Cisco Systems had quite a strong quarter and was able to exceed Wall Street expectation on all counts despite operating in an incredibly dynamic environment. The company continues to view strong customer adoption of its subscriptions and software driven by its targeted investments. The ongoing business transformation of the company shows progress over its KPIs, with RPO and ARR both growing well. Long-term megatrends such as Wi-Fi 6, 5G, 400-gig and beyond, IoT, security, hybrid work, and hybrid ....
