Cisco needs to simplify…Here’s how
Breaking Analysis with Dave Vellante
00:00
Cisco's Role in the Market for Full Stack Observability
Cisco doesn't have a full stack observability category, but through this next view, we're able to bring in various companies that are hovering around the space and look at their relative position. So again, similar chart here, net score against pervasiveness in the data. And we've plotted Splunk data dog through an elastic Grafana. They're sort of hovering around as an adjacency, Dynatrace, New Relic, which just failed to actually get secure private equity. But see, I feel like this story's not over. Cisco, as you pointed out, has an opportunity to really take these pieces, integrate them across the portfolio in potentially a game-changing
Transcript
Play full episode
