Cisco Systems (CSCO) is the veteran architect of the internet, famous for building the network “pipes” that power corporate IT. In this episode, we unpack its transformation from a hardware-first stalwart into a software-and-services player—driving a subscription shift and moving aggressively into cybersecurity, collaboration (Webex), and observability via major acquisitions like Splunk. We weigh its huge installed base and trusted brand (powerful advantages for cross-selling) against real threats: nimble competitors in networking and security, the challenge of converting hardware customers to software subscribers, and the execution risk of integrating big acquisitions. The hosts clash on the outlook—one sees AI-driven demand and integrated offerings as a strong tailwind; the other doubts whether this old giant can move quickly enough. Is Cisco reinventing itself for the next wave, or just a slow-moving incumbent trying to keep pace?

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