Here is the fundamental problem of all the legacy networking companies. The workload is moving out of the enterprise and into the cloud. The cloud titans are building their own whitebox hardware. They aren't interested to pay Cisco, Juniper, Arista for something they can make for themselves.
Although Telecom and Enterprise still buy, the major dollars are in the cloud now. I'm guessing BK was brought in there to try and get big sales into Google. That's why I would hire him. Then he probably had no chance to get anything sold into Google or any of the other cloud titans. And they probably didn't listen to him about what kind of products that they might buy that they can't do for themselves yet.
It's game over for some of these folks. Look what happened to the superstar Arista Networks. It's just another company that the cloud titans don't want to have to buy their gear and are working hard to design them out. The only reason to buy Arista, Juniper, Cisco for the cloud is the big aggregation switches based on Jericho or custom ASIC.
It's amazing what the whitebox has done to decimate the networking companies. Combined with the move to the megascale datacenter, the writing is on the wall. All these companies can't survive this dramatic change in compute workloads and networking. The company that benefits is Broadcom.
Well said, @12f2weCY-4kka