Analyst Commentary

Cisco’s ongoing portfolio transition efforts support recapture of growth in 2018 as clients increasingly seek next-generation network solutions

Cisco closed fiscal 2017 down, however, the company will pare losses in 2018 as clients accelerate reinvestments in core product portfolio areas

Results from 2Q17 underscore the challenges Cisco Systems’ (NasdaqGS: CSCO) faces as it seeks to evolve its legacy routing and switching businesses toward an intent-based networking model. While the portfolio evolution is ongoing, investments in innovative networking solutions are resonating with clients. Overall, revenue declined 4.0% year-to-year in 2Q17, the company’s ...

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