JNPR - 2 Recent Catalysts That Could Push Cisco Stock Higher In Its Upcoming Earnings Call
This article will focus on the WLAN Business of Cisco's (CSCO) Infrastructure Platforms segment, which makes up 75% of the company's sales and also drives revenues in other segments such as Services.
For those unfamiliar with Cisco's business model and segments, here's a refresher. The company's primary customers can be split as:
- Enterprise (1,000+ employees)
- Commercial (<1,000 employees, with Small Businesses with <100 employees often being channel partners)
- Service Providers (wireless and wireline/ broadband providers)
- Public Sector, within a multi-vendor environment
The reason for focusing on WLAN (wireless local area network) is