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CSCO  // Posts tagged as "CSCO"

Slowdown in 2H15 IT Hardware Spending Leaves Vendors Scrambling

Research Question: Are IT hardware sales cycles continuing to lengthen as we move further into the year? If so, which classes of equipment and vendors are exposed to the trend? Companies: AMZN, ANET, CSCO, CTXS, CVLT, EMC, FFIV, FTNT, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, RVBD, SMCI By: John Harrington Click here to download the […]

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Ubiquiti’s U.S. Sales Model Not Enterprise-Competitive

Research Question: As it tries to target the enterprise market, will Ubiquiti Networks’ down-line style distribution sales method offer it any advantage over other Wi-Fi network vendors in sales to U.S. enterprise and education clients? Companies: ARUN, CSCO, EXTR, FTNT, HIVE, HPQ, RKUS, UBNT By: John Harrington Click here to download the report (.pdf)   Highlights S. organizations, […]

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Data Center Industry Goes All-In on Cloud Services Bet, Akamai Wins Big

Research Questions: What were the driving trends in colocation, managed hosting and content delivery networks during the first quarter? What will the remainder of the year look like for the major providers in these areas? Companies: AAPL, AKAM, AMZN, CONE, CRM, CSCO, CTL, EMC, EQIX, GOOG/GOOGL, IBM, HPQ, LVLT, MSFT, ORCL, RAX, T, WDAY, ZAYO By: John Harrington […]

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Explosive Data Growth Forces Rise of Cheap Storage

Research Question: What effect are the cloud and inexpensive white-label storage equipment having on storage vendors as the middle of 2015 approaches? What will be the trends for the rest of the year? Companies: AMZN, CVLT, CSCO, EMC, GOOG/GOOGL, HPQ, IBM, MSFT, NTAP, RVBD, SMCI, TWC, TYO:6501 Click here to download the report (.pdf)   Highlights The […]

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Record Spending to Buy Data Security Market Share

Research Question: What effect is heavy competition among network security vendors having on 2015 customer projects and product deployments? Companies: CHKP, CSCO, CUDA, FEYE, FTNT, JNPR, PANW By: John Harrington Click here to download the report (.pdf)   Highlights Palo Alto Networks Inc. (PANW) and Check Point Software Technologies Ltd. (CHKP) are spending what our eight security […]

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Mar 20 2015 Communications, Technology

BBRY’s QNX Auto Infotainment Domination Threatened; IoT and Healthcare Still Promising

Research Question: Will BlackBerry’s QNX hold its lead position beyond 2016 as the number of competitors in the auto infotainment OS market increases? Companies: AAPL, BBRY, CSCO, GOOG/GOOGL, IBM, INTC, MSFT, TYO:6752 Click here to download the report (.pdf)   Summary of Findings BlackBerry Ltd.’s (BBRY) QNX Software will hold its dominant position in the automotive infotainment […]

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Wireless Network Ecosystem Faces Densification and Commodity White-Label Products

Research Question: As the 4G wireless network ecosystem evolves, which major vendors are poised for design wins in 2015 and beyond? Companies: ALTR, AMZN, ANET, ARMH, BRCD, BRCM, CAVM, CEVA, CSCO, CTXS, EMC, EPA:ALU/ALU, EXTR, FSL, GOOG/GOOGL, HPQ, INTC, JNPR, KRX:005930, MRVL, MSFT, MVNR, NOK, NTAP, QCOM, RAX, RVBD, SHE:000063, SHE:002502, STO:ERIC-B, T, TPE:2303, TPE:2330, TPE:2388, TPE:2454, […]

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Cash to Cisco, Aruba in Education Wi-Fi Windfall

Research Question: Which vendors are best positioned to benefit from the imminent release of more than $2 billion in federal E-rate funds to upgrade K–12 school Internet? Companies: ARUN, CSCO, EXTR, RKUS, UBNT By: John Harrington Click here to download the report (.pdf)   Highlights Three CEOs and one senior vice president of companies that design Wi-Fi […]

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Networking Trends Favor Cisco, AWS Above All Others

Research Question: As enterprises upgrade and certain cloud services take hold, what effect will those trends, along with the stifling of U.S. IT companies in China, have on leading tech hardware vendors in 2015? Companies: ALU, AMZN, ANET, BRCD, CIEN, CSCO, CTXS, EMC, EXTR, FFIV, GOOG/GOOGL, HPQ, IBM, JNPR, LVLT, MSFT, NTAP, ORCL, RHT, SHA:600198, […]

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Wireless Network Components Whisper

Wireless Network Components Whisper

Research Question: As the 4G wireless network ecosystem evolves, which major vendors are poised for socket and design wins in 2015 and beyond? Companies Covered: Freescale Semiconductor (FSL), Cavium (CAVM), Texas Instruments (TXN), Microchip Technology (MCHP), Ericsson (ERIC), Nokia (NOK), Alcatel-Lucent (ALU), ZTEST Electronics (CVE:ZTE), Samsung (KRX:005930, Cisco Systems (CSCO), Arista Networks (ANET), Brocade Communications Systems […]

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