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Cisco Systems (NASDAQ: CSCO) news coverage spans developments from the world's largest networking equipment company. As a foundational technology infrastructure provider, Cisco's announcements influence enterprise IT planning across industries and often signal broader trends in networking, security, and digital transformation.
Earnings reports reveal performance across Cisco's product segments, including networking hardware, security solutions, and collaboration tools. These quarterly updates provide visibility into enterprise technology spending patterns and adoption of cloud-managed and subscription-based offerings. Investor focus typically centers on recurring revenue growth and the transition from hardware-centric to software-driven business models.
Product announcements from Cisco shape how organizations build and secure their networks. Launches of new switches, routers, wireless systems, and security platforms affect technology purchasing decisions at companies worldwide. Partner program updates and certification changes impact the extensive ecosystem of resellers and integrators that deploy Cisco equipment.
Acquisition news signals strategic direction as Cisco expands capabilities through targeted purchases. The company has historically acquired businesses to enter adjacent markets or accelerate development in areas like security, observability, and collaboration. These transactions often affect competitive dynamics across technology sectors.
Track Cisco developments including infrastructure innovation, cybersecurity advancements, and enterprise technology trends that affect network professionals and technology investors.
Cisco (CSCO) and the OECD report notable geographic and generational divides in generative AI uptake and digital well-being.
Key findings: emerging economies (India, Brazil, Mexico, South Africa) show the highest AI adoption, trust, and engagement; under‑35s are the most active users (>50% use AI; >75% say it is useful; ~50% of 26–35s completed training); adults >45 are largely nonusers or uncertain.
The study links >5 hours of daily recreational screen time to lower well-being and flags high digital-only socializing and emotional volatility in emerging markets, urging digital skills, responsible AI design, and well-being priorities.
Cisco (NASDAQ: CSCO) will participate in multiple investor events in December 2025; the company said no new financial information will be discussed. Events and representatives include:
- UBS Global Technology and AI Conference, Arizona — Dec 2: Fireside chat at 9:55 AM PST; webcast and registration on investor.cisco.com. Representatives: Bill Gartner and Sami Badri.
- Nasdaq London Investor Conference, London — Dec 10: Investor meetings. Representatives: Chintan Patel and Emily Hunt.
- Barclays TMT Conference, San Francisco — Dec 10: Fireside chat at 1:20 PM PST; webcast and registration on investor.cisco.com. Representatives: Mark Patterson and Sami Badri.
- Melius Research Conference, New York — Dec 11: Investor meetings. Representative: Sami Badri.
Cisco (NASDAQ: CSCO) will hold its 2025 Virtual Annual Meeting of Stockholders on Tuesday, December 16, 2025 at 8:00 a.m. PST. The meeting will be conducted via live audio webcast with synchronized slides and closed captioning. Stockholders of record as of October 17, 2025 may vote and ask questions online during the meeting. Investors can attend at www.virtualshareholdermeeting.com/CSCO2025. Cisco's 2025 Annual Report and Proxy are available online at the company annual reports page. A replay with synchronized slides will be posted on the Cisco Investor Relations site within 24 hours after the meeting.
Cisco (NASDAQ: CSCO) announced on Nov 20, 2025 that its venture arm, Cisco Investments, is investing in spatial intelligence startup World Labs. World Labs, co-founded by Dr. Fei-Fei Li, develops Large World Models (LWMs) to enable AI to perceive, reason within, and interact with 3D physical environments.
The strategic investment is described as World Labs' largest to date and positions Cisco as a critical infrastructure partner for AI that bridges virtual and real-world applications, with potential industry impacts in gaming, robotics, and device/agent automation.
Cisco (NASDAQ: CSCO) announced on Nov 20, 2025 that its venture arm, Cisco Investments, is investing in World Labs, a spatial intelligence AI startup co‑founded and led by Fei‑Fei Li.
World Labs is developing Large World Models (LWMs) to enable AI to perceive, reason in, and interact with 3D environments. Cisco framed the investment as supporting infrastructure for secure, scalable AI across applications such as gaming, robotics, and physical AI agents.
Cisco (NASDAQ: CSCO) announced that Splunk, a Cisco company, received repeated analyst recognition in security markets on Nov 20, 2025. Key highlights include being named a Leader in Gartner's Magic Quadrant for SIEM for the 11th consecutive year (2025), ranking first in multiple Gartner Critical Capabilities use cases, being named a Leader in Forrester Wave: Security Analytics Platforms Q2 2025 with the highest current-offering score, and being IDC's number one SIEM provider for the fifth consecutive year. The release emphasizes Splunk's unified SIEM, SOAR integration, agentic AI enhancements, community ecosystem, and platform capabilities for detection, investigation, and response.
IBM (NYSE: IBM) and Cisco (NASDAQ: CSCO) announced an intent to collaborate to build a network of large-scale, fault-tolerant quantum computers, targeting initial demonstrations by the early 2030s and a proof-of-concept within five years.
The companies plan to link multiple QPUs via a quantum networking unit (QNU), explore microwave-optical transducers, and develop a hardware and software stack to distribute entanglement, synchronize operations with sub-nanosecond precision, and enable computations across tens-to-hundreds of thousands of qubits and potentially trillions of quantum gates.
AMD (AMD), Cisco and HUMAIN announced a joint venture to build large-scale AI infrastructure in Saudi Arabia, targeting up to 1 GW of capacity by 2030 with an initial 100 MW phase 1 planned to begin operations in 2026. AMD and Cisco will serve as exclusive technology partners, supplying AMD Instinct MI450 Series GPUs and Cisco critical infrastructure while HUMAIN provides modern data center capacity. The companies said the joint venture aims to deliver cost-efficient, high-performance compute to power regional and global AI use cases and will include an AMD Center of Excellence in Saudi Arabia.
Cisco (NASDAQ: CSCO) will participate in the Wells Fargo 9th Annual TMT Summit on November 18, 2025. The company will host a Fireside Chat on Tuesday, November 18, 2025, 9:30am–10:05am PST and management will hold investor meetings during the conference.
Mark Patterson, EVP & Chief Financial Officer, is listed as the Cisco speaker. The company said no new financial information will be discussed and a webcast will be available at investor.cisco.com.
Cisco (NASDAQ:CSCO) reported Q1 FY2026 results for the period ended October 25, 2025, with revenue $14.9 billion (+8% Y/Y), GAAP EPS $0.72 (+6% Y/Y) and Non-GAAP EPS $1.00 (+10% Y/Y). Management cited strong demand across networking, AI infrastructure and a multi-year, multi-billion-dollar campus networking refresh.
Q1 highlights include product revenue +10% (networking +15%), AI infrastructure orders $1.3 billion, operating cash flow $3.2 billion, and $3.6 billion returned to shareholders (dividends + buybacks). Q2 guidance: revenue $15.0–15.2B, non-GAAP EPS $1.01–1.03; FY2026 revenue guide $60.2–61.0B. Quarterly dividend declared $0.41 per share.
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