While the supply chain issues that dogged most of the networking vendors over the past couple of years have dwindled, Cisco says the current challenge is a backlog of purchased gear waiting to be installed by large enterprise and service providers.
“After three quarters of exceptionally strong product delivery, our customers are now focused on installing and implementing these unprecedented levels of products. The bottleneck that we previously saw in the supply chain has now shifted downstream to implementation by our customers and partners,” Cisco CEO Chuck Robbins told analysts on its first-quarter financial call this week.
