I'm not sure the market has factored in how significant this CISCO deal could be. It comes down to how important is this vertical to them moving forward versus their traditional business.
See article:
https://www.crn.com.au/news/cisco-p...siness-divisions-in-security-iot-cloud-477737
https://www.crn.com.au/news/cisco-p...siness-divisions-in-security-iot-cloud-477737
It seems that Firstwave have what CISCO wants after a due diligence process that seemed to take a couple of years. Pretty exciting if you ask me and likely to lead to huge revenues.
I'm not sure the market has factored in how significant this...
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