Latest updates and analysis for Cisco Systems, Inc.
Cisco posted record revenue, $2.1B in AI orders, and beat on every line. The stock dropped 7%. Here's why the market is missing the story.
Revenue $14.9B (+7.5% YoY), EPS $0.72. Splunk integration driving growth.
Largest acquisition in Cisco history. Creates security and observability powerhouse.
Second round of layoffs in 2024 as company refocuses on AI and security.
