Key Takeaways From Cisco Live 2025
Cisco, Tuesday, June 17th, 2025
Jeetu Patel, Cisco Systems Inc.'s president and chief product officer, told me before last week's annual user event that it would be 'the most consequential Cisco Live of the past decade and perhaps longer.'
There were a few reasons for Patel's bullishness. The first is artificial intelligence. The core tenet of my research is that share shifts happen when markets transition, and Cisco's ability to articulate its strategy now will allow it to rise when the AI tide does. If it's crisp with its execution, it should benefit disproportionally. Cisco missed on cloud computing, but the company is laser-focused on AI and it's not going to be left on the outside looking in.