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How Cisco Built a $2 Trillion Empire
In this episode of Boardroom Conversations, we dissect how Cisco Systems transformed from a hardware router maker into a diversified technology giant. Lucas and Luna explore the strategic pivot under CEO Chuck Robbins, focusing on the shift toward software subscriptions and recurring revenue models. We examine specific acquisitions like Splunk and AppDynamics that redefined Cisco's value proposition in an AI-driven market. The discussion covers how Cisco managed its high price-to-earnings ratio while navigating supply chain shifts and cybersecurity demands. Listeners will learn about the…
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