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…

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,…

EVs, Ford, Transformation, and When it’s in Your DNA…

The important When it is in your DNA, you focus on it relentlessly and reinforce its importance, it shines through in the products and services you create, regardless of the technology. Ultimately, when it comes to focusing hearts and minds, a business is shaped by customer outcomes. When companies focus on outcomes for the customer,…