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CSCO  // Posts tagged as "CSCO"

Endpoint, Cloud Security Is Last Growth Frontier

Research Question: As endpoint and cloud security emerge as the next big battlegrounds, will the shift away from centralized data networking blunt or end large revenue growth opportunities for IT security vendors? Companies: AMZN, CHKP, CSCO, EMC (RSA) FEYE, FTNT, INTL, JNPR, MSFT, PANW, SYMC By: John Harrington Click here to download the report (.pdf)   […]

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Audits, Credits, Discounts, Deals Define Cloud Battle

Research Question: Are cloud computing efforts by AWS, Microsoft and Google causing companies like Oracle to force or heavily entice clients to adopt their cloud offerings in order to compete in the space? Companies: AMZN, CONE, CRM, CSCO, CTL, DFT, DLR, EMC, EQIX, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, RAX, T, VZ, WDAY By: John Harrington Click […]

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Costly Security Appliances Will Fade Away As SDN Adoption Grows

Research Question: Will the move to push IT security intelligence into the virtual network level disrupt and commoditize the way legacy IT security vendors sell their appliance-based systems in 2016 and beyond? Companies: AMZN, CHKP, CSCO, FTNT, MSFT, PANW, RHT, VMW By: John Harrington Click here to download the report (.pdf)     Summary Efforts are […]

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Ingram Micro Gives FireEye a Possible Shot in the Arm

Research Question: Can Ingram Micro energize FireEye’s moribund sales efforts in the highly competitive IT security sector and move up the security sales distribution stack? Or will Westcon and Avnet move to blunt any momentum the Ingram/FireEye partnership might generate? Companies: AVT, CHKP, CSCO, FEYE, IM, PANW, VMW By: John Harrington Click here to download the […]

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Mass-Scale Data Networking Is Disrupting All of IT

Research Question: How does global data center scalability affect IT OEMs as elastic cloud computing-as-a-service eats into traditional box-based vendors’ dominance in private network construction? Which other companies will benefit or face challenges as mass-scale cloud delivery of data services expands into new categories of business? Companies: AAPL, AMZN, ANET, CHKP, CSCO, EQIX, FEYE, FIT, FTNT, […]

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Cisco’s Cloud Services Play Has Gone Nowhere

Research Question: Can Cisco migrate its traditional networking business to a cloud services platform based on SDN and fast data storage? If so, how long will the migration take, and who will be the primary competition standing in its way? Companies: AMZN, ANET, CDW, CSCO, EMC, GOOG/GOOGL, HPQ, MLNX, SMCI, T, TPE:2382 By: John Harrington Click […]

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Cloud Acceleration Will Define Next Year’s IT Winners and Losers

Research Question: What will be the fastest growing uses of cloud-based networking services in 2016? Which companies will lead or lag within the highest growth categories? Companies: AKAM, AMZN, ANET, CHKP, CRM, CSCO, CTXS, CUDA, DATA, EMC, FEYE, FFIV, FTNT, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, QLIK, RAX, SMCI, TDC, VMW, WDAY By: John […]

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Digital Realty Trust Set to Score on Network Interconnection

Research Question: How will Digital Realty Trust’s acquisition of Telx affect the network interconnection and leasing industry? Companies: AAPL, AKAM, AMZN, CONE, CORE, CRM, CSCO, CTL, DFT, DLR, EQIX, GOOG/GOOGL, LVLT, MSFT, ORCL, T, VZ, WIN, ZAYO By: John Harrington Click here to download the report (.pdf)   Summary Digital Realty Trust Inc.’s (DLR) $1.89 billion […]

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September 2015 Trends Tracker

Trends Tracker Companies: AAPL, ADDYY, AMBA, AMZN, ANGI, CAR, CMCSA, CMG, COST, CSCO, DISH, FB, GOOG/GOOGL, GPRO, KR, KRX:005930, LNKD, MCD, NFLX, NKE, PNRA, S, SFTBF, SKX, SSYS, T, TMUS, TSE:QSR, TWC, TWTR, TWX, UA, USM, VZ, WEN, WFM, WMT, YELP, YUM Click here to download the report (.pdf)   Summary of Findings McDonald’s Corp.’s (MCD) […]

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Pricing Pressure and White Boxes Will Challenge Arista’s Margins and Growth

Research Question: Will threats from white box and branded data switch competitors slow Arista Networks’ growth? Companies: ANET, BRCD, CSCO, EMC, EXTR, HPQ, JNPR, MLNX, SHE:002502, SMCI, TPE:2345, TPE:2382 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Arista Networks, Inc. (ANET) is likely to suffer declining margins, and slowed growth […]

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