
Is Cisco’s Software-Centric Strategy Really a Strategy?
The focus of Cisco’s Investor Day was its expanding presence in the software market. The rise of software from 20% of revenues in 2017 to 30% in 2021 validates their assertion of software growth. Less obvious is whether Cisco’s declared transition to software is offensive or defensive and if it can sustain Cisco’s long-term bottom-line... » read more