Monday 13 November 2017

Cisco: Most IoT projects are failing due to lack of experience and security

According to Kevin Bloch, Cisco's CTO, three-quarters of all Internet of Things ("IoT") projects fail, mainly because they have been designed to solve individual problems and, as a result, have been divided into silos and not into They were born.

"The inaugural phase of IoT is characterized by numerous point solutions offered by a multitude of new, often new, providers, usually designed to solve a particular social problem, such as lighting or parking. The computer stack must be built to support the solution, "said Bloch.

"Finally, customers encounter multiple silos from multiple vendors that do not interact, are not cybersecurity, use different protocols, and generate more complexity at a higher cost."

According to Bloch, this is why Cisco is building an "IoT Phase 2" foundation, which consists of a platform capable of managing multiple sensors, vendors, applications and different data exchanges.

The CTA added that IoT projects also fail due to lack of cybersecurity, qualified skills by those who execute them, project definition, governance and support.

 Launched with nine other axioms in the IoT landscape, Bloch said Cisco hopes to help other companies launch successful connected solutions by discussing both pitfalls and success stories.

The lack of cybersecurity was a second of his axioms, with Bloch saying that if something is not guaranteed, he should not be connected.

"Cybercrime is already at its highest level and has a negative impact on global economies of more than 1% of GDP," he said.

 "We are becoming more mobile, we are using more cloud services, and we are expanding the deployment of IoT to tens of billions of connected things, increasing the opportunities for exploitation and attack." Our situation will inevitably get worse if we do not take adequate precautions.

"If that does not protect him, do not connect him."

Once again, Bloch said that most of the new IoT solutions that are being introduced are developed by companies or new companies with no experience, including security.

 As a result, he said that Cisco continues to invest billions of dollars in cybersecurity solutions for IoT, mobility and the cloud. One of these products was Cisco's IoT Threat Defense solution, which was launched in June to mitigate and resolve common security issues that threaten the deployment and operation of connected devices. time stating that companies are removing the security mechanisms of devices to keep them at a low cost.

Cisco IoT technical director Shaun Cooley said in June that many devices also have the ability to protect, emphasize the safety side of the net, as well as improved processors, require better labeling of devices and require a notification process and approval before allowing connectivity.

The IoT Threat Defense suite is also enabled by the intuitive Cisco network, which combines technologies for which Cisco has been working in recent years: software-defined networks, software-defined access, network feature virtualization, API capabilities, and intelligent WAN.

 According to a third axiom, Bloch argues that IoT is about collecting data and processing the data itself, without connecting, with Cisco predicting that the connections will not cost anything in a decade.

Under this axiom, Bloch said that there are two main components needed to be able to "measure" the physical world and allow automation: detection by camera, sensor or processor; and connectivity, or the transfer of data measurements to a computer.

"Detection and connectivity provide data that allows a product to outsource its capabilities and provide a range of new opportunities and services," he said.

One of the axioms of IoT Bloch argued that the key is to have the right data, to know what to ask for data and to know how to find the answers, the CTO correlates with this other hypothesis: that by 2025 , 40 percent of all Data will never reach the cloud.

"While the accumulation of data may seem important, the key question is: what are the data for?", He said.

"Most organizations already have more data than they can handle, however, most of the time they do not have the correct data, if they did, would they know what to ask about the data? able to formulate the problem, how could they do it? About finding the necessary answers in the data? "

The key for organizations is to find the answers to these three questions using a combination of computation, artificial intelligence and machine learning, he argued.

Cisco has focused on providing IoT solutions globally, announced in June its IoT kinetic trading platform focusing on connection management, computer "fog" and data delivery, which "optimizes the ability of companies to put their IoT initiatives on the market".

"It's really a platform to unload their devices," he said at the time the senior vice president and general manager of IoT applications and Cisco Rowan Trollope, adding that complete the Cisco Jasper IoT platform.

"We are going from the periphery to the device to provide an incredible platform for more data."

According to Trollope, billions of terabytes of data are "stuck" in non-connected devices around the world, which Cisco Kinetic could help extract. This will also speed up the time between concept validation and implementation for customers.

Sunday 1 October 2017

Motley Fool: Cisco’s transition bodes well for the future



Cisco Systems (Nasdaq: CSCO) ranks as the world's largest computer network solutions company. Faced with the pressure during the demand for softening its hardware offerings, it adopts a business model more focused on software.

It invests in its transformation through internal development and a strong surge of acquisitions. In 2016, Cisco bought $ 1.4 billion from Jasper, an Internet of Things platform, and has also spent more than $ 4.4 billion this year, acquiring companies, including AppDynamics , Viptela and MindMeld, to strengthen strength in areas such as application management, artificial intelligence and extended networks defined by software, and to help it evolve recurring revenue.

Cisco's dividend has recently generated 3.6 percent and, with the company spending less than 55 percent of its profits on dividend payments, it has a lot of money to support its dividend and enough room in its income statement to be able to increase payments in the future. In fact, Cisco has increased its dividend each year since it began paying dividends in 2011.

With Cisco's price-earnings ratio (P / E) recently in midereens, its valuation is far from being steep. This is partly due to the company's relatively low earnings growth in recent years. Cisco also expects slow growth over the next few years. Yet, its transformation of business model should position it well for the future. (The Motley Fool recommended Cisco Systems.) .

Sunday 10 September 2017

Arista describes Cisco's IP defence in antitrust case as 'insane'

Arista Networks has described its long-standing patent dispute with Cisco as "breathtaking, unprecedented and crazy" in a hearing regarding an antitrust lawsuit against Switchzilla.



Arista's lawyer, Matthew Douglas Powers, said the Cisco patents are only applicable to specific parts of Arista's switches and do not Arista to sell Ethernet switch products, according to Law360.

In May, the US International Trade Commission upheld a ruling that Arista Networks had infringed two Cisco Systems patents on networking equipment.

As a result, the federal agency requested an import ban and an order to cease laying off related products. At the time, Arista said the Cisco litigation was part of a wider effort "to preserve its market position at the expense of competition and innovation."

This week's hearing was about Cisco's motion to dismiss Arista's antitrust lawsuit filed last year. Powers claimed that Arista had redesigned its switches and appealed to the ITC's cessation and discontinuance orders to the federal circuit.

Cisco lawyer John Desmarais said the ITC's decision prohibits Arista from making its antitrust claims and described the company's lawsuit as a "knee reaction" to Cisco's patent dispute with the company.

The judge did not rule on the motion to dismiss Arista's antitrust lawsuit but stated that she was persuaded by Cisco's argument and would carefully read ITC's termination and discontinuance order to see if Arista had the shelter of selling switches in the United States.

In April, Arista was cleared by Customs and Border Protection to resume delivering modified products to the United States in a separate patent dispute .

Wednesday 7 June 2017

I Still Can't Believe Cisco Systems, Inc. Spent $3.7 Billion on AppDynamics

Almost all large technology companies, if they want to remain relevant and not be left out, must make acquisitions. Cisco Systems (NASDAQ: CSCO), the leading provider of networking equipment, is no exception. The company has long been well-earned, and the software market in recent years has led it to buy a lot of software companies.

Such is the software company AppDynamics, a provider of performance monitoring platform. Cisco announced the agreement to buy AppDynamics January 24 and seemed to match the pattern of a typical Cisco acquisition. Earlier acquisitions include companies such as ContainerX, Container Management Company, and Jasper Technologies, a things Internet platform company. Cisco wants to sell solutions, not in boxes, and even these target acquisitions.

But the acquisition of AppDynamics was strange, and I did if I relied on management to make good decisions. Almost five months later, I still can not believe Cisco bombarded 3.7 billion AppDynamics.

A last minute offer 200-125 dumps on Exams4sure and also at CCNA Routing and Switching dumps.

AppDynamics was aware of an assessment of less than $ 2 billion, not far from its latest $ 1.9 billion private assessment. The day before the shares are not offered to the public, Cisco entered and bought the company. The negotiations have lasted 72 hours, Cisco has finally agreed to pay $ 3.7 billion in cash and assumed capital awards.

For AppDynamics, there was no negative result. If a transaction does not occur, the company has been public, which would give investors impressive upfront returns. With the stock's potential to grow after its IPO, the company needed Cisco's great importance to justify its sale.

If Cisco had tried to buy from the company several months ago, before the IPO process, it would probably have a better market. Cisco may also have expected the company to make its public entry, buying at a lower price if the stock is not doing well. Instead, Cisco paid nearly double the last private evaluation, buying at a time when it had no bargaining power whatsoever.

The price paid by Cisco AppDynamics was excessive, to say the least. The company generated a turnover of 158 million in the first nine months of 2016, which has generated about 234 million dollars in revenue for the full year if its growth rate has increased. Cisco paid a huge sale 16 times. The company is not profitable, losing $ 95 million in the first nine months of 2016.

The acquisition of companies that lose money for multiple multiples is in my book if the acquisition is small and the goal is to integrate the technology of the acquired company. A large technology company like Cisco can not prosper in the long run without making acquisitions, and these acquisitions are usually not cheap. But when the price is measured in a billion dollars, I hope that Cisco considers its options. Paying almost double the price of the IPO set on the eve of the IPO in a hurried deal seems to be a bad decision for me.

I am always a shareholder of Cisco, and I still think that the stock is a solid investment. But it is important to avoid putting stocks on a pedestal, ignoring mistakes and risks. Hopefully Cisco will be more disciplined with future acquisitions. If you do not, maybe you should reevaluate my investment in the company.

Monday 29 May 2017

Perfect Buying Opportunity For Cisco

Cisco's recent targeting scared investors because stocks have plummeted.

Currently the company goes to another model, which is a temporary obstacle.

This population still offers great value to shareholders in the meantime.

After the release of Cisco's most recent results (NASDAQ: CSCO), it was clear that investors were far from satisfied with what the administration had to say. The low guidance that was given was reason enough for many shareholders to dispose of their shares. A drop of ten percent of the stock price was the consequence. However, it is important to reconsider the company and its valuation to determine if it is advisable to follow these investors and stay away from this population or if this decrease has created the opportunity to invest at lower levels. I think this is the last, since Cisco still has great potential.

The numbers

The quarterly report that preceded the sale was issued on May 17 and contained third quarter results. While Cisco saw its sales decline of 1% year-over-year, the company managed to exceed analysts' expectations for sales and its EPS. Part of the reason for the decline in revenue is due to the fact that the third quarter was a shorter week this year compared to the previous year. That makes a difference of about 265 million, of which 200 million were in services and another 65 million SaaS business. This means that the company would not have seen revenue decline year on year if the number of weeks in the quarter had been identical. At the same time, it saw its EPS year-on-year increase of $ 0.03 to $ 0.60.

So it does not look too bad. Cisco has performed well during the quarter, with a slight drop in revenue as a result of a difference in the number of weeks. The main problem that investors have in this publication was that management had driven down year-on-year turnover from 4 to 6% for the next quarter. I understand the concern of investors facing this negative trend, but I think it is not as bad as some people think.

Sunday 14 May 2017

Even With Slight Stumble, Cisco's Strong Ethernet Switching Position Fuels My Confidence

Cisco (NASDAQ:CSCO) is one of those stocks that left a lot of investors broken hearts after the latest bull markets. The internet stock bubble hit Cisco shareholders particularly hard, as it was one of those stocks that had a P/E over 100 for quite a while.

Like many technology stocks at that time, earnings didn't have to be that impressive as long as fools were buying and greater fools were buying at higher prices. Looking back at the growth during that time, which for revenue and net income was above 10% at the beginning of the bubble, it was a good business model indicator, but not enough to justify the crazy valuations to follow. The 2009 bear market hit CSCO shareholders as well, but the losses were not nearly as destructive as in the early 2000s. You can attribute this difference to the difference in valuations.

Nowadays, the stock is trading at much more reasonable valuations. Growth, while not as pronounced as the early days, is still fairly reasonable and is moving towards a consistent long-term trend. CSCO was a stock I really liked back in February 2016, so I recommended it in The Sather Research eLetter and added it to the Real Money Portfolio of the eLetter. Since then, the stock has returned about 48.1% including dividends.

With a current 6-year streak of consecutively increasing the dividend and a growth rate of 24.7% over the last 3 years, the potential returns from dividends only add to the attractiveness of this stock - one that has been on a tear over the past couple of years. The dividend yield reached as high as 3.7% around the time I added the position, which combined with the recent dividend growth rate creates a very high potential yield on cost for the foreseeable future.

The current yield of 3.47% may attract more yield seeking investors moving forward, hopefully pushing up the stock higher as others wish to participate in the party.

Tuesday 2 May 2017

Cisco Is Paying $610 Million For This Networking Startup

The second acquisition of Cisco in the new year is another great.

The giant network said on Monday it expects to pay $ 610 million to start Viptela, which sells a network technology that allows companies to connect their branch offices to corporate data centers.

Viptela, founded in 2012 by ex-Cisco engineers (CSCO) has invested nearly 110 million dollars of investment. The start of the $ 75 million financing cycle in May 2016 earned him a pre-financing assessment of $ 825 million, according to the Pitchbook investment tracking site.

The latest Cisco transaction following the acquisition of $ 3.7 billion AppDynamics senior corporate software company that closed in March.

A Cisco spokesman said the company expects "most Vitpela employees" to join Cisco and "share more details in the coming weeks." Viptela has about 120 employees, according to Pitchbook.

In January, Praveen Akkiraju, a former Cisco fighter 19, senior vice president of its business networking group, became the new CEO of Viptela.

The acquisition is the fact that Cisco's core switching and routing activities gradually declined as new companies refuse to buy data center equipment and at the same time buy IT resources at the request of giants like Amazon web services (AMZN) and Microsoft (MSFT). To offset declines, Cisco has invested heavily in software through major acquisitions such as AppDynamics and the purchase of $ 635 million in OpenDNS 2015 security.

The acquisition of Cisco gives a vendor who sells much of its technology through AWS, which could help gain more customers using cloud services instead of buying data center equipment. Nearly 90% of Viptela customers use a version of their network technology provided by AWS, according to an article published in January in the specialized SDX central publication.

Competitors include other Viptela companies such as CloudGenix and Network Networks.

It is not clear if Cisco will keep the Viptela name. Cisco spokesman said "it is too early to make that decision."

The agreement must be completed in the second half of 2017.

Monday 24 April 2017

Cisco Systems Inc. (CSCO) Closes 1.4% Up on the Day for April 24

Shares of Cisco Systems Inc. (CSCO) ended Monday at $ 33.28 trading days, representing a 1.4% change, or $ 0.46 per share in a volume of 15, 17 million shares .

Cisco Systems Inc. is dedicated to the design, manufacture and sales of Internet Protocol (IP) -based products and services related to the information and communications technology (IT) industry.

After opening the day at $ 33.24, shares of Cisco Systems Inc. have traded between $ 33.13 and $ 33.36. Cisco Systems Inc. currently has a total flow of 5.01 billion shares and, on average, saw 16.8 million shares exchanged hands each day.

The stock now has 50 days of SMA $ 33.33 and the 200 day moving average $ 30.88 and has a maximum of $ 34.53 and a minimum of $ 25.81 over the past year. Their P / E ratio of 16.9 and P / B of 2.61.

Cisco Systems Inc. is headquartered in San Jose, California and has 71,959 employees. The CEO of the company.

For a deeper dive into the basics of Cisco Systems Inc., visit Equities.com's market valuation report for CSCO. Want to invest with the experts? Subscribe to premium news bulletins today! Visit http://www.equitiespremium.com/ Market commentary of more of the investment guild and search stocks of Adam Sarhan leaders today.

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Monday 10 April 2017

Cisco's Board Has Some Explaining To Do

Over the past five years, Cisco's board of directors has sold $ 27 billion in reimbursements. What do you think?

Cisco CEO John Chambers warned that three years ago the transition to cloud computing would throw the future of the IT industry in an earthquake. Specifically, he said publicly that Cisco was in the midst of a "sudden and brutal consolidation of the IT industry where the top five players, only two or three of us will have a way as fast as five years."

To make matters worse, John Chambers himself has endorsed his words by selling Cisco shares in his personal portfolio. On Cisco Live Day May 19, 2014, when the cameras described the "brutal and brutal consolidation" that Cisco has found, it has sold about $ 50 million of shares, as reported by Barron. A year earlier, in May 2013, and probably already aware of Cisco's risk, they will sell about $ 38.5 million of shares Cisco has also reported Barron. And for the past three years, it continued to receive incentive grants - and continued to sell.

So why board otherwise with shareholder money? Why does Cisco continue stock repurchases when its chief executive is trying to sell?

The sale of rooms makes sense; Cisco does not make refunds

I think Cisco, now a 32-year-old technology company clearly faces existential threats.

The company has become the largest business networking establishment in the world, but in the rapid shift of IT spending to the cloud, Cisco's growth has become "anemic," according to one analyst. Sales for Cisco's most recent quarterly business fell 3 percent in the development of long-term securities holders.

The disturbance due to the cloud rapidly eroding Cisco's core business on routers and network equipment. In its most recent quarter, Cisco reported that its alternative revenue decreased 5% to $ 3.31 billion, while routing revenues were hit, down 10%. We are already beginning to see the effects of these changes: Last summer, Cisco laid off 5,500 employees, or seven percent of its workforce.

The problem for Cisco? None of the three providers of the super-scale cloud - Amazon, Microsoft and Google - who are not interested in expensive routers and Cisco networking equipment. (Full Information: Owning Amazon Stocks) These vendors use basic equipment optimized and managed by the software, not written and sold by Cisco.

Cisco also tried to be a player in the public cloud, but seems to have failed. In December 2016, Cisco confirmed reports that killed its proposed 1 billion cloud. "Notice another victory in the body of the Amazon Web Services unstoppable bag," said Julie Bort of Business Insider. "Its rapid success has cost many victims since last year."

Cisco reimbursements are ridiculous

Before criticizing the Cisco board to put shareholders at risk with reckless reimbursements, make it clear: they have the legal authority to do so. Before the SEC did not change the rules in 1982, stock market purchases of corporate stocks were illegal and considered a form of market manipulation.

But in 1982, the SEC instituted Rule 10b-18, which allowed companies to acquire treasury stock with impunity. Under Rule 10b-18, many companies like Cisco have been aggressive buyers, I was told "capital return to shareholders." Since 2001, Cisco has spent about $ 96.6 billion in repurchase, accounting for approximately 57% of the total market value of the company today. Think about this.

For every dollar of revenue over the last five years, Cisco has spent 18 cents on repayments. Here the problem is not described or explained to shareholders and should not be explained through the legal coverage provided by Rule 10b-18 dollars spent on repurchase to increase risk for long-term shareholders.

Thursday 30 March 2017

Cisco's Reported Move to Sell OS Software Appears to Be a Pragmatic Response

Cisco's Reported Move to Sell OS Software Appears to Be a Pragmatic Response to Big Threat


As such Cisco Systems (CSCO) tries to be less reliant on its switching and routing franchises and increase its exposure to software / services, these being accounted for 60% of the turnover of business (hardware and software) goods in the last trimester. Their share of total revenue is likely to be more than 50 percent, but it is difficult to get an exact number because Cisco does not specify which of its service revenues relate to the sales of switches and routers.

The use of investment and procurement software and services, R & D, Cisco may continue to increase in the coming years despite the startup and fall of routing. But they can not allow the bottom to withdraw from these companies due to rigid competition pressure, trends and technological developments in IT spending patterns. In this context, the plans informed by the company to review their replacement strategy have a logic for them. But it is also worth asking if Cisco go even further in time.

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Cisco announced Tuesday that it "plans to sell operating system software" to cheaper switch users running on third-party Broadcom Switching (AVGO) chips, allowing them to avoid buying more powerful or expensive switches that Operate Cisco proprietary ASICs. Engineers are said to run on the operating system, which is called Lindt.

The report is a bit tricky at first, since all Cisco switches come with one of the business operation systems. Cisco Nexus switches, which generally fall into data centers operate on the Cisco NX-OS. Its Catalyst switch line, which is primarily used in campus and branch environments, runs on some version of the iOS operating system (not to be confused with the Apple OS OS of the same name), while most Cisco routers.

But while all Cisco Nexus use the same operating system, they do not all have the same software. The Nexus 9000 switches the company, most of which runs on ASIC, support the network platform (SDN) defined by the AIT software, which (with the help of a driver software) enables enterprises to quickly allocate Network resources and set policies for applications running in a data center, and gain better visibility into how they work. The less powerful Nexus 3000 line based on the Trident II and Tomahawk Broadcom switching chips is not compatible with AIT.

It is important to note that Cisco NX-OS has rewritten to support the AIT, and Nexus 9000 switches using ACI have an independent boot mode. So, one possibility is that Cisco plans to start taking load from ACI changes to Broadcom.

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Cisco claims a high Nexus 9000 and ACI usage; It added 1300 Nexus 9000 customers and 450 AIT quarter of January, which helped increase its total base from 10 to 800 and 3 100. And Cloud Scale ASIC uses the latest Nexus 9000 switches have impressive specifications. However, total alternative revenue fell by 5% per year to 3.3 billion. Soft campus switching sales have been a factor, but competing hard data centers Arista Networks (ANET) and many other businesses rely on Broadcom switch chips and to some extent Cavium (CAVM).

Arista, backed by strong demand from cloud giants, saw revenue rise 34% last quarter to $ 328 million. Sales of the "white boxes" switches made by Asian contract manufacturers have also increased as cloud giants and other service providers able to invest in the resources needed to handle bulk purchases, often through the Design changes themselves. This is a problem that is becoming increasingly important because cloud companies represent an increasingly important part of IT spending.

And Arista and others have recently opened a new front in their battle against Cisco by launching switches (thanks to the packet processing chip from Broadcom Jericho) can handle many routing functions and thus simplify the network infrastructure. Arista expects to have 100 customers for its R Series R / Router range this summer.

Corporate white-box adoption is still in its infancy, but the trend could accelerate the adoption of third-party SDN platforms like VMware (VMW) NSX. NSX moves much of the intelligence of a network controller software, making it easy for a company that does not have the technical resources of a Google or Amazon switch products use. VMware announced in January that NSX is now at a rate of $ 1 billion. And on the support side, Google has recently announced that it will help mobile operators adopt SDN and other technologies that have been deployed in their data centers.

The availability of ACI on Nexus switches powered by Broadcom would put Cisco on a more competitive foot against its League rivals, especially among companies and operators who have Nexus equipment much cheaper. This could also improve Cisco's position with the cloud giants, but it is less secure given the investments that these companies have already introduced into their existing platforms.

In the long run, Cisco's interests could go further and allow the ACI to support third-party switches, because of the pressure on prices as white boxes vendors can exercise. Another option for the treatment of a heated competitive environment is to start authorizing its switching operating systems for use in third-party hardware, just like Arista.

For now, Cisco does not seem to plan anything drastically. In a statement on the CRN trading site, the company insists that "tight integration of hardware and software will continue to be network-based solutions we offer to our customers."

Given the billion-dollar gains that Cisco still reaping their commuting empire, you can not blame the company for choosing a measured response to SDN and white-box threats. But the company clearly represses how it is a very dynamic landscape, and the change of planning strategy that should be easily followed by others in the coming years.

Thursday 2 March 2017

Are Investors Too Excited About Cisco Systems' Anemic Growth?

Shares of Cisco (NASDAQ: CSCO) recently reached a 16-year high after it beat second-quarter estimates at both levels. Despite this enthusiasm, the numbers of titles seemed anemic. Revenue fell 3 percent a year to $ 11.58 million, well above expectations of $ 30 million. Non-GAAP net income remained stable for one year at $ 2.9 billion, or $ 0.57 per share, which exceeded estimates still by one cent.



As a shareholder of Cisco, I was pleased to see the increase in fees. But it also made me wonder - Cisco deserved to go up to pre-bot dotcom levels? Or rally Cisco that feeds simply the demand for reliable dividend games with low ratings in a market with low interest rates? Let's take a closer look at the Cisco Revenue report to find out.

First, the good news ...

Cisco's security business unit was the fastest growing in recent quarters. The company's turnover increased 14% annually to $ 528 million, and deferred revenue - a key indicator of future demand - increased by 45%. Cisco attributes growth to strong demand for its advanced threat solutions, next-generation firewall and secure Internet gateway products.



Cisco's revenue collaboration also increased 4% to $ 1.06 billion, and deferred revenue increased 14%. This growth has been attributed to WebEx and Spark, the cloud-based business collaboration platform was launched in late 2015. However, the spark faces a stiff competition in the collaborative space of competing platforms.

Cisco's wireless products rose 3% to $ 632 million, boosted by the continued expansion of wireless infrastructure to satisfy hungry data customers, strong sales of its wave 11ac 2 (a new standard) Wi-Fi connection.

Cisco's total deferred revenue increased 13% year-on-year to $ 17.1 million, thanks to increased demand for software subscriptions and offers. This growth will gradually allow Cisco to swing away from its slower growing computer business. Cisco has also increased its three-cent dividend to $ 0.29 per share, which means a 3.4 percent profitability, marking its sixth consecutive increase in dividends. Finally, Cisco generated $ 12.3 billion of cash flow available in the last 12 months, which gives it a lot of capital to buy other companies in the fastest growing markets such as security, analysis and The Internet of things.

Now the bad news ...

The big problem for Cisco is that its security, collaboration and wireless generate only less than a fifth of its total volume. Nearly half of Cisco's revenue still comes from its switches and routers units, which are experiencing slow growth due to market saturation and commodification.

Cisco's switching products fell 5% per year to $ 3.31 billion during the quarter due to weak demand from campus customers, which was partially offset by increased demand for its ACI products. Routing revenue fell 10% to $ 1.82 billion, a growth in orders failed to offset the pressure on prices.

These declines indicate that rival cloud-based SDNs, such as Arista Networks (NYSE: ANET) - of which Cisco is trying to resolve the differences - are causing a paradigm shift that is detrimental to the market. Cloud-based networking solutions are more scalable and require less equipment in the hotel, such as routers and switches, that could transform Cisco's business upside down. Arista even claimed that the combination of their Jericho switches with their FlexRoute software can completely replace the cheaper SDN solution routers.

Sales of Cisco data centers also fell 7% to $ 790 million, due to the change in the "rack sheet" in which corporate customers prefer the smaller, cheaper and more scalable servers in servers Blade more powerful and more powerful.

Finally, Cisco's advice was mediocre at best. For the current quarter, it expects 2% growth in turnover with non-GAAP earnings of $ 0.57 to $ 0.59, which would be almost unchanged from previous year levels. Analysts expect their turnover to be 2% and profit increases

Sunday 26 February 2017

Cisco and Ericsson Bring the Enterprise to You

Because today's business was conducted anywhere, anytime, the mobile phone is fast becoming the primary communication tool for professionals around the world. While mobility is an excellent aptitude for the businessman, it presents a number of challenges for the company. How can I manage mobile usage, security, and costs? How to enable and improve business collaboration when my employees are scattered on the map?

With the introduction of the Convergence Mobile Collaboration Solution (CMC), Cisco and Ericsson today introduced a suite of tools that not only solves these problems for businesses, but also provides service providers with a strong portfolio of collaborative services.

CMC combines the collaboration tools of Cisco business and mobile technologies, Ericsson to enable the convergence of office services and network capabilities.


Service providers and companies will benefit from the CMC. If a Cisco service provider uses an evolved packet core, an Ericsson, or even a third party, CMC enables services such as unified communications, messaging, and meetings to be activated on any device. And companies can ensure consistent policy enforcement of all calls, fixed and mobile, while enjoying the savings of free internal calls and convergent billing.

As a result, mobile business people will benefit from unified communications capabilities based on business travel, such as maintenance, summary and conferencing, as well as voice mail and unified voice for high definition businesses.

Finally, users can take advantage of the Cisco Spark features, such as e-mail, online file sharing and high-definition video conferencing across multiple devices; All manage from any mobile device with the ability to move calls without interruption between devices with a simple drag.

In summary, the mobile collaboration Convergencia transforms the mobile phone into a powerful device connected to the company and service providers gives the opportunity to provide differentiated value-added services to its corporate customers.

Stop the Cisco booth or in the booth of Ericsson Mobile World Congress to see CMC in action

Sunday 12 February 2017

Cisco sacrifices iron, pushes gateway protection into cloud

Cisco decided that the perimeter of the network is the wrong place for a Web gateway, so it is floating in the cloud.

Switchzilla, yielding to the inevitable decomposition products in the software, mocks the hardware gateways as insufficient and uncertain as the launch party for its new "umbrella" product.

As a secure cloud-based Internet Gateway (SIG) umbrella "stop" blocks current access and threats across all ports and emerging protocols for the most comprehensive coverage. It is malicious for domains, URLs, and prior files That a connection or a file is to be downloaded.

That said, Cisco umbrella because the typical proxy bandwidth inspection scope (to quote the White Paper Paper download) gives an overview of web-based threats to ports 80 and 443, and only selections do things like returns Of command call and malware control.

Umbrella is, in essence, Cisco's Web application protection software integrates its acquisition in 2015 OpenDNS.

There are two other issues that society considers to be out of a product deployed at the gateway of the company: companies "trombone" more traffic to its branch to the central office for Internet access; And people working remotely will probably not VPN to the central office for Internet access.

For both use cases, Cisco believes that the loss of bridge transparency is the answer. Instead of users suffering from the loss of boarding performance of all their traffic by the central office, umbrellas decentralize the security services they need.

Here is the list of Cisco check boxes offered for umbrellas:

  • "Visibility and application inside and outside the corporate network, even when users are outside the VPN and not all network traffic back to the corporate network;
  • "Threat protection across all ports and protocols;
  • "On the basis of Web proxy traffic inspection and inspection files with the AV engines test zone and behavior;
  • "Live threat intelligence derived from global Internet activity is analyzed in real-time, with updates applied everywhere in minutes;
  • "Open platform with a bidirectional API to integrate with your existing security stack;
Discovery and control of SaaS applications.

SaaS discovery comes through integration with the Cisco CloudLock platform.

To make the implementation seamless for users, Umbrella uses anycast "routing every data center advertisement of the same IP address so that requests are sent seamlessly to the fastest available with automatic failover to maintain the time of 100% activity.

Not to mention that it is much easier for direct users through a security system through DNS addressing to ask them to remember to click on a VPN before the application to connect.

Monday 9 January 2017

Cisco’s Chambers Bets on Indian Economy

 Cisco chief executive John Chambers said that India's economy was the only one he was willing to bet on, so he called the demonetization of the kick center.

"There will be some bumps on the road like demonetization ... If I bet on any economy, it would be this economy." In a year, India's GDP is characterized by changes, "Chambers said.

Asked whether abrupt policy changes such as demonetization would negatively affect the opinion of foreign firms in India, M. Chambers responded in the negative. He emphasized that India could be "the main ally" to the United States in the Asia-Pacific region.

- It bothers me? This is actually investing ... I know that, by definition, innovation is harmful and uncomfortable and there are bumps. I think the country (India) moves very fast and is moving with a strategy and vision. There will be some obstacles along the way like demonetization. But they are just that, "he said.

M.Chambers, who is also chairman of the United States Business Council and India, will also lead to one of the largest groups of representatives of companies taking part in the eighth Gujarat Dynamic summit this week.

M.Chambers said: "It could be said that very few people in the financial world say that it is not what needs to be done ... that it is basically, it builds a foundation for all the citizens of this country to actually engage in a digital world ... "

Fast innovative

Affirming that India was known as a slow follower, he now says he came to be known as a fast innovator. He said that for India, GDP growth of 7 percent is sustainable. "It's not the purpose of the PM ... But I think above 7 and it's not out of the question to be 8, 9 or 10," he said.

Chambers has also tried to dispel fears that the new Trump administration could make political decisions that have a negative impact on Indian companies.

'Top ally'

"I think India must be our best ally in Asia Pacific. The two countries have a lot in common, as well as being the largest and most powerful democracies ... I am optimistic," he said.

The US-based network giant also signed a statement of intent (SOI) with the Rajasthan government on Monday to develop digital classrooms at women's colleges that cover 10,000 students for a year.

Digital classrooms will facilitate the training and development of women's IT skills and constitute a group of highly qualified technology professionals