Archive for October 2017

Device Layer provides the health status of network devices, enabling network operations teams to deliver better application and service performance.

Understanding user experience is becoming critically important to the success of all companies. I’ve interviewed dozens of business leaders on their digital transformation initiatives, and I can sort them into two larger buckets: increasing workforce productivity and improving customer experience.

Those may seem somewhat unrelated, other than they used digital technologies, but there is another point of commonality and it’s that applications play a key role.

BroadSoft’s good for Cisco, and Cisco’s good for BroadSoft — which means the deal is likely good for customers.

As mentioned elsewhere on No Jitter this morning, BroadSoft’s annual Connections event started off with a bang when it was announced that Cisco was acquiring the company for about $1.9 billion, making it one of Cisco’s biggest acquisitions to date, alongside its Sourcefire acquisition in 2013 and AppDynamics acquisition earlier this year. I talked with a number of financial analysts about this deal and one point many agree on is that the price seemed relatively low given BroadSoft’s current revenue ($380 million in 2017, $431 million in 2018), growth expectations (12%), and profitability (76% gross margin; 15% operating margin).

Network engineers can use AppDynamics to quickly diagnose the cause of poor application performance. And if the network is the problem, use the tool to resolve it faster.

Earlier this year, Cisco surprised many industry watchers when it forked out a cool $3.7 billion to acquire AppDynamics, which was about 2x the valuation it had going into its IPO. Most people know Cisco as the de facto standard and market leader in networking. AppDynamics lives higher up the stack and provides a view into how applications are performing by collecting data from users, applications, databases and servers.

This acquisition adds real-time streaming view to application intelligence Cisco earlier gained with AppDynamics buy.

Cisco this week announced its intent to acquire Perspica, a machine learning vendor — the second of this sort of acquisition this year (not to mention its 200th overall).

Earlier this year Cisco dropped a hefty $3.7 billion to purchase AppDynamics, paying a significant premium over the application performance vendor’s pending IPO price. AppD, as it’s better known as, gave Cisco a view of user experience through the lens of applications. Prior to the acquisition, Cisco had to infer how apps were performing through data generated by its security, networking, and data center products. AppD gave Cisco badly needed application intelligence, arguably enabling it to deliver the first true end-to-end monitoring and analytics platform.

Success in the digital era isn’t based on the company that has the lowest prices, best products, or even the best people. Maintaining a leadership position is predicated on the ability to quickly adapt the business to seize new opportunities faster and maintain competitive edge. The concept of becoming a “digital company” can be quite intimidating for many organizations, particularly established corporations that haven’t relied on technology in the past, as there’s a perception that digital transformation requires big moonshot-like initiatives and investments.  Hotels think they need to become AirBnB and transportation companies try to follow Uber’s lead, but they don’t need to. It’s critical for business leaders to understand that digital transformation is more about “chip shot” initiatives rather than a moonshot.

The application that pioneered messaging, AOL Instant Messenger (AIM), will be shut down by end of year.

As we age, there are seminal moments that happen that close a chapter of our youth and remind us of how the world has changed. For example, Leonard Nimoy’s passing is a reminder that anything related to Star Trek, The Original Series is coming to an end. Recently, my youngest child got his driver’s license, meaning that I’m staring empty nest syndrome in the face, ending the child raising portion of my life.

Cisco announced two services that use AI to address critical issues, freeing up IT professionals to learn new skills, modernize the infrastructure and drive innovation.

The drive to digital transformation is causing the world to move faster than ever. And it seems businesses are experiencing a huge case of “fear of missing out” (FOMO) and adopting new technologies at a dizzying pace.

A few years ago, only a few companies had invested in the Internet of Things (IoT), software-defined networking (SDN), cloud services and DevOps. Today, they’re rapidly becoming the norm, and it’s difficult, if not impossible, for IT to maintain the current environment.



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