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CSCO  // Posts tagged as "CSCO"

Tech Trends: 2021: The (Re-)Rise of Communications Infrastructure

Research Question: What critical infrastructure will be needed to create wireless for smart applications everywhere and near-universal access to the Internet, regardless of geography? Which companies are in position to provide it? Companies: AAPL, CIEN, CMCSA, COMM, CSCO, DY, ERIC, GLW, HPE, IBM, NOK By: John Harrington Click here to download report (.pdf)   Editor’s Note: […]

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Tech Trends: Fast-Paced Change Upends IT Behind the Scenes

Research Question: What is the race for fast access to data stored in warehouses and data lakes doing to unleash profound change across the traditional IT hardware/software spectrum? And which companies are driving those changes—to the detriment of others? Companies: AKAM, AMZN, ANET, CIEN, CMCSA, COMM, CSCO, DDOG, DELL, FSLY, GLW, GOOG/GOOGL, IBM, MSFT, OKTA, SNOW, […]

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Tech Trends: Menus of Fast Data Services Replacing DIY IT Network Upgrades

Research Question: As the mobile Internet increasingly becomes the key vital business communications tool, what types of IT businesses are poised to benefit or suffer? Companies: AMD, AMZN, CRM, CRWD, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, INTC, MSFT, NVDA, ORCL, SNOW, XRO AU By: John Harrington Click here to download report (.pdf)   Key Findings A […]

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New Relic’s New Pricing Not Disruptive to Dynatrace, But It Will Help Grow Sales (DT, NEWR)

Research Question: How will New Relic’s new pricing model in the observability space affect Dynatrace and the rest of the industry? Companies: AMZN, AVGO, CSCO, DDOG, DT, ESTC, MSFT, NEWR, NOW, SPLK By: David Franklin Click here to download report (.pdf)   Summary of Findings New Relic Inc.’s (NEWR) new product, New Relic One, and […]

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Tech Trends: Big IT—Battling Consistent Decline is the New Normal

Research Question: What critical issues face software/hardware players in the data center and on-premise network space? Will the big clouds also compete against their own hosting customers in database and other areas? Companies: AMZN, ANET, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MDB, MSFT, ORCL, VMW By: John Harrington Click here to download report (.pdf) […]

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Tech Trends: Everything is Going Cloud—But the Losers Will Far Outstrip the Winners

Research Question: As big cloud continues to rise, what IT categories are likely to benefit and which are increasingly at risk of falling further behind? Companies: AMD, AMZN, ANET, BABA, CHKP, CRWD, CSCO, CTXS, CVLT, DDOG, DELL, FFIV, FTNT, GOOG/GOOGL, IBM, INTC, MSFT, NOW, NVDA, OKTA, PANW, QLYS, SMCI, SPLK, ZM By: John Harrington Click here […]

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Tech Trends: Budget Chaos to Disrupt IT Security Sales Through 2021

Research Question: What are the threats to established firewall and network filtering vendors as customer budgets are cut, causing them to find different IT security approaches in a cloud-focused and mobile market? Companies: AMZN, CHKP, CRWD, CSCO, DDOG, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   Key Findings […]

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Tech Trends: Smart, Agile Cloud Software Services Burn Old IT Stars

Research Question: How did a company like Fastly become more valuable than an established vendor like F5 Networks? Does this shift portend the rise of a new generation of software services companies that will thrive in the cloud age? Companies: AMZN, CRWD, CSCO, DDOG, DELL, FFIV, FSLY, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, PANW By: John […]

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Tech Trends: Hackers Training Security AI to Think They Are Good Guys

Research Question: With spending on IT security products at an all-time high, why are the numbers of successful hacks increasing at such an alarming rate? Companies: AMZN, CHKP, CRWD, CSCO, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   Key Findings Organized hacking groups of criminal gangs and […]

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Tech Trends: Everyone Claims to be Cloud Ready—But They’re Not

Research Question: How has the pandemic affected data network communications and what changes will permanently impact the use of networks and the companies supplying IT? Companies: AAPL, AMZN, CHKP, CSCO, CTXS, DELL, FFIV, FTNT, GOOG/GOOGL, HPE, IBM, JNPR, MDB, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click here to download report (.pdf)   Key […]

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