Cisco needs to simplify…Here’s how
Breaking Analysis with Dave Vellante
00:00
Cisco's CAT9Ks: A Service Trend
You see Apex from Dell, GreenLake from HPE, they make both companies make a big push into as a service. So what do you make of this as a service trend? It's interesting because Cisco's got a bigger AR business and also has a much bigger software business but almost 30% of Cisco's revenue comes from software so it's got significantly better margins than those two other companies. A lot of Cisco will push almost all of that to their partners and that's up to their partners to be able to sell it that way.
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