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Vikas Mehta, COO of ACV Auctions, discusses the evolving business of selling used cars. Cisco's move into software, AI's impact on meetings, and Walmart's global strengths are also explored.
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Quick takeaways
- Cisco is addressing challenges by shifting towards a software and subscription-oriented business.
- Walmart's focus on digital ordering and pickup services positions it well within the retail landscape.
Deep dives
Cisco's Challenges and Optimism
Cisco faced challenges with order rates and guidance, which impacted the market's reaction. However, overreaction is likely, as this is a normal occurrence in the cyclical tech industry. Cisco is addressing the issue by moderating inventories and shifting towards a subscription-based model for more predictable revenue. The focus now is on execution and effectively managing customer demand while transitioning to a software and subscription-oriented business.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode