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CSCO  // Posts tagged as "CSCO"

Tech Trends: Open RAN Can Clear The Way For The 5G Explosion

Research Question: How will open 5G radio access networks (O-RANs) affect wireless connectivity for the digital world and what will it mean for enterprise network hardware and software vendors stuck between edge users and cloud-connected 5G RANs? Companies: AMZN, CMCSA, CSCO, CTXS, DELL, ERIC, FFIV, GOOG/GOOGL, IBM, MSFT, NOK, T, TMUS, VZ By: John Harrington […]


Tech Trends: Anti-Hacking Security Spending Not Going to Surge

Research Question: Will the spate of cyber attacks on supply chain, infrastructure, and other key industries prompt the federal government to quickly unleash a wave of spending aimed at established IT security vendors, or help fuel a new wave of competition in the IT security sector? Companies: AMZN, CHKP, CRWD, CSCO, DARK.L, DELL, FTNT, GOOG/GOOGL, MSFT, […]


Tech Trends: New Generation Fiber Optics Will Lead to Boost in Tech Innovation

Research Question: How does the spread of new generation undersea and large terrestrial fiber optic transmission cables fuel the growth of tech expansion as connections fan out across the globe? Companies: AMD, AMZN, CIEN, COMM, CSCO, DY, EQIX, GLW, GOOG/GOOGL, IBM, INTC, JNPR, MSFT, NOK, NVDA, TSM By: John Harrington Click here to download report (.pdf) […]


Tech Trends: In Ransomware War the Cloud Becomes the Fortress

Research Question: Has the ransomware attack on Colonial Pipeline pushed the U.S. government and IT security industry into a blame game? If so, what measures can move past finger pointing to counter critical cyberattacks? Companies: AMZN, CHKP, CRWD, CSCO, DARK.L, FFIV, FTNT, GOOG/GOOGL, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf) […]


Tech Trends: Lack of Customer Expertise Hurts Enterprise IT Sales

Research Question: Is there an intellectual incapacity across the end customer spectrum to understand, purchase and properly deploy what Silicon Valley and other tech sectors are creating? Companies: AMZN, CDW, CSCO, CTXS, DDOG, DELL, FFIV, HPE, HPQ, IBM, MDB, MSFT, NTNX, SNOW, SPLK, VMW By: John Harrington Click here to download report (.pdf)   Key Findings […]


Tech Trends: Software Devolves into Wild Cloud Style Services Fight

Research Question: What cloud services software is poised for growth and what is more likely to fall off for the remainder of 2021? Companies: AMZN, CRWD, CSCO, CTXS, DDOG, DELL, GOOG/GOOGL, IBM, MDB, MSFT, OKTA, SNOW, SPLK, VMW, ZM (UI Path IPO, Automation Anywhere potential IPO) By: John Harrington Click here to download report (.pdf)   […]


Tech Trends: Spending Shift Upsets the Way Customers Buy IT

Research Question: What are the key areas of concern among IT networking customers that will shape spending as we move deeper into 2021? Companies: AMZN, CSCO, CTXS, DELL, FFIV, GOOG/GOOGL, IBM, MSFT, NTAP, VMW, ZM By: John Harrington Click here to download report (.pdf)   Key Findings Continued support and optimization of mobile workforces is the […]


Tech Trends: Security Vendors Race Toward A Cloudy Future

Research Question: What adjustments must IT security vendors make to restore trust in the data protection industry? Will the cloud operators, particularly Microsoft, step forward to take the lead over the scattered number of companies in the sector? Companies: AMZN, CHKP, CRWD, CSCO, DELL, FTNT, GOOG/GOOGL, MSFT, PANW, ZS By: John Harrington Click here to download […]


Tech Trends: IT at the Office: There is no Road Back

Research Question: Is fast mobile broadband poised to permanently damage the office industry and the companies that sell information technology into fixed locations? Companies: AAPL, AMD, AMZN, BXP, CMCSA, COMM, CSCO, CTXS, DELL, DISH, EQIX, GOOG/GOOGL, IBM, MSFT, T, TMUS, VNO, VZ, XLNX By: John Harrington Click here to download report (.pdf)   Key Findings Fast […]


Okta’s CIAM Has Product Expertise and Market Trends in Its Favor (OKTA)

Research Question: How big is Okta’s opportunity in customer identity and how well is it positioned to capitalize? Companies: ADBE, AMZN, CRM, CRWD, CSCO, GOOG/GOOGL, MSFT, OKTA, ORCL, PFPT, PING, SAP, SWI By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings The growth potential of Okta Inc.’s (OKTA) customer identity and […]