BROADCASTS.com

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With a nearly $60B revenue run rate, growing at 14% and throwing off over $5B in operating cash last quarter, Cisco has an awesome business. But customers are vocal about the complexity of Cisco\\u2019s portfolio and if not addressed head on, the company risks encountering friction beyond just economic headwinds. We believe Cisco\\u2019s challenges are most decidedly not product breadth and depth, rather the company\\u2019s mandate is to integrate the piece parts of its intricate offerings to create more facile and seamless experiences for customers.\\xa0

In this Breaking Analysis and ahead of Cisco Live US, we dig deeper into Cisco\\u2019s business and double click on three key areas of its portfolio including: 1) Security; 2) Networking; and 3) Observability. With spending data from ETR and a guest appearance from SiliconANGLE contributor and market watcher Zeus Kerravala, principal at ZK Research.\\xa0

Is Cisco a buy?\\xa0

https://www.investors.com/news/technology/cisco-stock-buy-now/

Gartner MQ on observability & APM:

https://www.honeycomb.io/gartner-magic-quadrant-apm-observability-2022

Cisco\\u2019s most recent earnings transcript

https://www.fool.com/earnings/call-transcripts/2023/05/17/cisco-systems-csco-q3-2023-earnings-call-transcrip/

Cisco financial slide deck

https://seekingalpha.com/article/4605527-cisco-systems-inc-2023-q3-results-earnings-call-presentation