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Cisco Systems invests USD1 billion in enabling the ‘Internet for the Future’ and go-to-market flexibility

Dana Cooperson Research Director

"Cisco is in a strong position to profit from its USD1 billion investment if it can create and nurture a complex ecosystem, master flexible delivery and help turn network disaggregation into a mainstream approach."

In December 2019, Cisco announced the culmination of a 5-year, USD1 billion investment in the 'Internet for the Future' that spanned software, optics, silicon and systems. This article analyses Cisco's announcement and its implications and suggests key challenges for Cisco as it commits to open/disaggregated networking and implements a new set of go-to-market propositions.