If you want to remain employed the far more difficult yet important question should be "how do I find a well run company that can best leverage and grow my skills?" They are extremely rare and most people I've worked with have never worked at one.
If you need a commercial business analysis there are plenty of firms doing research and as a commercial concern they'll charge you accordingly.
"Large and legacy" means politics and lower levels of talent chewing on technical debt rather than creating new high growth products and services, and none of that is unique to Cisco. A lot of the top tech companies have spent wildly on acquisitions but if I had to guess I'd say they were better at native development that Cisco, and as the ELT said under Chambers, any company with annual layoffs is by definition poorly run, and they've been laying off far more often than that for 23 years. Cisco is in markets which are growing so fast Cisco could produce growth while ceding market share to its competitors, but only a few of those competitors are turning in far better operating margins. They still have earnings that exceed individual competitor's revenues so they can afford to mess up to a point.