Latest news with #SiliconOne
Yahoo
30-06-2025
- Business
- Yahoo
Cisco & Wells Fargo to Host Silicon One Tech Talk
SAN JOSE, Calif., June 30, 2025 /PRNewswire/ -- Cisco (NASDAQ: CSCO) will host a Tech Talk to discuss Silicon One. The session will be led by Martin Lund, EVP, Common Hardware Group, and Rakesh Chopra, SVP & Fellow for Silicon One. Interested parties can find more information on Cisco's Investor Relations website at Date: Friday, July 11, 2025 Time: 8:00 AM (PT); 11:00 AM (ET) Cisco Speakers: Martin Lund, EVP, Common Hardware Group Rakesh Chopra, SVP & Fellow for Silicon One Host: Aaron Rakers, Managing Director, Wells Fargo For the direct link to pre-register for this Tech Talk, please click here. This event will be webcast and a replay will be available shortly after the event, which may be found on Cisco's Investor Relations website at About Cisco Cisco (NASDAQ: CSCO) is the worldwide technology leader that is revolutionizing the way organizations connect and protect in the AI era. For more than 40 years, Cisco has securely connected the world. With its industry leading AI-powered solutions and services, Cisco enables its customers, partners and communities to unlock innovation, enhance productivity and strengthen digital resilience. With purpose at its core, Cisco remains committed to creating a more connected and inclusive future for all. Discover more on The Newsroom and follow us on X at @Cisco. Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. A listing of Cisco's trademarks can be found at Third-party trademarks mentioned are the property of their respective owners. The use of the word 'partner' does not imply a partnership relationship between Cisco and any other company. Investor Relations Contact: Press Contact: Sami Badri Robyn Blum Cisco Cisco 469-420-4834 408-930-8548 sambadri@ rojenkin@ View original content to download multimedia: SOURCE Cisco Systems, Inc.
Yahoo
24-06-2025
- Business
- Yahoo
Cisco Systems, Inc. (CSCO): A Bull Case Theory
We came across a bullish thesis on Cisco Systems, Inc. on Kroker Equity Research's Substack. In this article, we will summarize the bulls' thesis on CSCO. Cisco Systems, Inc.'s share was trading at $67.38 as of June 23rd. CSCO's trailing and forward P/E ratios were 27.50 and 16.84, respectively, according to Yahoo Finance. Engineers using the latest Cisco TelePresence technology to collaborate with colleagues around the world. Cisco Systems (CSCO) is undergoing a strategic transformation from a legacy hardware-centric firm to a modern software-driven, AI-enabled platform company. Its pivot is centered around high-margin, recurring-revenue streams in observability, cybersecurity, and AI infrastructure, accelerated by its $28 billion acquisition of Splunk. Splunk positions Cisco as a key player in full-stack observability and security, expanding its relevance in hybrid-cloud environments. AI momentum is also strong, with FY25 infrastructure orders surpassing $1 billion ahead of schedule, validating Cisco's role in powering the data center backbone for AI workloads through its Nexus switches, Silicon One chips, and partnerships with NVIDIA. Though Cisco still derives significant revenue from mature markets like routing and switching, these segments serve as a stable cash engine, funding its pivot. The company maintains a robust capital return profile, supported by strong free cash flow, with a 3% dividend yield and a newly authorized $15 billion buyback program. While Cisco is financially strong, the investment case is not without risk. Execution around Splunk integration, navigating macro headwinds, and staying competitive against cloud-native and hyperscaler threats will be crucial. Valuation-wise, Cisco trades around 15.6× forward earnings, above historical averages but still discounted compared to high-growth tech peers. A DCF implies fair value in the low $50s, modestly below current levels, suggesting shares are fully valued unless growth meaningfully surprises. Still, with its shift toward software, strategic alignment with AI and security megatrends, and shareholder-friendly policies, Cisco offers an attractive long-term profile for investors seeking durable, cash-rich tech exposure with upside optionality if execution stays on track. Previously, we covered a on Cisco Systems, Inc. by Kroker Equity Research in May 2025, which highlighted its AI-led transformation, growing software revenues, and the Splunk acquisition. The stock appreciated by approximately 5.4% since. The thesis still stands as execution remains on track. Kroker Equity Research shares an identical view but emphasizes stronger AI traction and integration risks. Cisco Systems, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 82 hedge fund portfolios held CSCO at the end of the first quarter, which was 84 in the previous quarter. While we acknowledge the risk and potential of CSCO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. 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
Zawya
17-06-2025
- Business
- Zawya
Cisco powers AI-ready data centers, from hyperscale to enterprise
Cisco accelerates AI adoption with seamless infrastructure solutions -- expanded AI PODs, centralized management via Unified Nexus Dashboard, and the first integration demonstrating NVIDIA Spectrum-X Ethernet networking based on Cisco Silicon One, enabling efficient and confident AI workload deployment. Strategic partnerships with neocloud providers position Cisco as a leader in next-gen AI infrastructure, with secure networking as a cornerstone of AI innovation. Cisco's Agile Services Networking redefines networks for the AI era, enabling service providers to modernize infrastructure, monetize AI-driven services, and deliver reliable, high-performance connectivity for AI applications. Dubai, UAE — Today Cisco (NASDAQ: CSCO) unveiled groundbreaking innovations to simplify, secure, and future-proof data centers, empowering organizations to scale their AI ambitions with confidence. Cisco's leadership in hyperscale and AI infrastructure-as-a-service markets demonstrates the foundational role that secure, resilient networking plays in today's data center architecture. In Q3 FY25, Cisco notably surpassed its annual target of $1 billion in AI infrastructure orders from hyperscalers a full quarter ahead of schedule. Building on this momentum, Cisco's latest innovations enable enterprises and service providers to continue to accelerate the transformation of their infrastructure for the AI era. These innovations underscore Cisco's unique position as a trusted partner for hyperscale builders, neocloud providers, enterprises, and service providers, enabling the entire ecosystem to evolve and meet the demands of AI-driven workloads. "The world is moving from chatbots intelligently answering our questions to agents conducting tasks and jobs fully autonomously. This is the agentic era of AI,' said Jeetu Patel, President and Chief Product Officer, Cisco. 'As billions of AI agents begin working on our behalf, the demand for high-bandwidth, low latency and power efficient networking for data centers will soar. Cisco is at the forefront, delivering advanced, secure networking technology that's foundational to the AI-ready data centers of the future.' 'The criticality of secure connectivity becomes more apparent as AI use expands across the enterprise,' said Matt Kimball, Moor Insights & Strategy. 'Cisco's ability to deliver AI-ready infrastructure to its customers, along with its investment in AI-enabled operations differentiates the company. It is this kind of partner and customer-first thinking that leads to AI-powered tools that abstract the complexity associated with deploying and managing AI infrastructure. AI reaching its full potential is dependent on a resilient network on which partners build and deliver solutions and services." Simplifying, Securing, and Modernizing Enterprise AI Infrastructure Enterprises need to evolve and build out their current infrastructure to support their unique AI workloads, all without adding complexity or sacrificing safety and security. Cisco provides enterprise customers with new solutions to modernize their data centers, including hardware innovation and more powerful, simplified management capabilities. Cisco is also continuing to build on its relationship with NVIDIA to deliver validated infrastructure solutions, and to provide a safe and secure foundation for AI agents built with open models. New innovations include: New Unified Fabric Experience with Nexus: Customers will be able to simplify network operations and enhance operational efficiency across environments, converging ACI and NX-OS VXLAN EVPN fabrics with unified data, control, policy enforcement, and management. The Unified Nexus Dashboard consolidates services across LAN, SAN, IPFM, and AI/ML fabrics into a single pane of glass. These capabilities will be available in the next Nexus Dashboard release in July 2025. Maximize AI Networking Performance: Customers can optimize AI workload operations with Cisco Intelligent Packet Flow. Available today, it dynamically steers traffic using real-time telemetry and congestion awareness across AI fabrics. With 'end-to-end" visibility across networks, GPUs, and distributed AI jobs, more issues are detected proactively. Additionally, Cisco and NVIDIA showed progress towards a unified architecture; at Cisco Live, the companies showcased the first technical integration of Cisco G200-based switches and NVIDIA NICs, demonstrating NVIDIA Spectrum-X Ethernet networking based on Cisco Silicon One that supports NX-OS, Nexus Hyperfabric AI and SONiC deployments. Expanded AI PODs: New configurable AI PODs enhance flexibility and scalability for diverse AI workloads, including training and fine-tuning. Cisco also continues to align with NVIDIA's innovation timeline; the NVIDIA RTX PRO 6000 Blackwell Server Edition GPU is now available to order with Cisco UCS C845A M8 servers. Together, the companies continue to work towards delivering validated solutions as part of the Cisco Secure AI Factory with NVIDIA Enabling Safe, Secure AI Adoption with NVIDIA: Cisco AI Defense and Cisco Hypershield provide visibility, validation and runtime protection of the end-to-end enterprise AI workflow, and are now included in the NVIDIA Enterprise AI Factory validated design. With AI Defense, enterprises can secure AI agents built with leading open models and optimized with NVIDIA NIM and NeMo microservices. Optics for Simple Upgrades: New 400G bidirectional (BiDi) optics enables customers to easily transition to 400G networks while preserving their existing duplex multi-mode fiber infrastructure ensuring cost efficiency, scalability and enhanced data center performance. The new optics will be available in the second half of the calendar year 2025. Building Up a New Neocloud Market As demand for AI-powered outcomes continues to increase, organizations are exploring new ways to scale quickly and stay adaptable, leading to the emergence of new GPU-as-a-service and Infrastructure-as-a-service providers – a new Neocloud market. Cisco, building on its expertise in designing and building some of the world's largest networks for global service providers, is playing a leading role in helping these providers establish their footprints. Announced partnerships include: HUMAIN: Saudi Arabia's new AI enterprise is working with Cisco to help build the world's most open, scalable, resilient and cost-efficient AI infrastructure using Cisco Nexus, UCS, Hypershield and Splunk. G42: The UAE-based global technology group announced a strategic collaboration with Cisco, laying the groundwork to advance AI innovation and infrastructure development across public and private sectors. Stargate UAE: Cisco joined the Stargate UAE consortium as a preferred technology partner, providing advanced networking, security and observability solutions to accelerate the deployment of next-generation AI compute clusters. Setting Up Service Providers for Success in the AI Era Cisco's Agile Services Networking architecture is designed not just to handle the increase and change in network traffic characteristics of AI, but also to fundamentally shift service providers' network architectures so they can support and monetize new kinds of services. New innovations include: New Devices: New converged access and edge router devices, powered by Cisco Silicon One. These devices expand the Cisco 8000 series portfolio, which has allowed service providers to reach new levels of network efficiency and functionality. Agentic AI For Service Providers: A new multi-agentic framework for Cisco Crosswork Network Automation with AI capabilities to help accelerate operations and decision-making. This framework allows service providers to solve their most complex challenges through Cisco-built and customer-built AI agents, all working together towards a vision of autonomous networking. Non-terrestrial (satellite) Networking: Seamless integration between terrestrial and satellite networks. This architecture supports robust service assurance, dynamic resource allocation, and new monetization opportunities in remote, underserved sectors like maritime, aviation, IoT, and disaster response. Additional Resources: Executive Blog Post: Reinventing Infrastructure for the Next Wave of AI at Cisco Live Executive Blog Post: Evolving AI-Ready Data Centers with Cisco Full Stack Solutions and Pervasive Security Executive Blog Post: Expanding the Edge of Possibility: Cisco Agile Services Networking for the AI Era Visit the Cisco Newsroom for all Cisco Live 2025 announcements. Cisco Customer Experience helps customers get more from their technology investments. Cisco Capital payment solutions provide choices - ways to pay for your technology in more than 100 countries. Support AI-ready outcomes with new skills training in Cisco U. About Cisco Cisco (NASDAQ: CSCO) is the worldwide technology leader that is revolutionizing the way organizations connect and protect in the AI era. For more than 40 years, Cisco has securely connected the world. With its industry leading AI-powered solutions and services, Cisco enables its customers, partners and communities to unlock innovation, enhance productivity and strengthen digital resilience. With purpose at its core, Cisco remains committed to creating a more connected and inclusive future for all. Discover more on The Newsroom and follow us on X at @Cisco. Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. A listing of Cisco's trademarks can be found at Third-party trademarks mentioned are the property of their respective owners. The use of the word 'partner' does not imply a partnership relationship between Cisco and any other company. Futures Disclaimer: Many of the products and features described herein remain in varying stages of development and will be offered on a when-and-if-available basis. The delivery timeline of these products and features is subject to change.
Time of India
16-06-2025
- Business
- Time of India
Countries eyeing own data centres for security, economics in AI age: Cisco's Jeetu Patel
NEW DELHI: The San Jose-based Cisco Systems is optimistic about an AI-centric infrastructure portfolio to power next-generation data centres. In a bid to outdo rivals such as Hewlett-Packard Enterprise (HPE), Juniper Networks, Broadcom, and Accenture, it has recently unveiled a range of products and unified its portfolio, representing a consequential shift backed by AI. The multinational said that it is reinventing infrastructure for the next wave of AI and aims to future-proof the workplace with AI-powered hyper-connectivity. In an interaction with ETTelecom's Muntazir Abbas, Cisco President & Chief Product Officer Jeetu Patel talks on AI-centric data centre infrastructure, security portfolio, optics business, and telco partnerships, as well as collaborations with Nvidia and OpenAI. Edited excerpts: You have a bouquet of offerings, and how does artificial intelligence (AI) fit into it? We are moving from a world where people were asking questions intelligently to chatbots. The infrastructure requirements are going to change quite dramatically. If you think about AI, it's constrained by compute power and network bandwidth. People need to trust AI to be able to use it. So, safety and security are a big deal because you must ensure effective guardrails. We help with all of it. Our portfolio spans across compute, networking, security, optics and observability and data businesses. What are the data centre trends? There are massive build outs happening in data centres worldwide. These buildouts are happening at a scale proportion that is in the tens of gigawatts of capacity. Trillions of dollars will be spent by countries, and these data centers will also have a data sovereignty dimension to it. Countries will want to have their own data centers and availability for infrastructure, and it is going to have a direct correlation with national security and economic prosperity because of AI. So, every single invention that we are focused on and every single announcement we make will be towards helping our customers move to the journey of agentic AI. And on the data center side, we will be helping hyperscalers , neoclouds, service providers and enterprises. What is the portfolio you have for data centers? Our networking portfolio includes Nexus switches, and it starts with Silicon One. We make our own silicon, and then we make the systems on top of the silicon. We tie our Nexus dashboard and ACI infrastructure for fabric management together. We'll make it simpler to manage. We also have our optics business and optical systems. We provide service providers with ultra long-haul optics. Inter-cluster communication with Ethernet also used in Cisco. We do both front end and back end. What's the kind of opportunity that you are looking at, especially in the data center business? The opportunity is humongous. We had some partnerships that we announced with the Saudi government and the Humain Project. We are doing a similar effort with the UAE and Abu Dhabi. We are also working very closely with G42. We'll make sure that we build out a tremendous amount of data center capacity. We are partnering with Nvidia, AMD, and OpenAI. Then, I think that ideally it becomes a blueprint that we can use in multiple parts of the world as well. We provide some of these technologies for data center build outs anywhere in the world. I think the data center business is going to be one of the fastest-growing businesses for us. It'll also include security baked into the fabric. We have a partnership with Nvidia, for NIMS architecture, with the NEMO framework, our AI defense, which is our safety and security product, will be used to make the models safe and secure. Are you also partnering with telecom service providers for optical systems? We have recently launched Agile Services Networking, which is a kind of interoperable framework. We have also announced a few Cisco 8000 series routers over there as an upgrade. We have got ultra-long-haul optics so that we can cover data center interconnects up to 3000 kilometers. We have mid-range optics, long-haul optics, ultra-long-haul optics. We've got the ability to have assurance for service providers with ThousandEyes. We are doing a lot with telco service providers. Any update on working with Jio, the largest telecom carrier in India? The combination of our technology and theirs, is coming together and that is going as per the plan. Do you have a similar partnership with Bharti Airtel? Yes. I feel there is a tremendous amount of good execution consistency with Airtel. The teams are working well together. We will continue to keep progressing on that front. Earlier, you talked about AI as a shield to protect. What are your offerings as enterprises are evolving? We have an update across all our products. If you think about using AI for cyber defense, think about Hypershield as a product. We have announced a hybrid mesh firewall. It's baked with AI. We are also securing AI itself. Our AI Defense product will then make sure that it has the right level of capabilities to protect the application. Any update on the Indian manufacturing side? It is going as per the envisaged plan and is progressing well.
CNBC
15-05-2025
- Business
- CNBC
Wells Fargo upgrades this tech stock after an earnings beat, sees strong AI momentum
Emerging artificial intelligence opportunities could push Cisco higher, according to Wells Fargo. Analyst Aaron Rakers upgraded the technology stock to overweight from equal weight. He also lifted his his price target to $75 from $72, signaling 22% upside. Rakers pointed to accelerating AI momentum and diversification for the company as one driver for his rating change. Exiting its fiscal third quarter, Cisco already managed to surpass its $1 billion cumulative order target for the fiscal year. With this, the company could continue to diversify into other AI opportunities, such as large-scale sovereign AI opportunities and long-term traditional enterprise adoption. "We also see Cisco as well-positioned for longer-term enterprise AI (hundreds of millions); NVIDIA alignment a differentiator," he wrote. "With this, we think investor sentiment will become increasingly positive on Cisco's internal Silicon One competitive positioning." Cisco's orders have also grown at a solid pace this year. Rakers believes that the company could return to a higher valuation once investors completely factor in this AI traction plus increasing confidence in returning to sustained growth. "With increasing confidence in a normalizing order growth recovery, we see Cisco as presenting a continued EPS upside + value rerate story," the analyst wrote. Rakers also highlighted its mature subscriptions base, now estimated at 56% of Cisco's total revenue and more than 40% of its total product revenue. He added that Cisco also has the ability "capitalize on a broadening enterprise campus/branch networking upgrade cycle." The upgrade comes after Cisco report fiscal third-quarter results that beat analyst expectations, sending shares higher by 4%. Year to date, the stock has climbed more than 3%. CSCO YTD mountain CSCO year to date Analysts are somewhat split on the stock. Of the 24 who cover Cisco, 13 rate it a buy or strong buy, according to LSEG. Another 11 have a hold rating on shares.
