GlobeNewsWire
18 Jun 2026, 15:40 UTC · 1h ago
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Cisco projects that managed services delivery will represent 45% of its market opportunity by 2025, totaling a $113 billion addressable market. — Quantifies a massive growth lever and strategic pivot toward recurring revenue streams for Cisco.
+0.60Cisco is converging its traditional networking and Meraki cloud-managed platforms into a unified portfolio where the same hardware supports both management types. — Increases product versatility and reduces customer friction/lock-in, potentially accelerating hardware adoption cycles.
+0.40Newer product lines, including WiFi 7 access points and Catalyst 9350 switches, now support both cloud-dashboard and on-premises management. — Provides specific product-level evidence of the strategic shift, though the market impact is secondary to the overall strategy.
+0.20Which stocks this story touches
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The article highlights Cisco's successful convergence of networking platforms and a massive $113 billion addressable market for managed services.
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