Reminder: Cisco needs to simplify. Here's how.

Breaking Analysis + theCUBE upcoming episodes [Cisco needs to simplify. Here’s how.]( Cisco Systems Inc. boasts an impressive $60 billion revenue run rate, growing at 14% and generating over $5 billion in operating cash last quarter. However, customers are expressing concerns about the complexity of Cisco's portfolio, which could create friction beyond economic challenges. “Customers are vocal about the complexity of Cisco's portfolio, and if not addressed head-on, the company risks encountering friction beyond just economic headwinds,” said theCUBE’s Dave Vellante. “We believe Cisco's challenges are most decidedly not product breadth and depth; rather the company's mandate is to integrate the piece parts of its intricate offerings to create more facile and seamless experiences for customers.” In this week’s [Breaking Analysis]( Vellante delves into Cisco's business, shining a spotlight on three crucial aspects: security, networking and observability. With spending data from Enterprise Technology Research and insights from market watcher Zeus Kerravala, theCUBE explores how Cisco can enhance these areas for optimal performance as their annual user conference Cisco Live gets underway. Cisco's strategy for long-term success What is Cisco's strategy for facing outperformance by pure play companies and the NASDAQ Composite, even with its recent growth and market cap? CEO Chuck Robbins set modest expectations for 2024, indicating a slowdown in momentum. The breadth of Cisco's portfolio poses adoption challenges for customers as it struggles with interoperability and cross-platform optimization.   Products such as Webex, Meraki and Catalyst do not necessarily offer a better experience on Cisco's network compared to competitors. Political dynamics, internal friction and business unit structures hinder execution, according to our analysis. Efforts to improve interoperability and consolidate mass scale under John Davidson, executive VP and GM of Cisco Networking, may help bridge the gap. Cisco aims to create a synergistic portfolio rather than competing on individual products.   Learn more about Cisco's evolution and what to watch out for during theCUBE's coverage of the upcoming Cisco Live event. Check out Dave Vellante’s full Breaking Analysis [here](. [Get the full report]( [The debates behind the growing influence of AI]( In this week's episode of [theCUBE Pod]( analysts John Furrier and Dave Vellante discuss MongoDB's stock, highlighting its significance as an indicator of developers driving innovation in the cloud computing space. They also discuss the growing influence of Nvidia's AI and GPUs, along with other tech players showing positive growth, such as Broadcom and Zscaler.   AI adoption driving new business models   The emergence of AI is changing the landscape of enterprise tech. Furrier and Vellante express their belief in the real impact of the AI wave and the importance of leveraging it for cost-cutting and new business opportunities.   “S&P was up, the Nasdaq was up, tech was up. I think the market's really confused people … it's very hard to predict right now," Vellante said. "I think you and I both agree this AI wave is real, and the people that figure out how to apply it to their business to cut their costs and maybe come up with new business models are gonna thrive.”   Also up for discussion is Dell's recent announcement of Project Helix and its partnership with Nvidia, as well as the importance of incumbents applying AI to their businesses and the emergence of new business models. The debate surrounding AI adoption, climate concerns among Amazon employees and the potential for Cisco to build a networking supercloud based on its install base are also topics highlighted this week. Find out more about MongoDB, the growing influence of AI and the latest in enterprise ecosystems [here](. [Watch the full episode!]( New season. New startups. Join theCUBE June 8 for the latest episode of Season 3 in our Startup Showcase. We'll hear from 8 innovators in scaling data management while keeping cloud costs in check. Keynote by Paul Duffy, director of solutions architecture at AWS. [Read more]( siliconangle.com [Top News: Editors' Picks]( Cloud conundrum: The changing balance of microservices... Around the turn of the century, there was really just one choice for building business applications: using a server that you owned and that sat in your own data center. Then came the cloud and with it the debate over whether an app would be... [Read more]( siliconangle.com Data protection startup Rubrik reportedly planning $750M IPO Data protection startup Rubrik Inc., which was valued at more than $4 billion when it raised money from backers that included Microsoft Corp. two years ago, has hired a number of banks to assist with its initial public offering, according to a... [Read more]( siliconangle.com [theCUBE explores trends in AI, analytics and cost optimization]( The month of June is a busy one for theCUBE, and it all starts with the AWS Startup Showcase. Other events include Cisco Live, HPE Discover and Snowflake Summit.   [AWS Startup Showcase Season 3 Episode 2: June 8](   It all begins on June 8 with the “Analytics and Cost optimization” AWS Startup Showcase event. Tune in as theCUBE analysts talk to experts from eight AWS startups about the strategies they use to accelerate analytics and control costs.   The Startup Showcase]( kicks off with a keynote by Paul Duffy, director of solutions architecture at AWS, as he talks about solutions to help organizations leverage analytics to gain a competitive edge while managing cloud costs. Other discussion will center around database caching, policy as code, infrastructure automation and governance policies.   Event sessions and guests include:   - [Momento | Believe in Serverless]( Daniela Miao, co-founder and CTO of Momento, and Karan Vohra, engineering leader for distributed caching platform at Stripe - [nOps | nKS (nOps Karpenter Solution)]( JT Giri, CEO of nOps - [Hex | Living In the AI Era as a Data Practitioner]( Barry McCardel, co-founder and CEO of Hex Technologies - [Archera | Free Automated Cloud Management]( Aran Khanna, co-founder and CEO of Archera.ai - [RudderStack | Getting the Most Out of Your Warehouse / Data Lake Investmen]( Eric Omwega, VP of marketing and operations at RudderStack - [ProsperOps | AI and Autonomous Cloud Savings Outcomes]( Erik Carlin, co-founder and CPO of ProsperOps - [Sedai | AI-Powered Autonomous Cost Optimization]( Suresh Mathew, founder and CEO of Sedai - [Pepperdata | The Benefits of Real-Time, Automated Cloud Cost Optimization]( Ash Munshi, CEO of Pepperdata, and Kirk Lewis, senior solution engineer at Pepperdata Tune in on June 8 for exclusive coverage](   [Cisco Live: June 9](   Join theCUBE on June 9 for our special coverage of Live](. Tune in as our analysts talk with the experts from Cisco about AI and how it is affecting security in network computing.  TheCUBE will also focus on the latest news and analysis about Cisco’s integration strategy across acquired, native and partner tech. Learn more about how Cisco is addressing the challenges of more devices moving to the edge, requiring more processing power, security and automation through the use of AI. Add to your [calendar]( [HPE Discover: June 20-22](   At the Discover]( edge-to-cloud conference, theCUBE analysts talk with HPE experts about AI and analytics, hybrid cloud, connectivity and edge, supercomputing and sustainability.  From June 20-22, learn more about how the edge improves business outcomes as we explore the latest in enterprise computing and its impact on business outcomes by securely connecting users and devices with the data and insights they need, even in real time. Join [theCUBE's coverage]( starting June 20. [Snowflake Summit June 27-29](   From June 27-29, tune in for theCUBE's Summit]( coverage as our analysts talk to the experts from Snowflake, as well as business leaders and industry analysts.  Up for discussion: the newest ways IT leaders access, build and monetize data, tools, models and applications with the Snowflake platform. Learn more insights on data engineering and data pipelines, application development, cybersecurity and marketing analytics. Learn more [here]( [Follow all theCUBE's broadcasts!]( What to expect at HPE Discover: Join theCUBE June 20-22 TheCUBE heads to HPE Discover 2023 in hunt of AI enterprise use cases as GreenLake proves a powerful platform opportunity for Hewlett Packard Enterprises. Join theCUBE's live coverage June 20-22 for analyst-led discussions from the show floor. 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