
Cisco needs to simplify…Here’s how
Breaking Analysis with Dave Vellante
00:00
Introduction
Cisco has a nearly $60 billion revenue run rate growing at 14% and throwing off over $5 billion in operating cash last quarter. But customers are vocal about the complexity of Cisco's portfolio. And if not addressed head-on, the company risks encountering friction beyond just economic headwinds. We believe Cisco's challenges are most decidedly not product breadth and depth, rather the company's mandate is to integrate the piece parts of its intricate offerings to create more facile and seamless experiences for customers.
Transcript
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