Cisco Networking Equipment Overview

Part
01
of two
Part
01

Cisco Network Equipment Overview

Cisco is the dominant network provider in terms of equipment and services. Their product offering makes up 74% of their total revenue. One of their key priorities is to accelerate the pace of innovation.

CISCO FACTS & FIGURES

  • Cisco has grown into the leading network provider in terms of equipment and services. Their size allows them to offer practically any product a company would need for an enterprise network. Cisco's offerings are known for being proprietary and sometimes do not pair well with other brands.
  • Cisco has around the clock technical support for their products that are in warranty. They also have an extensive support community with over 840,00 members.
  • Cisco's routing and switching revenues continue to grow along with them controlling over half the market.
  • North America provides Cisco with over 41% of their worldwide revenue.

CISCO'S NETWORK DIVISION

PRODUCTS/EQUIPMENT

  • Cisco offers the following networking products: switches, routers, wireless network management, interfaces & modules, optical networking, and software defined networking.
  • Cisco offers the following wireless and mobility products: access points, outdoor and industrial access points, and controllers.
  • Cisco offers the following security products- next generation firewalls, advanced malware protection, cloud security, network visibility and segmentation, email security, web security.
  • Cisco offers the following collaborations products: endpoints, conferencing, contact centers, and unified communications.
  • Cisco offers the following data center products: servers, unified computing, data center management and automation, data center security, data center switches, hyper converged infrastructure, storage networking, virtual networking.
  • Cisco offers the following analytics: data center analytics and assurance, network analytics (Cisco DNA), network security analytics.
  • Cisco offers the following in video: endpoints, intelligence, and Cisco Vision
  • Cisco offers the following in IoT: networking, extended enterprises, management, Cisco Kinetic, and security.
  • Cisco offers the following in networking software: IOS & NX_OS, along with the following Cisco One offerings: Access, WAN, Data Center Networking, Compute in Cloud, and Advanced Security.

SERVICES

  • Cisco offers advisory, training, managed IT, and technical services within their networking division.

CISCO PRIORITIES

  • Cisco strives to create long-lasting customer partnerships by providing them with what they need to succeed.
  • Cisco has the following strategic priorities: accelerating the pace of innovation, increasing the value of the network, and transforming the business model.
  • Cisco Digital Network Architecture (Cisco DNA) is an open, software-driven platform that is the basis for many of their software offerings. Cisco DNA uses AI to constantly learn about a network and adapt. They have recently integrated "Multidomain integration Application policy, security, and segmentation". They now work together across "campus and branch, WAN, and data center/cloud to fulfill one business intent". Cisco AI Network Analytics is a new capability in "Cisco DNA Assurance" that drives intelligence in the "network and effectively improves performance and issue resolution." Cisco DNA is a key offering of Cisco, and a very important part of their future plans.
  • They desire to increase revenue by 5-7% in 2019.
  • In the third quarter of 2018, they initiated a restructuring plan to realign the organization and for further investment in key priority areas.
  • In their 2018 annual report they stated the following forward-looking statements: the ability to grow across the portfolio with the pipeline of innovation, customer adoption of said innovations, solid demand for their products and solutions, and continued progress with subscription offerings.
  • Cisco desires to remain at the center of the transition to multi-cloud environments.
  • They will continue to work closely with cloud providers.
  • They are working to build security architecture that will cover the entire attack continuum. They have acquired Duo Security to assist in this area.

NETWORK EQUIPMENT DIVISION SIZE IN RELATION TO CISCO AS A WHOLE

  • Cisco had a total revenue of $49.3 billion in 2018.
  • Product sales accounted for $36.7 billion. Within the product division it is further broken down by segment. Infrastructure Platforms- $28.3 billion, Applications- $5.03 billion, Security- $2.35 billion, and Other Products-$1.05 billion.
  • Services accounted for $12.6 billion.
  • Their product sales account for 74% of their total revenue.

ACQUISITIONS COMPLETED IN 2018

  • Viptela- Infrastructure Platforms for routing and switching
  • Observable Networks- cloud-native network forensic security
  • Springpath- infrastructure platforms/data center computing
  • Perspica- applications- AppDynamics- machine learning and data processing
  • cmpute.io — infrastructure platforms- cloud
  • Broadsoft-Applications- unified communications
  • Skyport Systems- infrastructure platforms- data center computing
  • Accompany- applications- collaborations

KEY DECISION MAKERS

Detailed information provided in sources by clicking on the name.
  • Chuck Robbins- Chairman and CEO of Cisco.
  • Mark Chandler- Executive Vice President and Chief Legal Office
  • Geri Elliott- EVP and Chief Sales & Marketing Officer
  • David Goeckeler- Executive Vice President and General Manager of Cisco's Networking and Security Business
  • Kelly Kramer- Executive Vice President and Chief Financial Officer (CFO)
  • Maria Martinez- Executive Vice President and Chief Customer Experience Officer
  • Amy Chang- SVP and General Manager, Cisco Collaboration
  • Anuj Kapur- SVP and Chief Strategy Officer
  • Stella Low — SVP and Chief Communications Officer
  • Mark Patterson- SVP, Chief of Staff to the Chairman & CEO
  • Irving Tan- SVP, Chief of Operations
  • Michael D. Timmeny- SVP and Chief Government Strategy Officer
  • Decision Makers Without Biographies:
    • Roland Acra SVP- General Manager Data Center Business Group
    • Sumeet Arora- SVP/General Manager, Service Provider Network Systems
    • David Ashley- SVP, Product Operations
    • Alvio Barrios- SVP, Americas Customer Experience
    • Tom Berghoff- SVP, Global CX Centers
    • Ravi Chandrasekaran- SVP, Enterprise Networking Business
    • Jonathan Davidson- SVP and General Manager, Service Provider Business
    • Mark Dodds- SVP, Global Enterprise Segment, Americas
    • Lynne Doherty- SVP, US Commercial Sales
    • Michael Glickman- SVP, Global Service Provider Segment
    • Ashley Goodall- SVP, Leadership and Team Intelligence
    • Sachin Gupta- SVP, Product Management, Enterprise Networking Business
    • Scott Harrell- SVP and General Manager, Enterprise Networking Business
    • John Kern- SVP, Supply Chain Operations
    • Michael Koons- SVP, Global Systems Engineering
    • Gilles Leyrat- SVP, Customer and Partner Experience
    • John Manville- SVP, IT Global Infrastructure Services
    • James Mobley- SVP, Cisco Customer Experience
    • Mike Mohn- SVP, Sales and Service Finance
    • Jordi Moncada- SVP, Strategy & Business Acceleration, Cisco Operations
    • Anand Oswal- SVP, Engineering Enterprise Networking Business
    • Larry Payne- SVP, U.S. Public Sector
    • Jeff Reed- SVP, Product, Security Business Group
    • Gee Rittenhouse- SVP and General Manager, Security Business Group
    • Jeff Sharritts- SVP, Americas
    • Sri Srinivasan- SVP/GM, Webex Meetings, Teams, Calling & Devices
    • John N. Stewart- SVP, Chief Security and Trust Officer
    • Sri SrinivasanS- VP/GM, Webex Meetings, Teams, Calling & Devices
    • John N. Stewart- SVP, Chief Security and Trust Officer
    • Brett Wingo- SVP, Customer Experience Platforms Group
    • Tae Yoo- SVP, Corporate Affairs

    Research Strategy

    To obtain the most up to date information on Cisco, this information was compiled from their website, 2018 annual report, 2019 quarterly reports, and recent press releases.
Part
02
of two
Part
02

Cisco Network Equipment Competitors

Cisco's main competitors are Huawei, Juniper Networks and Hewlitt Packard Enterprise, although Cisco dominates the market. All their main competitors combined do not come close to the market share the Cisco enjoys in the hardware networking market.

CISCO FACTS & FIGURES

  • Cisco is the largest player in the networking hardware arena. In 2017, they held 60% of the routing and switching market.
  • Huawei, Juniper Networks, Nokia, and Hewlitt Packard Enterprise had market shares between 4-10% the third quarter of 2018, compared to Cisco's 51%.
  • Cisco has the ability to offer almost any product one could need for a network. The depth of their product line is unrivaled.

HUAWEI

  • Huawei is a provider of information and communications technology.
  • They offer products in networks, telecom, services and cloud technology.
  • Their products are used in over 170 countries and they have built over 1500 networks.
  • Their product and service line consists of enterprise Networking, Enterprise Optical ransmission & Access, Cloud Data Centers, Servers - Intelligent Computing, Enterprise Wireless, Software-Defined Camera, Enterprise IoT, Enterprise Collaboration, Services, Management Systems, and Huawei Certifications.
  • Their website may be viewed here.

JUNIPER NETWORKS

  • Juniper has had some success in stealing a bit of Cisco's market share.
  • Juniper offers data center solutions with better third-party integration than Cisco.
  • Juniper was named by Gartner as a leader in the "2018 Magic Quadrant to Data Center Networking" list. The 2018 Forrester Wave also named them as a leader in "Data Center Hardware Platforms for Software Defined Networking".
  • Juniper prides itself on working with the latest technologies.
  • Their product and service line consists of switching, routing, security, application management and orchestration, software defined networking, network management and operations, network edge services, network operating systems, identity and policy control, packet optical, wireless, advisory, managed services, implementation, maintenance, onsite technical, remote operational, and testing as a service.
  • Their website may be viewed here.

NOKIA

  • Nokia offers products, services and training in networking.
  • Their product/service line consists of hardware and software for 5G, mobile transport, business support systems, Core networks, cloud (SDN & NFW), data center infrastructure fixed networks, IP networks, Insights, analytics, IoT, operations support systems, optical networks, radio access networks, security, and solutions for cable operators.
  • Their website may be viewed here.

HEWLITT PACKARD ENTERPRISE/ARUBA

  • In 2018 HPE/Aruba entered the core switching market.
  • HPE was named a "Niche Player" by Gartner in the "2018 Magic Quadrant to Data Center Networking" list.
  • HPE Aruba offers hardware and solutions in the areas of access points, switches, controllers, SD-WAN, network management, and analytics & assurance.
  • Their website may be viewed here.

ALCATEL LUCENT

  • Alcatel Lucent is a global telecommunications equipment company located in France. They have 830,00 customers worldwide in 130 countries.
  • They have around 29,000 patents to their name.
  • They provide hardware and solutions in the areas of networks, network\management security, location-based services, WLAN, switches, and WAN.
  • Their website may be viewed here.

ARISTA

  • Arista is a networking company that builds cloud networks that consume less power.
  • Arista offers hardware and solutions for networking. Their product offerings consists of switches, routers, and platforms. They offer solutions in the areas of cloud networking and routing, hybrid cloud, storage, security, TAP, telemetry, and analytics.
  • Their website may be viewed here.

ADDITIONAL COMPETITORS

  • Riverbed creates software and hardware for networks, along with application performance, and edge computing. They produce "SD-WAN, Wi-Fi, WAN optimization, application and network performance monitoring". Their website mat be viewed here.
  • Netscout is a provider of network and applications products. Their website may be viewed here.
  • Dell, along with computers, offers servers and network switches. Their website may be viewed here.
  • Brocade (Broadcom, Inc.) focuses on data storage products related to networking. They offer Fibre Channel Storage area networks, data center switches, Ethernet switches, WAN routers and load balancers, along with other networking hardware. Their website can be viewed here.
  • Fortinet is also a networking company. Their focus is security in the areas of "networks, multi-cloud, web application, email, endpoint, management, and analysis".
  • Their website may be viewed here.

Research Strategy

To obtain the competitors for Cisco's hardware networking division, we obtained multiple industry reports and press releases. We combined these lists and discovered the main competitors for Cisco and have presented them in our findings. In all actuality, there are only three main competitors, Huawei, Juniper Networks and Hewlitt Packard Enterprise, but we have provided information on six competitors. During our research we discovered several more competitors that were either smaller competitors or considered up and coming, but due to time constraints, we could not cover them all. We have included the companies with a brief description and a link to their website in the Additional Competitors section.
Sources
Sources

From Part 01
Quotes
  • "• "Cisco Of the three vendors we compared, Cisco is by far the largest of them. Cisco is a leader in market share and has been the biggest player in enterprise networking since they started in 1984. As of 2017, they held 60% of the routing and switching market ""
  • "• "Because of their size and experience, they offer nearly any product that you would need for your enterprise network. All these products work well together but they may not play so nicely with products from other vendors. While some of their competitors may be able to address some networking challenges better than Cisco, none can compete with the breadth of their product line.""
  • "• "From a support perspective, Cisco has caught some flak for not offering support for out of warranty equipment or lapsed service contracts. However, another benefit of their size is the around-the-clock technical support services they offer, either online and over the phone to all customers. Cisco also has an extensive support community, with more than 840,000 members and over 880,000 discussions. ""
Quotes
  • "• "Despite SDN and open networking, the network hardware market continues to grow and Cisco remains the dominant supplier, according to Synergy Research Group.""
  • "• "In Q3, Cisco's share of the overall global switching and routing market was 51%, far ahead of the pack. In the enterprise routing segment of the market, Cisco achieved a whopping 63% share, and a strong but less dominant share in the service provider routing segment (38%), according to Synergy.""
  • "• "Overall, Cisco's leading competitors are Huawei, Juniper Networks, Nokia, and Hewlett-Packard Enterprise with shares in the 4% to 10% range in the third quarter, the research showed.""
  • "• "“The big picture is that total switching and router revenues are still growing and Cisco continues to control half of the market,” John Dinsdale, a chief analyst at Synergy Research Group, said in a prepared statement.""
  • "• "North America accounted for more than 41% of worldwide revenue in the overall market. Asia Pacific remained the fastest growing region, primarily due to spending in China, which benefitted Huawei, according to Synergy.""
Quotes
  • "Chuck Robbins is the Chairman and Chief Executive Officer of Cisco. He assumed the role of CEO on July 26, 2015 and was elected Chairman of the Board on December 11, 2017."
Quotes
  • "Mark Chandler is Executive Vice President, Chief Legal Officer, and is also Cisco's Chief Compliance Officer. In these roles, he oversees Cisco's global legal activities and policies, as well as ethics, compliance and regulatory affairs, employee relations, investigations, and brand protection. He has been General Counsel since 2001. Previously, he was Managing Attorney for the Europe, Middle East, and Africa region, based in Paris. A primary part of his focus is developing solutions to simplify the support for Cisco's sales and services transactions, including process automation and anticipation of future transactional needs."
Quotes
  • "As first ever EVP and Chief Sales and Marketing Officer, Gerri Elliott is responsible for worldwide sales and marketing, field operations, and partnerships across the globe."
Quotes
  • "David Goeckeler is the Executive Vice President and General Manager of Cisco's Networking and Security Business with responsibility for more than $32 billion of the company's global technology franchise. He leads a global team of more than 20,000 engineers and oversees Cisco's networking and security strategy and market acceleration, including development operations for the company's expansive technology portfolio and strategic acquisitions."
Quotes
  • "Kelly Kramer is Executive Vice President and Chief Financial Officer (CFO) at Cisco, managing the financial strategy, and mergers and acquisitions for the company with total revenue for fiscal year 2018 of $49.3 billion and more than 75,000 employees. In addition, she oversees Cisco's Corporate Development and Integration organization. Kramer is committed to maximizing long-term shareholder value, ensuring a balanced portfolio of growth initiatives, and maintaining the high level of integrity and transparency for which Cisco is known."
Quotes
  • "Maria Martinez is Executive Vice President and Chief Customer Experience Officer at Cisco. As a member of the executive leadership team, Martinez oversees Cisco's $12.5B Services and Customer Success organizations that are responsible for helping customers transform their businesses through Cisco's broad portfolio of software, subscription and services offerings. Under her leadership, Martinez is also helping to drive Cisco's overall sales and go-to-market transformation to deliver greater business outcomes for customers as they transform their businesses."
Quotes
  • "Amy serves on the board of directors for Procter & Gamble, and has previously served on the boards of Cisco, Splunk and Informatica. Post-acquisition of her startup, Accompany, by Cisco, she is now leading Cisco's Collaboration business, led by the award-winning Webex portfolio including Meetings, Teams, Devices, Calling, and Contact Center. Accompany was a relationship intelligence platform for professionals which served Fortune 500 financial and professional services clients on their people and company data needs."
Quotes
  • "Anuj Kapur is the Chief Strategy Officer at Cisco. He leads a group that partners with the Executive Leadership team and General Managers to drive the company's overall strategic direction. He also has responsibility for Cisco's Strategic Alliances, focusing on select partners with whom the company drives co-development around key markets. Anuj also sits on the review board for Cisco Investments, helping guide the company's efforts with startups and the global venture community."
Quotes
  • "Stella Low is Senior Vice President and Chief Communications Officer at Cisco. As a member of the Executive Leadership Team, Stella is responsible for leading strategic communications and promoting the overall reputation of Cisco with authentic, transparent and informative storytelling."
Quotes
  • "Mark Patterson, SVP, is the Chief of Staff to the Office of the Chairman and CEO. As a member of the Executive Leadership Team, Mark leads business planning and operations across the company, in support of Cisco’s own digital transformation and that of our customers and partners. On behalf of the CEO, Mark drives alignment across Cisco executives and their functions through forums focused on strategy, innovation and leadership. He leads the incubation and execution of critical company sponsored cross-functional initiatives, as well as strategic partnership and advisory guidance to the CEO agenda."
Quotes
  • "Irving Tan is Senior Vice President and Chief of Operations at Cisco, and was promoted to the role in January 2018. He is responsible for Cisco's Operating strategy and implementation, to deliver growth through productivity improvements and innovation across all functions of the business, including sales, engineering, services, supply chain, and customer, partner and employee services. One of Tan's top priorities is leading Cisco's transformation into an end-to-end digital company, to accelerate the value the business brings to customers, partners, and employees."
Quotes
  • "As Senior Vice President and Chief Government Strategy Officer, Michael Timmeny leads Cisco’s government relations and oversees the Country Digital Acceleration program worldwide. He manages a global team charged with advancing issues that support Cisco’s robust corporate and technology policy agenda. This includes shaping policies that foster innovation and digital technologies, promoting broadband adoption, and protecting global competitiveness. The Country Digital Acceleration program partners with governments worldwide to invest in their digitization agendas with the objective of improving their economies and citizens’ quality of life."
Quotes
  • "Roland Acra SVP- General Manager Data Center Business Group Sumeet Arora- SVP/General Manager, Service Provider Network Systems David Ashley- SVP, Product Operations Alvio Barrios- SVP, Americas Customer Experience Tom Berghoff- SVP, Global CX Centers Ravi Chandrasekaran- SVP, Enterprise Networking Business Jonathan Davidson- SVP and General Manager, Service Provider Business Mark Dodds- SVP, Global Enterprise Segment, Americas Lynne Doherty- SVP, US Commercial Sales Michael Glickman- SVP, Global Service Provider Segment Ashley Goodall- SVP, Leadership and Team Intelligence Sachin Gupta- SVP, Product Management, Enterprise Networking Business Scott Harrell- SVP and General Manager, Enterprise Networking Business John Kern- SVP, Supply Chain Operations Michael Koons- SVP, Global Systems Engineering Gilles Leyrat- SVP, Customer and Partner Experience John Manville- SVP, IT – Global Infrastructure Services James Mobley- SVP, Cisco Customer Experience Mike Mohn- SVP, Sales and Service Finance Jordi Moncada- SVP, Strategy & Business Acceleration, Cisco Operations Anand Oswal- SVP, Engineering Enterprise Networking Business Larry Payne- SVP, U.S. Public Sector Jeff Reed- SVP, Product, Security Business Group Gee Rittenhouse- SVP and General Manager, Security Business Group Jeff Sharritts- SVP, Americas Sri Srinivasan- SVP/GM, Webex Meetings, Teams, Calling & Devices John N. Stewart- SVP, Chief Security and Trust Officer Sri SrinivasanS- VP/GM, Webex Meetings, Teams, Calling & Devices John N. Stewart- SVP, Chief Security and Trust Officer Brett Wingo- SVP, Customer Experience Platforms Group Tae Yoo- SVP, Corporate Affairs "
Quotes
  • "Networking • Switches • Routers • Wireless • Network Management • Interfaces & Modules • Optical Networking • Software-Defined Networking"
  • "Wireless and Mobility • Access Points • Outdoor and Industrial Access Points • Controllers "
  • "Security • Next-Generation Firewalls • Advanced Malware Protection • Cloud Security • Network Visibility and Segmentation • Email Security • Web Security "
  • "Collaboration • Collaboration Endpoints • Conferencing • Contact Center • Unified Communications "
  • "Data Center • Servers - Unified Computing • Data Center Management and Automation • Data Center Security • Data Center Switches • Hyperconverged Infrastructure • Storage Networking • Virtual Networking "
  • "Analytics • Data Center Analytics and Assurance • Network Analytics (Cisco DNA Analytics and Assurance) • Network Security Analytics "
  • "Video • Video Endpoints • Video Intelligence • Cisco Vision "
  • "Internet of Things • IoT Networking • Extended Enterprise • IoT Management • Cisco Kinetic • IoT Security "
  • "Software • IOS & NX-OS • Cisco ONE for Access • Cisco ONE for WAN • Cisco ONE for Data Center Networking • Cisco ONE for Data Center Compute and Cloud • Cisco ONE for Advanced Security "
Quotes
  • "Services Advisory Achieve desired business results with technology guidance and expertise. Implementation Speed deployments and simplify IT with proven methods. Training Develop talent truly capable of transforming businesses in the digital age. Optimization Improve efficiency, performance, and productivity to boost the value of your resources. Managed Manage and optimize your IT and network assets in the cloud and on-premises. Technical Keep IT working consistently, efficiently, and securely."
Quotes
  • "Cisco helps seize the opportunities of tomorrow by proving that amazing things can happen when you connect the unconnected. An integral part of our DNA is creating long-lasting customer partnerships, working together to identify our customers' needs and provide solutions that fuel their success."
Quotes
  • "content-based networking, ushering in a new network era. Built on Cisco Digital Network Architecture (Cisco DNA). Increasingly, the agility of an organization’s network determines the agility of the business. All too often, a rigid network holds back the organization’s ability to flourish in an era of change. Cisco DNA provides a complete intentbased networking system that is constantly learning and adapting and using contextual insights to make sure the network continuously responds to dynamic IT and business needs. Cisco DNA is the open, software-driven platform that turns vision into reality."
  • "With Cisco DNA Center at its core, Cisco DNA provides the policy, automation, and analytics required to adapt to change, simplify and scale operations, and protect against degradation and threats. It provides 360-degree open platform extensibility to vastly increase the network’s value by opening the way for new and innovative applications, processes, and solutions that are required today, and those that will be needed in the future."
Quotes
  • "content-based networking built on Cisco DNA Cisco DNA takes a software-delivered approach to automating and assuring services across your campus, WAN, and branch networks. Based on an open and extensible platform, Cisco DNA allows you to build value on the network, so you can streamline operations and facilitate IT and business innovation."
  • "What's new: Multidomain integration Application policy, security, and segmentation now work together across campus and branch, WAN, and data center/cloud to fulfill one business intent. Cisco AI Network Analytics This new capability in Cisco DNA Assurance drives intelligence in the network and effectively improves performance and issue resolution."
Quotes
  • "FY 2018 Results:  Revenue: $49.3 billion; increase of 3% year over year  Earnings per Share: GAAP: $0.02; Non-GAAP: $2.60 ▪ Non-GAAP EPS increased 9% year over year • Q1 FY 2019 Guidance:  Revenue: 5% to 7% growth year over year"
  • "Earnings: Fiscal Year 2018 Products: $36,709 Service: $12,621 Total: $49,330"
  • "Product Breakdown By Segment: Infrastructure Platforms- $28,270 Applications- $5,035 Security- $2,353 Other Products $1,050 Total Product- $36,709 Services $12,621 Total- $49,330"
  • "In the third quarter of fiscal 2018, we initiated a restructuring plan in order to realign the organization and enable further investment in key priority areas. "
  • "These forward-looking statements include, among other things, statements regarding future events (such as execution on our strategy, the ability to grow across our portfolio with our pipeline of innovation, continued customer adoption of our innovations and continued solid demand for our products and solutions, continued progress in transforming our business model and the ongoing value customers see in our software and subscription offerings, execution across our customer segments and geographies, continued broad-based strength across our portfolio, continued strong execution and momentum, and our ability to deliver profitable growth and drive long-term shareholder value) and the future financial performance of Cisco (including the guidance for Q1 FY 2019) that involve risks and uncertainties. "
Quotes
  • "To our shareholders, Fiscal 2018 was a great year for Cisco. As I look back, I am incredibly proud of the tremendous progress we have made. We returned to growth while transforming our business model, we executed well against our strategy, and our innovation pipeline has never been stronger. I could not be more excited about our future. Harnessing the power of connections In today’s complex, hyperconnected cloud world, agility, security, and speed are critical"
  • "The broad adoption of multicloud environments is changing the way our customers build and secure their IT infrastructure, and Cisco is at the center of this transition. Our highly secure, intelligent platform provides a critically important component: the ability to move workloads seamlessly across public and private clouds while ensuring that our customers’ security policies are applied effectively. In fiscal 2018, we continued to innovate to manage complexity, deliver solutions, and enable applications for this environment. We have also extended our broad partnership ecosystem and have been working closely with the major cloud providers. "
  • "We are simplifying how our customers work by providing consistent experiences in on-premises and public-cloud environments for the development, deployment, and management of applications, and we believe Cisco is very well positioned to benefit from the increasing adoption of multicloud. "
  • ". This past year we have also seen incredible momentum with our intent-based networking platform. Our customers are looking to have simplified, automated networks, and Cisco is delivering a fundamentally new, closed-loop system that is powered by intent and informed by context, constantly learning and adapting. "
  • "We have been working hard to build an end-to-end security architecture from the endpoint to the network to the cloud, covering the entire attack continuum. Shortly after the end of fiscal 2018, we announced our intention to acquire Duo Security to expand our cloud security capabilities. Duo’s multifactor authentication solution verifies the identity of users and the health of their devices before granting them access to applications, helping prevent cybersecurity breaches. "
  • "In fiscal 2018, we introduced new wide-area network (WAN) offerings through the integration of Viptela’s SD-WAN capabilities with our core portfolio, as well as new access and data center offerings. "
  • "Transforming our business model As we integrate our products and services into architectures, we are selling more software and subscription-based offerings. These are designed to provide our customers with flexibility and continuous value, and at the same time they help us to shift our business model to more recurring revenue streams. "
  • "We will continue to drive automation, security, and analytics across the entire network infrastructure. We will also leverage our assets and the power of connections across our portfolio and create an architecture designed to support our customers’ success—all the way from IoT to multicloud—in a way that only Cisco can. "
  • "Acquisitions closed in 2018: Viptela (Infrastructure Platforms for routing and switching), Observable Networks ( cloud-native network forensic security), Springpath ( infrastructure platforms/data center computing), Perspica (applications- AppDynamics- machine learning and data processing), cmpute.io (infrastructure platforms- cloud), Broadsoft (Applications- unified communications), Skyport Systems, (infrastructure platforms- data center computing, Accompany (applications- collaborations) "
  • "Our vision is to deliver highly secure, software-defined, automated, and intelligent platforms for our customers. Our strategic priorities include accelerating our pace of innovation, increasing the value of the network, and transforming our business model. Accelerating Our Pace of Innovation and Increasing the Value of the Network Reinvent the network Our intent-based networking platform is designed to be intelligent, highly secure, powered by intent and informed by context— features aiming to constantly learn, adapt, automate, and protect to optimize network operations and defend against an evolving cyberthreat landscape."
  • "We are developing and selling more software and subscription-based offerings, which we expect will increase the amount of our recurring revenue. Historically, our various networking technology products have aligned with their respective product categories. However, increasingly our offerings are crossing multiple product categories. As our core networking evolves, we expect we will add more common software features across our core networking platforms."
Quotes
  • "Services- Advisory Achieve desired business results with technology guidance and expertise. Implementation Speed deployments and simplify IT with proven methods. Training Develop talent truly capable of transforming businesses in the digital age. Optimization Improve efficiency, performance, and productivity to boost the value of your resources. Managed Manage and optimize your IT and network assets in the cloud and on-premises. Technical Keep IT working consistently, efficiently, and securely. "
From Part 02
Quotes
  • "Cisco Of the three vendors we compared, Cisco is by far the largest of them. Cisco is a leader in market share and has been the biggest player in enterprise networking since they started in 1984. As of 2017, they held 60% of the routing and switching market "
  • "Because of their size and experience, they offer nearly any product that you would need for your enterprise network. All these products work well together but they may not play so nicely with products from other vendors. While some of their competitors may be able to address some networking challenges better than Cisco, none can compete with the breadth of their product line."
  • "From a support perspective, Cisco has caught some flak for not offering support for out of warranty equipment or lapsed service contracts. However, another benefit of their size is the around-the-clock technical support services they offer, either online and over the phone to all customers. Cisco also has an extensive support community, with more than 840,000 members and over 880,000 discussions. "
  • "Juniper Networks Compared to Cisco and HPE, Juniper is the young pup in the game, however since they were founded in 1996, they have been taking market share from Cisco. Juniper Networks has maintained steady annual growth in a competitive market. "
  • "Juniper Networks’ data center solutions, in particular, are on par with the competition. They offer integrated and well-made solutions and integrate better with other third-party vendors than Cisco. Their software also leverages an open framework that integrates smoothly with other areas of the network. Juniper jumped on mesh networking and other next-generation technology, which indicates that they are perhaps more agile than their older, staid competition."
  • "Juniper Networks offers competitive pricing and their website has tools that assist in product selection and comparison."
  • "• Juniper Networks was named by Gartner as a Leader in the 2018 Magic Quadrant to Data Center Networking, rating them highly in both ability to execute and completeness of vision."
  • "• The 2018 Forrester Wave™ report ranks Juniper Networks as a leader in Data Center Hardware Platforms for Software-Defined Networking."
  • "• According to Gartner Peer Insights, Juniper Networks earned the overall rating 4.6 based on 155 reviews. Product capabilities were rated 4.7."
  • "Hewlett Packard Enterprise (HPE)/Aruba HPE acquired Aruba in 2015 and Aruba has since become the wireless arm of HPE. Aruba brought with it a large network share, 20% of global wireless revenue. "
  • "In addition to the wireless market, HPE/Aruba announced its entry into the core switching market in 2017 and released new hardware in 2018. This hardware works with the ArubaOS-CX operating system, created as a complete solution offering visibility and management for enterprise networks and the move toward IoT. HPE also maintains its ProCurve switch line, which doesn’t offer all the bells and whistles of rival Cisco’s switches, are competitive both in terms of features and price."
  • "You can compare products and models on the HPE website, and they offer a shop with clearly labeled pricing so you can figure out what models fit your needs and budget. If you’re already an enterprise customer, you will have access to their HPE Elite shop."
  • "• HPE was named a Niche Player by Gartner in the 2018 Magic Quadrant to Data Center Networking 2018."
  • "• According to Gartner Peer Insights, HPE earned the overall rating 4.4 based on 61 reviews. Product capabilities were rated 4.5."
  • "Pricing Comparison: Approximate cost of a core switch with the components to support 96 10 Gigabit Ethernet ports in a chassis. Cisco – $240,000 6509-E switch chassis, Sup2T 9 Slots Bundle ($38,000), Six 6816 Line Cards ($32,000) and dual power supplies ($5,000). HP – $146,994 HP 10504 switch chassis ($6,000), four HP 10504 960 Gbps Type D Fabric Modules ($8,999), HP 100500 Main Processing Unit ($9,000), dual HP 10500 2500 AC power supplies ($2,000), two HP 10500 48-port 10 GbE SFP+ SF Modules ($45,999). Juniper – $145,000 EX8216 redundant chassis with 96 line-rate 10 GbE ports. Or a 5:1 oversubscribed 10 Gigabit Ethernet switch ($75,000). "
Quotes
  • "Juniper is a network security and performance company that is headquartered in Sunnyvale, California. It is a technology related company that develops and markets networking products. Juniper is an innovator company that focuses on solving any difficulties in the networking technology."
  • "Juniper works by understanding the requirements of the customers in order to go deep into the hardest problems that are faced by the customers and solve them. As Juniper is a networking technology company and works with the latest technologies, it is indeed considered as one of the top Cisco competitors."
  • "Alcatel-Lucent is a global telecommunication equipment company that is headquartered in France. Alcatel-Lucent connects everything by delivering technology that works for the customers. Its main business operations include delivering infrastructure solutions and communications that will help the customers, businesses, executives and IT engineers to be connected in the digital world."
  • "It works with networking hardware, software, IP technologies, and services. It helps the customers to be connected with business and helps the network engineers be connected to increase network integration, reliability, and intelligence."
  • "Alcatel-Lucent serves more than 830,000 customers worldwide across 130 countries. The company has to their recognition possessed about 29,000 patents. Due to their technology and service to the customers, Alcatel-Lucent is considered to be top Cisco competitors."
  • "Hewlett Packard (HP) Company is an information company that is headquartered in Palo Alto, California. HP focuses on creating technology that will make better connectivity between people and business across the world. The business operations include the development of many hardware and software components, data storage, networking hardware and delivering services."
  • "It also provides associated services to the customers. Their various products are personal computing devices, storage devices, networking products, servers, software, and many types of printers and imaging products. HP sells their products directly to the customers or through online. Due to their technology and innovation in their products, HP is considered as one of the top Cisco competitors."
  • "Huawei is an Information and Communication Technology (ICT) solution provider company. Huawei has set up well-equipped ICT portfolio providing their best solution in networks, telecom, devices, services and cloud technology. Huawei’s solutions of ICT, their services and products are almost being used in more than 170 countries. The company has built about 1500 networks that help to connect the customers with their business."
  • "Through their ICT solutions, customers can transform to the digital world that will help in increasing the monetary growth and improve the excellence of life. Huawei has about 180,000 employees working for them and 36 joint innovation centers. As Huawei is a technology-oriented company, it is considered as one of the top Cisco competitors."
  • "Arista Networks is a technology company that is into networking. It is headquartered in California, United States. It produces and delivers solutions for cloud networking for large storage in the data center and other computing environments. It also designs multi-layer switches. It has produced more than 15 million ports for cloud networking and delivered across the globe."
  • "Arista builds high quality and performance cloud networks which consume less power. Their products are EOS, CloudVision, Arista 7500 series, Arista 7320X series, Arista 7300X series, Arista 7280X series, Arista 7010 Switch and many more. Due to their various technology products, Arista is considered as one of the top Cisco competitors."
  • "VMWare is computer software company that delivers software and services for platform and cloud computing. VMWare helps the customers to work with new technology and streamline them to be introduced into digital businesses which would help the customers to perform better. VMWare transforms the data center by making use of cloud technology to mainstream virtualization."
  • "VMWare develops many products like VMWarevSphere, VMWare ESXi, VMWare Workstation, VMWare Fusion, VMWare cloud Foundation, VMWare Player and many more. Due to their wide range of technology and products and VMWare being the fastest growing company, it is considered as one of the top Cisco competitors."
  • "An American information technology company, Riverbed is focussed on creating software and hardware for network and application performance, edge computing and for various types of networks. It is headquartered in California, United States. Riverbed provides an integrated platform for the customers to increase the usage of digital in their business operations."
  • " It helps the customers to run their business in powerful networks and on apps based on cloud computing. It will ensure the customer’s business operations to be connected with people, business and enjoy the experiences of conducting the business in a digital world. Their products are SD-WAN, Wi-Fi, WAN optimization, application and network performance monitoring. Due to their wide innovation in technology, Riverbed is considered to be the top Cisco competitors."
  • "Also regarded as a top networking company, Netscout provides products for network and application products. It is headquartered in Westford, Massachusetts. Netscout delivers network various services to the customer with great speed and agility."
  • "The current business scenario requires the businesses to be available always with respect to the systems, servers, hardware, and software. Netscout assures the businesses where they are available, reliable and responds on the serious requirement."
  • "Hence the businesses can be assured of any competitive edge that occurs their way. Their products are nGeniusONE, IRIS/GEOPROBE, TrueCall, nGenius Business Analytics, nGeniusPULSE and many more. Netscout is an industry leader and is considered as the fastest public technology company, due to which it is considered as one of the top Cisco competitors."
  • "A networking company based in San Jose, California, Extreme networks provides software networking solutions for customers. Extreme networks re-define networks and provide solutions with software which will help their customers to make better connections to their business."
  • "Extreme networks business operations focus on cloud optimization, edge to core infrastructure and managing software and security. It provides solutions for industry, network, and technology. The products fall under the categories of switching, analytics and performance management, automation, security and identity control, wireless, routing, transceivers and network packer. Due to their wide range of products, Extreme Networks Company is considered as one of the top Cisco competitors."
  • "Dell is a multinational information technology company that is headquartered in Texas, United States. Dell develops, sells and maintains computer and their related parts. Dell sells many products related to IT like personal computers, data storage devices, servers, network switches, cameras, printers, software and many more. The use of technology has a big impact on the performance of the company."
  • "Dell focuses on digital, IT, workforce and security transformation to support their customers. By making use of the services provided by Dell, customers have gained new value and competitive advantage that helped them to reform themselves in the digital era. Dell employs about 103,300 employees across the world. Due to the services and products, Dell is one of the top Cisco competitors."
  • "Check Point Software Company provides software and hardware products for IT security which includes endpoint, network, mobile and data securities. It is headquartered in Israel and United States. It has about 4,000 employees working across their office locations situated in San Carlos, California, Dallas, Texas and in Canada. Check Point provides safety to customers against various kinds of threats against networking."
  • "It focuses on customer requirements and develops solutions to provide them a better landscape on security. It offers the current networking security protection to their customers. Due to their various products and services, Check Point is considered as one of the top Cisco competitors."
  • "Brocade communications system is a technology company that is dedicated to data and storage products related to networking. It is headquartered in California, United States. Brocade products help in better connectivity of businesses for their business operations."
  • "Their hardware products include Fibre Channel Storage area network, switches, data center switches, Ethernet switches, WAN routers, load balancers and many more. Brocade also produces software devices based on networking technology like network virtualization, virtual routers, virtual firewalls, SDN and network security appliances. As they are the fastest growing technology related company that is specialized to networking, Brocade is considered to be one of the top Cisco competitors."
  • "Fortinet is a networking company located in Sunnyvale, California.Founded in the year 2000, Fortinet has their office locations across the globe. The company has more than 4700 employees working for their various products in networking domain."
  • "It delivers comprehensive network, endpoint, application and access security. Fortinet provides great network and security to the customers. They make use of an intuitive operating system and threat intelligence to provide excellent security and better visibility."
  • "Their products cover the security aspects in the areas related to network, multi-cloud, web application, Email, endpoint, management, and analysis. Due to their expertise in networking across various technologies, Fortinet is considered to be one of the top Cisco competitors."
Quotes
  • "Top Competitors: Juniper, Huawei, Extreme, Arista, Ruckus, Aruba, VMware, HP Enterprise,& HP, Aerohive"
Quotes
  • "Despite SDN and open networking, the network hardware market continues to grow and Cisco remains the dominant supplier, according to Synergy Research Group."
  • "In Q3, Cisco's share of the overall global switching and routing market was 51%, far ahead of the pack. In the enterprise routing segment of the market, Cisco achieved a whopping 63% share, and a strong but less dominant share in the service provider routing segment (38%), according to Synergy."
  • "Overall, Cisco's leading competitors are Huawei, Juniper Networks, Nokia, and Hewlett-Packard Enterprise with shares in the 4% to 10% range in the third quarter, the research showed."
  • "“The big picture is that total switching and router revenues are still growing and Cisco continues to control half of the market,” John Dinsdale, a chief analyst at Synergy Research Group, said in a prepared statement."
  • "Ethernet switching -- the largest segment of the switching and routing market -- has the highest growth rate, the firm reported. The segment was buoyed by growth of 100 Gigabit Ethernet and 25GbE switches in the third quarter."
  • "North America accounted for more than 41% of worldwide revenue in the overall market. Asia Pacific remained the fastest growing region, primarily due to spending in China, which benefitted Huawei, according to Synergy."
Quotes
  • "Enterprise Networking Enterprise Optical Transmission & Access Cloud Data Centers Servers - Intelligent Computing Enterprise Wireless Software-Defined Camera Enterprise IoT Enterprise Collaboration Services Management Systems"
  • "Huawei Certification "
Quotes
  • " Products offered: Switching, routing, security, application management, and orchestration, software-defined networking, network management and operations, network edge services, network operating systems, identity and policy control, packet optical, wireless"
  • "Solutions offered: Enterprise, cloud provided, and service provider. "
  • "Services offered: Advisory, managed services, implementation, maintenance, onsite technical, remote operational, testing as a service. "
Quotes
  • "5G, mobile transport, business support systems, Core networks, cloud (SDN & NFW), data center infrastructure fixed networks, IP networks, Insights, analytics, IoT, Operations support systems, optical networks, radio access networks, security, solutions for cable operators. "
Quotes
  • "Access Points Switches Controllers SD-WAN Network Management Analytics & Assurance"
Quotes
  • "Networks Network Management Security Location-Based Services WLAN Switches WAN "