Cisco CEO Robbins on Transition, Growth Strategy

The video discusses a company's transition from hardware to software and services, highlighting a 48% increase in deferred revenue. Challenges in the new product business are attributed to a 12% decline in global service provider orders due to capex pauses. The potential impact of a Trump presidency on business, including tax reform and cash repatriation, is analyzed. Concerns about global trade disruptions and currency fluctuations are also addressed.

What is the company's stance on tax reform and how might it affect their cash overseas?

How does the company plan to utilize its cash pile if a repatriation tax holiday occurs?

What challenges does a strong U.S. dollar present for the company?