Cisco $CSCO Q2 FY19 Earnings LIVE Webcast, Feb 13, 4:30pm EST

$CSCO

UPDATE after hours trading Feb 13, 2019:

Cisco Systems, Inc.
Stock exchange: symbol NASDAQ: CSCO
Domain: cisco.com
Investor Relations: https://investor.cisco.com/

Cisco’s Q2FY19 Earnings Conference Call
Date: February 13, 2019
Time: 4:30 pm EST
Listen To Webcast - slides, earnings release.

Financial results excerpt:

Cisco Systems, Inc. is a multinational technology conglomerate headquartered in San Jose, California, in the center of Silicon Valley, that develops, manufactures and sells networking hardware, telecommunications equipment and other high-technology services and products.

See also:

Goldman Sachs Technology and Internet Conference, San Francisco
February 14, 2019  Time: 1:50 pm EST
Speaker: Chuck Robbins, Cisco Chairman and CEO, Listen To Webcast

2019 Morgan Stanley Technology, Media & Telecom Investor Conference, San Francisco
February 25, 2019  Time: 11:45 am EST
Speaker: Jeff Reed, SVP, of Product Management, Security, Listen To Webcast

Cisco Calls for Privacy to be Considered a Fundamental Human Right--cisco.com Feb 07, 2019, excerpt:

"Cisco is calling on the U.S. government to develop a US federal privacy law that assures customers their data is protected. The American system should not just look to solve for today’s privacy discussions around monetization of customer data; it should aim to solve for the complex privacy needs of a world where tens of billions of devices are connected to the internet.

"Cisco urges three basic principles for U.S. legislation:

• Ensure interoperability between different privacy protection regimes;
• Avoid fracturing of legal obligations for data privacy through a uniform federal law that aligns with the emerging global consensus;
• Reassure customers that enforcement of privacy rights will be robust without costly and unnecessary litigation.

"Globally, Cisco will advocate for several common elements in privacy legislation, some of which include:

• Security: Assign responsibility to protect the confidentiality, integrity, availability, and resiliency of data;
• Transparency: Explain how data is collected, used, transferred, and disclosed;
• Accountability: Ensure governance for data under the entity’s stewardship, including a data protection team, applying a risk-based approach;
• Innovation: Recognize multi-stakeholder-driven initiatives that enhance transparency and provide paths for implementation."

Tweets by Cisco

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Advertising and Offline Retail: A Better Way to Track Shoppers (video)

A Better Way to Track Shoppers Offline

Stanford Graduate School of Business video above published Oct 9, 2017: Stephan Seiler, Associate Professor of Marketing, Stanford Graduate School of Business

YouTube.com auto-generated transcript (w/ minor edits):
00:00  [Music]
00:18  off-line compared to online retail is
00:20  still actually a very large fraction of
00:22  consumer spending so although online is
00:24  growing quite dramatically as of now
00:27  essentially still about 90 percent of
00:29  total retail spending happens in the
00:31  offline world and firms are still trying
00:33  to figure out how to best promote
00:35  products how to best run a price
00:37  promotions things of that sort and so we
00:40  wanted to go back and see can we
00:42  actually use tools that we learned about
00:45  it in the online world better types of
00:47  measurement and can we bring that back
00:48  through your flying world and try to
00:50  track things better so we know if I run
00:57  an ad online
00:58  I typically can track did somebody click
01:00  on it did it again to go to my website
01:01  how much they spend all this linkage is
01:04  much closer and those are often things
01:06  that we don't observe in the offline
01:07  world right so an online retailer would
01:09  know how did this consumer get to the
01:12  product you're ultimately purchased we
01:13  can observe browsing with a lot of
01:15  precision. Offline does usually no
01:17  equivalent traditionally we weren't able
01:18  to see how did somebody walk through the
01:20  store how did they actually get to the
01:22  specific aisle where they then picked up
01:23  products and so what we do in the study
01:26  is we actually bring in a new
01:28  measurement tool that's going to mimic
01:30  the way we're gonna observe things
01:31  online in the offline world and in
01:33  particular what we're going to do is
01:34  we're gonna rig consumer shopping carts
01:37  if you will with so-called radio
01:38  frequency identification tags which
01:40  worked like a GPS tracker that allow us
01:42  to track exactly how does somebody walk
01:44  through the store which category is
01:46  godigo? do they walk past what do they
01:48  eventually end up purchasing
01:50  [Music]
01:54  if in a particular week the supermarket
01:57  is running a beer ad do more people buy
02:00  a beer
02:00  that we were usually able to observe
02:02  even before but now we can also see did
02:04  actually more people go to the beer
02:06  aisle so did did that advertising
02:09  attract people to go to different part
02:11  was started they wouldn't have otherwise
02:12  gone to and then they made the purchase
02:14  if that's true then maybe this
02:16  advertising will have positive spillover
02:18  to other categories maybe people on
02:20  their way to the beer aisle are now
02:21  gonna pick up salty snacks other things
02:24  and so there's sort of anecdotally a lot
02:26  of that sense that we are gonna get
02:29  these kind of spillover effect so people
02:31  often talk about the fact that milk gets
02:33  stored in the back of the store
02:34  why because people buy it very
02:36  frequently and having it in the back of
02:38  the store makes them walk past a lot of
02:40  other categories and hence they might
02:42  pick up other things that they didn't
02:43  plan on buying on their way and so you
02:46  could imagine that advertising does
02:48  something very similar if advertising
02:49  allows me to divert traffic to other
02:51  parts of the store then maybe products I
02:54  pass on that way also gonna end up in my
02:56  purchase basket and so that was
02:59  something that we weren't usually able
03:00  to observe
03:01  [Music]
03:05  so for a store manager the good news
03:08  here is that advertising is quite
03:10  effective beyond just individual product
03:12  being advertised so what we find is that
03:14  when you advertise a particular brand of
03:16  beer sales go up in the beer category as
03:18  a whole and that increase comes partly
03:20  from the advertised brands but also goes
03:22  beyond that
03:23  so some consumers presumably just pick
03:26  up on effect beers being advertised
03:27  today they got reminded of I want to buy
03:30  beer and hence we seen increase in beer
03:31  sales and that's beyond the individual
03:34  product being advertised at the same
03:36  time we also find that the effect stops
03:38  there so to the extent that stores might
03:40  have to hope that driving more people to
03:43  the beer aisle through advertising will
03:45  then spill over into higher sales for
03:46  salty snacks or other categories that
03:49  are stocked nearby we find no evidence
03:51  for that whatsoever so we think so
03:53  things stop at the category level but
03:56  they go beyond individual product being
03:57  advertised and so hence as we think
04:00  about allocating advertising budget
04:02  thinking about effectiveness at the
04:04  level of the category rather than the
04:06  more narrow product level or the broader
04:08  store level seems to be the right way to
04:09  tackle that managerial decision
04:12  [Music]

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DISCLAIMER

Digital Winners and Losers: What Winning Brands Have In Common (video)

What Benjamin Button and Winning Brands Have In Common

(Editor's note: Please note language in video at 2:37 to the end may be offensive to some readers.)

Video above published on Feb 23, 2017 by L2inc.com:  NYU Stern Marketing Professor Scott Galloway on digital winners and losers:

Winner: Firms whose products become more valuable with use--SalesForce.com, Facebook.com, Amazon.com, Priceline.com, Redhat.com, TripAdvisor.com, Alphabet (Google.com),-- a trait shared by most of today's top-performing companies. In contrast, old-economy successes including Ford and Caterpillar produce items that decline in value.

Winner: Facebook Messenger. With a third of Americans on the platform, brands that haven't yet launched chat bots may be missing a major opportunity.

Loser: Twitter. Despite the engagement boost from Trump's controversial missives, the platform barely gained any monthly users in Q4 - prompting Twitter to start counting daily users instead.

Plus: does (Netflix) cheating count when the other person is asleep?

Unedited Transcript via YouTube.com:
0:00  a winner the Benjamin Button economy
0:04  that 13 companies in the S&P 500 beat
0:07  the S&P average five years running
0:10  showing that we are in fact in a
0:11  winner-take-all economy what is Benjamin
0:15  Button companies have in common they age
0:17  reverse their products become more
0:19  valuable with use every time you're on
0:22  Facebook the core platform becomes more
0:24  useful when you turn on ways it adds
0:26  additional utility to people's traffic
0:28  patterns yesterday's economic Titans for
0:31  Procter & Gamble caterpillar produce
0:34  products that decline in value
0:35  perishable with use the other group of
0:39  terms that are winning are the ones
0:40  caring for the ages specifically firms
0:42  that are cutting costs for old economy
0:44  firms we have two sets of winners
0:47  companies that age in reverse and those
0:50  that are caring for the ages a winner
0:52  facebook Messenger I don't nothing about
0:54  messenger if you have any insight into
0:56  the platform please message me on
0:58  another platform with one in three
1:00  Americans using facebook Messenger
1:02  one-in-three the platform represents a
1:05  major opportunity for brands eighty-one
1:07  percent of brands we track Adele to
1:08  allow customers to message the brand on
1:11  Facebook the most brands have not tapped
1:13  to the message was real potential just
1:15  2% are leveraging chat BOTS early
1:19  adopter sephora is using box so
1:21  customers can book in-store appointments
1:23  mcallen spots help users choose a
1:26  whiskey and bud light spot reminds users
1:28  when it's time for a beer during begin a
1:31  loser Twitter despite the engagement
1:33  boots from Trump's controversial missus
1:35  Twitter angel 2 million monthly users in
1:38  comparison facebook increased by 72
1:41  million what you do in the metrics don't
1:43  go your way
1:44  change the metric following snapchats
1:46  lead twitter now reports daily active
1:49  users and their fourth quarter earnings
1:51  call Twitter highlighted its daily
1:53  active user base increase of eleven
1:55  percent year-on-year while monthly users
1:57  only grew four percent
1:59  however unlike snapchat the firm has not
2:02  disclosed its total number of daily
2:04  users a continued winner netflix we
2:07  believe will be the fifth Horseman
2:09  almost half of couples who watch netflix
2:11  together have cheated on each other by
2:13  watching episode ahead of their partner
2:15  according to a new survey 25-percent of
2:18  cheating happens when one partner
2:20  faultlessly however half of respondents
2:22  they sleep cheating doesn't count i have
2:25  connected my uber app to my amazon alexa
2:27  to my network now and when it says play
2:30  next episode
2:31  I just need to run and automatically a
2:34  guy named hey-zeus takes a person next
2:37  to me and their sh*t away from me within
2:39  seven minutes or just thirteen dollars
2:41  and fifty eight steps
2:43  Who am I kidding i watch netflix alone i
2:47  do get lonely one of my most alone when
2:49  do I feel most alone when I'm around
2:52  other people who are total f*cking
2:54  idiots will get you now
2:59  [Music]

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Adam Alter: Irresistible, Technology and Addiction (video)

Adam Alter - IRRESISTIBLE: What makes an experience addictive?

Adam Alter is an Associate Professor of Marketing and Psychology at New York University’s Stern School of Business, and the author of Drunk Tank Pink, a New York Times bestseller about the forces that shape how we think, feel, and behave, and Irresistible, a book about what makes so many of today’s products and tech gadgets so addictive, due out in March 2017. He was recently included in the Poets and Quants “40 Most Outstanding Business School Professors under 40 in the World,” and has written for the New York Times, New Yorker, and The Atlantic, among other publications. He has shared his ideas at the Cannes Lions Festival of Creativity and with dozens of companies around the world. Alter received his Bachelor of Science (Honors Class 1, University Medal) in Psychology from the University of New South Wales and his M.A. and Ph.D. in Psychology from Princeton University, where he held the Charlotte Elizabeth Procter Honorific Dissertation Fellowship and a Fellowship in the Woodrow Wilson Society of Scholars. Video above published Nov 22, 2016 by L2inc.com.

YouTube auto-generated transcript (pdf)

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Digital Winners: Amazon, Facebook; Losers: Snapchat, Apple Music (video)

Scott Galloway: Snapchat is a Loser:

Video above published Nov 3, 2016, by L2inc.com. NYU Stern marketing professor Scott Galloway presents his take on this week's biggest winners and losers in digital:

• What do winning companies have in common? They don't just have a lot of users - they also glean data about those users' behavior and use it to improve the consumer experience. 
• The biggest winner here: Amazon.com, which could soon be the first trillion-dollar company. The site's algorithm constantly looks at what you're shopping for and displays the most relevant products, in addition to ensuring that prices are the most competitive on the Internet. Compare to lame Walmart.com.
• A loser: Snapchat.com. While the platform is innovative, they're not using their algorithm to personalize the experience--watch out for Facebook.com's Instagram.com.
• Another surprising loser: Apple.com. The company's music algorithm has changed little since the early days of iTunes, opening the door for Pandora.com and Spotify.com.

YouTube.com auto-generated transcript:
0:00 what do winning companies have in common
0:04 we think a lot about that here at l2
0:06 eight of the 13 companies that have
0:08 outperformed the S&P 500 years straight
0:11 have a few things in common specifically
0:13 they don't just have a lot of users they
0:15 also clean data about those users
0:17 behavior and use the data to improve the
0:19 consumer experience seamlessly the
0:22 combined receptors their number of users
0:24 with intelligence to implicitly inform
0:27 and improve the product google pioneered
0:29 this concept of the original gangster
0:32 here every time you conduct a search you
0:34 make the algorithm point 000000 three
0:40 percent better
0:42 so who's the biggest winner here who
0:43 brings together receptors and
0:45 intelligence like no one else
0:47 amazon the platform's algorithm constant
0:49 looks of what you're shopping for and
0:51 then displays the most relevant products
0:53 for you these three users see vastly
0:56 different home pages due to differences
0:58 in their shopping behavior and contrast
1:00 here's the homepage for the same users
1:03 on walmart what you see the exact same
1:06 thing it's similar in a bad way amazon's
1:08 algorithm also caused millions of sites
1:10 to ensure the details prices are the
1:12 most competitive best buy and walmart
1:14 change prices 50,000 times per month in
1:18 comparison
1:19 amazon changes prices across categories
1:21 more than two-and-a-half million times
1:23 each day prediction amazon will be the
1:26 first trillion dollar company and will
1:28 reach this milestone in 2018 based on
1:32 our algorithm we believe snapchat is
1:34 going to decline in value in 2017 their
1:37 innovative no doubt but they're not
1:39 using their algorithm to push content or
1:42 personalize the experience a lot of
1:44 receptors but not a lot of intelligence
1:46 here meanwhile rival Instagram recently
1:48 changed its news feed from chronological
1:50 to algorithmic Instagram also reaches
1:53 more people Nikes most viewed snap got
1:55 around 70,000 views while the company's
1:58 Instagram story racked up a whopping
2:00 800,000 views and its first 24 hours
2:04 unless snapchat can come up with a
2:05 smarter way to leverage user data
2:08 facebook is going to steal it standard
2:11 the world is going to fail
2:13 facebook and google so who is losing
2:16 when you look at companies through this
2:17 lens of receptors times intelligence
2:20 apple itunes 2001 large brought Apple a
2:24 huge surgeon value but the platform's
2:26 algorithm is not involved opening the
2:28 door for Pandora and Spotify Spotify is
2:31 implicit intelligence is more robust and
2:33 introducing listeners to new music as a
2:35 result Spotify has 40 million
2:37 subscribers more than double the
2:39 subscribers of apples music offering
2:42 they're also better targeting ads here's
2:44 what Pandora no joke serves me and over
2:47 40 have you tried to GNC award-winning
2:50 innovation designed to invigorate your
2:51 body and increase your libido
2:53 we'll see you next week

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Logitech Brand, Re-branding, New Domain Name Logi.com? (video)

Logitech Brand Video - Meet the all-new Logitech - Part evolution, full-on revolution. Logitech has always offered products people trust. Now we offer experiences people will love. The new Logitech is a design company that fuses art and science. Published on Jul 8, 2015

SAY HELLO TO THE NEW LOGITECH: "... We are unveiling the biggest brand transformation in Logitech’s history. Meet the new Logitech, a company you know and trust, but now with a colorful new attitude and re-imagined logo you’ll love. And, meet Logi – our new label. While our commitment to excellence in peripherals hasn’t changed, we’re dedicating focus on design, hiring our first-ever chief design officer, Alastair Curtis, and delivering products that create amazing experiences in the everyday places of your life. We’ve put design at the core of everything we do and everything we are, from our products to our brand identity. On top of a colorful and bold new look, you’ll start to see and hear the name Logi. The Logi label will appear on our newest product categories, and expect some twists and a few surprises in new categories ..."

Logitech International S.A. is a Swiss company with EMEA headquarters in Lausanne, Switzerland and Americas headquarters in Newark, California, USA. Logitech has two operating segments: peripherals and video conferencing. The peripherals segment: design, manufacturing and marketing of peripherals for personal computers (PCs), tablets and other digital platforms. The video conferencing segment: includes systems with integrated monitors, video bridges and other infrastructure software and hardware, and services. Logitech sells online and for peripheral products through a network of distributors, retailers and OEMs (original equipment manufacturers), and for its video conferencing products and services, through distributors, resellers and OEMs.

Domain names: currently logi.com redirects to logitech.com
Stock Exchange | Stock Symbol: NASDAQ: LOGI

To Rebrand for the Future, Logi Drops the Tech - Digits - WSJ: "... Its aim: appeal to younger consumers. Logitech ... will start using the term Logi on new products like tablet computer keyboards and cases which will be launched later this year. The company, the world’s largest producer of computer mice, is unveiling the new brand after admitting its previous image seemed a little old fashioned... Although Logitech International will remain the company’s official name, new products produced this year will feature the Logi branding, which was produced by London-based agency Design Studio. It will appear on new products soon to be launched for computer tablets like Apple’s iPad, Darrell said, although he declined to give further details. The company will use a rebranded version of its Logitech name for its traditional PC peripherals business, which has declined in recent years. “The word tech on products in the future will be irrelevant, in the future every brand from tires to jeans will have some kind of technology in it,” [Logitech chief executive Bracken] Darrell added."


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