Cisco Systems, Inc. Website

Cisco Systems, Inc.

NasdaqGS-CSCO

Company Overview

Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; and wireless products include indoor and outdoor wireless coverage designed for seamless roaming use of voice, video, and data applications. In addition, it provides security, which comprising network security, identity and access management, secure access service edge, and threat intelligence, detection, and response offerings; collaboration products, such as Webex Suite, collaboration devices, contact center, and communication platform as a service; end-to-end collaboration solutions that can be delivered from the cloud, on-premise or within hybrid cloud environments allowing customers to transition their collaboration solutions from on-premise to the cloud; and observability offers network assurance, monitoring and analytics and observability suite. Further, the company offers a range of service and support options for its customers, including technical support and advanced services and advisory services. It serves businesses of various sizes, public institutions, governments, and service providers. The company sells its products and services directly, as well as through systems integrators, service providers, other resellers, and distributors. Cisco Systems, Inc. has strategic alliances with other companies. Cisco Systems, Inc. was incorporated in 1984 and is headquartered in San Jose, California.

  • Name

    Cisco Systems, Inc.

  • CEO

    Charles H. Robbins

  • Website

    www.cisco.com

  • Sector

    Communications Equipment

  • Year Founded

    1984

Company Statistics

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Bulls Say

  • Cisco holds dominant market shares across many parts of networking, and leading shares in areas like switching software and software-defined wide-area networking, or SD-WAN, bode well for its position in the next era.

  • Cisco’s AI revenue opportunity is immense, and growing quickly. AI could raise the firm’s overall growth profile, going forward.

  • Cisco’s balance sheet is strong and it generates impressive free cash flow. It is shareholder-friendly and sends most of its free cash flow back to shareholders.

Bears Say

  • Cisco’s core markets of networking don’t offer robust growth opportunities, and it has to seek top-line upside from nascent corners or other markets where it is less competitively advantaged.

  • Cisco has been losing market share across networking and security over the last decade and will need to redouble its efforts against the likes of Arista Networks or cybersecurity platform providers.

  • In high-speed, public cloud and AI applications, Cisco lags Arista Networks in market share, which could hamper its growth as these applications grow in mix in the market.

Source: Morningstar Analysis - Nov 13, 2025

What's happening

Nov 5, 2025 - Dec 5, 2025

Cisco Systems Inc. Surges 7.5% Amid Strong Earnings and Strategic Partnerships

  • Cisco's stock price increased by 7.5%, significantly outperforming the S&P 500's return of 1.3%.
  • The company reported a revenue increase of 7.5% year-on-year, reaching $14.88 billion, with adjusted EPS exceeding expectations at $1.00 versus the anticipated $0.98.
  • Strategic partnerships, including one with Madison Square Garden Entertainment, are enhancing Cisco’s market presence and technological capabilities.

Over the past month, Cisco Systems Inc (CSCO) demonstrated strong performance with a notable increase in its stock price by 7.5%. This surge reflects positive investor sentiment driven by key developments that have bolstered CSCO’s outlook and market position significantly above the S&P 500's return of only 1.3%. A primary catalyst for this upward trend was the company's robust financial results announced on November 13, which included a year-on-year revenue growth of 7.5% to $14.88 billion and an adjusted earnings per share (EPS) that surpassed expectations at $1.00 compared to forecasts of $0.98.

Following these impressive results, analysts revised their guidance for fiscal year 2026 revenue projections to between $60.2 billion and $61 billion, increasing confidence in CSCO’s growth trajectory amid rising demand for AI infrastructure solutions in various sectors.

In addition to its earnings report success, Cisco secured strategic partnerships that further enhanced its technological capabilities and market presence during this period; notably collaborating with Madison Square Garden Entertainment aimed at improving connectivity within venues through advanced networking solutions provided by Cisco.

Despite some bearish sentiments due to executive share sales totaling over $9 million and concerns about potential volatility reminiscent of historical trends during the dot-com bubble era—these factors did not overshadow overall positive investor sentiment towards CSCO's future prospects as discussions around emerging technologies like quantum computing emerged prominently within their strategy alongside IBM partnership efforts focused on developing large-scale quantum networks addressing complex computational challenges.

Overall, while there were moments reflecting caution among investors regarding tech stocks' valuations post-bubble dynamics; CSCO managed substantial gains relative both to its sector performance—which saw an outperformance against Information Technology (XLK) by 8.5%—and overall market indices like the S&P 500 where it outperformed by over six percentage points.

NasdaqGS:CSCO