Cisco Systems Inc (NASDAQ: CSCO) is in focus today following a report that the European Commission is set to unconditionally approve its $28 billion deal with Splunk Inc (NASDAQ: SPLK).Cisco-Splunk deal is clear of anti-competitive concernsCopy link to sectionAnonymous sources told Reuters this morning that a preliminary review did not find any anti-competitive issues with the Cisco-Splunk deal. The European Commission is, therefore, expected to clear the acquisition after its ongoing review officially comp ...

业绩总结 - Cisco的校园业务是其产品组合中最大的业务[7] - 过去四年，由于供应链问题，需求激增，导致出货量过多[8] - 目前看到需求相对长期趋势有所软化[8] - 预计到 Cisco 的财政年度结束或更晚，需求才会恢复正常[9] 全球经济趋势 - 全球宏观经济有些软化，特别是在亚太地区和欧洲[10] 办公室升级需求 - 预计随着人们回到办公室，他们会期望更高水平的体验[12] - Cisco的办公室升级需要更多的端口，以提供更高水平的体验[21] 产品和技术发展 - Cisco的DNA Center策略在过去18个月中取得了显著的采用增长[41] - Cisco的硬件现在可以在云端和本地同时使用，这有望带来增长[43] 企业网络升级趋势 - 企业正在推动刷新周期，特别是基础设施驱动[46] - 企业正在关注解决方案，特别是安全性方面的升级[46] - 企业旧有的交换机缺乏新型交换机的遥测功能，可能存在安全漏洞[46] - 企业面临的主要挑战之一是网络复杂性，需要提供更好的用户体验[47] - 每分钟的网络宕机对企业的损失可能超过资本支出[48] 公司发展策略 - 公司在过去几年中不断推出订阅服务，获得了良好的市场接受度[51] - 公司的Meraki产品线和Cisco产品线之间的界限正在变得模糊[55] - 公司的竞争对手缺乏与Cisco相匹配的产品广度和范围[62] 投资机遇和技术应用 - 公司正在积极应对智能制造和物联网带来的网络投资机遇[71] - 公司正在不断将人工智能技术应用于网络安全和网络运营中[77] - 公司在恢复网络投资中可能会优先考虑无线网络，然后是交换机[83] 产品整合和服务模型 - 公司正在与Meraki紧密合作，整合安全网络产品套件和安全组合，花费大量时间进行整合[85] - 公司正在努力实现共同政策，以便在这些组合之间共享政策[85] - 公司正在开发资产服务模型，使客户无需担心各个单独产品，防火墙、路由器、SD-WAN，他们可以消费该服务[85]

SAN JOSE, Calif., Feb. 28, 2024 /PRNewswire/ -- Cisco today announced that it will participate in the following events with the financial community. These sessions will be via webcast. Interested parties can register and view these events on Cisco's Investor Relations website at https://investor.cisco.com. No new financial information will be discussed on this conference call. Morgan Stanley Technology, Media & Telecom Conference March 4, 20249:30 a.m. PT / 12:30 p.m. ET Cisco Speaker: Greg Dorai, Senior VP ...

Companies form collaborative partnership to accelerate progress towards GHG emission reduction goals. The agreement includes circular economy best practices, including refurbishing and recycling products. The collaboration will allow Orange Business to provide their customers an estimate of the GHG emissions from their products and solutions based on Cisco technology. BARCELONA, Feb. 26, 2024 /PRNewswire/ -- Orange Business and Cisco have signed a Memorandum of Understanding (MoU) for a joint action plan t ...

News Summary: Cisco showcases how it is helping global service provider partners monetize their infrastructure to support the needs of enterprise customers with unified wireless experiences across people, machines, places, and things. Cisco and TELUS launch new 5G capabilities in North America to serve IoT use cases for industry verticals, with a focus on connected cars.  Cisco Senior Director of Provider Mobility, Bob Everson, will deliver a keynote on "Redefining Enterprise Services" at the 5G Futures Su ...

文章核心观点 - 思科和TELUS在北美推出新的5G能力,以服务于工业垂直行业的物联网用例,重点关注连接汽车[4] - 这些增强功能使TELUS控制中心能够支持自动配置、动态策略、计费和配额管理,从而推出新的订阅服务,并管理任何连接汽车OEM或企业的SIM和车辆生命周期[5] 连接汽车体验 - 思科和TELUS使连接汽车OEM能够轻松编排和自动化最终用户体验,利用物联网控制中心的丰富REST API组合[6] - 这一推出使OEM能够利用TELUS的高性能无线网络,引入5G启用的车载信息娱乐应用程序和高级网络服务,以及订阅Wi-Fi服务[6] - 电气化和软件定义的汽车正在推动连接出行生态系统的未来,这种创新为OEM提供了基础,以提供新的车载应用程序和先进驾驶辅助系统(ADAS)服务,并开辟了订阅服务的道路,以支持OEM的收入多元化目标[7] 网络控制与物联网连接 - 该合作还引入了按需网络切片创建、全栈可观察性和生命周期管理能力,旨在支持未来的高级关键任务用例[9] - 思科和TELUS为OEM奠定了基础,使他们能够获得网络服务的全面可见性和控制权,并根据需求提供服务质量,从而提供出色的最终客户体验[9] - 这种合作是思科移动服务平台战略的基础构建块,旨在使服务提供商能够以最小的风险实现投资回报最大化,并通过新的增值服务和基于API的网络可编程性实现5G货币化[10]

公司表现 - Cisco Systems (CSCO) 最近被列入 Zacks.com 最受关注股票名单[1] - 过去一个月，Cisco 的股价下跌了-6.7%，而同期标普500指数上涨了3%[2] - Zacks 计算机 - 网络行业中 Cisco 所在的行业下跌了5.8%[2] - Cisco 上一季度营收为127.9亿美元，同比下降5.9%[11] - Cisco 上一季度每股盈利为0.87美元，同比下降[11] 盈利预测 - Cisco 预计本季度每股盈利为0.86美元，同比下降14%[5] - 本财年的一致盈利预测为3.74美元，同比下降3.9%[6] - 下一财年的一致盈利预测为3.84美元，同比增长2.5%[7] - 分析师们对 Cisco 的盈利预测变化会影响股价[4] - Cisco 在过去四个季度中每次超过一致盈利预测[13] 评级和展望 - Cisco 的 Zacks Rank 评级为 4 (卖出)[8] - Cisco 的估值评级为 C，与同行业水平持平[17] - Cisco 的 Zacks Rank 4 暗示其可能在短期内表现不佳[18] - 公司的未来方向取决于基本因素，而不仅仅是媒体报道或谣言[2]

合作内容 - Cisco和Qwilt与Turkcell达成战略合作伙伴关系，旨在提升数字内容和应用的质量和交付能力，为Turkcell的移动用户和固定宽带客户提供更快的数据交付[1] - Turkcell采用Qwilt的Open Edge Cloud for Content Delivery平台，结合Cisco的边缘计算和网络基础设施，将Open Caching服务部署在多个分布式点，提供高质量的内容交付工具[2] - 合作使得Turkcell成为内容和互联网枢纽，支持Turkcell Superonline将“丝绸之路转变为光纤之路”的愿景，巩固其作为Turkiye领先数字服务提供商的地位[3]

With the price of Nvidia Corporation (NASDAQ: NVDA) stock slowing down its previous gains, market participants are wondering what is next for the artificial intelligence (AI) and semiconductor behemoth, and others are recalling the price action of other stocks during the dot-com bubble.As it happens, Nvidia’s price action resembles that of another technology giant – Cisco Systems (NASDAQ: CSCO) – which made a massive decline during the dot-com bubble, suggesting that history could repeat itself, according t ...

Some once great companies have fallen on hard times, causing their stock to sink. While surprising, the long-term decline of powerful brands is nothing new. Business history is littered with discarded companies that were once dominant but became irrelevant value traps over time. Many great companies cease to exist and become top blue-chip stocks to sell. Think of names such as Eastman Kodak (NYSE:KODK), Compaq Computer and F.W. Woolworth. It’s important for investors to recognize when the company behind a s ...