Before the benefits of 5G can be realized, the technology must overcome some obstacles.
Cisco shrinking overall ~2% per quarter (fifth straight down quarter). 10% down in routing, 5% down in switching, 4% down in DC. Increases dividend, investors happy.
Cisco reported $11.6 billion in revenue for Q2 2017 on February 15, 2017, a 2% YoY decrease, but in line with guidance of a 2-4% YoY decline.
Revenue breakout:
Product, $8.49B (down 5.5%); Service, $3.09B (up 4.9%).
By segment:
Switching, $3.31B (down 5%); NGN Routing, $1.82B (down 10%); Collaboration, $1.06B (up 4%); Data Center, $790M (down 4%); Wireless, $632M (up 3%); Security, $528M (up 14%); Service provider video, $241M (down 41%); other, $116M (up 53%
“Cash” of $71.8 billion at the end of Q2 2017, with only $9.6 billion in the US. The introduction of a Corporate Tax Holiday could have huge positive ramifications for Cisco.
The Q3 2017 outlook calls for revenue to decline by 2% or to remain flat YoY.
Data Center
Total product revenue was down 4% and let me walk through each of the product areas. Switching declined 5%, driven by weakness in Campus partially offset by strength in the ACI portfolio, which was up 28%
Cisco ACI is holding Continue reading
Angelos Vassiliou sent me an interesting lengthy email after I published my OSPF Forwarding Address series (part 1, part 2, part 3, part 4). I asked him whether it’s OK to publish his email together with my responses as a blog post and he gracefully agreed, so here it is.
Read more ...If the industry doesn't act, lawyers will.