Futurum’s Daniel Newman and Ron Westfall examine Cisco’s Q1 2023 results and why they see the Q1 results validate factors such as supply chain easement and the increase of annualized recurring and software revenue provided the visibility and predictability foundation key to boosting its full year guidance and overall competitive prospects, despite uncertain macroeconomic conditions.
Futurum principal analyst Shelly Kramer covers Cisco’s recent announcement that through its Cisco Networking Academy, the company aims to empower 25 million people with digital and cybersecurity skills over the next 10 years as the organization celebrates 25 years of its IT skills-to-jobs program. With this initiative, Cisco aims to equip people with the necessary skillsets for the jobs of the future, and that’s a big benefit for both millions of potential employees, and also for the organizations that will employ them.
Sean Spradling, Senior Analyst at Wainhouse Research, part of The Futurum Group family of companies, covers announcements coming out of the recent WebexOne 2022 event, with a focus on two enhancements and innovations he points to as evidence of great momentum in the company’s product pipeline.
Futurum principal analyst Shelly Kramer explores the Microsoft and Cisco partnership announced at Microsoft Ignite 2022, which will bring Microsoft Teams to Cisco meeting devices, highlighting the role interoperability plays in serving up best-in-class collaboration experiences for customers.
Wainhouse senior analyst Daniel Root, part of The Futurum Group family of companies, covers Cisco’s announcement of native Microsoft Teams support for Webex devices and the role that will play in meeting flexibility.
Futurum Analyst Michael Diamond discusses Cisco and other vendors’ move to sell their software and services through hyperscale cloud marketplaces as they try to expand their ecosystems and explores why this is a smart strategy.
Futurum’s Daniel Newman and Ron Westfall examine Cisco’s Q4 2022 and FY 2022 results and why they see the Q4 results as impressive since Cisco beat on both top and bottom accented by a strong top line beat as well as exhibiting the competitive foundation required to power continued investments in innovation throughout its networking, security, collaboration, and optimized applications portfolios.
Futurum’s Ron Westfall explore Cisco’s vision to make cloud networking more intelligent and streamlined through a more unified experience primarily underpinned by the integration of the Cisco Nexus Cloud, Cisco Catalyst, and Cisco Meraki product lines meets the most urgent cloud management demands of IT. Now Cisco can start using a simplified SaaS experience, the acceleration of the cloud adoption process, and easy to consume enterprise and CSP agreements as the building blocks to power the unified experience across cloud environments.
Futurum analysts Daniel Newman and Todd R. Weiss examine Cisco’s Q3 results, with revenue hitting $12.8B, which was flat year-over-year, as financial impacts arrive due to Covid-19 lockdowns in China and the war in Ukraine.
