Cisco Systems’ Dual Path To SD-WAN With Meraki And Viptela [Forbes]
Cisco Systems, Inc. (CSCO)
Last cisco systems, inc. earnings: 2/12 04:05 pm
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Source: Forbes
The SD-WAN market is expansive. At my last count, over 60 different SD-WAN solution providers were in the market, both large and small. Soon I expect that this number will begin to rapidly consolidate and a half dozen or so dominant players will emerge. I believe Cisco Systems will be one of those SD-WAN victors for three reasons—its massive install base, fully integrated security stack and platform choice flexibility. It’s the latter that I find intriguing. Only a handful of networking infrastructure providers offer a complete solution and Cisco offers two. I would like to provide my insights and two customer proof points that demonstrate why I think Cisco is on the right SD-WAN track. Are two platforms better than one? The old adage that two heads are better than one is well known, but can the same be said for two SD-WAN platforms offered from the same company? In Cisco’s case it seems to be a solid strategy. I’ve written about it in the past—if interested, you can find that article
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News
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CSCO
Earnings
- 2/14/24 - Beat
CSCO
Sec Filings
- 4/5/24 - Form 13F-HR
- 3/19/24 - Form 4
- 3/19/24 - Form 4
- CSCO's page on the SEC website