Latest news with #SiliconOne
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.
Yahoo
14-05-2025
- Business
- Yahoo
The Zacks Analyst Blog Highlights Cisco Systems, NVIDIA and ServiceNow
Chicago, IL – May 13, 2025 – announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Cisco Systems CSCO, NVIDIA NVDA and ServiceNow NOW. Cisco Systems is set to release its third-quarter fiscal 2025 results on May 14. The company anticipates third-quarter fiscal 2025 revenues between $13.9 billion and $14.1 billion. Non-GAAP earnings are expected between 90 and 92 cents per share. The Zacks Consensus Estimate for revenues is pegged at $14.05 billion, indicating growth of 10.58% from the year-ago quarter's reported figure. The consensus mark for earnings has been steady at 91 cents per share over the past 30 days, suggesting year-over-year growth of 3.41%. CSCO's earnings surpassed the Zacks Consensus Estimate in all the trailing four quarters, the average being 4.07%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Cisco Systems, Inc. price-eps-surprise | Cisco Systems, Inc. Quote Let's see how things are shaping up prior to this announcement. Cisco's third-quarter fiscal 2025 results are expected to have benefited from improved demand for networking products driven by switching, enterprise routing, webscale infrastructure, and industrial networking applications. Increasing return-to-office policies are expected to have helped improve demand for CSCO's campus switching portfolio. Strong demand for data center switches, thanks to the availability of 800gig Nexus switches based on Cisco's 51.2 terabit Silicon One chip, is noteworthy. The Zacks Consensus Estimate for fiscal third-quarter Networking revenues is currently pegged at $6.76 billion, indicating a 3.6% year-over-year growth. Cisco is benefiting from strong security growth, driven by robust demand for solutions like XDR, Secure Access and Multicloud Defense suites. The addition of Splunk has been a key catalyst. In the second quarter of fiscal 2025, Security orders more than doubled year over year, driven by the advanced threat intelligence capabilities of Splunk. The Zacks Consensus Estimate for fiscal third-quarter Security revenues is currently pegged at $2.195 billion, indicating 68.3% year-over-year growth. However, higher tariffs post the 'Liberation Day' announcement and macroeconomic challenges are expected to have negatively impacted Cisco's order growth in the to-be-reported quarter. Cisco shares have gained 1% year to date, outperforming the Zacks Computer & Technology sector's decline of 8.5% and the Zacks Computer Networking industry's return of 0.8%. However, Cisco stock is not so cheap, as the Value Score of D suggests a stretched valuation at this moment. In terms of the forward 12-month P/S ratio, CSCO is trading at 4.08X, higher than the industry's 3.89X and Extreme Networks' 1.63X. The increase in AI-related workload presents a strong growth opportunity for Cisco, thanks to an innovative portfolio. Cisco's aggressive investments in AI, cloud, and security are noteworthy. Cisco had AI infrastructure orders worth more than $700 million at the end of the first half of fiscal 2025 and remains on track to surpass $1 billion in AI infrastructure orders in fiscal 2025. Cisco's strategy of infusing AI across Security and Collaboration platforms and developing Agentic capabilities across the portfolio is a key catalyst. It is leveraging Agentic AI to improve customer experience. The launch of Renewals Agent, an Agentic AI-driven solution co-developed with Mistral, and a new Assistant to help customers digitize and de-risk Network Change Management have been noteworthy developments in this regard. Cisco's security business is benefiting from strong demand for both Cisco Secure Access and XDR. On a combined basis, both solutions have gained more than 1,000 customers in the trailing 12 months, and each of the products has roughly one million enterprise users. Hypershield is also gaining traction. Cisco's rich partner base, which includes Meta Platforms, Microsoft, NVIDIA, Lenovo and ServiceNow, deserves attention. CSCO's collaboration with NVIDIA is helping to expand the former's datacenter infrastructure portfolio. CSCO's latest NVIDIA-powered AI server and AI PODs, integrated with NVIDIA's AI Enterprise cloud-native software and managed via Cisco Intersight, simplify and de-risk AI infrastructure. The company is expanding its portfolio by unveiling AI factory architecture developed in collaboration with NVIDIA. This is expected to drive up Cisco's AI-driven revenues. Cisco deepened its partnership with ServiceNow, combining the former's infrastructure and security platforms with the latter's AI-driven platform and security solutions. The first integration brings together Cisco's AI Defense capabilities with ServiceNow SecOps to provide more holistic AI risk management and governance. Cisco's near-term results are expected to benefit from an improving networking business and growing security business, along with a rich partner base. However, tariff-related issues and macroeconomic challenges are major concerns. Cisco currently carries a Zacks Rank #3 (Hold), which implies that investors should wait for a favorable time to accumulate the stock. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report ServiceNow, Inc. (NOW) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Arab News
05-03-2025
- Business
- Arab News
Cisco: accelerating service provider growth in the age of AI
Cisco, the worldwide leader in networking and security, announced networking innovations that empower service providers to introduce differentiated services and deliver assured, AI-connected experiences at scale. Cisco's Agile Services Networking fundamentally evolves how service providers build and operate their networks—opening new ways to monetize the services needed to compete in the AI marketplace. A blueprint for growth, the architecture combines high-speed, feature-rich Silicon One routing, a unified software experience, and converged IP and optics within a single, seamless network. Early adopters of Cisco Agile Services Networking, including Arelion, Lumen, and Reliance Jio, have already vastly improved the performance of their network to cut costs, generate new business, and improve the customer experience. 'The pace of innovation in AI is astounding. Technical breakthroughs are just beginning to translate into new experiences for consumers and applications for businesses that will reshape how the world works and connects,' said Jeetu Patel, executive vice president and chief product officer, Cisco. 'This shift presents massive opportunities for service providers to grow their businesses and reduce costs by modernizing their infrastructure for AI. Cisco is perfectly positioned to help service providers monetize these new revenue streams, and our Agile Services Networking delivers the silicon, systems, and software innovation they need to thrive.' Cisco expands Agile Services Networking with two new innovations that deliver real-time visibility into both on-network and off-network connectivity for true end-to-end assurance. Combined, these solutions enable visibility from home- and mobile-connected users through to service provider core networks and off-net cloud-delivered services. • ThousandEyes Connected Devices: Extends the power of the Cisco ThousandEyes platform to service providers with enhanced visibility across subscriber experiences, from home to off-network services. Now, with insight into last-mile network performance, service providers can mitigate issues before users are impacted and compete on experience, not just speed. • Provider Connectivity Assurance: New AI-powered 'User Experience' capability enhances mobile service provider network performance. With real-time traffic insights and predictive demand intelligence, service providers can enhance user experience, reduce congestion, maximize speed, and dynamically adjust spectrum usage. With enhanced visibility and AI-powered insight, service providers like Virgin Media O2 and Odido are leveraging assurance for increased customer satisfaction and net promoter scores, uncovering new opportunities for differentiated services and reducing churn. 'In an industry that's fast consolidating around the same network type and service, we take pride in accelerating all the ways in which we deliver better service and more value to the millions of customers that rely on us,' said Gareth Lister, director of customer products, Virgin Media O2. 'Virgin Media O2 has long been recognized for ultrafast speeds and now, with ThousandEyes Connected Devices powering our Smart Support service, we're uniquely able to see and proactively measure our customers' connection and experience in their home in real time.'
TECHx
05-03-2025
- Business
- TECHx
Cisco Unveils AI-Powered Networking Solutions for Service Providers - TECHx Media Cisco Unveils AI-Powered Networking Solutions for Service Providers
Cisco Unveils AI-Powered Networking Solutions for Service Providers Cisco, a global networking and security brand, has unveiled new innovations designed to empower service providers with AI-connected experiences at scale. These advancements, part of Cisco's Agile Services Networking initiative, are transforming how service providers build and operate their networks, unlocking new opportunities for monetization in the AI-driven market. By combining high-speed, feature-rich Silicon One routing with a unified software experience and converged IP and optics, Cisco is providing a comprehensive blueprint for growth. Leading service providers such as Arelion, Lumen, and Reliance Jio have already leveraged these innovations to enhance network performance, reduce costs, generate new revenue streams, and improve customer satisfaction. Jeetu Patel, Executive Vice President and Chief Product Officer at Cisco, highlighted the rapid pace of AI innovation, noting that technical breakthroughs are reshaping consumer experiences and business applications. 'This shift presents enormous opportunities for service providers to grow their businesses and lower costs by modernizing infrastructure for AI,' Patel said. 'Cisco's Agile Services Networking equips service providers with the silicon, systems, and software innovations they need to thrive in this new landscape.' Cisco has expanded its Agile Services Networking offering with two key innovations that provide real-time visibility across both on-network and off-network connectivity, ensuring true end-to-end assurance. These solutions enable service providers to gain insights from home and mobile-connected users all the way to service provider core networks and cloud-delivered services. The first, ThousandEyes Connected Devices, extends the powerful Cisco ThousandEyes platform to service providers, offering enhanced visibility across subscriber experiences from home to off-network services. This allows providers to identify and resolve issues before they impact users, ensuring a competitive edge in service quality. The second innovation, Provider Connectivity Assurance, is an AI-powered 'User Experience' feature that enhances mobile service provider network performance. With real-time traffic insights and predictive demand intelligence, service providers can optimize user experiences, reduce congestion, maximize speed, and dynamically adjust spectrum usage to meet demand. Service providers like Virgin Media O2 and Odido are already using these tools to enhance customer satisfaction, reduce churn, and uncover new opportunities for differentiated services. Gareth Lister, Director of Customer Products at Virgin Media O2, emphasized the importance of proactive service delivery. 'With ThousandEyes Connected Devices powering our Smart Support service, we can measure our customers' connection and experience in real time, ensuring service excellence and customer satisfaction.' At Odido, Juan Alberto Brescoli, Head of Access Network, praised Cisco's solutions for providing deeper insights into network throughput and latency. 'The ability to deploy Cisco's Provider Connectivity Assurance User Experience application seamlessly onto our existing infrastructure is key as we meet the growing demand for our Fixed Wireless Access (FWA) product,' he said. In addition to these innovations, Cisco is enhancing its Mobility Services Platform with new capabilities designed to accelerate revenue growth for service providers. The platform now includes an application and API ecosystem, along with advanced network services for people, spaces, and things—all delivered as a service. With these cutting-edge solutions, Cisco continues to lead the way in enabling service providers to thrive in the evolving AI landscape.
Channel Post MEA
03-03-2025
- Business
- Channel Post MEA
MWC 2025: Cisco Unveils Innovations for Accelerating Service Provider Growth In The Age Of AI
Cisco has announced networking innovations that empower service providers to introduce differentiated services and deliver assured, AI-connected experiences at scale. Cisco's Agile Services Networking fundamentally evolves how service providers build and operate their networks—opening new ways to monetize the services needed to compete in the AI marketplace. A blueprint for growth, the architecture combines high-speed, feature-rich Silicon One routing, a unified software experience, and converged IP and optics within a single, seamless network. Early adopters of Cisco Agile Services Networking, including Arelion, Lumen, and Reliance Jio, have already vastly improved the performance of their network to cut costs, generate new business, and improve the customer experience. 'The pace of innovation in AI is astounding. Technical breakthroughs are just beginning to translate into new experiences for consumers and applications for businesses that will reshape how the world works and connects,' said Jeetu Patel, Executive Vice President and Chief Product Officer, Cisco. 'This shift presents massive opportunities for service providers to grow their businesses and reduce costs by modernizing their infrastructure for AI. Cisco is perfectly positioned to help service providers monetize these new revenue streams, and our Agile Services Networking delivers the silicon, systems, and software innovation they need to thrive.' Cisco Agile Services Networking: End-to-end Assurance for Differentiated Subscriber Experiences Today, Cisco expands Agile Services Networking with two new innovations that deliver real-time visibility into both on-network and off-network connectivity for true end-to-end assurance. Combined, these solutions enable visibility from home- and mobile-connected users through to service provider core networks and off-net cloud-delivered services. ThousandEyes Connected Devices: Extends the power of the Cisco ThousandEyes platform to service providers with enhanced visibility across subscriber experiences, from home to off-network services. Now, with insight into last-mile network performance, service providers can mitigate issues before users are impacted and compete on experience, not just speed. Extends the power of the Cisco ThousandEyes platform to service providers with enhanced visibility across subscriber experiences, from home to off-network services. Now, with insight into last-mile network performance, service providers can mitigate issues before users are impacted and compete on experience, not just speed. Provider Connectivity Assurance: New AI-powered 'User Experience' capability enhances mobile service provider network performance. With real-time traffic insights and predictive demand intelligence, service providers can enhance user experience, reduce congestion, maximize speed, and dynamically adjust spectrum usage. With enhanced visibility and AI-powered insight, service providers like Virgin Media O2 and Odido are leveraging assurance for increased customer satisfaction and net promoter scores (NPS), uncovering new opportunities for differentiated services and reducing churn. 'In an industry that's fast consolidating around the same network type and service, we take pride in accelerating all the ways in which we deliver better service and more value to the millions of customers that rely on us,' said Gareth Lister, Director of Customer Products, Virgin Media O2. 'Virgin Media O2 has long been recognized for ultrafast speeds and now, with ThousandEyes Connected Devices powering our Smart Support service, we're uniquely able to see and proactively measure our customers' connection and experience in their home in real time.' 'At Odido, delivering an exceptional customer experience is our highest priority. Cisco's Provider Connectivity Assurance User Experience application can provide deeper insights—into network throughput and latency and into real application performance,' said Juan Alberto Brescoli, Head of Access Network, Odido Netherlands. 'The ability to deploy the solution directly onto existing infrastructure eliminates the need for additional hardware or network reconfiguration, making implementation seamless. As demand for our Fixed Wireless Access (FWA) product continues to soar, having a precise, real-time understanding of user experience is more critical than ever.' Unlocking 'Innovation as a Service' for Mobile Network Operators Cisco is introducing new capabilities to its Mobility Services Platform to accelerate revenue growth for service providers, including an application and API ecosystem, and advanced network services for people, spaces, and things—all delivered as a service. 0 0
