Briefy Lens

Context

Cisco's SD-WAN market share is eroding faster than their roadmap admits.

What does this mean for our HPE Aruba renewal in Q3?

Cisco's slipping share gives you real leverage on renewal pricing. Aruba is chasing the same displacement deals, so ask for AI-native features to be written into the contract rather than promised on the roadmap.

Who are the main players here?What's the non-obvious angle?

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