

Explained: Systematic, Synergistic, and Strategic

The Important A strategy is a vision of desired change/outcome, and the way to get to that outcome. Decision makers across a company’s value chain must consider how to align to the outcomes desired by the strategy, and not get stuck in old thinking This consideration must be systematic, otherwise disconnects will occur, synergies will…

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,…