USG.NSA collaborator Cisco Systems announced a layoff of an undisclosed number of workers last month as well as a pivot to software (archived).
Cisco representitives did not specify if the pivot and recent shifts in production away from China are related to its long history of allegedly backdooring its hardware (archived). Nobody could have foreseen that according to Cisco’s Q2 reporting, revenues would decrease 4% year over year.
Cisco competitor Huawei estimates full year earnings for 2019 are up 18% and despite USG begging, India and the UK continue to pursue Huawei for "5G" infrustructure build outs (archived, archived, archived).