Strong Demand From Webscale and Enterprise Segments Positions Cisco for Continued AI-Driven Growth
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q2 FY 2025 results, focusing on AI infrastructure growth, Splunk’s impact on security, and innovations like AI PODs and HyperFabric driving future opportunities.
Antitrust Suit Challenges HPE’s Bid to Acquire Juniper, Raising Questions on Competition, Innovation, and Market Dynamics
Ron Westfall, Research Director at The Futurum Group, shares insights on the DOJ’s lawsuit blocking HPE’s Juniper acquisition. He examines its impact on competition, innovation, and whether blocking the deal benefits Cisco more than the market.
Jeetu Patel, EVP & Chief Product Officer at Cisco, joins hosts Daniel Newman and Patrick Moorhead, sharing his insights on spearheading digital transformation at Cisco and shaping the future of how we work.
Ron Westfall and Tom Hollingsworth discuss the 2025 kickoff 5G ecosystem developments, including Cisco and Boost Mobile's strategic developments and Nokia's security collaboration with NIST.
Chuck Robbins, Chair and CEO at Cisco joins hosts Daniel Newman and Patrick Moorhead, sharing his insights on global economic trends, Cisco's sustainability efforts, and the transformative power of technology post-Davos.
OpenAI, Oracle, and SoftBank Join Forces to Build Massive Data Center Network as a Key Issue for US National Security
Nick Patience, AI Practice Lead at The Futurum Group examines President Trump's ambitious $500B Stargate initiative that aims to revolutionize US AI infrastructure while countering China's rapid advances in AI development.
Camberley Bates, Keith Townsend, and Dion Hinchcliffe explore Nvidia's CES 2025 innovations and the future landscape of data infrastructure on Six Five Webcast - Infrastructure Matters.
Daniel Newman and Patrick Moorhead discuss the latest tech trends from Episode 240 of The Six Five Webcast, like Dell’s AI-driven innovations, Qualcomm’s edge AI growth, Coherent’s photonics breakthroughs, and Meta’s pivot to defense AI applications.
Dion Hinchcliffe and Camberley Bates delve into the latest earnings and updates from Lenovo, Cisco, Kyndryl, and the impact and understanding of Large Language Models in today's tech landscape.
Jeetu Patel, Executive Vice President & Chief Product Officer at Cisco joins host Diana Blass, sharing insights on Cisco's AI journey, from pioneering the internet to now shaping its future with AI advancements and strategic acquisitions like Splunk.
Strong Performance in Security and Observability Offsets a Decline in Legacy Networking Products as Cisco Navigates a Shifting IT Landscape
Ron Westfall, Research Director at The Futurum Group, shares insights on Cisco’s Q1 FY2025 earnings. AI investments and Splunk integration boost security and observability growth, and decreased networking revenue signals shifting IT priorities across organizations.
