The Time Has Finally Come For Cisco's SD WAN Solutions

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About: Cisco Systems, Inc. (CSCO)
by: James Brumley
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James Brumley
Long/short equity, value, momentum, long-term horizon
Summary

The rise of unintended 'multi-clouds' has given rise to the need for integration.

Cisco's technology has already been embraced by network operators.

IDC's SD WAN hardware market outlook may underestimate what's in store.

When Cisco (CSCO) acquired Viptela back in 2017 for a relatively modest $610 million, most investors didn't likely notice, and even fewer cared. The networking giant consistently makes off-the-radar deals, quietly integrating others'