CSCO News
3 R40 articles on Cisco Systems, Inc. (CSCO). Latest, Aug 25, 2026: Cisco Added Supermicro to Its AI Factory. Plus dated third-party headlines.
R40 Coverage
Cisco Added Supermicro to Its AI Factory.
Cisco adds Supermicro's Vera Rubin systems to its Secure AI Factory in October — with no customer order, rack count, contract value or margin disclosed.
Cisco Guided Fiscal 2027 to Grow Faster Than Fiscal 2026. Its Gross Margin Went the Other Way.
Cisco guided FY2027 to 14-16% growth right after growing 12%, while non-GAAP gross margin fell 2.1 points to 66.3%. Both facts trace to the same AI cause.
Cisco's AI Networking Bet Is Paying Off — Wall Street Doesn't Care
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.
November 2025
Cisco Q1 FY2026 beats estimates
Revenue $14.9B (+7.5% YoY), EPS $0.72. Splunk integration driving growth.
August 2024
Cisco announces layoffs affecting 7% of workforce
Second round of layoffs in 2024 as company refocuses on AI and security.
March 2024
Cisco completes $28B Splunk acquisition
Largest acquisition in Cisco history. Creates security and observability powerhouse.