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Demand Is ‘Tightening’ for Tech Infrastructure. It Could Be Trouble for Cisco Systems.

Demand is deteriorating in the market for information-technology infrastructure, a shift that could hurt earnings at Cisco Systems, William Blair analyst Jason Ader says. Ader wrote in a research note that he thinks the biggest variable for Cisco’s business is the macro environment, given that about 60% of sales come from the company’s economically sensitive switching and routing business. Cisco is trying to boost the share of its business that comes from software, but the current proportion is lower than it seems, he said, if software integrated into hardware is excluded.



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Cisco, 12-06-2019 22:08:13

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