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CSCO LATEST HEADLINES
CSCO's third-quarter fiscal 2025 results benefit from strong revenue growth and rising sales of security and networking solutions.
Cisco's Q3 beat expectations, driven by strong AI infrastructure orders, robust product growth, and expanding recurring revenue streams. Despite outperforming peers, Cisco trades at a significant valuation discount, reflecting legacy perceptions rather than current AI-driven momentum. Cisco is now deeply embedded in next-gen AI architectures, with Silicon One chips and sovereign cloud deals positioning it for long-term growth.
Jim Lebenthal, Chief Equity Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying Cisco.
Cisco reports robust third-quarter fiscal 2025 results and raises its outlook for the fiscal year.
Cisco Systems, Inc. beat Q3 2025 earnings estimates, with strong growth in security and observability, boosted by the Splunk acquisition. The company benefits from AI infrastructure demand but is not a core AI company; growth is steady, not explosive. Full-year guidance and historical performance show Cisco reliably beats estimates, but projected EBITDA CAGR is a modest 3.3%.
Despite tariffs and economic uncertainty, customers have not yet changed their spending behaviors, the company said.
Cisco Systems (CSCO) continues to get a stock bump into Thursday's pre-market trading after reporting third quarter results yesterday, beating earnings and revenue estimates and raising its full-year guidance. Outgoing Cisco CFO Scott Herren and the Incoming Cisco CFO Mark Patterson sit down with the Morning Brief team in the studio to talk more about the earnings print, Cisco's CapEx spending around AI networks, the company's outlook on infrastructure scaling in regions like the Middle East, and the transition for the two CFOs.
The pressure mounts for UnitedHealth (UNH) as shares plummet following news of a DOJ probe into its Medicare Advantage program. Diane King Hall joins Caroline Woods at the NYSE set to dive into the report as UNH shares reach 4-year lows.
Chuck Robbins, CISCO chairman and CEO, joins CNBC's 'Squawk on the Street' to discuss the company's most recent earnings.
Here's our initial take on Cisco Systems' (CSCO -0.92%) third-quarter financial report.