Cisco CEO Robbins Sees Resilient Global Economy

The video discusses Cisco's repatriation of overseas profits and the impact of tax reforms on the US economy. CEO Chuck Robbins explains the company's capital allocation strategies, including buybacks and dividends, and their effects on the economy. The conversation also covers trade concerns, economic resilience, and the transition to digital and subscription-based business models. Finally, the challenges of adapting legacy businesses and the importance of innovation in maintaining competitiveness are highlighted.

In what ways does Cisco's transition to a subscription model create consistency for their business?

What risks does Chuck Robbins identify in relation to technological disruption from upstarts?