Telecom Lead Asia: Cisco CEO John T Chambers has charted out growth areas for the next couple of quarters.
Discussing Q2 result with select analysts, Chambers said most of the market trends are playing to its strengths and made most important strategic investments.
In the data center, Cisco is seeing momentum translate into significantly increasing deal sizes and opportunities.
UCS is becoming a preferred platform for business critical applications.
In mobility, Cisco is seeing Capex spend move rapidly from wireline to wireless or mobility. Cisco claims that it has the only portfolio in the industry that brings together wireless LAN, mobile edge, mobile backhaul, small sale, and SP Wi-Fi to address the cloud and BYOD proliferations.
The recent acquisition of NDS is helping driving video business in the cloud, moving from set-top boxes to more valuable and profitable software and service offerings.
Cisco is also well positioned to capitalize when accelerated growth returns in top five emerging countries. “We have built a strong foundation in these markets as we understand that in the long run the majority of the world’s GDP and growth in our industry will come from these emerging countries,” Chambers said.
Cisco’s real success is based on its transition as a number one communication company to the number one IT company.
“Second, our ability to drive the future programable networks really thinking about it in terms of application centric networks, enabling the network to power a new breed of these applications, dramatically increasing the value of the network claims,” Chambers added.
Cisco will continue to leverage — Internet of Everything opportunity — its ability to connect 99 percent of the people process data and things not yet connected to drive new capabilities, richer experiences, and unprecedented economic opportunities.
