Cisco Systems Unveils a Broad Variety of New Technology

Cisco Systems Unveils a Broad Variety of New Technology
By Cisco [Public domain], via Wikimedia Commons

David Ward, Cisco Systems’s Service Provider Chief Architect and CTO, presented at Deutsche Bank’s conference earlier today. Cisco Systems has unveiled a variety of new products; including a new cloud firewall.

Cisco Systems Unveils a Broad Variety of New Technology

Deutsche Bank has a report  on some of the latest developments. They note that leveraging SDN solutions for telco services monetization and agility A key insight from the Cisco Systems’ presentation was leveraging Software Defined Networking capabilities (e.g. programmable interfaces in Cisco Systems’s routers, switches, etc) to enable incumbent service providers to rapidly provision new services (e.g. hosted business VoIP, Ethernet and MPLS VPNs, datacenter to datacenter connectivity, etc) and hence compete effectively versus the Over the Top providers.

Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More

The analysts note that deploying new services using SDN based approaches could reduce new service introduction times from “months” to “weeks” or even “days” (from a network operations point of view).

A related insight was to utilize interfaces in Cisco Systems’s Layer 2/7 platforms to mine analytics on network behavior, services performance, etc. The network analytics could be monetized by the service provider and also be a basis for competitive advantage versus service offerings from peers.

The many flavors of Cisco Systems’s SDN strategy

Deutche Bank further notes that Cisco Systems, Inc. (NASDAQ:CSCO)’s SDN strategy is likely to have multiple facets to it– reflecting the company’s diverse customer base and end markets. For example, Cisco is likely to partner with VMware, Inc. (NYSE:VMW)  in network virtualization use cases in enterprise datacenters (leveraging Cisco Systems, Inc (NASDAQ:CSCO)’s networking capabilities in VMware, Inc. (NYSE:VMW)’s Cloud management stacks).

The telco SDN strategy is likely to be focused around services creation agility and monetization. The Cloud Provider SDN strategy is likely to be a combination of enterprise and service provider SDN solutions.

Deutsche Bank maintains otheir positive outlook and their Buy rating of $22 a share. Shares of Cisco Systems, Inc. (NASDAQ:CSCO) are currently trading at $19.18, up 0.74% on the news.

(Full Disclosure: The author of this article has a long position in Cisco Systems)

Updated on

No posts to display