Cisco

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• neutral prediction Unattributed

  Yeah, the only winners are going to be consumers and businesses. They get this tax-free kind of internet. Cisco and some other guys will get a little bit out of it.

• neutral fact_claim Jason Droege

  our systems are the basis of the infrastructure is Cisco UCS

• neutral fact_claim Eric Chiu

  Yeah, correct. That is correct. So, thank you very much, Chris. So, uh yeah, no, Cisco is one of our investors. They invested in high trust in our last round of venture capital along with our current investors Trident Capital and another new vest investor, Granite Ventures.

• bullish assessment James Urquhart

  my belief is that Cisco is very well positioned in terms of how that debate works out

• neutral endorsement James Urquhart

  anybody who thinks that that a company like Cisco would stand there and say oh oh stay away from those public Cloud environments Focus only on your data center doesn't understand where we come from

• neutral assessment James Urquhart

  I think the growth rate that they're talking about there is pretty reasonable but if you're going to only if you define Cloud to include private cloud and hybrid Cloud environments in addition to public Cloud I don't see um public Cloud only environments um necessarily uh well no it's possible with small medium businesses possible that they they could continue to grow at that rate as well

• neutral assessment James Urquhart

  I think there's great opportunity for Western companies in China and in all of Southeast Asia

• neutral assessment James Urquhart

  I think that China would happily own that industry for themselves for their own people

• neutral assessment James Urquhart

  I think for networking you know I think my my employer involved quite a bit there but I think that there's a lot of their own stuff that they can do

• neutral assessment James Urquhart

  I to me it's not it's expected and I don't think it's a detriment to cloud in the long term I just think it for any given country it may be uh become an issue for them

• neutral assessment James Urquhart

  I can imagine clouds existing when the scale gets big enough where um sorry you know this is only for Fortune 200 companies that uh you know sign a certain agreement with us

• neutral assessment James Urquhart

  replicating that environment is a significantly more difficult task um especially when you're trying to do it at scale

• neutral assessment James Urquhart

  I don't see it as a as a major huge deal although if the economics become significantly different then I think you'll find the same sort of things that happened in China

• bullish fact_claim Unattributed

  all the sites that use our tracking code have a dashboard that we provide to them and an alert system that we send to them when their individual content starts to get large amounts of social traffic

• bullish assessment Unattributed

  we're actually starting now we've just hired our first couple guys who Focus exclusively on math which is to look at identifying things even earlier we're looking more for acceleration of content and we look for traffic um that comes from third party sources if if someone puts something on the on the Huff Post front page it's going to get a ton of traffic right that's that's more of a lagging indicator and it's more of a forced indicator the more interesting indicator is something which is on a

• bullish assessment Unattributed

  BuzzFeed is a destination site that surfaces the hottest content on the web the most socially shared content on the web and the way that we're able to do that is we have this enormous monitoring Network and tracking code on leading sites like time and AOL news and The Huffington Post and college humor and on and on and on 170 maybe maybe close to 200 million uniques now of sites that we Monitor and we trigger onto BuzzFeed whatever the most shared the most social the hottest hottest pieces of co

• neutral fact_claim Unattributed

  what's great about like MC semantic Cisco and some other big companies is they just have a sort of an explicit my experience policy of just kind of not really doing R&D and just saying let's let the and it's actually very smart by the way anti-spam the VCS probably funded 80 of them

• neutral fact_claim Andy Rachleff

  Cisco we turned we along with a probably another 50 some odd firms turned down the round that Sequoia did and that probably valued the company at uh 10 or 12 million wow so they wound up putting $2 or3 million in 2.6 million you don't forget these numbers for 30% because you know the funny thing is and they own what 30% or something they owned approximately 30%

• neutral assessment Andy Rachleff

  I got overly that and if there was a huge lesson that I learned in the Venture business is that you shouldn't get overly sensitive about the personalities of the people you have to focus on the product Market fit right

• bullish prediction Rowan Trollope

  if this product line works you know Cisco could go from being this like something that when your company hits 200 people you sort of start to engage in cisco but most companies are small

• bullish fact_claim Rowan Trollope

  we have now actually the full the full complement it's just a matter and publishing it which will happen this year

• bullish prediction Unattributed

  I think will be the key is if you guys can convince the you know the the brass as it were at Cisco to me get you right now you're all the brass I just have to convince myself that does a business case and I feel I think there is the business case which is you make some margin on those and then there's some fee for using that right

• bullish assessment Unattributed

  it's really tight a webex integration into this natively so the whole idea is you could join a webex

• bullish assessment Unattributed

  I basically went in there and you rubra fide the cisco product line which is to say what sucks yep fix it exactly right and like that's what big companies don't do

• bullish assessment Unattributed

  part of this was no matter how you set this thing up it just works

• bullish assessment Unattributed

  it's just incredible like this looks as good as our studio camera just incredible

• bullish assessment Rowan Trollope

  we're using that cisco DNA but building an open platform that star other startups can build on top of

• bullish endorsement Rowan Trollope

  enterprise is hard it's generally hostile to startups yeah we don't like that cisco gets it

• bullish assessment Rowan Trollope

  we've built a platform where fundamentally anyone can integrate real-time communications... I actually want to power I can do all the plumbing for these large enterprises... I want to build a community of startups on top of this platform

• bullish prediction Rowan Trollope

  we're actually launching web hooks imminently which will give us a bunch of the integrations

• bullish fact_claim Rowan Trollope

  we just recently acquired troppo who have 200,000 developers they understand how to build web scale platforms for developers

• neutral fact_claim Rowan Trollope

  we built a desktop unit... it's called the i call it the telepresence... that thing has a dedicated processor just for the video and audio and then you plug in your laptop as your main compute device

• bullish prediction Rowan Trollope

  five percent of conference rooms today have video stuff in them... eventually a hundred percent of rooms will be natively enabled with this magical technology

• bullish prediction Rowan Trollope

  we already saw hundreds of thousands millions millions of these unit millions

• bullish assessment Unattributed

  Cisco's competent customers ... I would say not yet

• bullish assessment Rowan Trollope

  we control the hardware the software the networks and the cloud but it's not as complicated as these previous products have been

• bullish endorsement Unattributed

  the quality is vastly superior to like using the camera in your Mac

• bullish fact_claim Rowan Trollope

  if you have a small company it's going to be similar to the price of slack or actually with it maybe slack and hip chatter maybe half that price we're competitive competitive yeah

• neutral assessment Rowan Trollope

  we haven't figured out the commercials on it yet but there's going to be a subscription fee

• bullish fact_claim Rowan Trollope

  five person or ten person company can get one no game and no infrastructure setup needed

• bullish fact_claim Rowan Trollope

  we won eight red dot awards

• bullish fact_claim Rowan Trollope

  we had 65 different systems I reduce it down to 17 systems

• bullish fact_claim Rowan Trollope

  we reduced the prices by eighty five percent a cry lineup

• neutral fact_claim Rowan Trollope

  why is it that when I go to the office I have to go backwards in time with my communications technologies right and we had deployed like three or four of those hundred thousand dollar rooms or whatever those the time was halo and as this stuff's like silly I need something for everyone

• bullish endorsement Jason Calacanis

  I think Cisco is probably doing the best job of any major company out there

• bullish assessment Jason Calacanis

  Cisco which has made an incredible telepon telepresence product for 1,500 bucks that they've matched with the power of Yammer or slack HipChat etc IRC

• neutral fact_claim Steve Case

  the first wave obviously was building the infrastructure of the internet which I think you put AOL and Cisco Cisco but basically taking what was an idea and turning into reality

• bullish assessment Vinod Khosla

  Cisco was a rout router but it was routing software that was running on sun motherboards originally and Son's model if those who remember it was was the network is the computer and I considered stupid that we didn't realize I didn't realize that networking would be a huge thing as big as Computing and Cisco became at one point a higher market cap than Sun I mean that's pure like duh what what what what was I thinking

• neutral fact_claim Vinod Khosla

  Cisco had bought an ATM company

• bearish criticism Vinod Khosla

  Cisco had insisted they'd never do tcpip for the public network at high speeds

• bearish criticism Vinod Khosla

  if somebody's at Cisco too long then you probably don't want to hire them

• bullish endorsement Jason Calacanis

  it's pretty amazing I love my Cisco spark board

• bullish fact_claim Jason Calacanis

  you can now do it for lo thousands of dollars

• bullish endorsement Jason Calacanis

  Cisco spark is a new meeting platform and a communication platform for teams and we're using it here at this week in startups and it is life-changing it can make working together so easy so pleasant

• bullish endorsement Unattributed

  wow that was so seamless I am such a fan of the Cisco spark board

• bullish endorsement Unattributed

  I am such a fan of the Cisco spark board

• bullish endorsement Jason Calacanis

  I love my Cisco spark board and on this very program this week in startups we're going to start putting Cisco spark boards in other cities so that entrepreneurs and investors from say New York Los Angeles maybe London Berlin Hong Kong Tokyo Seoul can then videoconference into the show we can start doing remotes with startups from around the world how exciting is that all powered by Cisco spark and the Cisco spark board

• bullish endorsement Jason Calacanis

  Cisco spark is a new meeting platform and a communication platform for teams and we're using it here at this week in startups and it is life changing it can make working together so easy so pleasant and in this package for one low price of free you get yes that's right free you get video meetings team messaging like chat you know how that works digital whiteboarding and we to get into that in a minute file sharing and calling all of this together in one secure app that works on any of your devic

• bullish endorsement Jason Calacanis

  thanks to the Cisco spark board which I cannot recommend enough this is I think Cisco used to charge when they first started putting in these whole room systems for telecommunications they were a quar million dollars to a million dollar now you can set one up for low thousands of dollars and the uh Fidelity of them is amazing and of course people can connect to them via iPad or by their phone Android desktop whatever it is and it just works so we're we're really uh been having a great time with

• bullish endorsement Jason Calacanis

  the technology has gotten so good with this new Cisco spark board which we have here and uh the spark board it cost I think five5 to $110,000 they have two different sizes but it's essentially a giant uh iPad I mean you could it's got a touch screen on it and it's got built-in uh audio built-in video high definition and people can join it through a chat room

• bullish endorsement Jason Calacanis

  Cisco Spark is a new meeting platform and a communication platform for teams and we're using it here at this week in startups and it is lifechanging. It can make working together so easy, so pleasant. And in this package for one low price of free, you get Yes, that's right. Free. You get video meetings, team messaging like chat, you know how that works. Digital whiteboarding. I'm going to get into that in a minute. File sharing and calling. All of this together in one secure app that works on an

• bullish fact_claim Jason Calacanis

  the video quality it makes you feel like you're in the same room without having to spend what used to be I think a quarter million dollars or fifty thousand dollars to outfit a room you can now do it for low thousands of dollars

• bullish endorsement Jason Calacanis

  it's life-changing it can make working together so easy so pleasant and in this package for one low price of free you get yes that's right free you get video meetings a messaging like chat you know how that works digital whiteboard anyway to get into that in a minute file sharing and calling all of this together in one secure app that works on any of your devices

• bullish assessment Rowan Trollope

  I think Meraki is probably the biggest and most successful one that you know they bought it I think was a hundred million and that's now doing over a billion in revenue that's I think rough and tough and that was four years ago in that case it was like strong channel synergy so so Cisco's a go-to-market machine and they've got the world blanketed with their channel and so you bring in a company that has a brand new awesome router that's you know powered by the cloud which is Meraki and it was li

• bullish endorsement Jason Calacanis

  I would buy Cisco routers

• bullish assessment Rowan Trollope

  I'm still a big shareholder in Cisco I think they've done a phenomenal job yeah and yeah that the network is really clicking again and we know at the end of the day they are the world leader in networking and the internet is powered on Cisco gear like that's not gonna change anytime soon

• neutral fact_claim Rowan Trollope

  it's a publicly traded company I know that you know you have 40 customers paying over a million dollars a year each three billion dollar market cap

• bullish assessment Rowan Trollope

  we're sort of right at the front end moving all these legacy systems from premises based software and hardware to the cloud

• bullish assessment Rowan Trollope

  we're a totally new born in the cloud web based thing so there's no phones there's no nothing it's not basically through the through the cloud and we power some of the largest contact centers in the world

• bearish criticism Mårten Mickos

  Huawei is not gonna do that Cisco's not gonna do that

• neutral fact_claim Unattributed

  Cisco was the foundational layer for infrastructure for the internet. And so that was the internet revolution. Cisco was peak.

• neutral assessment Jason Calacanis

  the big news of course today was cisco planning to acquire cyber security company splunk uh in cash for 157 per share that's a 31 uh premium on splunk's closing price puts the deal at 28 billion dollars i think this is a really interesting uh thing that's happening if you have large companies cisco is a very large company obviously um and smaller companies are going to be not priced at a premium people are looking for growth they have a lot of cash on the sidelines and you're going to see a lot

• neutral fact_claim David Friedberg

  I think that the Cisco analogy, it's a pretty different situation, because Cisco evolved the business to become much more enterprise centric. And they were able to run an M&A process like we see with enterprise software, where they could acquire and roll up lots of different product companies and sell into their enterprise channels to do a lot of cross selling.

• bearish assessment David Sacks

  Well, the company that everyone compares NVIDIA to, or asked the question about whether a historical comparison should be made is Cisco. So there's an article in Motley Fool saying, is NVIDIA doomed to be the next Cisco? There was one in Morningstar called NVIDIA 2023 versus Cisco 1999. Will history repeat itself? The reason they're asking these questions is that if you go back to the dot-com boom in 1999, to pull up the stock performance chart, you can see that Cisco had this incredible run. An

• neutral fact_claim Unattributed

  you saw that in the late 90s with cisco and cisco had acquired over 120 companies people are arguing that that basically was their r d strategy but you know cisco was trading at 100 times pe so they had the currency why not

• bearish criticism Nikesh Arora

  The biggest contrast for us is we like to buy a product which we can integrate and sell to customers. We have a go-to-market engine. We like to keep it the way it is. I think if I'm going to buy a company at eight to ten times revenue, I'm just overpaying for customers and sales. I have all the customers already. Why would I pay eight to ten times revenue to buy a customer I already have it on a different product? So I'd rather buy the product, use my go-to-market capabilities, go sell them to t

VentureSignalScore 0/100 for cisco, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage