17 de November de 2018

De olho em Cloud Edge, Cisco leva capacidades de segurança a …

Como parte de sua estratégia em segurança, a Cisco anunciou nessa segunda-feira (12), durante o Cisco Partner Summit, em Las Vegas (EUA), que está unificando suas tecnologias de segurança e de SD-WAN (Software-Defined Wide Area Network) em busca de ajudar empresas a acelerarem sua migração para a nuvem,

Durante coletiva de imprensa, executivos da Cisco ressaltaram a transformação radical pela qual as redes de longa distância (WAN) estão passando, tendo em vista que as corporações alocam suas aplicações em diferentes nuvens – pública, privada e SaaS (Software as a Service). Ao mesmo tempo, empresas lidam com a flexibilização do ambiente de trabalho. Se hoje, funcionários podem trabalhar em qualquer lugar e não apenas nos escritórios, medidas de segurança também precisam ser pensadas para acompanhá-los. A Internet se tornou o ponto de intersecção onde empresas precisam conectar tanto seus funcionários quanto a aplicações críticas para o negócio, resultando em uma nova computação de borda na nuvem, ou Cloud Edge.

“Esta disrupção vem acontecendo devido a ascensão da nuvem. Essa conectividade é crítica aos negócios, cria desafios e exige mais eficiência da WAN. O comportamento do usuário também fica mais imprevisível”, ressalta Scott Harrell, vice-presidente sênior e gerente geral de Enterprise Networking da Cisco. “Em vez de ter a conectividade no data center, agora ela está distribuída, é uma mudança massiva. Toda conectividade precisa agora ser definida por software”, complementa.

A integração das habilidades de segurança ao SD-WAN também reforça as mudanças de estratégias que a Cisco tem direcionado nos últimos dois anos, um esforço competitivo para protagonizar os projetos de transformação digital de seus clientes. Afinal, trata-se de um mercado que tende a ser generoso para todos os atores envolvidos. Se as próprias redes de longa distância estão passando por grande disrupções, isso também gera um horizonte de oportunidades para os mais atentos.

Durante sua apresentação, Nirav Sheth, Vice-Presidente de Partner Solutions, Achitectures Engineering da Cisco, lembra que dentro de dois anos, 95% dos clientes irão recorrer ao SD-WAN. A estimativa é que até o ano de 2022, as oportunidades em SD-Wan, tanto para infraestrutura quanto serviços gerem um potencial de US$ 10 bilhões. Como exemplo, Sheth diz que a solução de cibersegurança da Cisco, a Talos, encontra três vezes mais ameaças do que o Google encontra resultados para buscas. “Uma vez que muitos clientes estão olhando para isso, a oportunidade é muito grande”, reforça Sheth acenando para os parceiros da companhia.

Simplicidade e acesso às APIs

Scott Harrell defende que até agora, muitas das soluções SD-Wan forçaram os departamentos de TI a escolherem entre a experiência da aplicação ou a segurança. Ao evoluir o portfólio SD-WAN, a Cisco afirma estar endereçando as novas realidades da Cloud Edge, esticando a camada de segurança para os pontos críticos inerentes à conectividade. A premissa é que o Cisco SD-Wan possa ajudar a TI a entregar melhor experiência para as aplicações e fazer com que usuários sejam mais produtivos ao entregar mais simplicidade. Os recursos do SD-WAN da Cisco agora são protegidos pela Talos e cobrem desde o firewall empresarial com reconhecimento de aplicativos e prevenção de invasões até filtragem de URL e podem ser administrados em um painel de controle único.

Cisco

Outras inovações da nova estratégia anunciada durante o Cisco Partner Summit está a abertura das APIs para o Cisco SD-WAN. Com isso, prestadores de serviço e parceiros poderão criar novos serviços exclusivos. Pensando atender a nova demanda de desenvolvedores e engenheiros de rede, a comunidade Cisco DevNet acrescentou novos laboratórios de aprendizagem e treinamentos de SD-WAN.

Ao também integrar a Cisco SD-WAN com o Cisco Umbrella, a Cisco agora consegue barrar o acesso a destinos maliciosos antes mesmo de uma conexão ser estabelecida. Outro destaque diz respeito a parceria entre Cisco e Microsoft para melhorar a experiência dos usuários com o aplicativo Microsoft Office 365. Agora, a Cisco SD-WAN passa a monitorar em tempo real todos os acessos disponíveis à nuvem do Microsoft Office 365. Utilizando as URLs do Microsoft Office, a Cisco também consegue determinar a nuvem mais próxima, resultando em um desempenho até 40% mais rápido para os usuários.

*A jornalista viajou a Las Vegas a convite da Cisco

Article source: https://computerworld.com.br/2018/11/13/de-olho-em-cloud-edge-cisco-leva-capacidades-de-seguranca-a-sd-wan/

Cisco earnings: Tariffs could throw a wrench into strong sales …

Cisco Systems Inc.’s strong year may hit speed bumps going into 2019, as higher prices and uncertainty in the U.S.-China trade war raise the possibility that businesses may cut back on enterprise spending to weather the effects of tariffs.

Cisco

CSCO, -3.16%

 is scheduled to report earnings after the closing bell on Wednesday. The San Jose-based networking giant has grown revenue three quarters in a row and topped a record $12.8 billion in the latest-reported quarter, driven in part by its Catalyst 9000 switch, which includes a multiyear software subscription that gives the company a recurring revenue stream.

While that strength is expected to extend to Cisco’s fiscal first quarter, trade uncertainty may pump the brakes on that a bit going forward, according to Raymond James analyst Simon Leopold, who has an outperform rating and a $50 price target on Cisco.

“Cisco had good demand and backlog coming out of July, and October sales experienced healthy federal and campus business,” Leopold said in a note. “January poses a risk, fueled by the tariffs on $200 billion of Chinese goods and the effect on Enterprise spending.”

Read: Trump’s tariffs against China are hurting U.S. tech companies instead

Leopold said that his channel checks on Cisco were “mixed,” suggesting that “IT spending suggest legacy tech experienced a slow September with an uncertain outlook” and that “no December budget flush is expected.” While those checks were based on U.S. sales, Leopold said he had less confidence with regard to international spending.

Cisco generates nearly 52% of sales from U.S. buyers, according to FactSet, with the next largest source being mainland China, which accounts for 3.3% of sales.

Read: An ‘economic Iron Curtain’ is forming between the U.S. and China, warns former Treasury head Paulson

Cisco announced recently that it was teaming up with Amazon.com Inc.’s

AMZN, -4.41%

 Amazon Web Services to offer hybrid cloud services, just after International Business Machines Corp.

IBM, -2.14%

 announced it was aiming to become the world’s largest hybrid-cloud provider with its $34 billion offer to buy Red Hat Inc.

RHT, -0.50%

. A hybrid cloud is an arrangement where a company keeps some of its data in a public cloud service and some of its data on servers on its own premises, often, in the cases of financial institutions, for regulatory reasons. Expect to hear a lot of talk about hybrid cloud and how it will help Cisco in Wednesday’s conference call.

What to watch for

Earnings: Of the 27 analysts surveyed by FactSet, Cisco on average is expected to post adjusted earnings of 72 cents a share. The company forecast earnings of 70 cents to 72 cents a share. Estimize, a software platform that uses crowdsourcing from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 73 cents a share.

Revenue: Wall Street expects revenue of $12.86 billion from Cisco, according to 25 analysts polled by FactSet. Cisco predicted revenue of $12.74 billion to $12.99 billion. Estimize expects revenue of $12.91 billion.

Analysts surveyed by FactSet expect Cisco’s product revenue to rise 6.4% to $9.63 billion. Of that, analysts expect $7.4 billion in infrastructure platform revenue, $1.35 billion in applications revenue, $648.1 million in security revenue and $240.1 million in sales of “other products.” Service revenue is expected to rise 4.1% to $3.21 billion from a year ago.

Stock movement: Since Cisco’s earnings report in mid-August, shares have gained 4% through Monday, while the Dow Jones Industrial Average

DJIA, -2.32%

which counts Cisco as a component, has advanced 0.8%, the SP 500 index

SPX, -1.97%

 has shed 3.3%, and the tech-heavy Nasdaq Composite Index

COMP, -2.78%

 has declined 7.3% over the same period.

What analysts are saying

KeyBanc Capital Markets analyst Alex Kurtz, who has an overweight rating and a $52 price target, had slightly more optimistic channel checks for Cisco.

“Our channel contacts noted continued enterprise budget strength in the calendar September quarter, including a seasonally strong federal budget flush that we believe should help drive strong Cisco results,” Kurtz said.

“After the U.S. government recently announced that it will be implementing a tariff on networking equipment, including switches and routers, that will be implemented in two phases, 10% beginning in late September (September 24) and 25% beginning in January, networking equipment vendors including Cisco have begun rolling out price increases to pass on the cost of tariffs to their end customers,” said Kurtz.

The KeyBanc analyst estimates that Cisco has raised prices by 7% to 8% in reaction to the tariffs, and that another price hike may come in January.

J.P. Morgan analyst Samik Chatterjee, who has an overweight rating on Cisco, said the company will be resilient to a possible slowing of enterprise spending because of recurring revenue and software.

Chatterjee said “we believe Cisco is well positioned to be resilient to any potential slowdown in enterprise IT spending in the coming years, with increasing portion of product revenues coming from software over time (22% of revenue in FY17).”

“Additionally, with one-third of revenues already in recurring form, Cisco stands to benefit from higher visibility into revenue and earnings even during a slowdown in spending,” Chatterjee said.

Of the 30 analysts who cover Cisco, 21 have buy or overweight ratings, nine have hold ratings and no analysts have sell or underweight ratings, with an average price target of $51.08.

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Wallace Witkowski is a MarketWatch news editor in San Francisco. Follow him on Twitter @wmwitkowski.

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Article source: https://www.marketwatch.com/story/cisco-earnings-tariffs-could-throw-a-wrench-into-strong-sales-momentum-2018-11-12

Cisco Partner Summit 2018: Live Blog

Cisco Senior VP Oliver Tuszik

chuck robbins

Cisco CEO Chuck Robbins

Cisco Partner Summit 2018 kicks off today in Las Vegas. Cisco CEO Chuck Robbins, new Channel Chief  Oliver Tuszik and key SMB partner program leaders this week are set to make a range of announcements — some of which specifically target MSPs, ChannelE2E believes.

Stay tuned to this live blog for multiple daily updates. Here’s the current recap:

1. Cisco Progress Report: The partner summit arrives at a key time. Cisco, like many hardware giants, has been pushing hard into subscription services and recurring revenues. The company is scheduled to announce Q1 fiscal 2019 earnings on Wednesday, November 14, after U.S. markets close. That sets the stage for CEO Chuck Robbins’ keynote on Thursday…

2. MSP Partner Enablement: Keep an eye on an MSP-centric track on Monday, aptly titled “Growing Managed Services and Recurring Revenue in SMB.” Key participants from Cisco and Meraki will include Marc Inderhees and Rob Casselman. Disclosure: ChannelE2E will join the session, and I’ll share some viewpoints on the partner ecosystem’s continued shift to managed services.

ConnectWise CEO Arnie Bellini

3. Everything as a Service: Also at the MSP sessions, ConnectWise CEO Arnie Bellini will share his everything-as-a-service vision. Cisco and ConnectWise have been integrating their products for the past year. And Cisco had a major presence at last week’s ConnectWise IT Nation Connect 2018 conference in Orlando, Florida. MSPs can leverage ConnectWise’s business management dashboards to oversee a growing range of Cisco-powered services.

4. Vision Statements: Several of Cisco’s key leaders will deliver keynotes on Tuesday, Wednesday and Thursday — with Robbins set to wrap up the event on Thursday morning.

5. More Updates: Keep checking this blog for more updates.

Article source: https://www.channele2e.com/news/cisco-partner-summit-2018-live-blog/

Cisco Moves To Modernize Communications With Agency Review

SAN JOSE, CA — Tech giant Cisco, which works with a multitude of PR firms worldwide, is reviewing its PR support as part of an effort to revamp its North American communications, the Holmes Report has learned.

“Cisco is actively working with all our partners to make the best experience possible a reality,” said PR and social media VP Vitor De Souza. “As for Cisco’ s communications, we are constantly looking at ways that we can bring Cisco’s voice forward into the conversations that matter the most.”

Individuals familiar with the process said Cisco is currently meeting with its current agency partners, as well as other firms invited to participate in the RFI. The conglomerate’s North America agencies include Text100, WE, Brunswick and Golin among others.

According to sources, Cisco’s review aims to make its communications more efficient, potentially by adopting a more integrated approach.

The review is currently in its final stages, sources said, with Cisco expected to make a decision on the next step in its communications operations before the end of the year.

Article source: https://www.holmesreport.com/latest/article/cisco-moves-to-modernize-communications-with-agency-review

Cisco e AWS simplificam desenvolvimento de apps em nuvem híbrida

Em breve, Cisco e Amazon Web Services (AWS) oferecerão aos clientes corporativos uma plataforma integrada que promete ajudá-los a criar, proteger e conectar mais facilmente os clusters Kubernetes em data centers privados e na nuvem AWS.

O novo pacote, chamado Cisco Hybrid Solution para Kubernetes na AWS, combina tecnologias Cisco, AWS e de open source para simplificar a complexidade e ajuda a eliminar desafios para clientes que usam o Kubernetes para permitir a implantação de aplicativos on premise e na nuvem da AWS de maneira segura e consistente.

“A parceria da Amazon com a Cisco significa mais integração entre linhas de produtos da AWS e da Cisco, reduzindo os custos de integração, principalmente nas frentes de segurança e gerenciamento de clientes comuns”, disse Stephen Elliot, vice-presidente de programa do IDC.

Em uma postagem no blog descrevendo os detalhes técnicos do novo pacote, Reinhardt Quelle, arquiteto-chefe do CPSG da Cisco, disse que a solução híbrida integra Cisco Container Platform (CCP) e Amazon Elastic Container Service para Kubernetes (EKS) funciona para que os clientes possam provisionar clusters -premises e em EKS na nuvem. A Cisco apresentou seu CCP baseado em Kubernetes em janeiro e disse que permite a implementação de autoatendimento e o gerenciamento de clusters de containers.

Nesse caso, a CCP usa a autenticação AWS Identity and Access Management (IAM) para criar a Virtual Private Cloud (VPC), instrui a EKS a criar um novo cluster e, em seguida, configura os nós de trabalho nesse cluster, de acordo com Quelle.

A Cisco disse que o IAM está integrado como um mecanismo comum de autenticação, de modo que o administrador do cluster pode aplicar as mesmas políticas de controle de acesso baseadas em funções em ambos os ambientes. Eles são integrados ao Amazon Elastic Container Registry, fornecendo um repositório único e seguro para todas as imagens de contêiner.

Outras opções de segurança da Cisco podem ser adicionadas ao sistema. Por exemplo, o Cisco’s Services Router CSR 1000v pode ser usado para fornecer uma variedade de opções de conectividade segura entre serviços hospedados na nuvem e no local.

“Mais clientes operam containeres na AWS e na Kubernetes na AWS do que em qualquer outro lugar. Nossos clientes querem soluções projetadas para a nuvem e a integração da Cisco com o Amazon EKS facilitará a implementação e a execução rápida de aplicativos em container nos ambientes locais baseados na Cisco e na nuvem da AWS”, disse Terry Wise, vice-presidente global de canais e alianças da AWS.

Para a Cisco, o anúncio amplia sua estratégia de oferecer tecnologias que ajudam a habilitar ambientes de nuvem dentro e ao redor do data center. Por exemplo, a empresa anunciou recentemente que sua Plataforma de Container funcionará com o SAP Data Hub para integrar grandes conjuntos de dados que podem estar em nuvens públicas, como Amazon Web Services, Hadoop, Microsoft ou Google, e integrá-los a aplicativos privados de nuvem ou corporativos.


Alcance a inovação que sua empresa precisa com a computação em nuvem

Whitepaper por:

“A Cisco está realmente concentrada em ajudar seus clientes a entender onde ela se encaixa no mundo de várias nuvens. Quase todas as contas corporativas da Cisco e da AWS usam o Kubernetes. Esta é uma grande âncora para ajudar os clientes a navegar pelas complexidades das implantações do Kubernetes, resolvendo alguns dos desafios comuns de gerenciamento e segurança”, comenta Elliot.

O Kubernetes, originalmente projetado pelo Google, é um sistema baseado em código aberto para desenvolvimento e orquestração de aplicativos em container. Os containers podem ser implantados em vários hosts de servidor e a orquestração do Kubernetes permite que os clientes criem serviços de aplicativos que abrangem vários containers, os planejem contêineres em um cluster, os escalem e gerenciem a sua integridade.

Como a tecnologia ainda é relativamente nova, a Cisco diz que as organizações ainda são desafiadas a utilizar o Kubernetes com eficiência e confiança, à medida que modernizam os aplicativos herdados e desenvolvem novos aplicativos na nuvem.

O maior desafio para a Cisco é expandir sua presença em novos centros de compras dentro da TI, principalmente desenvolvedores. “A AWS tem uma forte presença de desenvolvedor, a Cisco (e seus canais) geralmente não. Alcançar este público espinhoso não é impossível, mas difícil de fazer. Eles precisarão investir em treinamento e marketing de vendas. A boa notícia é que estamos ampliando nosso alcance em novos centros de compras de TI nos últimos cinco anos”, disse Elliot.

A solução híbrida da Cisco para Kubernetes na AWS estará disponível em dezembro de 2018. Ela será oferecida como uma solução de software que exige apenas o Cisco Container Platform ou um pacote de hardware/software com o Cisco Container Platform em execução no Cisco HyperFlex.

 

Fonte:

Article source: https://computerworld.com.br/2018/11/10/cisco-e-aws-simplificam-desenvolvimento-de-apps-em-nuvem-hibrida/

Cisco e AWS simplificam desenvolvimento de apps em nuvem …

Em breve, Cisco e Amazon Web Services (AWS) oferecerão aos clientes corporativos uma plataforma integrada que promete ajudá-los a criar, proteger e conectar mais facilmente os clusters Kubernetes em data centers privados e na nuvem AWS.

O novo pacote, chamado Cisco Hybrid Solution para Kubernetes na AWS, combina tecnologias Cisco, AWS e de open source para simplificar a complexidade e ajuda a eliminar desafios para clientes que usam o Kubernetes para permitir a implantação de aplicativos on premise e na nuvem da AWS de maneira segura e consistente.

“A parceria da Amazon com a Cisco significa mais integração entre linhas de produtos da AWS e da Cisco, reduzindo os custos de integração, principalmente nas frentes de segurança e gerenciamento de clientes comuns”, disse Stephen Elliot, vice-presidente de programa do IDC.

Em uma postagem no blog descrevendo os detalhes técnicos do novo pacote, Reinhardt Quelle, arquiteto-chefe do CPSG da Cisco, disse que a solução híbrida integra Cisco Container Platform (CCP) e Amazon Elastic Container Service para Kubernetes (EKS) funciona para que os clientes possam provisionar clusters -premises e em EKS na nuvem. A Cisco apresentou seu CCP baseado em Kubernetes em janeiro e disse que permite a implementação de autoatendimento e o gerenciamento de clusters de containers.

Nesse caso, a CCP usa a autenticação AWS Identity and Access Management (IAM) para criar a Virtual Private Cloud (VPC), instrui a EKS a criar um novo cluster e, em seguida, configura os nós de trabalho nesse cluster, de acordo com Quelle.

A Cisco disse que o IAM está integrado como um mecanismo comum de autenticação, de modo que o administrador do cluster pode aplicar as mesmas políticas de controle de acesso baseadas em funções em ambos os ambientes. Eles são integrados ao Amazon Elastic Container Registry, fornecendo um repositório único e seguro para todas as imagens de contêiner.

Outras opções de segurança da Cisco podem ser adicionadas ao sistema. Por exemplo, o Cisco’s Services Router CSR 1000v pode ser usado para fornecer uma variedade de opções de conectividade segura entre serviços hospedados na nuvem e no local.

“Mais clientes operam containeres na AWS e na Kubernetes na AWS do que em qualquer outro lugar. Nossos clientes querem soluções projetadas para a nuvem e a integração da Cisco com o Amazon EKS facilitará a implementação e a execução rápida de aplicativos em container nos ambientes locais baseados na Cisco e na nuvem da AWS”, disse Terry Wise, vice-presidente global de canais e alianças da AWS.

Para a Cisco, o anúncio amplia sua estratégia de oferecer tecnologias que ajudam a habilitar ambientes de nuvem dentro e ao redor do data center. Por exemplo, a empresa anunciou recentemente que sua Plataforma de Container funcionará com o SAP Data Hub para integrar grandes conjuntos de dados que podem estar em nuvens públicas, como Amazon Web Services, Hadoop, Microsoft ou Google, e integrá-los a aplicativos privados de nuvem ou corporativos.


Alcance a inovação que sua empresa precisa com a computação em nuvem

Whitepaper por:

“A Cisco está realmente concentrada em ajudar seus clientes a entender onde ela se encaixa no mundo de várias nuvens. Quase todas as contas corporativas da Cisco e da AWS usam o Kubernetes. Esta é uma grande âncora para ajudar os clientes a navegar pelas complexidades das implantações do Kubernetes, resolvendo alguns dos desafios comuns de gerenciamento e segurança”, comenta Elliot.

O Kubernetes, originalmente projetado pelo Google, é um sistema baseado em código aberto para desenvolvimento e orquestração de aplicativos em container. Os containers podem ser implantados em vários hosts de servidor e a orquestração do Kubernetes permite que os clientes criem serviços de aplicativos que abrangem vários containers, os planejem contêineres em um cluster, os escalem e gerenciem a sua integridade.

Como a tecnologia ainda é relativamente nova, a Cisco diz que as organizações ainda são desafiadas a utilizar o Kubernetes com eficiência e confiança, à medida que modernizam os aplicativos herdados e desenvolvem novos aplicativos na nuvem.

O maior desafio para a Cisco é expandir sua presença em novos centros de compras dentro da TI, principalmente desenvolvedores. “A AWS tem uma forte presença de desenvolvedor, a Cisco (e seus canais) geralmente não. Alcançar este público espinhoso não é impossível, mas difícil de fazer. Eles precisarão investir em treinamento e marketing de vendas. A boa notícia é que estamos ampliando nosso alcance em novos centros de compras de TI nos últimos cinco anos”, disse Elliot.

A solução híbrida da Cisco para Kubernetes na AWS estará disponível em dezembro de 2018. Ela será oferecida como uma solução de software que exige apenas o Cisco Container Platform ou um pacote de hardware/software com o Cisco Container Platform em execução no Cisco HyperFlex.

 

Fonte:

Article source: https://computerworld.com.br/2018/11/10/cisco-e-aws-simplificam-desenvolvimento-de-apps-em-nuvem-hibrida/

Why Cisco Systems Is Up More than 20% in 2018 — The Motley Fool

Cisco (NASDAQ:CSCO) is often considered a slow-growth mature tech stock, yet it rallied more than 20% as the SP 500 rose just 3% this year. Let’s discuss why Cisco’s stock outperformed the market, and whether or not that momentum will continue next year.

Reviewing Cisco’s growth

First and foremost, Cisco’s revenue and earnings growth cleary improved over the past four quarters.

YOY growth. *Non-GAAP. Source: Cisco quarterly reports.

Cisco’s full-year revenue rose 3%, and its earnings grew 9%. Analysts expect its revenue and earnings to grow 5% and 15%, respectively, this year. That’s an impressive growth rate for a stock that trades at just 14 times forward earnings.

Image source: Getty Images.

How did Cisco turn things around?

Cisco’s growth might seem surprising since the company still generates most of its revenue from networking routers and switches.

Cisco still controlled over half of the ethernet switch market during the second quarter of 2018, according to IDC, but its share of the high-growth 25Gb/50Gb/100Gb market fell to 34.6%, compared to 41.2% a year earlier. Cisco’s shares of the service provider and enterprise router market also fell from 41% to 35.7%.

Those declines are reflected in the anemic 2% growth of its Infrastructure Platforms revenues (which accounted for 57% of its top line) in 2018. Sales of Cisco’s traditional routers remained weak, but it offset some of that weakness with stronger sales of switches in the enterprise campus market, its Meraki and Wave 2 wireless products, and its servers and HyperFlex products for data centers.

But more importantly, Cisco continued to expand its higher-growth Applications and Security divisions (which together accounted for 15% of its 2018 sales) with new products, acquisitions, and bundling strategies. Those moves boosted its Applications and Security revenues by 10% and 9%, respectively, in 2018.

Image source: Getty Images.

Cisco also focused more on increasing its revenue from recurring services. By the fourth quarter of 2018, Cisco’s recurring services revenue accounted for 32% of its top line, compared to 31% in the prior year quarter.

That gradual shift — which was supported by Cisco’s expanding ecosystem of security, collaboration, and other software services — locked in customers and widened its moat against aggressive challengers like Arista Networks (NYSE:ANET).

Arista is often cited as a disruptive threat to Cisco, since it sells cheaper switches optimized for networks that run on its open-source cloud-based OS. IDC reports that Arista’s share of the switching market rose from 5.5% to 6.6% between the second quarters of 2017 and 2018, with 100Gb switches accounting for nearly 60% of its revenues.

Despite that competition, Cisco’s deferred revenue — a key indicator of its future growth — continued rising over the past year. This indicates that Cisco remains the “best in breed” player in the crowded networking market.

Source: Cisco quarterly reports.

But here’s the biggest catalyst of all…

Cisco’s core businesses look solid, but the biggest catalyst for the stock in 2018 was likely tax reform. The drastic reduction of taxes on repatriated cash allowed Cisco to bring about $67 billion of its overseas cash back home.

Cisco earmarked most of that cash for buybacks and dividends, which will further reduce its valuations while boosting its yield. Cisco returned $23.6 billion to shareholders in fiscal 2018 (which exceeded its free cash flow, but was covered by its repatriated cash), which included $17.7 billion in buybacks and $6 billion in dividends. Cisco’s forward yield of 2.9%, combined with its low P/E ratio, makes it a reliable income generating stock in a wobbly market.

Looking ahead, Cisco can use some of its repatriated cash to buy additional domestic companies to diversify away from routers and switches. Cisco bought four companies in 2018 — Skyport Systems, Accompany, July Systems, and Duo Security — with Duo being the biggest purchase at $2.35 billion. Tapping its repatriated cash would let it acquire much larger companies — and rivals like Arista and Juniper Networks, as well as cybersecurity firms like FireEye, look like tasty targets.

Can Cisco keep climbing in 2019?

I believe that Cisco’s turnaround has just begun, and investors haven’t felt the full impact of its repatriated cash yet. Therefore I think this mature tech stock should climb higher and remain a reliable investment for years to come.

Article source: https://www.fool.com/investing/2018/11/09/why-cisco-systems-is-up-more-than-20-in-2018.aspx

Why Cisco Systems Is Up More than 20% in 2018

Cisco (NASDAQ:CSCO) is often considered a slow-growth mature tech stock, yet it rallied more than 20% as the SP 500 rose just 3% this year. Let’s discuss why Cisco’s stock outperformed the market, and whether or not that momentum will continue next year.

Reviewing Cisco’s growth

First and foremost, Cisco’s revenue and earnings growth cleary improved over the past four quarters.

YOY growth. *Non-GAAP. Source: Cisco quarterly reports.

Cisco’s full-year revenue rose 3%, and its earnings grew 9%. Analysts expect its revenue and earnings to grow 5% and 15%, respectively, this year. That’s an impressive growth rate for a stock that trades at just 14 times forward earnings.

Image source: Getty Images.

How did Cisco turn things around?

Cisco’s growth might seem surprising since the company still generates most of its revenue from networking routers and switches.

Cisco still controlled over half of the ethernet switch market during the second quarter of 2018, according to IDC, but its share of the high-growth 25Gb/50Gb/100Gb market fell to 34.6%, compared to 41.2% a year earlier. Cisco’s shares of the service provider and enterprise router market also fell from 41% to 35.7%.

Those declines are reflected in the anemic 2% growth of its Infrastructure Platforms revenues (which accounted for 57% of its top line) in 2018. Sales of Cisco’s traditional routers remained weak, but it offset some of that weakness with stronger sales of switches in the enterprise campus market, its Meraki and Wave 2 wireless products, and its servers and HyperFlex products for data centers.

But more importantly, Cisco continued to expand its higher-growth Applications and Security divisions (which together accounted for 15% of its 2018 sales) with new products, acquisitions, and bundling strategies. Those moves boosted its Applications and Security revenues by 10% and 9%, respectively, in 2018.

Image source: Getty Images.

Cisco also focused more on increasing its revenue from recurring services. By the fourth quarter of 2018, Cisco’s recurring services revenue accounted for 32% of its top line, compared to 31% in the prior year quarter.

That gradual shift — which was supported by Cisco’s expanding ecosystem of security, collaboration, and other software services — locked in customers and widened its moat against aggressive challengers like Arista Networks (NYSE:ANET).

Arista is often cited as a disruptive threat to Cisco, since it sells cheaper switches optimized for networks that run on its open-source cloud-based OS. IDC reports that Arista’s share of the switching market rose from 5.5% to 6.6% between the second quarters of 2017 and 2018, with 100Gb switches accounting for nearly 60% of its revenues.

Despite that competition, Cisco’s deferred revenue — a key indicator of its future growth — continued rising over the past year. This indicates that Cisco remains the “best in breed” player in the crowded networking market.

Source: Cisco quarterly reports.

But here’s the biggest catalyst of all…

Cisco’s core businesses look solid, but the biggest catalyst for the stock in 2018 was likely tax reform. The drastic reduction of taxes on repatriated cash allowed Cisco to bring about $67 billion of its overseas cash back home.

Cisco earmarked most of that cash for buybacks and dividends, which will further reduce its valuations while boosting its yield. Cisco returned $23.6 billion to shareholders in fiscal 2018 (which exceeded its free cash flow, but was covered by its repatriated cash), which included $17.7 billion in buybacks and $6 billion in dividends. Cisco’s forward yield of 2.9%, combined with its low P/E ratio, makes it a reliable income generating stock in a wobbly market.

Looking ahead, Cisco can use some of its repatriated cash to buy additional domestic companies to diversify away from routers and switches. Cisco bought four companies in 2018 — Skyport Systems, Accompany, July Systems, and Duo Security — with Duo being the biggest purchase at $2.35 billion. Tapping its repatriated cash would let it acquire much larger companies — and rivals like Arista and Juniper Networks, as well as cybersecurity firms like FireEye, look like tasty targets.

Can Cisco keep climbing in 2019?

I believe that Cisco’s turnaround has just begun, and investors haven’t felt the full impact of its repatriated cash yet. Therefore I think this mature tech stock should climb higher and remain a reliable investment for years to come.

Article source: https://www.fool.com/investing/2018/11/09/why-cisco-systems-is-up-more-than-20-in-2018.aspx

Cisco faz parceria com Amazon para ajudar empresas a operar – Terra

A fabricante de equipamentos de rede Cisco disse nesta quinta-feira que está se unindo a Amazon Web Services (AWS) para oferecer ferramentas de software que facilitarão para clientes da Cisco usar os centros de dados da Amazon para operar aplicativos de negócios.

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03/04/2018  REUTERS/Philippe Wojazer

A medida é parte de um impulso da Cisco para obter mais receita de software e manter-se atualizada com clientes de longa data que estão buscando realizar mais trabalhos com empresas computação em nuvem como a Amazon, a unidade em nuvem do Google, da Alphabet ou o Azure, da Microsoft.

A Cisco começou o movimento sob o presidente-executivo Chuck Robbins após declínios de vendas em seu negócio de hardware – que foram em grande parte impulsionados pela decisão de grandes empresas de migrar para computação em nuvens públicas como a AWS. Mas agora a nuvem faz parte dos planos de crescimento da Cisco, disse à Reuters Kip Compton, vice-presidente da plataforma de nuvem da Cisco.

A empresa está oferecendo novas ferramentas de software, baseadas numa tecnologia chamada containers, que permitem que os desenvolvedores dividam os aplicativos para executá-los em seus próprios data centers, onde podem usar muitos equipamentos Cisco ou um data center em nuvem como os oferecidos pela AWS. Os desenvolvedores também podem usar uma combinação de ambos os formatos.

As novas ferramentas da Cisco usam a tecnologia para permitir que as empresas transfiram seus aplicativos entre a AWS e seu próprio data center sem interrupções. Compton disse que as ferramentas funcionarão para empresas que atualmente não usam nenhum hardware da Cisco em seus data centers, embora recursos adicionais de segurança estejam disponíveis para aqueles que o fazem.

A Cisco assinou no ano passado um acordo semelhante com a oferta de nuvem do Google. A estratégia de usar uma combinação de data centers de uma empresa e a nuvem, algumas vezes chamada de “nuvem híbrida”, tornou-se uma peça importante dos planos de crescimento em empresas como Microsoft e IBM.

Reuters
Reuters – Esta publicação inclusive informação e dados são de propriedade intelectual de Reuters. Fica expresamente proibido seu uso ou de seu nome sem a prévia autorização de Reuters. Todos os direitos reservados.

Article source: https://www.terra.com.br/noticias/tecnologia/cisco-faz-parceria-com-amazon-para-ajudar-empresas-a-operar-aplicativos-na-nuvem,57c49e9d38aae094b769728dcb83e3249salzpg1.html

CBT Nuggets Announces New Jeremy Cioara Cisco Data Center …

CBT Nuggets announces the release of a new online video training course,

Cisco CCNA Data Center 200-150 DCICN.

In the 76-video, intermediate-level course, Jeremy Cioara prepares learners for a career in a modern data center, and to earn the CCNA Data Center certification.

Cisco’s CCNA Data Center certification comprises two exams — 200-150 DCICN and 200-155 DCICT. While the second exam of the certification validates data center-specific knowledge, 200-150 DCICN tests necessary networking skills. Cioara’s course covers the material in the first of the two exams.

“Knowledge of the OSI and TCP/IP Model is critical to your success, not only on the certification exam but living in the real world of network environments,” Cioara said.

By mapping this course to the 200-150 DCICN exam objectives, Jeremy focuses on foundational networking topics related to the material covered in his CCNA ICND1 100-105 course. The only data center-specific material covers the configuration of Cisco Nexus data center switches.

Cioara has been involved in training and consulting for more than a decade, covering Cisco, Microsoft, Novell, and AWS technology. He has been a CBT Nuggets trainer since 2003. Jeremy currently runs two IT-related organizations, writes technical books, and is a sought-after speaker.

Cisco CCNA Data Center 200-150 DCICN is available as part of a CBT Nuggets subscription. Subscriptions are available for individuals or teams, and can be paid monthly, semi-annually, or yearly.

About CBT Nuggets: CBT Nuggets provides on-demand IT training for individuals and teams that is available 24/7, from any device.

Article source: https://www.prweb.com/releases/cbt_nuggets_announces_new_jeremy_cioara_cisco_data_center_course/prweb15901564.htm