Cisco is generating more revenues through software and businesses with recurring revenue. But the networker could speed the transition through M&A.
CEO Chuck Robbins is expected to discuss Cisco's shift to software and recurring revenues. Updates on Cisco's M&A streak, tax reform and the WannaCry cyberattacks could come, too.
Microsoft and SAP are seeing solid growth for their rival database products, and cloud providers have rolled out impressive managed database services.