Cisco Sys Inc Stock Price, News & Analysis

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.

Cisco (CSCO) has unveiled a revolutionary network architecture designed for AI-powered enterprises, featuring unified management, next-gen devices, and advanced security. The solution addresses critical challenges including network traffic growth, uptime requirements, and security threats. Key components include AgenticOps (AI-driven operations platform), new Smart Switches (C9350 and C9610) delivering up to 51.2Tbps throughput, Secure Routers (8100-8500 series), expanded Wi-Fi 7 portfolio, and quantum-resistant security features. The architecture includes Cisco AI Assistant and AI Canvas for simplified network management. According to Cisco's survey, 97% of businesses need network upgrades for AI initiatives, with potential outage losses reaching $160 billion globally. The new hardware is orderable this month through Cisco and certified partners, with unified management platform available now and AI features rolling out in phases.

Cisco's latest research reveals a significant infrastructure transformation driven by AI adoption and increasing network demands. The study shows 97% of IT leaders consider modernized networks crucial for AI, IoT, and cloud deployment, with 91% increasing network investments. Network resilience is critical as businesses face outages costing $160B globally annually. Key findings highlight that 98% of leaders view secure networking as important, with 61% considering it critical. The research indicates 89% believe improved networks will drive revenue, while 93% expect cost savings from smarter networks. The study emphasizes that 98% consider AI-powered networks essential for future growth, though only 41% have deployed intelligent capabilities. Major challenges include siloed systems (58%), incomplete deployments (51%), and manual oversight reliance (48%). CEOs are aligned with this vision, with 97% expanding AI use and 78% relying on CIOs/CTOs for investment decisions.

Cisco (CSCO) has unveiled Duo Identity and Access Management (IAM), a groundbreaking security solution designed to combat AI-era identity threats. The announcement comes as identity-based attacks account for 60% of Cisco Talos Incident Response cases in 2024. The new solution builds upon Duo's trusted multifactor authentication (MFA) platform, introducing key features including:

• A new User Directory for managing identities and access
• Complete Passwordless authentication
• Proximity Verification using Bluetooth Low Energy
• Session Theft Protection through Duo Passport
• Integration with Cisco Identity Intelligence for AI-driven analytics

The solution aims to provide comprehensive identity security without requiring expensive hardware keys, while maintaining user productivity. According to Cisco's 2025 Cybersecurity Readiness Index, nearly one-third of companies worldwide consider identity their top cybersecurity challenge.

Cisco (NASDAQ: CSCO) has released a global research report revealing the transformative impact of agentic AI on customer service. The study, surveying 7,950 decision-makers across 30 countries, predicts that 68% of customer service interactions with technology vendors will be handled by agentic AI by 2026. Key findings show that 92% of organizations consider vendor support increasingly critical, and 93% believe agentic AI will enable more personalized services.

The research indicates rapid adoption, with 56% of interactions expected to be AI-handled within 12 months. While 88% of respondents are confident in AI-led customer experience, 89% emphasize the importance of maintaining human connection. The study highlights that vendors must demonstrate robust governance for ethical AI use, with 99% of respondents considering this crucial.

Cisco (CSCO) has joined the Stargate UAE consortium as a preferred technology partner, signing a Memorandum of Understanding (MoU) alongside G42, OpenAI, Oracle, NVIDIA, and SoftBank Group. The initiative aims to construct an AI data center in Abu Dhabi with a target capacity of 1 GW, with an initial 200 MW capacity planned for 2026.

As part of the collaboration, Cisco will provide advanced networking, security, and observability solutions to support OpenAI workloads and accelerate the deployment of next-generation AI compute clusters. The MoU was signed by Cisco CEO Chuck Robbins and aligns with President Trump's recent regional visit and Cisco's broader AI initiatives in the Middle East.

Cisco (NASDAQ: CSCO) has announced its participation in the upcoming Bank of America Global Technology Conference. The company will be represented by Scott Herren, EVP & Chief Financial Officer, and Mark Patterson, EVP & Chief Strategy Officer, in a fireside chat scheduled for June 4, 2025, from 8:40 AM to 9:10 AM PST. The session will be available via webcast on investor.cisco.com. Additionally, Cisco's management and Investor Relations team will engage in Investor Meetings on June 3, 2025. The company has stated that no new financial information will be discussed during this event.