Blog
On September 21, Cisco announced its intention to buy Splunk for $28 billion in cash, its largest acquisition ever and fourth this year. This is a massive investment and win for Cisco from two perspectives: observability and security. Cisco’s full-stack observability platform could catapult into relevance against established competitors overnight. Similarly, on the security side, […]
Blog
Subscription-based hardware is the emerging model that every hardware vendor is promising to customers, partners, and investors. It’s a significant shift from the classic capex model in which firms spend money for outright hardware purchases. There are several scenarios such as new technology, short-term projects, test-before-you-buy, and infrastructure bundled with managed services, etc., where subscription-based […]