IT training provider reports on industry conversations and trending topics from San Diego conference IT training provider reports on industry conversations and trending topics from San Diego conference
Cisco Systems, Inc. (NASDAQ:CSCO ) Cisco Innovation Tech Talk June 16, 2025 2:00 PM ET Company Participants Ahmed Sami Badri - Head of Investor Relations Dhananjay Sampath - Corporate Participant SVP of AI Software & Platform - Corporate Participant Jeetendra I. Patel - President & Chief Product Officer Conference Call Participants Samik Chatterjee - JPMorgan Chase & Co, Research Division Operator Welcome, and thank you for standing by.
CSCO's product revenues rise 15% in the fiscal third quarter, fueled by AI innovation and rising security and observability demand.
Cisco Systems, Inc.'s price history is volatile, making it a risky long-term hold, but current technicals suggest breakout potential in the short to medium term. Recent growth is driven by the Splunk acquisition and AI partnerships, with Q3 product orders up 20% YoY and strong cash flow generation. Valuation is attractive at 16x forward earnings, offering upside if management executes well and revenue growth sustains beyond current catalysts.
Broadcom AVGO and Cisco Systems CSCO are key providers of security software solutions for enterprises. AVGO offers Endpoint Security (Symantec and Carbon Black), Network Security, Information Security, Application Security (Carbon Black) and Identity Security solutions.
Cisco (CSCO) reported earnings 30 days ago. What's next for the stock?
CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.
Recently, Zacks.com users have been paying close attention to Cisco (CSCO). This makes it worthwhile to examine what the stock has in store.
CSCO beats its $1B AI order goal early with secure AI tools. But rivals HPE and ANET are stepping up their game in secure AI networking.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Intelligent NetOps makes it easier to change and modernize the network as organizational requirements demand Intelligent NetOps makes it easier to change and modernize the network as organizational requirements demand
Cisco Systems, Inc. (NASDAQ:CSCO ) Bank of America Global Technology Conference June 4, 2025 11:40 AM ET Company Participants Mark Patterson - Executive VP & Chief Strategy Officer Richard Scott Herren - Executive VP & CFO Conference Call Participants Tal Liani - BofA Securities, Research Division Tal Liani Good morning, everybody. Derrick going to close the door in a few seconds.