Headquartered in San Jose, CA Fiscal year ends July NASDAQ: CSCO cisco.com
Cisco Systems, Inc. (NASDAQ: CSCO) is a global technology company that designs, manufactures, and sells networking hardware, software, telecommunications equipment, and security and observability solutions. The company operates across five product categories — Networking, Security, Collaboration, Observability, and Services — serving enterprise, service provider, hyperscaler, and public sector customers worldwide. Cisco's portfolio spans routers, switches, wireless infrastructure, firewalls, identity security, video conferencing, contact center solutions, and full-stack observability platforms. The company has been a significant participant in AI infrastructure buildouts, delivering billions of dollars in AI-related networking equipment to hyperscale cloud customers. Cisco generates revenue across the Americas, EMEA, and Asia Pacific regions, with a substantial recurring revenue base supported by software subscriptions and services contracts. The company has over $46 billion in remaining performance obligations and actively returns capital to shareholders through dividends and share repurchases. Updated
A supply-chain and enterprise software operator just took a board seat at a $454 billion networking company, and Cisco's pivot toward software, services and AI infrastructure is exactly where that experience gets applied. Board additions telegraph where the strategy is heading well before the next earnings report does.
Nvidia is pushing deeper into the optics layer where Broadcom and Marvell make their money, teaming with Cisco on a module that packs 4x the bandwidth density of today's 200Gb/s-per-lane parts and reaches 12.8Tb/s per connection. TE Connectivity and Amphenol are already signed on to build the cages and connectors, and the two plan an open multi-source spec, which is how a vendor design becomes the industry default.
A House Foreign Affairs member just unwound much of a portfolio in one sweep: 42 trades across tech, defense, banks and pharma, most of them sales dated September 24, disclosed 35 days later. The largest line is a Snowflake purchase of $15,001 to $50,000 made earlier that month, matched against an equally sized Cisco exit.
A 4.21% intraday jump to $118.31 is an outsized day for a $466 billion megacap that rarely moves this far off its open. Moves this size in a name this big are worth tracking into the close.
Cisco leads today's dividend payers with about $1.66 billion in cash going to shareholders on October 21, at 42 cents a share. Roper Technologies, Gentherm, Royal Gold and Morningstar round out the group, with payments landing between October 7 and October 30.
Both Arista and Cisco just posted record AI-driven results, yet their stocks sold off hard. One company offers margin-rich focus while the other controls its own silicon, and the scale-across design wins…
Cisco spent years as the networking giant that growth investors ignored, but AI infrastructure spending is rewriting that story fast. Whether the rally has legs or a margin squeeze kills the momentum…
Networking hardware is leading a broad technology rebound, and suppliers of optical links and Ethernet switches for AI data centers are drawing the biggest buying. By Monday afternoon, Ciena Corporation (NYSE:CIEN |…
Cisco's AI order book has management calling it a networking supercycle, and shareholders want to know if a $200 share price is the payoff. A fresh model breaks down exactly how far…
Vandita Jadeja Cisco's CEO is calling it a networking super cycle, and the numbers behind that claim are hard to ignore. But reaching $200 by 2030 requires three specific things to go right, and…
Vandita Jadeja IBM has raised its dividend every year since 1916, but the raises have shrunk to a single penny while debt climbs and a weak quarter rattles investors. Whether the cash machine can…
A dividend that keeps growing beats a fat yield that gets cut, but only if the company can actually afford to keep raising it. These five blue chips clear that bar, and…
One tech giant is up over 50% this year while the other has fallen out of favor with Wall Street, and for retirees living off dividend income, that divergence points toward a…
Every dividend dollar sitting in a taxable account quietly hands a portion of itself to the IRS year after year, and after two decades that quiet cost compounds into a number most…
Cisco just posted its fifth straight earnings beat while AI infrastructure orders piled up, but the real question is whether the valuation still leaves room to run or whether this rally has…
JPMorgan just handed shareholders a 10% raise, and it barely dented what the bank actually earns. Four other companies sit in the same position, carrying payout ratios low enough to fund aggressive…
AI networking demand is lifting Arista Networks (NYSE:ANET | ANET Price Prediction), Cisco Systems (NASDAQ:CSCO) and Ciena (NYSE:CIEN), with shares of the optical supplier pulling far ahead of the two switching vendors.…
Fortinet built its own chips when rivals wouldn't, kept its founder at the helm, and sat through a brutal two-year slump that punished investors who blinked. Whether the stock's explosive comeback signals…
A week of upbeat sell-side research on artificial intelligence (AI) networking is showing up in shares of Ciena (NYSE:CIEN | CIEN Price Prediction). Ciena stock is at $371.68, up 6% in early…
Coherent Corp. (NYSE:COHR | COHR Price Prediction) stock jumped 10% to $315.71 as traders focused on the company’s PhotonLink platform and fresh Wall Street support for AI infrastructure suppliers. Lumentum Holdings (NASDAQ:LITE)…
Cisco Systems, Inc. (NASDAQ: CSCO) is a global technology company that designs, manufactures, and sells networking hardware, software, telecommunications equipment, and security and observability solutions.
24/7 Wall St.'s 12-month price target for CSCO is $125.63, rated Buy. The Wall Street consensus target is $136.16. CSCO price prediction →
