Analyst Commentary

Cisco likely to accelerate M&A to offset decline in hardware business

Lower investment in Cisco’s ICT hardware products will hinder top-line growth going forward Revenue growth in Cisco’s (NasdaqGS: CSCO) secondary segments (Collaboration, Security and Wireless) was offset by lower network and data center infrastructure sales, driving an overall 2% year-to-year revenue decline, excluding the CPE business. While Cisco is partially offsetting its weaker ICT business by making software- and cloud-based acquisitions, if 4Q16 financial results persist, Cisco is likely to sustain or even accelerate ...

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