Cisco Sys Inc Stock Price, News & Analysis

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.

TD SYNNEX (NYSE:SNX) was named Global Distributor of the Year and Americas Distributor of the Year at Cisco Partner Summit 2025 on November 10, 2025.

The company also received regional Distributor of the Year honors in EMEA (with specific recognition in Norway and Germany), Distributor of the Year awards in Brazil and Mexico, and a Social Impact Partner of the Year award in Canada. Cisco’s Partner Summit Global Awards recognize top partners for sales, service, and innovation in delivering customer solutions. TD SYNNEX executives highlighted the awards as validation of global collaboration with Cisco and ongoing efforts to drive partner outcomes and innovation.