How Cisco can win cloud's 'Game of Thrones'

Cisco is a company at the crossroads. It is transitioning from a high margin hardware business to a software subscription-based model through both organic moves and targeted acquisitions. It’s doing so in the context of massive macro shifts to digital and the cloud. We believe Cisco’s dominant position in networking, combined with a large market opportunity and a strong track record of earning customer trust, put the company in a good position to capitalize on cloud momentum. But there are cl...