CSCO Stock Recent News

SANTA CLARA, Calif.--(BUSINESS WIRE)-- #AI--Gigamon will showcase its Gigamon Deep Observability Pipeline at Cisco Live 2025, June 8-10 at the San Diego Convention Center.

Cisco (CSCO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

New Duo IAM delivers comprehensive identity security that organizations can trust News Summary: Cisco Duo unveiled an innovative, security-first Identity and Access Management (IAM) solution. Duo IAM protects against modern AI-driven identity threats, while maintaining user productivity.

Cisco is well-positioned in the AI boom as a "picks and shovels" infrastructure provider with a strong full-stack offering. Its deep enterprise integration and recent Splunk acquisition enhance its AI observability and cybersecurity capabilities. The company generates consistently high cash flows with industry-leading margins and shareholder returns.

New Cisco Research Reveals Overwhelming Demand for Agentic AI to Transform the Way Technology Vendors Deliver Customer Experience  News Summary: The rise of agentic AI: By 2026, 68% of all customer service and support interactions with technology vendors are expected to be handled by agentic AI. Customer experience becomes mission-critical: With growing IT complexity, 92% of organizations say the support and services they receive are more important than ever.

The Investment Committee give you their top stocks to watch for the second half.

Live Updates Live Coverage Has Ended Earnings beat 4:21 pm EPS: $1.43 actual vs. $1.31 estimate → +9.2% beat Revenue: $1.175B actual vs. $1.17B estimate → +0.4% beat Earnings Beat with Strong Margins, But Growth Remains Tame 4:09 pm Zoom reported Q1 FY26 revenue of $1.175 billion, up 2.9% year-over-year, with non-GAAP EPS of $1.43, beating the Street’s $1.31 estimate by 9%. GAAP EPS came in at $0.81, a 19% YoY improvement. Enterprise revenue rose 5.9% to $705 million, while Online revenue dipped 1.2% to $470 million — consistent with the ongoing shift toward larger, more durable contracts. Operating margins were strong across the board: GAAP operating margin hit 20.6%, while non-GAAP operating margin reached 39.8%. Customer momentum was solid, with 4,192 customers now contributing over $100,000 in trailing 12-month revenue, up 8% YoY. However, net dollar expansion for enterprise accounts slipped to 98%, suggesting slower upsell activity. Zoom repurchased 5.6 million shares and

CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.

Cisco to collaborate with G42, OpenAI, Oracle, NVIDI, and SoftBank Group to power AI innovation and infrastructure development in recently announced UAE-US AI Campus in Abu Dhabi News Summary Cisco to provide networking, security and observability hardware and software solutions for OpenAI workloads, advancing AI infrastructure in the Middle East. Strategic partnership supports the Stargate Project's commitment to safe, broadly distributed AI development and responsible capital stewardship.

CNBC's Kristina Partsinevelos joins 'Squawk on the Street' to discuss the latest details on OpenAI's new venture in the Middle East.