Cisco Exec Admits Every Competitor Was Beating Them. Now He's Saying AI Just 'Changed' The Game In Their Favor.

▤ Summary

Cisco says its security business has grown into a major part of the company after years of acquisitions, product work, and customer demand for integrated networking and security platforms. The company now sees security as a platform play rather than a standalone category. Cisco also says AI adoption is creating new security needs around monitoring, threat detection, and policy enforcement. That shift could help Cisco win more enterprise spending as customers look for fewer vendors across cloud and hybrid environments.

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Cisco

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