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it was bound to happen, this news is doing rounds within internal networks for more than a month. Splunk acquisition has major role to play plus Cisco is being challenged by smaller players in market eating up a chunk of its share QoQ. it is already late to AI party, buying Isovalent was imminent.
Oh ok right .. not sure which departments are severely impacted this time .. also with HPE Aquisition of juniper playing a role as well..
that is a market speculation, no direct effect right away but it will affecting in future for sure.
Heard, if QonQ will not improve even next quarter, then there will be firing again.