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Networking News

Gina Narcisi

‘Cisco’s got some ground to cover, but it’s really about the long game. While you can argue they are late to market, we believe that they’re going to be able to learn from the lessons of all their competitors and come out with even stronger products,’ one Cisco partner tells CRN about the company’s as-a-service drive.

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Customers are looking for different ways to acquire the IT they need, including buying in an as-a-service model to save some capital, but Cisco has faced a few latest hindrances to as a service, according to the company’s executives.

For the San Jose, Calif.-based tech giant, supply chain constraints have been an ongoing obstacle to the Everything-as-a-Service (XaaS) trend because Cisco and its partners couldn’t deliver the equipment that’s part of as-a-service offers, specifically, its Cisco Plus strategy.

“And then we also realized we weren’t as operationally ready,” Cisco CEO Chuck Robbins told analysts regarding the company’s XaaS push at Cisco Partner Summit 2022 earlier this month.

Many customers interpreted the launch of Cisco Plus as just a different way to finance IT — a “fancy lease” — versus a true XaaS model, said Neil Anderson, area vice president of cloud and infrastructure solutions for Maryland Heights, Mo.-based Cisco Gold partner World Wide Technology (WWT).

But channel partners want to put vendor XaaS offerings “under the hood” and built their own services on top of the stack to create a turnkey offering for their end customers. Customers, on the other hand, often want to have the option to manage some of their own IT, Anderson said.

“Part of the problem in getting to a true as-a-service model, as a utility, is that most customers still want some form of co-management. They don’t want somebody to just do everything for them and they have no visibility into it. They want a portal where they can see how things are going, maybe touch a few things. So, this idea of co-management, I think, is going to be really important for network as a service,” he said.

[Related: Cisco’s X Factor: How Chuck Robbins Is Taking Partners Into The Future ]

WWT is seeing this prerequisite across the board — not just in networking, but also in the collaboration space. The firm is seeing more RFPs with a requirement for managed services. “That allows the partner to add an additional layer of value to it so it’s not just a resell lead, it’s [giving] the partner some skin in the game long term,” said Joe Berger, area vice president of Digital Experiences for WWT.

Cisco Channel Chief Oliver Tuszik told CRN in an interview that the company is focused on enabling customers to buy and consume the Cisco portfolio in an as a service motion if that’s how they’d like to buy, and for more partners to sell in an as a service model.

“Our strategy must be that we allow our customers, wherever they are in the world, to buy whatever Cisco has in his portfolio in an as a service or managed motion,” Tuszik said.

But the as-a-service effort goes beyond products. It’s about building out Cisco’s Provider partner role the company introduced in 2021 within its Global Partner Program, he said, a role built with the MSP partner in mind and recognizes partners based on their investment in managed services and as-a-service solutions. As the managed services business has taken off, Cisco has since upped its investments in Provider partners with predictable pricing, deal registration for managed services, more flexible consumption options, dedicated investment and business development funds, technical support enablement, and co-marketing, the company said.

Cisco is also building more modular programs and new incentive schemes, Tuszik said. “We are incentivizing our people to sell partner-managed services,” he told CRN. “We’re paying our sales team more if they sell a partner-managed service — 50 percent more,” he added.

At Partner Summit 2022, the tech giant revealed it had tripled the number of staff working on service creation motions with partners, as well as a 1.5x payout multiplier to support the growth of partner-managed SD-WAN, Secure Access Service Edge (SASE), and full-stack observability offers.

Companies like HPE and Cisco are turning to partners during this time of resource constraints and talent shortages to learn more about what the channel can offer by way of managed services and what they can take off the vendors’ hands. Customers are looking for “cloud-like” IT experiences that are more automated and that also encompass on-premises tech environments for customers grappling with requirements that prevent them from going all-in on cloud, like data sovereignty. There’s where Cisco Plus fits in, said CJ Metz, vice president of Modern Infrastructure for Irvine, Calif.-based Cisco Gold Partner Trace3.

Trace3 also partners with HPE. Metz said that the major differentiator for HPE GreenLake has been in how the company shifted its entire focus to support its as a service strategy, including executive compensation, sales compensation and the support structures that underpin it. “[HPE] just has had more time to take more risks, to learn the hard lessons,” he said.

Cisco, he added, has been forthcoming to partners about its need to catch up. “Cisco’s got some ground to cover, but it’s really about the long game. While you can argue they are late to market, we believe that they’re going to be able to learn from the lessons of all their competitors and come out with even stronger products.”

For Cisco’s part in becoming more operationally ready for XaaS, Robbins told analysts: “I think over the next 6 to 12 months, you’ll see a lot of progress on this front.”

In the meantime, Cisco already has many as-a-service offers on the market today by way of their channel partners, the CEO added.

“We’ve got stuff going in the cloud marketplaces that we didn’t have before, we’ve got partners delivering as a service today and we’ve got the SASE [Cisco Plus Secure Connect Now] offer out there,” Robbins said. “There’s a few things we need to do, but there’s an awful lot offers that are out there today for customers.”

Cisco doesn’t specifically break out revenue related to its Cisco Plus strategy, but the company’s most latest fiscal quarter that ended Oct. 29 saw software subscription revenue climb 11 percent year over year.  

Gina Narcisi

Gina Narcisi is a senior editor covering the networking and telecom markets for CRN.com. Prior to joining CRN, she covered the networking, unified communications and cloud space for TechTarget. She can be reached at gnarcisi@thechannelcompany.com.

Wed, 30 Nov 2022 08:56:00 -0600 en text/html https://www.crn.com/news/networking/cisco-s-chuck-robbins-on-xaas-we-realized-we-weren-t-as-operationally-ready-
Killexams : Cisco updates SD-WAN to simplify provisioning, management

Cisco is set to unveil a new edition of its SD-WAN software that will extend the system’s reach and include new management capabilities.

Among the most significant enhancements to Cisco SD-WAN release 17.10, expected in December, is the ability to use Cisco SD-WAN Multi Region Fabric (MRF) support with existing Software Defined Cloud Interconnect (SDCI) systems to significantly expand the reach and control of the SD-WAN environment. 

MRF lets customers divide their SD-WAN environments into multiple regional networks that operate distinctly from one another, along with a central core-region network for managing inter-regional traffic, according to Cisco. 

SDCI technology is used to link enterprise resources to a variety of cloud, network, and internet service providers. Cisco customers could use SDCI with their SD-WAN deployments in the past but not MRF.

By combining the two technologies and using the Cloud OnRamp Multicloud Interconnect Gateway in Cisco SD-WAN software, customers can now set network, configuration and security policies across a wide variety of locations from a central site. Cisco’s SD-WAN Cloud OnRamp links branch offices or individual remote users to cloud applications such as Cisco’s Webex, Microsoft 365, AWS, Google, Oracle, Salesforce and more.

Customers can now assign regions and roles to SD-WAN edges deployed within SDCI infrastructure, and they can segment MRF regions into multiple sub-regions and share border routers between these sub-regions, allowing for better redundancy and failover-centric network designs, according to John Joyal, senior manager, product and solutions marketing with Cisco's enterprise SD-WAN and routing group. (Joyal wrote a blog about Cisco's SD-WAN MRF enhancements.)

Copyright © 2022 IDG Communications, Inc.

Mon, 05 Dec 2022 12:57:00 -0600 en text/html https://www.networkworld.com/article/3681657/cisco-updates-sd-wan-to-simplify-provisioning-management.html
Killexams : Cisco to gauge user experience with its cloud-management service

Cisco is taking steps to better control the performance and observability of cloud-based enterprise applications.

At the AWS re:Invent conference this week, Cisco said it has added a feature called business transaction insights to its AppDynamics Cloud system so it can more easily track performance of applications running on the AWS Cloud including on Kubernetes, microservices, and other AWS infrastructure.

Available since June, AppDynamics Cloud is a cloud-native service designed to observe applications and take action to remediate performance problems. It is built on OpenTelemetry, an emerging standard for data collection that helps to visualize and measure application performance from multiple data sources, said AppDynamics Executive CTO Gregg Ostrowski.

AppDynamics Cloud ingests metrics, events, logs, and traces generated from the enterprise environment—including network, databases, storage, containers, security, and cloud services—to make sense of the current state of the entire IT stack all the way to the end user. Actions can then be taken to optimize costs, maximize transaction revenue, and secure user and organizational data.

The system uses AI and machine learning to correlate information from across different domains to better understand application performance and infrastructure dependencies, and to quickly identify problems. The system also supports analytics to help understand why things are not working optimally and to predict when problems will occur.

AppDynamics Cloud supports cloud-native, managed environments on Amazon Web Services (AWS), and is expected to expand to include Microsoft Azure, Google Cloud Platform, and other cloud providers.

Copyright © 2022 IDG Communications, Inc.

Fri, 02 Dec 2022 01:45:00 -0600 en text/html https://www.networkworld.com/article/3681096/cisco-to-gauge-user-experience-with-its-cloud-management-service.html
Killexams : Digital Assurance Market Research Report 2022 by Product Type, Application, Region And Global Forecast to 2030

The MarketWatch News Department was not involved in the creation of this content.

Dec 09, 2022 (Heraldkeepers) -- The scope of the report includes a detailed study of Digital Assurance Market with the reasons given for variations in the growth of the industry in certain regions.

The report covers detailed competitive outlook including the market share and company profiles of the key participants operating in the global market. Key players profiled in the report include Microsoft, IBM, Cisco Systems, Oracle, VMware, CA Technologies and Arvato AG. Company profile includes assign such as company summary, financial summary, business strategy and planning, SWOT analysis and current developments.

The Digital Assurance Market is expected to exceed more than US$ 6 Billion by 2024 at a CAGR of 13% in the given forecast period.

Browse Full Report: https://www.marketresearchengine.com/digital-assurance-market

Reasons to Buy this Report:
1) Obtain the most up to date information available on all Digital Assurance Market.

2) Identify growth segments and opportunities in the industry.

3) Facilitate decision making on the basis of strong historic and forecast of Digital Assurance Market.

4) Assess your competitor's refining portfolio and its evolution.

This report provides:

1) An overview of the global market for Digital Assurance Market and related technologies.
2) Analyses of global market trends, with data from 2015, estimates for 2016 and 2017, and projections of compound annual growth rates (CAGRs) through 2024.
3) Identifications of new market opportunities and targeted promotional plans for Digital Assurance Market

4) Discussion of research and development, and the demand for new products and new applications.
5) Comprehensive company profiles of major players in the industry.

Digital Assurance is a set of quality assurance practices to ensure smooth interactions between various components of Digital Ecosystems encompassing interconnected people, processes and things cutting across the Social, Mobile, Analytics and Cloud stack.

The Digital Assurance Market has been segmented as below:

The Digital Assurance Market is Segmented on the lines of Testing Mode Type, Technology Type, Testing Type, Vertical Type, Organization Size Type and Regional Analysis. By Testing Mode Type this market is segmented on the basis of Manual testing and Test automation. By Technology Type this market is segmented on the basis of Social media, Mobile, Analytics and Cloud. By Testing Type this market is segmented on the basis of Application Programming Interface (API) testing, Functional testing, Network testing, Performance testing, Security testing and Usability testing.

By Vertical Type this market is segmented on the basis of IT & Telecommunication, Media & Entertainment, Banking, Financial Services & Insurance (BFSI), E-commerce, Retail &Consumer Goods, Public Sector, Manufacturing & Automotive, Healthcare & Pharmaceutical, Travel & Hospitality and Others (Education and Electricity & Utility). By Organization Size Type this market is segmented on the basis of Small and Medium-sized Enterprises (SMEs) and Large enterprises. By Regional Analysis this market is segmented on the basis of North America, Europe, Asia-Pacific and Rest of the World.

The major driving factors of Digital Assurance Market are as follows:

Digital Transformation is Paving the manner for Digital Assurance
The Increasing Use of Agile and Devops Methodologies in Sdlc
The Increasing Use of check Automation ends up in Lower the Operational prices and Enhance the QA
Growing would like of Api watching within the Digital Economy
The major restraining factors of Digital Assurance Market are as follows:

Shadow it’s a significant Risk space for Organizations

Request sample Report from here:https://www.marketresearchengine.com/digital-assurance-market

Table of Contents

1. Introduction

2. Report Summary

3. Market Overview

4. Digital Assurance Market Analysis, By Type

5. Digital Assurance Market Analysis, By Technology

6. Digital Assurance Market Analysis, By Testing Type

7. Digital Assurance Market Analysis, By Vertical

7.1 IT & Telecommunication
7.2 Media & Entertainment
7.3 Banking, Financial Services & Insurance (BFSI)
7.4 E-commerce, Retail & Consumer Goods
7.5 Public Sector
7.6 Manufacturing & Automotive
7.7 Healthcare & Pharmaceutical
7.8 Travel & Hospitality
7.9 Others (Education and Electricity & Utility)

8. Digital Assurance Market Analysis, By Organization Size

9. Digital Assurance Market Analysis, By Region

10. Competitive Overview

11. Company Profiles
11.1 Capgemini
11.2 Micro Focus
11.3 Accenture
11.4 Cognizant
11.5 Cigniti
11.6 Hexaware
11.7 SQS
11.8 TCS

Other Related Market News :

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https://www.marketwatch.com/press-release/position-sensor-market-share-size-growth-key-vendors-trends-analysis-segmentation-forecast-to-2021-2030-2022-12-08

https://www.marketwatch.com/press-release/power-bank-market-share-projections-future-opportunities-recorded-for-the-period-until-2022-2030-2022-12-08

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Thu, 08 Dec 2022 16:24:00 -0600 en-US text/html https://www.marketwatch.com/press-release/digital-assurance-market-research-report-2022-by-product-type-application-region-and-global-forecast-to-2030-2022-12-09
Killexams : Cisco shares dip; SCOTUS declines Centripetal's $2.5B patent case appeal
CISCO headquarters in Silicon Valley

Sundry Photography

Cisco Systems (NASDAQ:CSCO) shares slipped in to the red Monday even as the U.S. Supreme Court declined to hear an appeal by cybersecurity company Centripetal Networks that would see Cisco pay it $2.75B over a patent dispute.

The Supreme Court declined to hear Centripetal's appeal after the U.S. Court of Appeals for the Federal Circuit negated a previously issued award after the initial judge hearing the case disclosed that his wife owned $4,688 worth of Cisco (CSCO) stock.

In 2020, U.S. District Judge Henry Morgan ruled that Cisco (CSCO) had infringed upon Centripetal's cybersecurity patents and awarded Centripetal $1.9B in damages plus royalties, with the amount totaling approximately $2.75B.

However, prior to the ruling, Morgan told the companies his wife owned 100 shares of Cisco (CSCO), but his decision was not influenced by event and that "virtually every issue" was decided in his ruling before he learned of her stake. The shares were eventually placed in a blind trust.

Morgan died in May 2022.

The U.S. Court of Appeals for the Federal Circuit threw out Morgan's judgement in June and sent it back to a new judge in Virginia after it found that Morgan should have recused himself or made sure the stock was sold, Reuters reported.

Reuters added that the Federal Circuit court said the judge's decision would undermine public confidence and added that it was irrelevant that Morgan ruled in favor of Centripetal, despite it harming his wife's financial interests.

The case number is Centripetal v. Cisco, 22-246.

In mid-November, Cisco (CSCO) reported first-quarter results and guidance that topped expectations, leading to praise from analysts, albeit in a tepid manner.

Mon, 05 Dec 2022 02:11:00 -0600 en text/html https://seekingalpha.com/news/3913944-cisco-falls-even-as-scotus-declines-to-hear-28b-patent-case-by-centripetal-networks
Killexams : How Palo Alto Networks became the gold standard of cybersecurity – and what it has to do to stay on top

Palo Alto Networks Inc. has earned a reputation as the leader in security. You can measure this in revenue, market cap, execution and, most importantly, conversations with chief information security officers.

The company is on track to double its revenue to nearly $7 billion in fiscal year 2023 from 2020. That’s despite macro headwinds that will likely continue through next year. Palo Alto owes its position to a clarity of vision and strong execution of a total available market expansion strategy bolstered by key acquisitions and integrations into its cloud and software-as-a-service offerings.

In this Breaking Analysis, and ahead of Palo Alto Ignite, we bring you the next chapter on top of last week’s cybersecurity update. We’ll dig into the Enterprise Technology Research spending data on Palo Alto Networks, provide a glimpse of what to look for at Ignite, and posit what Palo Alto needs to do to stay on top of the hill.

The problem is clear

The challenges for cybersecurity professionals are dead simple to understand. Solving them is not so easy.

The taxonomic eye test above from Optiv is one of our favorite artifacts to make the point. The cybersecurity landscape is a mosaic of stovepipes. Security professionals have to work with dozens of tools, many legacy, combined with shiny new toys to try to keep up with the relentless pace of innovation, catalyzed by incredibly capable, well-funded and motivated adversaries.

Cybersecurity is an anomalous market in that the leaders have low single-digit market shares. Think about that. Cisco Systems Inc. at one point held 60% market share in networking and it’s still deep into the 40s. Oracle Corp. captures around 30% of database market revenue. EMC Corp. at its peak had more than 30% of the storage market. Dell Technologies Inc.’s personal computer unit market share is in the high 20s. From a market share standpoint, cybersecurity is even more fragmented than the software market.

The point is, despite its position as the #No. 1 player, Palo Alto has maybe 3% to 4% of the total security market, depending on your denominator. Regardless, the leader has only a tiny slice.

Why is Palo Alto considered the leader?

This CISO’s comments from a latest ETR roundtable discussion with our friend Erik Bradley sums up Palo Alto’s allure pretty well in our opinion.

Why Palo Alto Networks?

Because of its completeness as a platform. Its ability to integrate with its own products… or they acquire, integrate, then rebrand them as their own. We’d looked at other vendors. We just didn’t think they were as mature. We had already implemented some of the Palo Alto tools, the firewalls and stuff. We thought, Why not go holistically with a vendor, a single throat to choke if you will if stuff goes wrong? And I think that that was probably the primary driver and familiarity with the tools and the resources that they provided. – CISO in a latest ETR roundtable

The push to consolidate redundant vendors

Here’s another stat from ETR’s Erik Bradley. He gave us a glimpse of the January survey. The percentage of information technology buyers stating they plan to consolidate redundant vendors went from 34% in the October survey and now stands at 44%. So we feel this bodes well for consolidators such as Palo Alto Networks. Same for Microsoft Corp.’s “good enough” approach. It should also be true for CrowdStrike Holdings Inc., although last quarter we saw softness in their small and medium-sized business market, whereas MongoDB Inc. actually saw consistent strength from SMB, so that’s something we’re watching closely.

Palo Alto’s stock has fared better than its peers

Although all growth stocks have been hit hard over the past year, Palo Alto Networks has held up better than most security players.

The chart above gives you a sense of how well. It’s a one-year comparison of Palo Alto with the BUG ETF, CrowdStrike, Zscaler Inc. and Okta Inc. Now remember that Palo Alto didn’t run up as much as CRWD, ZS and OKTA during the pandemic, but you can see it’s now down “only” 9% for the year. The cyber basket ETF is off 27%, roughly in line with the Nasdaq (not shown). CrowdStrike is down 44%, Zscaler is down 61% and Okta is off 72% in the last year.

As we’ve indicated, Palo Alto is making a strong case for consolidating point tools. We think it will have a much harder time getting customers to switch off platforms such as Cisco, another leader in network security. But based on the fragmentation in the market, there’s plenty of room to grow in our view.

How the traders see it

We asked Breaking Analysis contributor Chip Symington for his take on the technicals of the stock and he said the following:

Despite Palo Alto’s leadership position, fundamentals don’t seem to make much difference these days. It’s all about interest rates. Even though this name has performed better than its peers, it looks like this stock wants to keep testing its 52-week lows.

But he thinks the Palo Alto got oversold during the last big selloff, and the fact that the company’s free cash flow is so strong probably keeps it at the 150 level or above. If it breaks that to the downside, its next test is around the 140 level, according to Symington.

Palo Alto’s opinionated point of view

As we said earlier, Palo Alto has strong convictions. Its founder and Chief Technology Officer Nir Zuk is extremely clear on his view of the market and sets the tone for the company’s strategy. Below we take a look at how Palo Alto got to where it is today and how we should think about its future.

The company was founded about 18 years ago as a network security company focused on firewalls. What Palo Alto did was different. It didn’t try to stuff too much functionality inside of a box. Rather, it layered network security functions on top of its firewalls and delivered value as a service through software – running at the time in its own cloud and now heavily leaning into public clouds. A pretty obvious move today but forward-thinking for the time.

Palo Alto has invested in building a true cloud native platform. In February 2020, right before the pandemic, we reported on the divergence in market values between Palo Alto and Fortinet Inc. and cited some challenges Palo Alto had transitioning to a cloud-native model. At the time we said we were confident that Palo Alto would make it through the knot hole and you can see from the previous stock chart it has done so.

The company’s architectural approach was to do the heavy lifting in the cloud. This eliminates the need for customers to deploy sensors or proxies on-premises. Same with sandboxes on-prem, which can be vulnerable to overwhelming attacks. Think about it: If your sandbox is on-prem, it’s not getting updated every day — no way. Or even every week. Perhaps even longer. And if the capacity of your sandbox is 20,000 files per hour, a hacker will just overwhelm you by sending 100,000 email attachments so your sandbox will choke and they’ll have the run of the house while you’re figuring out what happened.

The cloud won’t completely prevent this problem, but it definitely increases the hackers’ cost so they’ll probably hit easier targets. Return on investment is the simple algorithm for hackers. ROI = benefit/cost. Increase the denominator and ROI decreases, making you a less attractive target.

TAM expansion via acquisitions

The next thing that Palo Alto did is start acquiring aggressively. We counted 17 or 18 acquisitions to increase the company’s total available market beyond network security. Endpoint, cloud access security broker, platform as a service and infrastructure as a service, containers, serverless, incident response, software-defined wide-area network security, continuous integration and delivery or CI/CD pipeline security, attack surface management and, with the latest acquisition of Cider Security, supply chain security.

Palo Alto by all accounts takes the time to integrate these acquisitions into its cloud/SaaS platform called Prisma. That’s unlike many acquisitive companies – EMC was a good example — where you ended up with a “Franken-portfolio.”

Palo Alto: building the security supercloud

Consolidation of redundant vendors is the No. 1 customer cost optimization strategy today. Forty-four percent of ETR survey respondents are actively pursuing this strategy. This leads us to believe that Palo Alto wants to be the consolidator and is in a good position to do so.

But beyond that, as multi1cloud becomes more prevalent, customers tell us they want a consistent experience across clouds. This will be the same with the “internet of things.” Customers don’t want another stovepipe for edge security. So we think Palo Alto is in a position to build what we call the security supercloud, a layer above the clouds that brings a common experience for developers and operational teams.

Can Palo Alto remain best of breed?

The obvious question for a company rapidly expanding through acquisition is can it continue to effectively integrate new capabilities and still maintain best of breed status? Does it even have to? As Constellation Research analyst Holger Mueller talks about all the time on theCUBE, integrated suites will always beat BoB in the long run if the suite vendor can incorporate important features quickly. Maintaining best-of-breed inside of a suite would be a “game over” strategy.

Palo Alto’s portfolio is impressive

This next graphic underscores the point.

Above is a picture we don’t expect you to digest fully, but it’s a screen grab of Palo Alto’s product and solutions portfolio. Security in areas including network, cloud, secure access service edge, cloud-native application protection platform, endpoint, Unit 42 (its threat intelligence platform) and every imaginable security service for customers. Well, not every. We’re sure there’s more to come, such as supply chain with the latest Cider acquisition, and maybe more IoT beyond Zingbox. But we’re sure there will be more in the future both organic and inorganic.

Palo Alto’s customer spending profile: very little churn

Let’s come back to the ETR spending data.

For those that don’t know ETR, it’s the No. 1 enterprise data platform, surveying thousands of end customers every quarter with additional drill-down surveys and customer roundtables. It’s just an awesome SaaS-enabled platform and an amazing contributor to theCUBE.

Above is a view that shows Net Score or spending momentum on the vertical axis and pervasion or presence within the data on the horizontal axis. The red line at 40% indicates a highly elevated Net Score and you can see Palo Alto is right on that line. We’ll give another glimpse of the future survey. It looks like despite the macro, Palo Alto may edge back up in the next survey based on the preview Erik Bradley gave us.

The colored bars in the bottom right corner show the breakdown of Palo Alto’s Net Score. It shows the percentge of customers spending in each category. The lime green is new customer adoptions at 7%; the forest green at 38% is the percentage of customers spending spending 6% or more; the gray at 48% is spending flat; the pinkish at 5% is spending is down on Palo Alto products by 6% or worse; and the bright red at only 2% is churn or defections.

Subtract the red from green and you get a Net Score of 38%, which is very good for a company of Palo Alto’s size. And we’ll note this is based on nearly 400 respondents that are Palo Alto customers out of around 1,300 in the total survey.

You can see the other leading companies such as CrowdStrike, Okta, Zscaler, Fortinet and Cisco loom large. Many of those firms have aspirations similar to Palo Alto Networks vis-a-vis consolidating multiple tools — including the ever-ubiquitous Microsoft.

Palo Alto continues to increase its market penetration

Drilling deeper into the ETR data, let’s look at how Palo Alto has progressed over the last three surveys in terms of presence in the ETR survey.

This view of the data above shows pervasion or presence in the data going back to the October 2021 survey – that’s the gray bars. The blue is July 22 and the yellow is the latest survey form October 2022. Remember January is currently in the field.

The leftmost set show size of company the middle set shows industry and the rightmost shows geographic region. Notice anything? Yes – Palo Alto gaining across the board relative to both this past summer and last fall. So that is pretty impressive.

Palo Alto Networks Chief Executive Nikesh Arora stressed on the last earnings call, like other firms, that the company is seeing somewhat elongated deal approvals and sometimes splitting up the size of deals. He stressed that certain industries such as energy, government and financial services continue to spend. But we would expect even a pullback in those sectors as companies get more conservative.

But the point is that Arora stressed the company is aggressively hiring sales pros and taking action to work the pipeline harder, because it understands it must pull deals forward, get more approvals and increase volume to account for certain companies splitting up deal sizes.

Ignite Preview and the key to Palo Alto staying on top

We’re going to wrap by sharing what we expect and what we’re going to probe for at Palo Alto Ignite next week.

First, it’s a four-day event at the MGM Grand in Las Vegas, with the meat of the program on days two and three when we’ll be broadcasting. Our understanding is it’s a pretty technically oriented crowd that will be eager to hear what CTO and founder Nir Zuk has to say. As well, we’ll be speaking to Arora, longtime friend of theCUBE, and current President BJ Jenkins, Wendy Whitmore, who runs Unit 42, and several other high-profile Palo Alto execs.

Thomas Kurian, CEO of Google Cloud, will also be speaking at the event.

Lee Klarich, who is Palo Alto’s chief product officer, we think will be giving the audience a heavy dose of Prisma Cloud and Cortex enhancements. Cortex came from an acquisition and does threat detection, attack surface management and security automation. So we’ll be listening for how that’s being integrated and what kind of uptake it’s getting.

One of the other things we’ll be watching is pricing. We’ll be talking to customers about their spend optimization patterns and vendor consolidation strategies. Palo Alto is a premium offering. It charges for value. It’s considered expensive. So what kind of switching costs are customers willing to absorb and how onerous are they? What’s the business case for paying that premium?

And as we discussed earlier, how will Palo Alto maintain best-of-breed feature status as it acquires and integrates? And does it even need to do so?

The tension between regulation and security

There’s also an interesting dynamic going on in security. A CUBE alum named Edward Haletky is a security pro who has educated us on many aspects of cybersecurity. One area of particular interest he’s talked about are the challenges of securing data and applications while at the same time protecting data privacy. This is especially difficult as public policy evolves, how regulations vary by region and how complicated it is to show a chain of custody that proves unequivocally that data has been deleted. Or that scrubbed data or metadata doesn’t include any residual private data that violates local laws.

The tension is this: You need good data to have good security. The more data the better, really. But government policy is often a major blocker to sharing data and it’s getting more restrictive. So we want to understand this tension and how companies such as Palo Alto are dealing with it. Are customers testing public policy in courts? Are governments making exceptions in policies such as the EU’s GDPR that favor security over data privacy? What are the tradeoffs there and how are they being managed?

What keeps Palo Alto on top?

Finally, one theme of this Breaking Analysis is: What does Palo Alto have to do to stay on top? And we would sum it up with three words – ecosystem, ecosystem, ecosystem. We said at CrowdStrike Fal.con that the one concern we had was the pace of ecosystem development. How inclusive is Palo Alto’s ecosystem? Will Palo Alto collaborate with possible competitors? Is Palo Alto’s portfolio being adopted aggressively by global system integrators and developers? Where do the cloud players fit in the ecosystem? Are they aggressively leaning in to partner or cautiously dancing?

The hallmark of a cloud company, which Palo Alto is, as a cloud security company, is a thriving ecosystem that has entries into and exits from its platform. So we’ll be looking at what that ecosystem looks like, how vibrant and inclusive it is, where the public clouds fit and whether Palo Alto Networks can really become the security supercloud.

If you’re at Ignite next week, please stop by theCUBE and say hello. If not, as always we always appreciate your candid feedback.

Keep in touch

Thanks to Chip Symington and Erik Bradley for their contributions this week. Alex Myerson and Ken Shiffman are on production, podcasts and media workflows for Breaking Analysis. Special thanks to Kristen Martin and Cheryl Knight who help us keep our community informed and get the word out, and to Rob Hof, our editor in chief at SiliconANGLE.

Remember we publish each week on Wikibon and SiliconANGLE. These episodes are all available as podcasts wherever you listen.

Email david.vellante@siliconangle.com, DM @dvellante on Twitter and comment on our LinkedIn posts.

Also, check out this ETR Tutorial we created, which explains the spending methodology in more detail. Note: ETR is a separate company from Wikibon and SiliconANGLE. If you would like to cite or republish any of the company’s data, or inquire about its services, please contact ETR at legal@etr.ai.

Here’s the full video analysis:

All statements made regarding companies or securities are strictly beliefs, points of view and opinions held by SiliconANGLE Media, Enterprise Technology Research, other guests on theCUBE and guest writers. Such statements are not recommendations by these individuals to buy, sell or hold any security. The content presented does not constitute investment advice and should not be used as the basis for any investment decision. You and only you are responsible for your investment decisions.

Disclosure: Many of the companies cited in Breaking Analysis are sponsors of theCUBE and/or clients of Wikibon. None of these firms or other companies have any editorial control over or advanced viewing of what’s published in Breaking Analysis.

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Sat, 10 Dec 2022 02:36:00 -0600 en-US text/html https://siliconangle.com/2022/12/10/palo-alto-networks-became-gold-standard-cybersecurity-stay-top/
Killexams : Cisco Systems, Inc. (CSCO) Management Presents at Barclays 2022 Global Technology, Media and Telecommunications Conference Call Transcript

Cisco Systems, Inc. (NASDAQ:CSCO) Barclays 2022 Global Technology, Media and Telecommunications Conference Call December 7, 2022 3:10 PM ET

Company Participants

Bill Gartner - Senior Vice President, GM Optical Systems and Optics Group

Conference Call Participants

Tim Long - Barclays

Tim Long

Good. Yeah. Hello, everybody. Thank you for joining us here for this session with Cisco. Tim Long here, IT hardware com equipment analyst at Barclays. Very happy to have Bill Gartner with us, SVP, General Manager, Optical Systems, and Optics Business Unit. Looking forward to the discussion, pretty hot Topic area for Cisco and for the industry.

So, I think Bill's going to read a safe harbor and then maybe after that if you wouldn't mind just kind of give us a little overview of your roles and responsibilities at the areas that you're covering …

Bill Gartner

Right. Thanks Tim. First of all, thank you for having me. And before I start, I will be making some forward-looking statements that are subject to risk and uncertainties as outlined in our disclosures. Have I got all that right, Marilyn? Good. Okay.

My name is Bill Gartner and I responsible for two businesses in Cisco that, that are related by the fact that they both rely on optical communications. One is the optics business and the other is the optical systems business. And you can think of the optics business as the trans receivers that we sell with routers and switches that find their home inside a data center or inside a central office or within a campus environment. Those receivers are used typically to send optical signals on a fiber over relatively short distance like 10 kilometers. That's the optics business. And we serve all markets with that, that that includes the campus environments, enterprise, commercial, public sector, service provider and web.

And then the other businesses. Once you have to leave the data center and now send an optical signal across a city or across a country or even between continents, now it's a much more difficult problem to send that optical signal and it requires much more sophisticated solution that is classically chassis based. It's a chassis that we have to sell for an optical system to carry these signals reliably over very long distances. And the other thing that's unique about that world is that in a data center, when you add a new router or switch, you pull new fiber to every port on that router or switch because you're inside. You can do that.

When you leave the data center, now you're talking about crossing the Mississippi or crossing the Rockies, and you basically have to use the fiber that's in the ground. And so we have to put lots and lots of signals on one fiber. So, optical systems are what we use outside the data center or central office and optics what we use inside. That's the two worlds that I have. They're very different businesses, very different business models, but they're related by common technologies.

Question-and-Answer Session

Q - Tim Long

Great. Great. Thank you for that. Good start. So, maybe across the two businesses talk to us a little bit about kind of your priorities, looking out the next few years, obviously you've done the Acacia deal and integrated, you got routed out optical networks. There's just a lot going on, right? So, maybe talk about two or three of your priorities, then we'll dig more into it.

Bill Gartner

So, on the optical system side, we've just introduced a new optical layer platform called the NCS 1010 that offers some very innovative capabilities for customers to simplify operations. It runs IOS XR, which is our routing operating system. So, it's common for customers that have deployed our routers and it supports CNL band. So, massive capacity. That's our -- you can think about as a layer zero solution. We've just launched that.

And the other key thing for the optical systems business that we have under development is leveraging something that Acacia announced, which is a new DSP supporting 1.2 terabytes on a single wavelength, 1.2 terabytes on a single wavelength. And we'll be trialing that in second half of next year and we'll have that available in fourth quarter of next year. Those are two key development areas for the optical systems business.

And then on the optics side, we're I think still early stage on 400 gig deployments. So, a lot of effort in terms of getting 400 gig out there to our customers. We are also very focused on selling Cisco Optics, not only for Cisco routers and switches, but for third-party solutions as well. So, when customers want to consider optics as a buying center and say they want to consolidate their optic spend, we want to be considered as an optic supplier.

And then I think the one thing that's crossing the systems world and the optics world is Acacia has a very significant innovation in something called a 400 gig ZR or ZR Plus, which is effectively taking what was classically delivered in a chassis as part of an optical system and putting that into a plugable form factor. And that is a 400 gig ZR or ZR Plus. And that's part of our routed optical networking architecture. So that's an important thrust for really the optical systems business and the optics business.

And if you give me a minute here, Tim, I actually brought some show and tell, I'm going to try to make that a little crisp for you because I know you guys don't live in this world. This is is a line card that goes into an optical system. We sell this to all the web players, service providers. This is -- this supports 1.2 terabytes of capacity and it goes plugs into a chassis with a bunch of other line cards that plug into a chassis. So, for 1.2 terabytes, the customer basically can put -- get two trunks, if you will, or wavelengths, and they can combine up to 1200 gig interfaces. So, this 1200 gig ports here, and out comes to 600 gig ports. That's where the 1.2 terabytes comes from. This is part of an optical system.

And what we're doing with ZR pluggable is effectively now using -- taking what's in there, largely speaking and putting it in here. Now it's not quite apples-to-apples. This is a 400 gig plugable, that's 1.2 terabytes. So, you'd need three of these to get to one of those. But from a cost, power, space perspective, this is way, way, way more efficient for customers than that. And so, if you think about it, I own this business, which is part of Acacia. I own this business, which is part of our optical systems. I'm going to cannibalize a part of this business in order to make this business successful. And we're okay with that because we own both businesses, but we think there's more potential for this business over time. Does that help?

Tim Long

Yeah. Yeah. I'm glad you didn't have to take an airplane to get here.

Bill Gartner

By the way, my supply chain lead always is terrified when he sees me walking around carrying his stuff in a shopping bag. But we're not going to plug it into any customer's network.

Tim Long

So, Maybe we'll start with this routed optical networks, ZR, ZR Plus. So, ZR, ZR Plus admittedly has been slow, right? Maybe talk to us a little bit about why it hasn't developed as quickly as most in the industry had expected. Why is that going to be different? And touch on the length power, some of the key issue -- technical issues that need to be tackled or tackled.

Bill Gartner

So, let me disagree with you on one point there, Tim. I think for the web players, ZR and ZR Plus not all the web players, but many of the web players are deploying it in massive volume. And that's characteristic, I think, of the web players. They are quick to adopt new technologies. They don't have a lot of overhead in terms of processes and operations to get in the way. They don't have a lot of legacy. So, when there's a new technology that offers significant benefits in terms of power, space, cost, they can jump on it very quickly. And so, we were at capacity for much of the last year trying to serve that segment of the market with ZR and ZR Plus.

For the service provider market, which is traditionally deploying like chassis-based solutions, there's -- we're on a journey that is not going to happen overnight in part because they've deployed these systems which have a lot of life left in them. And so, they're not going to jump to a new architecture overnight. There's also operations -- some operations differences that they have to accommodate in moving from a world of chassis-based solutions to a world where you plug this into a router. But we're seeing very good traction there. We've deployed to over 20 customers now. I'm very confident that over time -- this is going to be a five-year journey. This isn't going to happen overnight. But over time, this pluggable is going to replace that transponder in many, many applications and service provider markets. So, I don't think the journey has gone any slower than we expected. I think we anticipate that for service providers, it is always a much slower transition to a new architecture. And this is a new architecture. It's not just sort of a new technology. And -- but I think we're on pace with where we expect it to be.

Tim Long

Okay. And part of the architecture is to remove the full optical system from the network?

Bill Gartner

So -- yeah. Let me just outline kind of at a high level what routed optical networking architecture is about -- because there's a lot of [indiscernible] out there that my competitors love to throw out. There's some misinformation on that, too. Part of it is replacing this with this. That's part of routed, and it's a big part of routed optical networking. Some think that's all it is. It's not simply that although this is where a lot of the CapEx and OpEx and power savings arises from this, but routed optical networking really came about when we looked at the scale of routers, what's happening in ASICs that's allowing routers to scale so dramatically. It wasn't too long ago.

When I came to Cisco -- I've been with Cisco 14 years. And when I came to Cisco, we had a 40-gig line card on a router, and it had 14 ASICs. And now we've got one ASIC, one ASIC that does 19 terabits of capacity. And that’s not going to go to 25 to 50 over time, one ASIC instead of 14. Nominally, you can kind of think of it as the cost of an ASIC of the cost of an ASIC. So every time like I take 14 down to seven, down to three, down to two, down to one, I'm getting cost savings, but I'm also packing much more capacity now into that one. So that's driven down the cost per bit on a router very, very dramatically over the last 10 years. It's also driven down the power per bit, because now we have one ASIC rather than a whole bunch of ASICs. So, the cost per bit on a router has come down dramatically over the last 10 years.

When we started building networks with an IP layer and a DWDM layer and sometimes an OTN layer, the motivation for that was that the router was the most expensive resource in the network. It was by far the most expensive thing in the network 20 years ago. And what we did is we -- as an industry is we basically built layers of the network to bypass routers whenever you needed to. So, if you had to go from A to B to C to D to E and you had some demands from A to E, it was very expensive to go through B, C and D to get to E. So, we went around B, C and D with an optical layer using things like ROADMs. And that made sense economically. That really made sense from a technical and an economic perspective. But now the cost of the router has come down so dramatically that it's actually more expensive to go around those routers than it is to go through them.

So that was -- that's one key insight that drove routed optical networking is it's no longer more cost effective to go around the router than it is to go through it. And in fact, what we did as an industry is we built a lot of these bypass wavelengths that have very little capacity on them. So, we can now take advantage of the IP layer, aggregate a whole bunch of demands and basically go through routers rather than around them. And so that simplifies the network in a very significant way because you can simplify the DWDM layer. It doesn't go away. To be clear, the DWDM layer is still there, but it's simpler. It can be much simpler. You can take advantage of these pluggable optics. And if you can take private line services like a T1 service or an OTN service and now put it on the IP layer with something called private line emulation, you can take those private line services that were traditionally served with custom products, put that now on the IP layer. Now you can get down to one layer in the network. Instead of having IP, OTN, DWDM, you can have just the IP layer. And that simplifies operations, it simplifies planning, it simplifies life cycle management. So that all together, it's private line emulation. It's the idea of rethinking how traffic moves through the network. It's pluggable optics, and now it's automating all of that with an automation infrastructure. It's really those things that make up the routed optical networking architecture.

Tim Long

Okay. Great. Great. Maybe sticking on the system side for a little bit. I'd say if you look at Cisco's industry share or anything like that, it's not where it is in routing. Talk a little bit about owning a lot more of the IP and the optical layer. Does that help new products like the NCS 1010. It's real catchy name you got there, that one. Just talk a little bit about kind of that vertical integration and what that can do for you even outside of routed optical networks or the traditional systems business.

Bill Gartner

So, let me say something you probably don't hear a lot out of somebody from Cisco is, I don't aspire to be number one in optical. That's not my goal, to be number one or number two in that market. The optical portfolio for Cisco is more of a portfolio play for Cisco. When customers want to buy optical and routing from one vendor and want basically an integrated solution, we're there for them. That's not to say we don't sell optical standalone because we do, but it's opportunistically that we go after those standalone plays. I don't have an objective to be number one in optical. In fact, as I mentioned earlier, when we do -- when we replace this with this, this is the profit pool in optical.

This is the most profitable part of the optical system. There's other elements like the ROADMs and things like that, that are really common infrastructure that don't go in with high margins. This is where the margins are, and we're going to replace it with this. And when we sell this, we're going to count it as part of our routing sale. So, effectively, I'm going to take down the optical business in support of routing. And we have strength in routing that we're going to leverage. So, this is very much a portfolio play where we're looking -- I'm wearing a Cisco hat and saying it's good for Cisco to leverage our relative market strength in routing. And I may have to cannibalize the optical business in order to do that, and we're willing to do that. And we think that's the right thing for our customers, we think it's the right thing for Cisco.

Tim Long

Okay. Maybe just last on this topic. The optical system vendors that are trying to add routing as a software layer or something, why does that not work as a solution?

Bill Gartner

I will never say never, and I don't discount our competitors. We've got 25 years of investment in routing with a couple of thousand people writing software. Hard won lessons and building very large-scale networks around the world, and it's a hard problem. So, I wish them luck if they're undertaking that.

Tim Long

Yeah. Okay. Good. The -- maybe back to kind of the optics side. You talked about still being relatively early in 400-gig deployments. Kind of talk to us about that evolution and how you see the next timing and scale for the next few versions.

Bill Gartner

Yeah. Well, first -- one thing I would want to be clear about is depending on which market segment we're talking about and even within market segments, different customers, the lifecycle for a given technology can be very, very long. But we're still selling -- we're still selling a ton of 10-gig optics, a ton of 10-gig optics. And 10-gig was around 20 years ago. And so, I think the tail for things like 100-gig and 400-gig is a very, very long tail. And without generalizing too much, what you see is web will adopt a technology like 100-gig very quickly and jump to 400-gig very quickly and then jump to 800-gig, and they'll jump to 1.6T. The service providers are going to be -- to have a much longer timeframe for deploying that technology, easily 10 years for something like 100-gig, easily. And they are going to generally be slower in jumping on a 400-gig bandwagon or an 800-gig bandwagon. They'll be slower jumping on it and then have a much longer time of deployment.

And then when you look at something like enterprise, it's much, much later and much, much longer. So like most of my 10-gig or 1-gig, we still sell a ton of 1-gig is going in enterprise applications. So these technologies have a very, very long tail. And if you ask like what's Google going to do or what's Facebook or Amazon are going to do, you get a very different answer than if you ask what Bank of America might be doing or what AT&T might be doing.

Tim Long

Okay. And then talking about the big hyperscalers what kind of trends are you seeing there? And I'm assuming as capacities go higher, there's got to be optical -- much more optics around -- we know each generation of switch has more optics. So, maybe talk about the trends there and what you think that means for the business.

Bill Gartner

So, let me talk both inside the data center and outside the data center. The -- inside the data center, 400-gig is pretty well being deployed right now by the web players. That's, I would say, entering maturity. It's still relatively early stage, but entering maturity. 800-gig is probably coming in the next couple of years. And 800-gig will be a little different than what we've seen in previous technology jumps in that 800-gig will be on a router port, it will support 800-gig, but the optic itself will likely be 200, 400-gig side-by-side, packaged into one optic. And we do that for technology reasons and cost reasons. So, it will be a longer time before we see 8000gig on the optics side.

It's also an issue of compatibility. If they've got a lot of 400-gig out in their data center and they put an 800-gig optic that has two 400-gig ports effectively on it, they can connect it to an existing 400-gig. So, there's a life cycle management issue there as well. Pretty mature inside the data center for 400-gig, but I'd still say, there's a lot of growth there still ahead of us.

Once you leave the data center, the web guys have metro networks and long-haul and subsea networks. So, those are three very different markets. I think the metro markets for the -- or data center interconnect market for the web players are largely going to go to this. For a couple, they're already there. Like this is exclusively what they're deploying. For others, I think they'll get there. Once you leave the metro area and get into long-haul or subsea, then I think this -- which has higher performance than the pluggable supporting -- this can support many thousand kilometer applications. This was maybe up to 1,000 kilometers today. They'll still deploy something like this, a chassis based solution.

The other thing I would say is we're -- for the last 20 years, the industry has been sort of a game of leapfrog of let's go from 2.5-gig to 10-gig to 25-gig to 40-gig to 100-gig. And every time you do that leapfrog, you get more capacity on the fiber. We are now approaching the point where we're just -- we're hitting what's known as Shannon's limit. We're just going to be out of gas on the fiber. So, we can't play that game anymore. Like our next-generation DSP coming out of Acacia will deliver 1.2-terabit on a wavelength, but the total fiber capacity that can be supported isn't moving that much. So, we can get a little bit better economics with a 1.2-terabit wavelength and maybe a 600 or 800-gig wavelength, but we're not really moving the needle in a significant way in terms of the total capacity. And then if you ask what's beyond that, it's very little incremental gain that we can get in terms of the total capacity you can put on a fiber. So, then we have to turn our attention to things like power or cost and say, look, the game is going to be who can drive to a lower power consumption on these things. It's not necessarily a game of capacity gain.

Tim Long

Interesting. Interesting. One of the priorities you talked about was third-party for optics. How do you go about that? How difficult is that to really start moving the needle on that business?

Bill Gartner

So, I think we've made good -- I think we're early stage in there. We've made very good progress with some very key logos. When a customer -- and now I'm talking primarily about service provider customers, because web is a little bit in a different category. But when a customer decides, for instance, that they want to consolidate their optics spend because the optic looks the same to them for whether they're plugging it into Cisco or Juniper or Nokia, we want to have a seat at the table for that conversation because we put optics through a certification and qualification process that is absolutely unparalleled in the industry. No supplier of optic, no other vendor, whether it's Juniper or Arista or Nokia, does the level of certification on an optic that we do.

So, we can give our customers very high confidence that when they buy the optic, it will work in any host and it will work under all operating conditions. That means temperature variation, humidity variation, voltage variation, all these different permutations we test for, and we have a diverse supply chain. We make sure that even when we're sourcing the optic ourselves, even when we design and build the optic ourselves, we still have second sources for either all the technologies that go into that or the optic itself. So, we can take that supply chain management issue away from our customer and say, look, we will ensure you that there's diversity in the supply chain. We'll ensure that when there's typhoon in Thailand or an earthquake in Japan that takes down a good part of the optics supply chain, that we've already thought about that. And that gives our customers comfort. So, it's more than just does the optic work because the optics are fundamentally commodity. We make sure that we can ensure it's going to work under all operating conditions and that we can diversify the supply chain on behalf of the customer. So, with that value, I think we have a good selling proposition to customers.

Tim Long

Okay. You mentioned supply chain, I didn't, but now I have a follow-up.

Bill Gartner

Sure.

Tim Long

So, maybe talk a little bit -- it's challenging, it's whack-a-mole and golden screws and all that stuff. So, where are you guys now looking on your business? How are you feeling about supply chain and volumes?

Bill Gartner

So, I would separate -- optics, I think, is in pretty good shape. We're heading down to back to like four-week sort of lead times. There are hot spots. So, we're not there yet, but we're heading there. And for many optics, we are -- we're within four-week lead time right now. Optics has not suffered in general from some of the other areas like the high capacity ASICs, the semiconductor industry has not hit as much in the optics area, and things like power supplies have not been a real constraint for the optics themselves. The optical systems are still on pretty long lead times, like 35, 37 week lead times, but we are seeing those come down as well.

I would characterize it as, I think there's daylight. We see daylight, we see improvement ahead. We're not out of the woods. This is not a mission accomplished statement yet. There is a whack-a-mole issue going on where there are some trouble spots we're still dealing with, and then there are some just pop up randomly that we still have to deal with. So, we're not out of the woods yet, but we're in a far better situation now than we were a year ago.

Tim Long

Okay. Just curious, obviously, you have Acacia and some real base level technology and IP. Could you talk a little bit about the broader Cisco-Silicon One and having silicon capabilities in addition to the optics? How does that better position you relative to maybe some optical or optics pure-play companies?

Bill Gartner

So, one thing, I think from an Acacia perspective, we worked really hard to vertically integrate as much as possible on the design and development side and really own all the key technologies there. And I think we're at a point where we can say that for all the key technologies that go into that optic, we've got ownership of that technology. That gives us control over the design, the performance, ultimately, the cost and it gives us comfort that we can manage those trade-offs between the various pieces in the optic.

I think it was December of 2019 that we made a pretty big announcement that we were going to shift our business model to support a component business model. So, in addition to doing our traditional systems business of selling fully integrated routers and switches with software and hardware and services, we were going to meet our customers where they want to be met. If they want to buy just the optic from us, not buy any of our systems, we'd sell them the optic. They want to buy just the silicon from us, like Silicon One, none of our systems, none of our software, we'd sell Silicon One. If they want to buy just our software or just our hardware platform and put their own software in it, we would do that. Very different business model for Cisco, has supply chain implications, has inventory implications, cash cycle implications. And it's fundamentally a different way we think about managing a business.

I think that, that opened up business for us with the web players, in particular, who were the main target for that whole announcement to say, look, if you want to go build your own, we want to be part of that solution with you. We don't want to be on the outside looking in. So, if you want to use our silicon, we'll be happy to work with you. And we now have customers buying only our silicon, only our optics, only our hardware platform with no software, putting their own software on or putting something like SONiC on it. Every combination you can possibly imagine, we are now to some customer offering. And I think it's opened up a lot of possibilities for us that we don't see many of our competitors being able to match with both silicon and optics.

End of Q&A

Tim Long

Okay. Great. Perfect. End time here, so thank you, everybody. Bill, thank you so much very much. Really appreciate it. Thank you.

Bill Gartner

Tim, thank you very much. Appreciate it. Appreciate you having me. Thanks, everybody.

Wed, 07 Dec 2022 12:06:00 -0600 en text/html https://seekingalpha.com/article/4563107-cisco-systems-inc-csco-management-presents-barclays-2022-global-technology-media-and
Killexams : Lake Superior cisco population may be rebounding

DULUTH — The Minnesota Department of Natural Resources Lake Superior fisheries team got some good news when they were out trawling on the big lake in October: The number of small cisco — commonly called herring by folks along the North Shore — were way up.

“It was a very welcome sight for us. We haven’t had even a decent year class since 2014-15,” said Cory Goldsworthy, the DNR’s Lake Superior fisheries manager. “And you have to go back to the 80s to have a really great year for them.”

The DNR crew landed 115 of the small, young cisco this year where none had been netted in any of the past four assessments. Just two were netted in 2016 and 43 in 2015, which coincides with that last decent year class for cisco.

Goldsworthy said he hopes spring test netting by the U.S. Geological Survey will echo the same results. That survey hasn’t found many young cisco since 2003 and hasn’t seen a bumper crop for more than 30 years.

The big crop of little cisco may signal good news not just for the commercial netters who harvest them to sell, but also for the lake’s entire ecosystem and for sport anglers. This year’s little fish should be big enough to harvest in about four years. Cisco also can be a major food source for native lake trout and introduced salmon species and, when they reach full size of about 16 inches, can even become a target species for ice anglers on the big lake.

Cisco and similar species from Lake Superior
Minnesota DNR fisheries biologists in October landed an unexpected haul while night trawling on the big lake — namely lots of very young cisco and related species, including bloater and kiyi, where for the last several years they have found none. They are hoping the big haul means there was a big year class in 2022 that will lead to lots of adult fish down the line.

Contributed / Minnesota DNR

Cisco have been in decline for several decades on the big lake, with poor reproduction and dwindling numbers in general. The fish can live for decades, if they aren’t gobbled up by bigger fish, and some of the adult cisco now being caught are still from phenomenal reproduction years in the 1980s.

Scientists looking back found that years with large swaths of Lake Superior covered in ice were the best years for cisco reproduction. But, as the lake’s water temperatures have warmed in latest decades, there have been far fewer years with major ice cover. And there have been far fewer good years for cisco.

“Ice cover makes a difference for cisco. The more ice, the better the year class,” Goldsworthy noted.

It’s less clear what impact invasive species like rainbow smelt and spiny water fleas may have on the cisco population.

There are 25 state-licensed commercial cisco netters along the North Shore who harvest the fish both for food (they are tasty table fare and taste nothing like pickled ocean herring) and, in November as they spawn, for their eggs. The cisco roe, or caviar, is sold overseas at a premium price.

DNR crews were out on Lake Superior in October at night when the cisco come up to hang out closer to the surface. Fisheries crews use electronic acoustic (scientific-grade fish-finders) readings but also drag a big net at least once to verify what the electronics tell them.

The DNR does the work from the deck of the Blue Heron, the University of Minnesota Duluth’s Large Lakes Observatory research boat.

John Myers reports on the outdoors, natural resources and the environment for the Duluth News Tribune. You can reach him at jmyers@duluthnews.com.

Fri, 09 Dec 2022 02:31:00 -0600 en text/html https://www.duluthnewstribune.com/sports/northland-outdoors/lake-superior-cisco-population-may-be-rebounding
Killexams : Cisco targets SMB ‘sweet spot’ with new APJ program
Rodney Hamill (Cisco)

Rodney Hamill (Cisco)

Credit: Rodney Hamill

Cisco has launched a new set of partner discounts aimed at boosting its footprint in the Asia Pacific and Japan small-to-medium-sized business market. 

Known as Partner Deal Express, it offers upfront discounts on a targeted set of portfolios selling to SMBs. 

The discounts are calculated based on historical pricing and analysis for each individual APJ market and apply to net price deals of US$50,000 in enterprise networking and Meraki solutions, and US$25,000 for security and collaboration. 

The discounts will be available twice per quarter for partners in what is a first for Cisco. 

Rodney Hamill, managing director of partner and routes to market sales across A/NZ at Cisco, said the vendor was aiming to “hit the sweet spot” with its SMB customers.