Latest Analyst Insights
27 June, 2026
For 40 years, enterprise software has run on an assumption nobody priced because nobody could avoid it. The assumption is that a human sits between the systems. Someone reads the email, opens the CRM, checks the ledger, updates the ticket, and carries the context from one application to the next ins...
10 June, 2026
On Monday morning, 1st June, 2026, a total of 1,500 customers had self-onboarded onto Cisco IQ. By evening, it was 1,600. Tuesday morning, 1,700. By the time I left Cisco Live 2026 in Las Vegas, Tuesday evening, I was told the number had crossed 2,000. But I am getting ahead of myself. The Constrain...
07 June, 2026
Cisco Owns the Control Plane of the Agentic Era. Nobody knows it yet. The market is currently operating under the assumption that the architectural gravity of AI belongs entirely to the orchestration layer of the hyperscalers or the workflow engines of SaaS giants. But those software surfaces only c...
