Cisco Systems, Inc. (NASDAQ:CSCO ) Deutsche Bank's 2025 Technology Conference August 28, 2025 11:00 AM ET Company Participants Jeetendra I. Patel - President & Chief Product Officer Mark Patterson - Executive VP & CFO Conference Call Participants Tony Kerrison - Unidentified Company Tony Kerrison Well, good morning, everybody.
CSCO's $2B in AI orders, boosted by hyperscaler demand and Splunk integration, sets the stage for long-term growth amid rising competition.
Cisco (CSCO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Cisco posts strong Q4 results, boosts guidance, expands AI portfolio and security offerings, and sees near-term stock upside.
Many of our readers are looking for avenues to take advantage of the AI revolution, but are somewhat restricted by the high prices of many of the stocks that are the most prominent players in the arena.
CSCO, EXTR, and RDCM ride AI, 5G, and Wi-Fi 7 tailwinds despite macro headwinds and margin pressures.
Cisco Systems NASDAQ: CSCO recently reported strong earnings, leading to a stock increase. But the biggest news for investors wasn't the company's fourth-quarter 2025 earnings; it was the confident outlook for fiscal year 2026.
Cisco (CSCO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
CSCO's stock declines on networking revenue concerns, but soaring AI orders, security growth and upbeat 2026 outlook point to long-term strength.
Explore Cisco's (CSCO) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Cisco's Q4 results were solid but not spectacular, with upbeat guidance and strong product growth, though services came in soft. AI-related momentum is real, yet investors may be overestimating its current impact on Cisco's overall growth trajectory. Valuation remains attractive at under 18x forward earnings, especially compared to other tech giants.
Cisco posts strong fiscal Q4 results with strong AI infrastructure sales, boosted by NVIDIA partnership and solid networking growth.