Zeus Kerravala
@zkerravala
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The #1 ranked independent analyst, according to AR Insights. Focusing on technologies that are reshaping the world. #AI #Security #Network #Communications
Acton, MA / San Mateo, CA
Joined December 2008
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石丸構文
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#WWERaw
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Parkinson
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FURIA ES GRAN HERMANO
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Bruce
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Tucumán
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THE NEXT PRINCE
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#ラヴィット間違い探し
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CM Punk
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Hulu
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バックアップ
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Rhea
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プール中止
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BAMBAM 09JUL NICE DAY
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Renzo
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花江ちゃん
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#TheBachelorette
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#HappyIndependenceday2022
to all my friends in
#India
#IndiaAt75
#Indianflag
#IndependenceDay
#IndependenceDay2022
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Did you know... that
@Cisco
software revenue is now $14B. Only
@Microsoft
@Oracle
@SAP
,
@salesforce
and
@ADP
are bigger software companies. Cisco is bigger than
@VMware
@Intuit
@Workday
. That's quite the shift from a decade ago.
@ChuckRobbins
@mirageas
@mariapoveromo
4
72
347
$CSCO stock up 5% on a more than strong quarter. Beat on revenue and EPS.
@Cisco
@mirageas
@mariapoveromo
0
3
116
This certainly looks like an
@ExtremeNetworks
#wifi
access point in the bullpen at
@GuaranteedRate
Field, home of the
@whitesox
. I bet
@WDurow
would know!
#changerthegame
#everydayisgameday
@MLB
1
1
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Hey
@jotizzano
, this pics for you! Although there should be an upgraded
@ericsson
one!
@Vonage
#cycle
#cyclemass
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2
87
What are you doing next week? I'll be at
#IBM
#Think2023
, one of the leading events for
#sustainability
#AI
and other topics. Hope to see you there!
@IBM
#ArtificialIntelligence
#ML
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2
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This week on Real-Time, Recorded,
@DaveMichels
and I discuss the recent
#ZoomPerspectives
event. We share our thoughts on
@Zoom
,
#ZoomPhone
,
#ContactCenter
and a whole lot more... have a watch, I bet
@ericsyuan
has!
0
2
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Did you know every
@MLB
dugout and bullpen has
@Mitel
telephony and
@ExtremeNetworks
#wifi
. Because
#everydayisgameday
@WDurow
1
4
72
Woo! What a power panel!
@RaghuRaghuram
CEO of
@VMware
and Jensen Huang CEO of
@nvidia
. Talking
#AI
#DPU
and a whole lot more
#VMwareExplore
#VMwareExplore2022
1
3
40
Here is my take on the acquisition of
@AtosUnify
by
@Mitel
. It's a good move for Mitel as it enables them to continue its mission of driving innovation in to the on-prem
#Ucoms
business.
@Atos
was never a good fit.
@VirveVirtanen
@tarunloomba
1
2
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Went cycling to enjoy an experience that mattered!
@Avaya
@vdavislee
@simonharrisonme
#experiencesthatmatter
#Cycle
#cyclecalifornia
#cyclelife
3
3
71
Nice to end the analyst program with
@sumit_dhawan
and
@RaghuRaghuram
of
@VMware
#vmworld22
#vmwareexplore
0
2
36
Out for an
#xcaas
kind of ride…
@johnlsun
@amritesh_c
@8x8
#ucaas
#ccaas
#cycle
#cyclelife
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5
87
woo!
#ZoomPerspectives
is next week. Im looking forward to roadmap items. Specifically [NDA], [NDA] and [NDA]! Should be exciting!
@Zoom
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3
69
look who I ran into at
#Vmworld22
...
@editingwhiz
of
@ZDNET
@VentureBeat
@eWEEKNews
and more.
@VMware
#VMwareExplore2022
#VMwareExplore
0
4
29
Thanks for having me!!!
Enjoyed having
@zkerravala
present to our
@Cisco
@Webex
team about the state of the industry around
#collaboration
#UCaaS
#hybridwork
and the power of a true collaboration platform. 🙏 for the insights. HUGE fan of
#Zeus
@abhaysk
@lorrissa_horton
@javed_khan
@KjesbuSnorre
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0
2
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Some images from my visit to the
@Verizon
crisis response facility in Tampa
#wifi
#4G
#5G
#crisisresponse
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Great article on the risks associated with the new GTLDs… <-- Beware of straying from .com
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159
Do we really need to tell people to not drink out of urinals???
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1
37
CEO of
@huggingface
@ClementDelangue
says "every single company needs to train their own models" -
@IBM
@IBMWatson
#Think2023
@dariogila
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0
2
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Glad to see this…
@Cisco
has made the wise decision to postpone
@CiscoLive
2020. Great leadership by
@ChuckRobbins
to make such a bold decision. Thank you.
#CLUS
@mirageas
@Stelow
1
25
150
Looking forward to spending the next couple of days with
@JuniperNetworks
at its analyst summit.
@ramirahim
@ben_culp
@mmarcellin
3
1
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From $CSCO earnings call - "Collab was up 2%, driven by growth in devices, partially offset by declines in our meetings and calling offerings" - Hey
@KjesbuSnorre
looks like those new devices are gaining traction!
@javed_khan
@Webex
@aruna13
@Cisco
1
7
70
So
@GovAndyBeshear
proclaims more love is is needed in the wake of another
#MassShooting
. Hey Andy, how about some
#GunControl
?
#BoycottNRA
0
2
33
“
@Five9
is now a full customer engagement platform” - Callan Schebella -
#five9cxsummit
#cxnation
0
3
45
Holy beat and raise, batman!
@Cisco
puts up a monster quarter, increases dividend and ups annual guidance. $CSCO stock surging after hours. Nicely done
@ChuckRobbins
and team!
@mirageas
3
17
150
So what do you think their valuation is? 10B was the last number I saw. If you think it’s wrong, what is it?
@zkerravala
Most are down 40-60% (some are down 99%). The problem is they were $10B pre IPO - that will make fund raising very hard.
0
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Had an awesome time with
#ciscocollaborationdevices
Even though I wish I could have been there in person, meeting via a
@Cisco
Device is the next best thing. A big thank you to
@KjesbuSnorre
and team for giving our special guests a peek behind the curtain to see how some of the magic is made. 🍫
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Also, not every company has lost valuation. For example,
@Contentsquare
doubled its valuation and is now worth $5.6B.
@zkerravala
Most are down 40-60% (some are down 99%). The problem is they were $10B pre IPO - that will make fund raising very hard.
0
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A8.
#EweekChat
- It’s important to invest in research and development - Allocate resources to research and stay updated on the latest advancements in AI technologies. Engage with experts and academia to understand emerging trends and potential impacts on your industry.
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that's a long history!
In our fourth quarter last fiscal year
@cisco
built more products than any other quarter in our history.
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$CSCO puts up a strong Q4FY21. Rev of $13.13B beats by $90M. Guides to 5%-7% rev growth. Interesting data point. at $16B run rate,
@Cisco
is now one of the largest software vendor in the world... Congrats
@ChuckRobbins
and team.
@mirageas
@mariapoveromo
0
29
140
Hanging with the kid and his buddy. Photo bombed by
@WDurow
@MLB
#AllStarGame
#AllStarGame2023
@ExtremeNetworks
#AdvanceWithUs
0
1
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#HybridWork
is more than just remote work. You need to think home office, bedroom, hot desk and jump room.
@Webex
has solutions for each of these... Check em out.
@aruna13
@AnneBlomquist1
@MsAliParker
1
12
76
#ZoomPerspectives
day 1 ended with an evening at
@RegaleWinery
. Was great to catch up with CEO
@ericsyuan
0
1
43
Hey,
@aruna13
, I just got a demo of
@Webex
in a
@Ford
F150
@dawnmudie
@mithunbafna
both did a FABULOUS job...
@javed_khan
@jpatel41
#CIscoLive
3
6
47
Good Q. It’s one of those things you need to try but a POC can be $$
#EnterpriseConnect
“Cinematic Meetings” is giving me telepresence vibes. It’s super cool, but will it be too expensive and complicated for mainstream customers?
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Whoa!
@Cisco
is now the
#1
pure
#B2B
brand and
#15
overall, just behind
@LouisVuitton
. Congrats!
@carriepsandstad
@mariapoveromo
@mirageas
1
38
122
Kudos to
@MicrosoftTeams
and
@Webex
for putting the gloves down and doing what's best for the customer.
#Interoperability
drives up usage and
@Microsoft
+
@Cisco
is much better than
#Microsoft
versus
#Cisco
@KjesbuSnorre
@ilyabu
#EnterpriseConnect
8
22
125
Woo!
@punishment1977
Gary Chesnutis kicks off the
@Zoom
perspectives event.
#zoomperspectives
0
2
45
big day for
@Avaya
as the financial restructuring is now complete. Check out
#CEO
@alanmasarek
on
#ZKast
as he discusses the implications for the company
@vdavislee
#ucaas
#ccaas
#cloud
#innovation
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0
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Great sharing the stage with fellow analysts
@DaveMichels
and
@McGeeSmith
.
@srkolman
thanks for moderating.
#five9cxsummit
@Five9
#cxnation
1
4
43
That’s a wrap on
#thecube
Day 1 wrap up of
#CiscoLive
@Cisco
@dvellante
@furrier
@theCUBE
@SiliconANGLE
0
3
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Another Hultin in
#PR
?? Yikes!
@HultinClaire
@VMwareTanzu
@VMware
#vmworld22
#vmwareexplore
#multicloud
@LSHComms
1
2
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if you're going from
@EWRairport
or
@JFKairport
to Manhattan, take
@flybladenow
. here is the flight from
#Newark
in
#timelapse
0
1
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Look what Santa left under the tree! Woo!
@Webex
@Cisco
@KjesbuSnorre
@aruna13
@BangOlufsen
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A9 -
#EweekChat
Companies shoud invest in training and upskilling the workforce to be AI-literate.
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3
27
thanks to
@guydiedrich
of
@Cisco
for joining me on ZKast as he provides an update to
@CiscoNetAcad
and
#CDA
. Always great to have Guy on!
#InclusiveFuture
#DigitalTransformation
#SkillsGap
1
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much of this would be through education. Im not sure there are tools out there that can prevent this. I know there are companies like
@thetalake
that can prevent users from sharing sensitive data on tools like
@Zoom
, not sure if that exists for
#ChatGPT
. Start up idea?
0
2
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When it comes to backing up
@vmware
, there is only one choice…
@Veeam
is the de facto standard, right
@anandeswaran
??
#vmworld22
#vmwareexplore
2
4
46
Hey, hey… look who I ran into at
#vmworld22
!
@timguillen
from
@lumentechco
.
@ClaudineRuscett
where are you?
#sdwan
#sase
#vmwareexplore
@VMware
3
4
35
Happy to be on
@theCUBE
pop up style with
@furrier
at
@IBM
#think2024
@SiliconANGLE
#ai
0
5
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Time for
@kenleyjansen74
to shut down the
#NL
!
@RedSox
@RedSoxNationBOS
#Redsoxnation
@MLB
#Allstargame
0
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0
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+1 on this
#EweekChat
@ramvzz
love the baby steps. not intuitive given the constant sense of urgency. +1.
#eweekchat
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This should be at good
#RSAC2023
session!
@jpatel41
and
@_TomGillis
of
@Cisco
Security. Monday 3:55pm. Looking forward to it!
#RSAC
@CiscoSecure
#platform
#threatresponse
#automation
#AI
0
2
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ZK's log, star date 100952.25 -
@IBM
#Think2023
Day 2 begins.
#IBM
#sustainability
#AI
#security
#hybridcloud
#StarTrek
0
4
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Attended the opening of
@wwt_inc
offices in NY. Great to catch up with CEO
@jimpkavanaugh
as well as contacts from
@Cisco
@Netskope
@HPE
@Dell
@thalesgroup
@F5
@Fortinet
@GraphiantHQ
and more. WWT has certainly become the premier integrator in tech.
@lorenavirag
@rebpoli
0
6
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I don't want to go out and put something on
#chatGPT
that's work related but we have solved that problem with secure access -
@jpatel41
#CiscoLive
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2
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Hey, hey... Thanks to
@GarthLanders
from the award winning
@thetalake
for joining me on
#ZKast
as we discuss key
#compliance
challenges for
#communications
. We also talk
@Mural
and
@RingCentral
partnerships
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2
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2
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Woo! Any wait to see
@KatieLinendoll
at
@Avaya
Engage! If you haven’t seen Katie, you’re in for a treat!!
#Technology
expert & Emmy-winning TV personality
@KatieLinendoll
joins us as the
#AvayaENGAGE
master of ceremonies. She has contributed hundreds of written pieces for top outlets & can regularly be seen on TV & digital segments. She's kind of a big deal!
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Thanks all! This has been another excellent
#eWEEKchat
. Serious insight today – great to see this monthly gathering. Stay tuned for next month’s chat!
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0
2
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Hey
@Disney
you should be embarrassed about your crappy
#WiFi
at
@swandolphin
.
@Marriott
you should be as well... If you have conferences, you need better WiFi. Please talk to
@ExtremeNetworks
!
@WDurow
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2
8
Only a couple of months until
#EnterpriseConnect
! Keynotes are always a highlight -
@Webex
@Zoom
@RingCentral
and
@MicrosoftTeams
as well as
@Vonage
and
@Google
#EC24
@Cisco
@javed_khan
@smitahashim
@kiramakagon
@nicolelamb
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3
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0
3
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Nice to see they use
@EvolvTechnology
at
@OracleParkSF
, home of the
@SFGiants
. Evolv combines physical and digital security. Check it out!
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2
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Despite what some analysts say about
@Mitel
, there is plenty of innovation going on, particularly in vertical markets...
#EnterpriseConnect
@VirveVirtanen
@DaveMichels
0
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#GenerativeAI
certainly has the power to be the fuel. Not sure I like the steam engine analogy but I get it
#GenerativeAI
as the Steam Engine of the Fourth Industrial Revolution. A
#WEF2024
session from Davos with
@cristianoamon
(
@Qualcomm
),
@ArvindKrishna
(
@IBM
), Cathy Li,
@zannymb
(
@TheEconomist
),
@SenatorRounds
,
@OmarSAlolama
and Julie Sweet (
@AccentureJobsIN
).
Here’s a clip, for
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I wonder why
@UPS
says delivery by 7pm when it seems they rarely deliver by 7pm. Maybe you need to rethink your algorithms?
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Havent seen an update on valuation. Have you seen a new number?
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