Collection

Tag: cisco

Cisco Buys Splunk: The $28 Billion Bet on Security, Observability, and Recurring Software Revenue

Cisco's $28 billion Splunk acquisition bought a large recurring software business and a data platform spanning security and observability, accelerating Cisco's shift beyond networking hardware.

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Cisco Buys AppDynamics: The $3.7 Billion Bet on Application Observability

Cisco's $3.7 billion AppDynamics acquisition was a premium bet that application performance and network telemetry would converge into full-stack observability.

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Cisco: Sequoia’s $2 Million Bet on the Routers That Would Carry the Internet

Sequoia's $2 million Cisco investment helped turn a Stanford-born router company into a commercial network infrastructure giant.

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