Cisco Sys Inc Stock Price, News & Analysis

Cisco (NASDAQ: CSCO) has announced its upcoming Q3 FY2025 earnings conference call scheduled for Wednesday, May 14, 2025, at 1:30 PM (PT) / 4:30 PM (ET). The company will release its financial results for the period ending April 26, 2025, after market close on the same day via PR Newswire. Investors can access the call through telephone (888-848-6507 for domestic, 212-519-0847 for international) or via live webcast at investor.cisco.com.

A replay of the conference call will be available from 4:00 PM (PT) on May 14 through 4:00 PM (PT) on May 20, 2025, accessible by calling 800-876-5258 (International: 203-369-3998). An archived version of the webcast will also be available on Cisco's Investor Relations website.

Cisco (NASDAQ: CSCO) has announced major security innovations to address AI-era challenges, revealed at RSA Conference 2025. The company's 2025 Cybersecurity Readiness Index shows 86% of organizations experienced AI-related security incidents in the past year.

Key announcements include:

• Enhanced Cisco XDR with new AI-powered features like Instant Attack Verification, automated XDR Forensics, and XDR Storyboard for faster threat detection
• Integration with Splunk Security through Enterprise Security 8.1 and SOAR 6.4 for improved threat detection
• Partnership deepening with ServiceNow for AI risk management
• Launch of Foundation AI team, introducing the first open-source reasoning model for security applications
• New AI Supply Chain Risk Management controls to secure AI application artifacts
• Enhanced Industrial IoT Security Solutions with Cisco Industrial Threat Defense improvements

Cisco (NASDAQ: CSCO) and ServiceNow have announced an expanded partnership to facilitate secure AI adoption for enterprises. The collaboration will integrate Cisco's AI Defense capabilities with ServiceNow's Security Operations (SecOps) to provide comprehensive AI risk management and governance.

The partnership aims to address new security challenges posed by enterprise AI adoption through integrated platforms spanning infrastructure and workflows. Key features of the integration include:

• AI workload and model discovery
• Automated vulnerability assessments
• Real-time protection for AI applications
• Enhanced security operations center investigations
• AI organizational compliance mapping

Initial field trials are commencing soon, with the integration expected to be available to mutual customers in the second half of 2025. This collaboration builds upon their seven-year partnership history, with additional integrations planned for later in 2025.

Cisco (NASDAQ: CSCO) announced major security innovations at RSA Conference 2025 to address AI-era challenges. The company revealed that 86% of organizations faced AI-related security incidents in the past year, according to their upcoming 2025 Cybersecurity Readiness Index.

Key announcements include:

• Enhanced Cisco XDR with new Instant Attack Verification, automated XDR Forensics, and XDR Storyboard features
• Integration with Splunk Security through Enterprise Security 8.1 and SOAR 6.4
• New partnership with ServiceNow combining Cisco AI Defense with ServiceNow SecOps
• Launch of Foundation AI team, introducing the first open-source reasoning model for security applications
• New AI Supply Chain Risk Management controls to secure AI application artifacts
• Enhanced Industrial IoT Security solutions with Cisco Industrial Threat Defense improvements

Cisco (CSCO) has released its 2025 Data Privacy Benchmark Study, surveying 2,600 privacy and security professionals across 12 countries. The study reveals that 86% of respondents support privacy legislation, up from 80% last year, with 96% reporting privacy investments exceed costs.

Key findings show 90% of organizations consider local data storage safer, while 91% trust global providers for better data protection. In the AI sphere, 63% of respondents are very familiar with Generative AI, though 64% worry about inadvertent sharing of sensitive information. Notably, 99% of respondents plan to shift resources from privacy budgets to AI initiatives.

The study emphasizes the growing complexity of data privacy in the AI era, with organizations balancing local storage requirements against global expertise. Privacy legislation continues to build customer trust, with most global consumers (53%) aware of their country's privacy laws, and 81% of those feeling confident in their ability to protect their data.

Cisco (NASDAQ: CSCO) has announced a collaboration with NVIDIA to develop the Cisco Secure AI Factory, a comprehensive AI infrastructure solution focused on security. The partnership aims to simplify enterprise AI deployment while ensuring robust protection at all levels.

The solution combines Cisco's networking and security expertise with NVIDIA's AI capabilities, featuring components such as:

• Cisco UCS AI servers with NVIDIA HGX and MGX
• Cisco Nexus Hyperfabric AI and networking solutions
• High-performance storage from certified partners
• NVIDIA AI Enterprise software platform

Security is embedded throughout the architecture using:

• Cisco Hybrid Mesh Firewall for unified security management
• Cisco Hypershield for workload protection
• Cisco AI Defense for AI application security

Cisco (NASDAQ: CSCO) has announced new AI-powered collaboration solutions at Enterprise Connect, focusing on agentic AI innovations. The company is launching Webex AI Agent, set for general availability on March 31, 2025, offering 24/7 self-service with natural, human-like interactions for customer support.

Key announcements include updates to the Cisco AI Assistant for Webex Contact Center planned for Q2 2025, featuring suggested responses and real-time transcription. The company is also introducing Webex Calling Customer Assist, enabling employees to provide enhanced customer support through the Webex app.

Additional innovations include workflow automation capabilities in Cisco AI Assistant for Webex Suite, new AI management features in Webex Control Hub, and ecosystem integrations including Apple AirPlay support for Microsoft Teams Rooms and Cisco Spatial Meetings compatibility with Apple Vision Pro.

Cisco (NASDAQ: CSCO) has unveiled new networking innovations at Mobile World Congress 2025, launching Agile Services Networking to help service providers compete in the AI marketplace. The announcement introduces two key innovations for enhanced network visibility:

1. ThousandEyes Connected Devices: Extends visibility across subscriber experiences from home to off-network services

2. Provider Connectivity Assurance: Delivers AI-powered 'User Experience' capability for improved mobile network performance

The architecture combines Silicon One routing, unified software, and converged IP and optics in a single network. Early adopters including Arelion, Lumen, and Reliance Jio have reported improved network performance, cost reduction, and enhanced customer experience. Virgin Media O2 and Odido are already utilizing these assurance capabilities for increased customer satisfaction and better service delivery.

Cisco (NASDAQ: CSCO) has announced its participation in several upcoming financial community events through March and April 2025. The company will be present at Mobile World Congress in Barcelona (March 3-4) with SVP/GM Kevin Wollenweber and VP Gordon Thomson leading financial analyst meetings.

Additional events include the Morgan Stanley TMT Conference in San Francisco (March 4) with EVP Martin Lund, the BNP Paribas Exane TMT Conference in London (March 11) with CTO Chintan Patel, and OFC 2025 in San Francisco (April 1) featuring SVP/GM Bill Gartner. At OFC, a Tech Talk webcast will be held from 7:30-8:30am PST, available on investor.cisco.com.

The company has noted that no new financial information will be discussed at these events.