Cisco - OCT20 TSIS
The most recent enterprise spending intentions data for Cisco was collected through ETR's proprietary TSIS (Technology Spending Intentions Survey) from 9/10/2020 - 10/2/2020 and was sourced from 912 CIOs and IT end users, which represent approximately $387B in annual IT spend. Further, of the 912 customers, 153 represent Fortune 500 organizations and 251 represent Global 2000 organizations.
In this report, ETR examines Cisco's 2H20 spending intentions, with a focus on Networking spend, key customer subsamples (International and Fortune 100/500) and Cisco's acquisitions. Further, we analyze the impact COVID-19 is having on Cisco.
Within Networking, ETR analyzes Cisco's market position by observing Cisco's spend among organizations positively spending on cloud architecture and benchmarks Cisco's data against Arista Networks, SolarWinds, Aruba Networks (HPE), Citrix (NetScaler), Riverbed, Blue Coat (Symantec), and more. The report then investigates Cisco's expected spending intentions in Information Security (including Sourcefire, Umbrella and Duo spend) with a focus on competition from Palo Alto Networks, Carbon Black, Fortinet, Zscaler, CrowdStrike, Proofpoint, Check Point, Symantec (Broadcom), Juniper, and more.
Finally, ETR explores expected spend in Video Conferencing (vs Zoom) and Analytics and provides CIO commentary explaining Cisco's 2H20 outlook.