Cisco FY 4Q24 Earnings: Revenue Fall in Line with Expectations, But Splunk Boosts Product Orders and Software Subscriptions as Focus Shifts to Security, AI, and Observability

Subscriptions Covered

• 5G Monetization and Adoption Strategies
• Cloud and Datacenter Networks
• Communications Service Provider Operations and Monetization
• Enterprise Communications Infrastructure
• Enterprise Communications Services
• Future of Connectedness - Agenda
• Hosting and Colocation Services
• IaaS Trends and Strategies: Networking
• IDC Telecommunications Insights: Technology Priorities and Services Strategies
• Internet of Things and Intelligent Edge: Infrastructure
• Managed Edge and Content Delivery Services
• Mobile and Internet of Things Communications Services
• Network Observability: Analytics, Automation, and Artificial Intelligence
• Telecom Network Infrastructure
• Unified Communications and Collaboration

Companies Covered

• Cisco Systems Inc.
• Splunk Inc.

Regions Covered

Worldwide

Topics Covered

• Cognitive/artificial intelligence
• Enterprise network infrastructure
• Future of connectedness
• Network security