Cisco
4 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Sep 11, 2025 by Kiren Sekar · said 17 times in 4 episodes since 2024 · across every show →
Mentions by year
brought up most by Brett Berson (5), Kiren Sekar (4), Jyoti Bansal (4), Anil Varanasi (4)
tap a year for its mentions
2025 14 mentions in 3 episodes 5 per episode
Everything said about Cisco, oldest first
Sep 11, 2025
Nov 19, 2025
Cisco escalated its AppDynamics buyout offer to 2.5x the IPO price
“And this conversation started three days before the IPO Cisco came in and said, you know, we'll, we'll pay you more than you. The price you will list. And we said, no, it's, we'll go IPO. Said, no, they came with another price, which is like, we'll pay you mor…”
Dec 10, 2025 negative
Varanasi: Networking startups fail to build full stacks and become acquired point solutions
“What we understood what happened with all the companies in the last 2030 years that tried to compete with Cisco was that they then ended up selling that. Then the best companies actually start having success. Then they never go out and build the rest of the th…”
Dec 10, 2025 neutral
Varanasi: Cisco built its hardware stack via acquisitions, unlike Meter
“So if you look at our industry, Cisco has a rack like ours where they have, you know, 10 different pieces of hardware. But majority of that was done through acquisition. So they bought their switching business called Crescendo in the nineties, et cetera, Merak…”