Investment In Cisco’s Chuck Robbins’ Growth And Transformation Vision  

We spend a lot of time with [Cisco CEO] Chuck [Robbins] and their executive management team. They’re coming out of their well-received Partner Summit. So I would say at a high level, there’s a number of things that are going on with Cisco. That’s both Chuck’s commitment and executive team of growing organically and through acquisition. So they’ve looked at doing that in a very thoughtful and prudent way. But really knowing that they need to continue to grow and they need to invest—and they’re doing just that organically and through acquisition.

There’s a lot of things behind the scenes in [Cisco’s software and SaaS transformation] and we’re working with them on those things, but also to make sure that they don’t lose any opportunity within the traditional infrastructure side of the hardware and software pieces that they’ve done. It’s really driving a difference in enablement and providing more flexibility for the customer in regard to how to consume the overall portfolio of Cisco products and services.