Cisco Pushing For Software, Services to Top 50% of Revenue, CEO Robbins Says

The video discusses a company's response to the pandemic, focusing on employees, customers, and community. It highlights the variability in industry investments, with some sectors struggling and others investing in infrastructure. The discussion covers market trends, emphasizing software as a secular tailwind and hardware facing cyclical headwinds. The video also addresses capital deployment, considering social stigma around buybacks and M&A activities.

What are the expected long-term changes in infrastructure due to the pandemic?

How is Cisco Systems positioned to support the shift to remote work?

What are the potential implications of M&A activity during the pandemic?