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Tag: networks

Cisco Q4 & FY 2024: Focus on AI, Security, and Cloud
August 15, 2024

Cisco Q4 & FY 2024: Focus on AI, Security, and Cloud

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q4 2024 and FY 2024 results and why Cisco’s portfolio consolidations focused its AI, security, and cloud capabilities pave the...
Cisco Q3 2024: Networking, Security, Observability, and Data Wax
May 17, 2024

Cisco Q3 2024: Networking, Security, Observability, and Data Wax

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q3 FY 2024 results and why Cisco’s progress with the integration of Splunk and the harnessing of portfolio synergies provides...
Cisco Q2 2024: Security, Collaboration, and Observability Shine
February 16, 2024

Cisco Q2 2024: Security, Collaboration, and Observability Shine

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q2 FY 2024 results and why the improving subscription-based revenue trend provides a positive framework to successfully address concerns that...
5G Factor: 5G Sustainability and GenAI Meet
January 24, 2024

5G Factor: 5G Sustainability and GenAI Meet

The Futurum Group’s Ron Westfall and Todd R Weiss review review of the top market shapers in the 5G sustainability realm, why Ciena, Cisco, Ericsson, Juniper, and Nokia excel at...
Cisco Q1 2024: AI, Security, Cloud, and Observability Fuel Results
November 17, 2023

Cisco Q1 2024: AI, Security, Cloud, and Observability Fuel Results

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q1 FY 2024 results and why a record Q1 is a positive sign for Cisco and the enterprise IT space,...
Juniper O-RAN SMO Aimed at Solving 5G Complexity
November 9, 2023

Juniper O-RAN SMO Aimed at Solving 5G Complexity

The Futurum Group’s Ron Westfall and Todd R. Weiss share their insights about how Juniper’s O-RAN SMO framework is aimed at solving future network orchestration, automation, and service assurance complexity...
5G Factor VRN: Calix Mobile Backhaul Products Meeting 5G Demand
September 12, 2023

5G Factor VRN: Calix Mobile Backhaul Products Meeting 5G Demand

The Futurum Group’s Ron Westfall and Todd R. Weiss examine how Calix mobile backhaul products are meeting the growing demands of 5G carriers and their customers as small cells are...
Cisco Q4 and FY 2023- AI, Security, and Cloud Fuel Milestone Results
August 18, 2023

Cisco Q4 and FY 2023: AI, Security, and Cloud Fuel Milestone Results

The Futurum Group’s Ron Westfall and Daniel Newman examine Cisco’s Q4 and FY 2023 results and why delivering double-digit growth in revenue and EPS shows execution of its business model...
May 19, 2023

Cisco Q3 2023: Cloud, AI, and Security Fuel Record Revenue and Double-Digit Software and Subscription Revenue Growth

The Futurum Group’s Daniel Newman and Ron Westfall examine Cisco’s Q3 2023 results and why they believe Cisco demonstrated continued progress on its business model transformation, with total software revenue...
March 2, 2023

IBM and Nokia Collaborate on Private 5G Managed Offering

On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead welcome IBM’s Andrew Coward and Nokia’s Pasi Toivanen to talk about the latest 5G managed...
March 1, 2023

A Mission to Modernize and Monetize the World’s Networks

On this episode of The Six Five – CXO, hosts Daniel Newman and Patrick Moorhead welcome Intel’s Sachin Katti, Microsoft Azure’s Martin Lund and Rakuten’s Tareq Amin to talk about...
February 17, 2023

Cisco Q2 2023: Delivers Earnings and Revenue Beat on Enterprise Momentum and Lifts Guidance

Futurum’s Daniel Newman and Ron Westfall examine Cisco’s Q2 2023 results and why they believe Cisco can continue playing a strong hand in the areas where it saw success in...

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