Cisco and Raymond James to Host a Tech Talk Summary - Thomson StreetEvents

Cisco and Raymond James to Host a Tech Talk Summary

Cisco and Raymond James to Host a Tech Talk Summary - Thomson StreetEvents
Cisco and Raymond James to Host a Tech Talk Summary
Published Mar 26, 2024
13 pages (8217 words) — Published Mar 26, 2024
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of CSCO.OQ corporate analyst meeting

  
Brief Excerpt:

...A. The lower one is NCS2K, the one above it is NCS1K. B. At 10 gig, the optic represented about 10% of the cost of the total BOM. C. The port was about 90%, the optic was about 10%. D. And at 100 gig, that approached about 50-50 ratio. E. At that time, we had a 40 gig router line card. F. It had 14 ASICs on it, and the total capacity for that line card was 40 gig. G. Today, we have 50 terabits in a single ASIC, on a single pizza box platform. H. And the scale from 40 gig to 50 terabits resulted in a massive, massive savings in cost per bit on that port. I. So at 100 gig, it represents about 50% of the cost and at 400 gig and 800 gig, it's well over half the cost approaching 70% of the total cost. J. And so as an example, LIVA is the acquisition that we did that has brought us Silicon One. K. Acacia was the most recent coherent acquisition. L. Accedian was an acquisition that helps us with network assurance and performance monitoring. M. We completed the Acacia acquisition 3 years ago this...

  
Report Type:

Brief

Source:
Company:
Cisco Systems Inc
Ticker
CSCO.OQ
Time
2:30pm GMT
Format:
PDF Adobe Acrobat
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MLA:
Thomson StreetEvents. "Cisco and Raymond James to Host a Tech Talk Summary" Mar 26, 2024. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Cisco-and-Raymond-James-to-Host-a-Tech-Talk-B15919677>
  
APA:
Thomson StreetEvents. (2024). Cisco and Raymond James to Host a Tech Talk Summary Mar 26, 2024. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Cisco-and-Raymond-James-to-Host-a-Tech-Talk-B15919677>
  
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