Latest news with #IOS
Yahoo
7 days ago
- Business
- Yahoo
Better Tech Stock: Arista Networks vs. Cisco Systems
Arista is growing rapidly as it dominates the cloud and hyperscale markets. Cisco's 'one stop shop' to networking is still locking in plenty of enterprise customers. Both companies will benefit from the cloud and AI boom. 10 stocks we like better than Arista Networks › Arista Networks (NYSE: ANET) and Cisco Systems (NASDAQ: CSCO) represent two different ways to invest in the networking infrastructure and software market. Arista is a smaller, higher-growth player focused on data centers and cloud-scale networks, while Cisco is the more diversified market leader serving a wider range of sectors. Over the past five years, Arista's stock rallied nearly 540% as Cisco's stock advanced about 50%. The S&P 500 rose more than 90% during that period. Let's see why Arista consistently outperformed its larger rival and the broader market, and if it's still the better buy. Cisco is the largest networking hardware company in the world, but it's known for locking its customers into its proprietary chips and software. It reinforces the stickiness of that ecosystem with its integrated security, cloud, and network observability services. Arista takes the opposite approach and primarily uses Broadcom's chips with its open source software and application programming interfaces (APIs). That flexibility makes it appealing to customers which don't want to get stuck in Cisco's walled garden. Arista's use of a single modular operating system, EOS, often makes it a simpler alternative to Cisco's fragmented ecosystem of different operating systems (including IOS, NX-OS, IOS XE). Arista's low-latency switches are also optimized for hyperscale cloud networks, which makes it a top choice for tech giants like Meta and Microsoft, while its CloudVision platform allows its clients to easily monitor and analyze their deployments. Arista might initially seem like an existential threat to Cisco, but Cisco remains the leader in end-to-end deployments which bundle together campus, branch, wide-area networking (WAN), and data center solutions. Cisco's integrated cybersecurity and collaboration features can also reduce the need for additional third-party services, while its proprietary chips are better optimized for its own hardware and software than third-party chips. In other words, Cisco is a "one stop shop" for networking solutions, while Arista still mainly provides a narrower range of products and services for the cloud and data center markets. From fiscal 2019 to fiscal 2024 (which ended last July), Cisco's revenue grew at a compound annual growth rate (CAGR) of less than 1% as its adjusted EPS rose at a CAGR of nearly 4%. During those five years, Cisco struggled with three major challenges. First, the pandemic reduced enterprise and campus orders and disrupted supply chains. Second, its supply chain problems dragged on after the pandemic ended. Lastly, its customers ramped up their orders again as it resolved those production issues in fiscal 2023, but rising rates and other macro headwinds throttled the actual deployments. As a result, customers ended up with too many uninstalled products and Cisco's orders slowed. As Cisco slogged through those challenges, it acquired Acacia Communications in 2021 to expand its portfolio of optical networking products. It also bought ThousandEyes in 2020 and Splunk in 2024 to expand its network observability services. Those acquisitions should diversify Cisco's business away from its core routers and switches. From 2019 to 2024, Arista's revenue rose at a CAGR of 24% as its adjusted net income rose at a CAGR of 30%. But during those five years, a stock split and rising stock-based compensation expenses reduced its adjusted EPS at a negative CAGR of 1%. Arista fared better than Cisco during the pandemic, because its core cloud and hyperscale customers continued growing through that crisis. Arista also experienced milder supply chain disruptions than Cisco, since Arista had a tighter portfolio and mainly relied on Broadcom for its chips, and it didn't suffer the same backlog issues as its supply chains normalized. Arista also made a few acquisitions over the past five years, including Awake Security in 2020 (to challenge Cisco in the security market) and the edge networking company Pluribus in 2023. Those deals weren't nearly as big as Cisco's, but they're gradually expanding Arista's ecosystem. From fiscal 2024 to fiscal 2027, analysts expect Cisco's revenue and EPS to grow at a CAGR of 5% and 9%, respectively. That growth should be driven by the expansion of its subscription and services, AI tailwinds for its networking infrastructure business, rising demand for its security and observability services, and the normalization of its hardware backlog. That's a solid growth trajectory for a stock which trades at 17 times forward adjusted earnings while paying a forward dividend yield of 2.5%. From 2024 to 2027, analysts expect Arista's revenue and EPS to increase at a CAGR of 19% and 15%, respectively. Arista should benefit from the growth of the cloud and AI markets, its expansion into the enterprise and campus markets to challenge Cisco, and the expansion of its integrated security services. That's a rosy outlook, but Arista's stock is a bit pricier at 33 times its forward adjusted earnings -- and it's never paid a dividend. Cisco and Arista are both promising long-term investments. But if I had to choose one, I'd stick with Arista because it's growing faster, it stock is still reasonably valued, and it's well-poised to disrupt Cisco over the long term. Before you buy stock in Arista Networks, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Arista Networks wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $664,089!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $881,731!* Now, it's worth noting Stock Advisor's total average return is 994% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Leo Sun has positions in Meta Platforms. The Motley Fool has positions in and recommends Arista Networks, Cisco Systems, Meta Platforms, and Microsoft. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Better Tech Stock: Arista Networks vs. Cisco Systems was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Time of India
20-06-2025
- Time of India
Apple to launch first foldable iPhone in 2026 says analyst: Expected price, design, features & specifications
Apple's first foldable iPhone to launch in 2026: Apple fans, get ready for something big! The tech giant is all set to enter the foldable smartphone market. According to popular Apple analyst Ming-Chi Kuo, the company is planning to launch its first foldable iPhone in 2026. This innovative new model will likely arrive with premium features, a sleek design, and a high-end price. Production Timeline for Apple's Foldable iPhone Ming-Chi Kuo revealed on X that Apple may begin production of its foldable iPhone in late 2025, around the third or fourth quarter. Kuo mentioned that Foxconn, Apple's trusted assembly partner, is expected to start assembling the device during this time.' Apple Foldable iPhone Updates:1. Assembly supplier Foxconn is expected to officially kick off the project in late 3Q25 or early 4Q25. As of now, many component specifications (including the hinge, which has drawn considerable market attention) have yet to be finalized.2. The… However, not all the parts and specs are finalised yet. One of the most closely-watched components is the hinge mechanism, which is still in the development phase. This hinge will be a critical part of the new foldable design and could make a major difference in durability and user experience. Also Read: Latest Apple, iPhone, IOS news & updates Foldable iPhone Design: A Book-Style Display According to Kuo, the first foldable iPhone will sport a book-style design, similar to the Samsung Galaxy Z Fold series. It won't have a clamshell fold like the Galaxy Z Flip. The inside screen is expected to be 7.8 inches and designed to be crease-free, which would be a huge advantage over many current foldable phones. The outer display is likely to be 5.5 inches, perfect for regular smartphone use when the device is folded. Display Production and Shipment Expectations Samsung Display (SDC) is reportedly the main supplier for Apple's foldable screen. The company is planning to set up annual production of 7 to 8 million foldable panels for Apple. Since mass production of the foldable iPhone might start in the second half of 2026, the first-year shipments could be lower than expected. Kuo predicts that Apple may ship around 3 to 5 million units in 2026. Foldable iPhone Features and Specifications Some exciting features expected in the foldable iPhone include: Titanium body: Lightweight yet strong, adding a premium feel Dual-camera system: Likely to offer high-quality photography Ultra-thin profile: Less than 5mm when open, and around 9–9.5mm when folded Side-mounted Touch ID: Instead of Face ID, Apple might bring back Touch ID for easier use in a foldable format These premium specifications suggest that Apple is aiming to offer a stylish yet powerful foldable iPhone to compete with the best in the market. Long-Term Plans and Market Strategy Apple has reportedly placed an order for 15 to 20 million units of the foldable iPhone, but this number is not just for 2026. Instead, it's expected to be spread across 2 to 3 years, indicating a gradual release strategy. Kuo suggests that this slow rollout may be linked to the high price of the device and Apple's plan to position it as a luxury product. Apple Foldable iPhone Price Expectations If you're planning to buy the foldable iPhone, get ready to pay a premium. Rumours suggest the price could be anywhere between $2,000 to $2,500, which is around Rs 1.73 lakh to Rs 2.16 lakh in India, according to TOI. This high pricing matches Apple's strategy of offering top-notch technology with a luxury experience. It also explains the limited number of units expected in the first year. The upcoming first foldable iPhone from Apple is shaping up to be one of the most exciting smartphone releases in recent years. With its advanced features, unique design, and premium price, it could change how users interact with their devices. As we get closer to 2026, more details will likely surface, giving fans even more reasons to get excited. For the latest and more interesting tech news, keep reading Indiatimes Tech.
News18
11-06-2025
- Automotive
- News18
Apple Carplay Gets Significant Updates From iOS 26, Check New Features
Last Updated: After updating to the latest IOS, the customers will be able to see a new interface, featuring the latest Liquid Glass design with visual updates to the apps In a move to enhance driving expirence, offering top-notch features to the customers, Apple has just launched a new iOS 26 software. It will allow iPhone users to enjoy new features and lots of updates to Apple CarPlay. According to the details, after updating to the latest IOS, the customers will be able to see a new interface, featuring the latest Liquid Glass design with visual updates to the apps. The background interface and borders now have translucent and glossy elements. What's New? The latest version allows the customers to have a compact screen for calls, which will be shown in the form of a smaller call bar, lying at the bottom of the screen. This will benefit the driver to use other features such as Maps and other functions without getting disturbed during the call. Earlier, the previous version used to take up the entire screen, making it difficult for the user to enjoy multiple features at the same time. Top Features Talking about the other important enhancement, the users can now respond to any text messages quickly, a big thanks to the projection that pops up on the screen showing trending emoticons such as thumbs up, heart, and exclamation mark and more. The interface is also capable of reading the messages, ensuring the driver does not lose attention from the road while driving. Apart from this, a new Live Activities function projects are on-screen alongside maps. It will allow one to track the route, and perform other activities simultaneously seamlessly, such as play music, search top routes, shortcuts, and the list goes on. First Published: June 11, 2025, 18:06 IST
Time of India
31-05-2025
- Climate
- Time of India
DK records excessive rainfall from Jan to May
Mangaluru: After a week of heavy downpour, Dakshina Kannada's rainfall data increased to 1,093mm against the normal rainfall of 242mm as of date from Jan 1. The district received 132mm of rainfall in the past 24 hours till 8.30 am, with Puttur taluk receiving 167mm of rain. The water level in the Nethravati River at Bantwal touched 7.6m against the danger level of 9m. In Uppinangady, the water level in the Nethravati River was 27m (above mean sea level) against the danger mark of 31.5m(above mean sea level). A few families residing near high-risk zones relocated to the homes of relatives in safer areas. The water level in Thumbe dam touched 6m, and the authorities opened 29 crest gates. The minister visited the houses of two fishermen, who were missing after their boat capsized at Thota Bengre, and promised to release Rs8 lakh each to the families from the Karnataka Fishermen Distress Relief Fund (KFDRF). MLA Ashok Rai's cow dies A mudslide caused by heavy rain late on Friday destroyed the cattle shed near the house of Puttur MLA Ashok Kumar Rai, resulting in the death of one of the two cows present there. One cow was buried under the soil and died, while the other cow was injured. The injured cow was rescued from the debris, said Rai. Surfing event postponed Due to adverse weather conditions and pending authorisation from the deputy commissioner, the 6th NMPA Indian Open of Surfing (IOS) could not be held on Saturday too. The organisers said that the event has been postponed and is likely to be held on Sunday.
Hans India
31-05-2025
- Sport
- Hans India
Indian Open Surfing returns for its sixth edition
Mangaluru: Taneerbavi Beach in coastal Karnataka is set to come alive with waves and action as the Indian Open of Surfing (IOS) returns for its sixth edition from May 30 to June 1. Recognised as one of India's premier national-level surfing competitions, the event forms part of the Surfing Federation of India's National Surfing Championship series. Organised by the Surfing Swami Foundation and hosted by the Mantra Surf Club, this year's IOS comes at a time when Indian surfing is riding a new wave of recognition—having secured two quotas for the 2026 Asian Games for the first time last year. Top national surfers across four categories—Men's Open, Women's Open, and U-16 Groms (Boys and Girls)—will vie not only for titles but also for valuable ranking points as they look to qualify for the Asian Surfing Championship later this year, the gateway to the continental games. 'This edition is expected to be more competitive than ever,' said Arun Vasu, President of the SFI. 'With Asian Games qualification now a tangible target, the stakes are higher and the athletes are hungrier.' With growing government and corporate support and a rising presence on the international stage, surfing in India appears to be gathering fresh momentum, and the Indian Open of Surfing is set to be its latest showcase.
