I still think you're missing the point.
If Cisco sells you a box that has feature set A and books every cent you pay for it as revenue at the time of sale, then later gives you an update that extends feature set A with feature set B, which has a non-zero marketable value and for which they are not charging you any money, then they are not being truthful in the reporting of their revenues to investors. As a shareholder, I might prefer they didn't lie to me about how much money they are really making each quarter by hiding the costs of delivering features to customers in future quarters and not reporting them to me.
The key question is whether they recognize the revenue they received in exchange for delivering both feature sets A and B at the time of your purchase, when you received only feature set A and not B. Unless they deferred recognition of those revenues until later, that means the revenues associated with the value of feature set B were reported to investors before they were actually produced and delivered. This may seem trivial at the level of ones and twos, but when it goes on at the level of millions of units, it starts to make investors pay attention.
Now, if Cisco plans to sell you the firmware upgrade that adds feature set B, then they will be able to claim you're paying market value at the time of delivery, and their books will be clean. But if they give it away for free when it's clearly a new feature of non-zero market value but the market isn't getting a chance to mark the value appropriately, then that suggests an accounting irregularity and grounds for an investor lawsuit.
One assumes they deferred the revenue or they're preparing to amend their reports after the fact and hope none of their investors sues over it.