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Cisco Pivots to Software and Posts Solid Q2 Results

In Technology News by Daniel Newman and Steven DickensLeave a Comment

Futurum principal analyst Daniel Newman provides his take on the Q2 earnings of Cisco. Under Chuck Robbins’ leadership, the company is making a strategic pivot to become a more software-focused company and this set of numbers is an indicator of the success of this mission. Newman explores the fundamentals of the business and looks beyond the Splunk acquisition rumors and what’s ahead.

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Splunk Q2 Highlights Progress in its Cloud Transformation

In Cloud by Daniel Newman and Steven DickensLeave a Comment

Futurum Research Principal Analyst Daniel Newman and Senior Analyst Steven Dickens provide their take on Splunk’s Q2 earnings announcement. The company is shuffling the executive deck, making strategic investments to bolster its security portfolio and also transition to a recurring revenue based on workload pricing, rather than data ingestion and seems to be executing on all fronts given the strong numbers for Q2.