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What To Expect From Cisco’s Q4 Earnings As Supply Chain Issues And Revenue Declines Loom

Gina Narcisi

The networking giant was seemingly harder hit by supply chain issues and other macro issues compared to competitors such as Arista Networks, Juniper Networks, and Extreme Networks. Here’s what to look for during Cisco’s Q4 fiscal quarter of 2022.

Management Changes

Todd Nightingale (pictured), senior vice president and general manager of Cisco’s Enterprise Networking and Cloud Business and one of the tech giant’s executive leaders, revealed earlier this month that he’d be jumping to edge cloud company Fastly Inc., as the company’s new CEO effective Sept. 1.

Nightingale joined Cisco in 2012 when the company acquired Meraki. Previously, he served as senior vice president and general manager of Cisco’s Meraki business and quickly climbed the ranks within Cisco where he’s been managing business strategy and development efforts for Cisco’s multibillion-dollar networking portfolio.

Cisco, as a result, announced in August it was combining its Enterprise Networking and Cloud division with the Mass-Scale Infrastructure Group, which will be led by Jonathan Davidson, executive vice president and general manager of Cisco’s Mass-Scale Infrastructure group. The combination will give Cisco a unified vision for end-to-end networking, the company said. It is yet to be seen whether Robbins will comment on the new structure during the company’s earnings call on Wednesday.

“At Cisco, we always want the best for our teams, our people, and their continued growth in their careers. We are grateful for [Nightingale’s] many contributions to Cisco and congratulate him as he takes on a new opportunity as a CEO of another company in an adjacent market,” a Cisco spokesperson told CRN earlier this month.

 

 
Gina Narcisi

Gina Narcisi is a senior editor covering the networking and telecom markets for CRN.com. Prior to joining CRN, she covered the networking, unified communications and cloud space for TechTarget. She can be reached at gnarcisi@thechannelcompany.com.

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