Cisco Sys Inc Stock Price, News & Analysis

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.

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.