Cisco Systems (CSCO) Vendor Assessment: Network Security, Grid Networking and NERC CIP-015 (42-Page Report)

Description

Cisco Systems (CSCO) Vendor Assessment

The Incumbent Leader in Network Security and Grid Networking, and How It Stands Against Challengers Fortinet, Palo Alto Networks and Zscaler

Cisco is the incumbent leader of network security: first in firewall revenue and the supplier of much of the network inside substations, plants and control centers.

But its security business is barely growing while Fortinet and Palo Alto Networks grow at 19 to 25 percent.

This 42-page assessment from GO-IBR.com Research sets out the evidence, with 12 charts and a companion Excel dataset.

Key Findings

• Cisco leads firewall revenue and is the network incumbent in the grid.
• Security is large but slow.
• Embedded OT visibility is Cisco’s strongest OT argument.
• The trust question has shifted to security and SD-WAN products.
• Cisco is the value option in the cohort.

Inside the Report

1. Executive Summary, with recommendations by audience and strategic planning assumptions
2. Company Overview and Strategy
3. Financial Analysis
4. The Security Business, including Splunk
5. Industrial IoT, OT and Energy, with Cyber Vision mapped to the Purdue model and NERC CIP-015 and IBR implications
6. The Trust Question: exploited vulnerabilities by product family
7. Patents and R&D
8. Peer Benchmark and Scorecard
9. Strengths, Cautions and Scenarios, including a risk register
10. Method, Caveats and Sources

Each chapter ends with questions for investors and a box for CISOs.

Who Should Read This Report?

• Utility and independent power producer CISOs with Cisco networking in substations, plants or control centers
• Investors following Cisco (CSCO) and the cybersecurity sector
• Compliance teams preparing for NERC CIP-015-2
• Strategy and procurement teams comparing the large security platforms

What You Receive

• The 42-page report as a PDF
• The companion Excel dataset behind the charts and tables

Also Available

Not ready for the full report? Read our free 2-page research paper, Cisco in the Grid, for the headline findings. To compare all four vendors, see the cohort report, or buy all four reports together in the bundle at 20% off.

Information only; not investment, legal or compliance advice, and not a rating or recommendation.

Published by GO-IBR.com Research
Research and analysis covering energy, infrastructure, industrial technology, AI and the changing power market.