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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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M&A In 2017

With plans to close its acquisitions of SD-WAN specialist Viptela and AI provider MindMeld later this year, it would be interesting to hear anything about Cisco's M&A strategy for the rest of this year. The networking giant spent billions acquiring 11 companies in 2015, followed by another seven vendors last year. So far, Cisco has acquired only three companies is year, including its $3.7 billion purchase of AppDynamics.

Partners will also be keen to listen for information around future integration plans and possible timeframes for the MindMeld and Viptela technologies into the Cisco portfolio.

 
 
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