Cisco Sys Inc Stock Price, News & Analysis

Cisco (NASDAQ:CSCO) announced its participation in the upcoming 2025 Deutsche Bank Technology Conference. The company will hold a fireside chat on Thursday, August 28, 2025, from 8:00 AM to 8:35 AM PST, featuring Mark Patterson, EVP & Chief Financial Officer, and Jeetu Patel, President & Chief Product Officer.

The session will be available via webcast on investor.cisco.com. Additionally, Cisco's management and Investor Relations team will participate in investor meetings throughout the day. The company has stated that no new financial information will be discussed during the event.

Cisco (NASDAQ:CSCO) reported strong Q4 FY2025 results with revenue of $14.7 billion, up 8% year-over-year, and FY2025 revenue of $56.7 billion, up 5%. Q4 GAAP EPS reached $0.71 (up 31%) and non-GAAP EPS hit $0.99 (up 14%). The company's AI Infrastructure orders from webscale customers exceeded $800 million in Q4, bringing FY2025 total to over $2 billion, doubling initial targets.

For FY2026, Cisco projects revenue between $59.0-$60.0 billion and non-GAAP EPS of $4.00-$4.06. The company maintained its quarterly dividend at $0.41 per share. Geographic performance showed growth across all regions: Americas up 9%, EMEA up 4%, and APJC up 7%.

Cisco (NYSE:CSCO) has announced it will host Splunk's annual .conf25 user conference from September 8-11, 2025, at the Boston Convention Center. The conference will showcase how Cisco's integration with Splunk enables customers to leverage agentic AI and machine data insights.

The event will feature keynotes from Cisco executives, including Jeetu Patel, President and Chief Product Officer, and Kamal Hathi, SVP and GM of Splunk. The conference expects 6,000+ attendees and 40+ sponsors, with presentations from major customers like Deloitte, Pizza Hut, T-Mobile, and Regeneron Pharmaceuticals. The event will include product announcements, breakout sessions, partner showcases, and the Splunkie Awards ceremony.

Cisco (NASDAQ: CSCO) has announced it will hold its Q4 fiscal year 2025 earnings conference call on Wednesday, August 13, 2025, at 1:30 PM PT (4:30 PM ET). The company will release its financial results for the period ending July 26, 2025, after market close on the same day.

The earnings release will be available on Cisco's newsroom website, and investors can access the live conference call through telephone or web broadcast. A replay will be available from 4:00 PM PT on August 13 through 10:00 PM PT on August 19, 2025, via phone and the company's Investor Relations website.

Splunk (NASDAQ:CSCO), Cisco's cybersecurity and observability division, has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Observability Platforms for the third consecutive year. The recognition highlights Splunk's global presence, customer base, and AI innovation leadership.

Following the 2024 merger of Cisco's AppDynamics under Splunk's portfolio as Splunk AppDynamics, the company has strengthened its capabilities in providing comprehensive visibility across digital infrastructure, applications, and user experiences.

Cisco (NASDAQ: CSCO) has announced an upcoming Tech Talk focused on Silicon One, scheduled for July 11, 2025. The event will feature presentations from Martin Lund, EVP of Common Hardware Group, and Rakesh Chopra, SVP & Fellow for Silicon One, with Wells Fargo Managing Director Aaron Rakers hosting.

The Tech Talk will begin at 8:00 AM PT (11:00 AM ET). Interested parties can access the webcast through Cisco's Investor Relations website, with a replay available shortly after the event.

Cisco (NASDAQ: CSCO) has announced an upcoming Tech Talk focused on innovation, scheduled for Monday, June 16, 2025, at 11:00 AM PT / 2:00 PM ET. The session will be led by key executives Jeetu Patel, President and Chief Product Officer, and DJ Sampath, SVP of AI Software and Platform. JP Morgan's Managing Director Samik Chatterjee will host the event. The Tech Talk will be available via webcast, with registration required, and a replay will be accessible on Cisco's Investor Relations website at investor.cisco.com following the event.

Cisco (CSCO) announced major security innovations for the AI era at Cisco Live 2025, focusing on protecting AI workloads and defending against AI-powered threats. Key announcements include enhancements to their Hybrid Mesh Firewall portfolio and Universal Zero Trust Network Access (ZTNA) solutions. The company introduced new hardware including the Secure Firewall 6100 Series offering 200 Gbps per rack unit and the Secure Firewall 200 Series with 3x price-performance improvement. Cisco is also expanding enforcement points and introducing multi-vendor segmentation policy through Security Cloud Control. Notable features include securing agentic AI identities, new Splunk integrations for enhanced threat detection, and the launch of Duo Identity and Access Management for passwordless authentication. These innovations aim to help enterprises implement zero trust architectures and enhance security visibility across hybrid environments.

Cisco (CSCO) unveiled major innovations for AI-ready data centers, demonstrating strong momentum in AI infrastructure with over $1B in hyperscaler orders in Q3 FY25. The company announced expanded partnerships with NVIDIA and new collaborations with neocloud providers. Key innovations include a new Unified Fabric Experience with Nexus Dashboard, expanded AI PODs, and the first integration of Cisco G200-based switches with NVIDIA Spectrum-X Ethernet networking. The company also introduced new 400G bidirectional optics and formed strategic partnerships with HUMAIN, G42, and Stargate UAE. For service providers, Cisco launched new converged access devices, AI capabilities in Crosswork Network Automation, and non-terrestrial networking solutions.