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CSCO  // Posts tagged as "CSCO"

Tech Trends: Cisco, IBM, Other Big Vendors Losing the Cloud Battle (CSCO, IBM)

Research Question: What must Cisco and other networking vendors do to stave off encroachment on their businesses by the expanding public clouds—or is it too late? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, HPE, IBM, JNPR, MSFT   By: John Harrington Click here to download report (.pdf)   Key Findings Sources say it is too late for […]

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Tech Trends: Data Center Upgrades Coming in Many Bite-Sized Bits (IBM, MU, NVDA)

Research Question: What technologies will be in data center upgrades in 2020? What will those upgrades look like? Companies: AMD, AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, INTC, MSFT, MU, NVDA, QCOM, XLNX   By: John Harrington Click here to download report (.pdf)   Key Findings There will be a lot of data networking upgrades in 2020, […]

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Tech Trends: IBM/Redhat “Five to Six Years Too Late” to Cloud Networking (IBM)

Research Question: What are the areas causing IBM and other networking incumbents the biggest problems in their attempts to regain growth at the start of 2020? Companies: AMZN, ANET, CSCO, DELL, FB, FFIV, IBM, JNPR, MSFT, VMW By: John Harrington Click here to download (.pdf)   Key Findings A private company—Canonical, via its fully supported Ubuntu […]

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Tech Trends: Security Vendors’ Fear-Based and AI Sales Strategies Backfiring

Research Question: What factors are affecting sales efforts by the leading IT security vendors at the start of 2020? Companies: AKAM, AMZN, CHKP, CRWD, CSCO, FFIV, FTNT, MSFT, PANW, VMW, ZS By: John Harrington Click here to download report (.pdf)   Key Findings The escalation of hostilities and fear of a war between the United […]

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Tech Trends: 2020 UK/European DIY Tech Market Down, Cloud Will Benefit

Research Question: Can Western Europe and the United Kingdom find IT networking sector growth in 2020 beyond AWS and Azure or will the market continue to lag for major U.S. DIY tech vendors? Companies: AMZN, ANET, CSCO, DELL, FFIV, GOOG/GOOGL, HPE, IBM, MSFT, SAP, VMW By: John Harrington Click here to download report (.pdf)   Key […]

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Tech Trends: Infosec Vendors Chase Lower 2020 Customer Budgets (PANW)

Research Question: What changes in the information security industry are posing the biggest issues for vendors? How are those changes likely to affect sales revenues? Companies: AMZN, CHKP, CRWD, CSCO, FTNT, MSFT, PANW, PFPT, ZS By: John Harrington Click here to download report (.pdf)   Key Findings 2020 is shaping up to be a tough year […]

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Tech Trends: Every IT Vendor Goes Cloudy, Hastening Their Decline?

Research Question: As legacy IT vendors in networking, data security, storage, and major software convert their businesses to cloud service, recurring revenue models—are they pushing customers to competing services offered by Microsoft Azure, Amazon Web Services, and Google Cloud Platform? Companies: AMZN, CHKP, CRWD, CSCO, CTXS, DELL, FFIV, FTNT, GOOG, HPE, IBM, MSFT, ORCL, PANW, […]

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Tech Trends: Slow Networking Pipelines Persist Affecting Remainder of 2019

Research Question: Will the legacy networking IT vendor DIY sales pipeline slowdown that Blueshift’s Tech Trends detected in April continue through to the end of CY19? If so, what areas and which companies are most affected and by what factors? Companies: AMZN, CSCO, DELL, GOOG/GOOGL, HPE, IBM, MSFT, NTAP, ORCL, PANW, VMW By: John Harrington Click […]

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Tech Trends: U.K. Showdown Over Huawei Ensnares U.S. Tech Firms

Senior Technology Researcher John Harrington reports from the United Kingdom: Research Question: How will the U.K.’s fight between government and telecom carriers over the use of Huawei networking and wireless equipment affect the rollout of 5G? What are the stakes for U.S. technology firms in the outcome? Companies: AAPL, ACIA, AMZN, CSCO, ERIC, GOOG/GOOGL, INTC, JNPR, […]

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Tech Trends: Nvidia/Mellanox Ready to Shake Up the Slow Networking Sector (NVDA)

Research Question: What effect will the combined Nvidia/Mellanox have on the next-gen data center? Also, how will the deal affect competition from the likes of IBM, Intel and other networking companies? Companies: AMZN, ANET, CSCO, DELL, GOOG/GOOGL, IBM, INTC, MLNX, MSFT, NVDA, VMW By: John Harrington Click here to download report (.pdf)   Key Findings If […]

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