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Cisco Earnings Preview: 5 Key Areas Partners Need To Watch

Here are the five most interesting areas to watch for during Cisco's fiscal third-quarter earnings call this week.

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Switching And Routing

For the company's second quarter, Cisco switching revenue fell 5 percent to $3.3 billion year over year, while its routing business dropped 10 percent to $1.8 billion. Cisco's networking business accounted for roughly 60 percent of its $37.25 billion in product revenues for fiscal year 2016.

Meanwhile, Cisco's share of the switching market slipped from 60.7 percent in 2015 to 57 percent in 2016, according to data from research firm IDC. With networking rivals Juniper Networks and Arista Networks taking a more open networking approach by disaggregating hardware from software, it will be interesting to see if Cisco's switching and routing sales continue to decline.

 
 
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