Artificial intelligence has been a hot market throughout 2024. AI fueled the surge in share price for companies such as Nvidia, which saw its stock rise nearly 180% over the past year through Dec. 31.The AI market's growth isn't slowing down any time soon. Forecasts estimate the industry will expand at a phenomenal rate, from $184 billion in 2024 to over $826 billion by 2030.A great way to capitalize on the AI boom is to invest in companies that are not only involved in artificial intelligence, but also pay ...

The latest trading session saw Cisco Systems (CSCO) ending at $59.98, denoting a +0.22% adjustment from its last day's close. The stock outperformed the S&P 500, which registered a daily loss of 0.04%. Meanwhile, the Dow experienced a rise of 0.07%, and the technology-dominated Nasdaq saw a decrease of 0.05%.The seller of routers, switches, software and services's stock has climbed by 0.94% in the past month, falling short of the Computer and Technology sector's gain of 5.93% and the S&P 500's gain of 1.05% ...

Cisco Systems (CSCO) shares have surged 16% in the trailing 12 months, underperforming the Zacks Computer & Technology sector’s appreciation of 30.7% and the Zacks Computer – Networking industry’s return of 15.3%.Cisco’s expanding footprint across diverse sectors, including cybersecurity, AI infrastructure, cloud solutions, and enterprise networking, is driving its growth and boosting its share performance.CSCO’s strategic partnerships with industry leaders have significantly enhanced its market presence. I ...

The latest trading session saw Cisco Systems (CSCO) ending at $57.60, denoting a +0.12% adjustment from its last day's close. This change outpaced the S&P 500's 0.09% loss on the day. On the other hand, the Dow registered a gain of 0.04%, and the technology-centric Nasdaq decreased by 0.1%.Shares of the seller of routers, switches, software and services witnessed a gain of 0.05% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 3.04% and outperforming t ...

A month has gone by since the last earnings report for Cisco Systems (CSCO) . Shares have added about 1.6% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Cisco due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Cisco Q1 Earnings Top Estimates, Revenues Fall Y/YCisco ...

公司信息 * **公司名称**：Cisco Systems, Inc. (NASDAQ:CSCO) * **会议时间**：2024年12月12日 * **会议地点**：Barclays 22nd Annual Global Technology Conference * **参会人员**：Chuck Robbins - Chairman and CEO of Cisco, Tim Long - Barclays Bank, Unidentified Company Representative 核心观点和论据 * **公司业绩**：Cisco Systems, Inc. 在2024年表现良好，股票交易价格达到52周高点，总回报率超过20%。 * **行业趋势**： * **人工智能**：AI基础设施和企业应用的增长是Cisco的主要增长动力。 * **网络安全**：网络安全需求增加，特别是针对新兴的攻击方式，如凭证盗窃和漏洞利用。 * **软件和硬件**：软件在Cisco业务中的比重不断增加，但硬件仍然是公司成功的关键。 * **云计算**：云计算和云服务提供商的增长为Cisco提供了新的机会。 * **公司战略**： * **投资**：Cisco将继续投资于硅芯片、软件和网络安全领域。 * **合作伙伴关系**：Cisco将与合作伙伴合作，共同开发AI和网络安全解决方案。 * **收购**：Cisco收购Splunk，以增强其网络安全和可观察性能力。 其他重要内容 * **供应链**：Cisco正在努力应对供应链挑战，包括关税和地缘政治风险。 * **宏观经济**：Cisco对2025年的宏观经济前景持谨慎乐观态度。 * **企业文化**：Cisco注重创造一个积极、有竞争力的企业文化。 引用原文 * [序号1]：Chuck Robbins - Chairman and CEO of Cisco * [序号2]：Tim Long - Barclays Bank * [序号3]：Unidentified Company Representative * [序号4]：Chuck Robbins - Chairman and CEO of Cisco * [序号5]：Chuck Robbins - Chairman and CEO of Cisco * [序号6]：Chuck Robbins - Chairman and CEO of Cisco * [序号7]：Chuck Robbins - Chairman and CEO of Cisco * [序号8]：Unidentified Analyst * [序号9]：Chuck Robbins - Chairman and CEO of Cisco * [序号10]：Chuck Robbins - Chairman and CEO of Cisco * [序号11]：Chuck Robbins - Chairman and CEO of Cisco * [序号12]：Chuck Robbins - Chairman and CEO of Cisco * [序号13]：Chuck Robbins - Chairman and CEO of Cisco * [序号14]：Chuck Robbins - Chairman and CEO of Cisco * [序号15]：Chuck Robbins - Chairman and CEO of Cisco * [序号16]：Chuck Robbins - Chairman and CEO of Cisco * [序号17]：Chuck Robbins - Chairman and CEO of Cisco * [序号18]：Chuck Robbins - Chairman and CEO of Cisco * [序号19]：Chuck Robbins - Chairman and CEO of Cisco * [序号20]：Chuck Robbins - Chairman and CEO of Cisco * [序号21]：Unidentified Analyst * [序号22]：Chuck Robbins - Chairman and CEO of Cisco * [序号23]：Chuck Robbins - Chairman and CEO of Cisco * [序号24]：Chuck Robbins - Chairman and CEO of Cisco * [序号25]：Unidentified Analyst * [序号26]：Chuck Robbins - Chairman and CEO of Cisco * [序号27]：Chuck Robbins - Chairman and CEO of Cisco * [序号28]：Chuck Robbins - Chairman and CEO of Cisco * [序号29]：Chuck Robbins - Chairman and CEO of Cisco * [序号30]：Chuck Robbins - Chairman and CEO of Cisco * [序号31]：Chuck Robbins - Chairman and CEO of Cisco * [序号32]：Chuck Robbins - Chairman and CEO of Cisco * [序号33]：Chuck Robbins - Chairman and CEO of Cisco * [序号34]：Chuck Robbins - Chairman and CEO of Cisco * [序号35]：Chuck Robbins - Chairman and CEO of Cisco * [序号36]：Chuck Robbins - Chairman and CEO of Cisco * [序号37]：Chuck Robbins - Chairman and CEO of Cisco * [序号38]：Chuck Robbins - Chairman and CEO of Cisco * [序号39]：Chuck Robbins - Chairman and CEO of Cisco * [序号40]：Chuck Robbins - Chairman and CEO of Cisco * [序号41]：Chuck Robbins - Chairman and CEO of Cisco * [序号42]：Chuck Robbins - Chairman and CEO of Cisco * [序号43]：Chuck Robbins - Chairman and CEO of Cisco * [序号44]：Chuck Robbins - Chairman and CEO of Cisco * [序号45]：Chuck Robbins - Chairman and CEO of Cisco * [序号46]：Chuck Robbins - Chairman and CEO of Cisco * [序号47]：Chuck Robbins - Chairman and CEO of Cisco * [序号48]：Chuck Robbins - Chairman and CEO of Cisco * [序号49]：Chuck Robbins - Chairman and CEO of Cisco * [序号50]：Tim Long - Barclays Bank * [序号51]：Chuck Robbins - Chairman and CEO of Cisco * [序号52]：Chuck Robbins - Chairman and CEO of Cisco * [序号53]：Chuck Robbins - Chairman and CEO of Cisco * [序号54]：Chuck Robbins - Chairman and CEO of Cisco * [序号55]：Chuck Robbins - Chairman and CEO of Cisco * [序号56]：Chuck Robbins - Chairman and CEO of Cisco * [序号57]：Chuck Robbins - Chairman and CEO of Cisco * [序号58]：Chuck Robbins - Chairman and CEO of Cisco

公司参与者 - 公司参与者包括Bill Gartner，他是Cisco Systems的高级副总裁兼光学系统和光学集团总经理 [1] 会议背景 - 会议由UBS全球科技会议举办，Cisco Systems参与其中，Bill Gartner再次出席 [1] 会议流程 - 会议将通过应用程序接受观众提问，并在iPad上显示 [1] 问题与回答 - 提问环节开始，David Vogt询问Bill Gartner关于其在Cisco的角色和职责 [3]

1. 纪要涉及的行业或公司 * **公司**: Cisco Systems, Inc. (NASDAQ:CSCO) * **行业**: 光学系统、光学、数据中心互联、网络设备 2. 核心观点和论据 * **ZR 光学产品**: ZR 光学产品在数据中心互联和城域应用中具有巨大潜力，预计在未来三到五年内将成为主导技术。 * **Acacia 收购**: Acacia 收购为 Cisco 提供了进入可插拔光学市场的机会，并推动了行业向可插拔光学转型的进程。 * **市场增长**: 光学市场正在增长，但增长速度放缓，部分原因是 DCO 光学产品的出现。 * **竞争**: 在数据中心光学市场中，中国供应商扮演着重要角色，而 Cisco 则通过设计在美国进行，制造在中国以外进行，来保持竞争力。 * **供应链**: Cisco 正在努力降低供应链风险，以应对潜在的关税、原材料短缺等问题。 3. 其他重要内容 * **光学系统**: 光学系统业务包括用于长途传输的光学系统和用于数据中心内部的光学系统。 * **光学业务**: 光学业务包括销售与交换机和路由器一起使用的收发器。 * **Acacia**: Acacia 提供了将 coherent 技术集成到可插拔光学中的能力。 * **互操作性**: ZR 光学产品与竞争对手的系统具有互操作性，但与不同厂商的宿主系统之间的互操作性仍在发展中。 * **超大规模企业**: 超大规模企业是 ZR 光学产品的主要客户，他们正在推动数据中心互联市场的发展。 * **分布式数据中心**: 分布式数据中心正在推动数据中心互联市场的发展，因为它们需要更多的网络容量来处理 AI 流量。 * **供应链风险**: 关税、原材料短缺和制造能力不足是供应链风险的主要来源。 4. 数据和百分比 * **ZR 光学产品**: 已出货超过 350,000 个 ZR 光学产品。 * **服务提供商客户**: 已有超过 200 家服务提供商客户部署了 ZR 光学产品。 * **光学市场**: 光学市场的年增长率约为 5% 到 8%。 * **市场份额**: Cisco 在北美光学市场中约占 10% 的市场份额。

Cisco Systems (CSCO) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this seller of routers, switches, software and services have returned +6.7% over the past month versus the Zacks S&P 500 composite's +3.5% change. The Zacks Computer - Networking industry, to which Cisco belongs, has gained 6.4% over this period. Now the key question is: Where could the ...

公司活动 - 思科将于2024年12月9日（星期一）上午8:00（太平洋标准时间）通过音频网络直播举办2024年度股东大会 参与者包括思科董事长兼首席执行官查克·罗宾斯 [1] - 股东大会将以虚拟形式进行 提供包含隐藏式字幕的实时音频网络直播和同步幻灯片 2024年10月10日记录在案的思科股东可以在会议期间在线投票并提问 访问www.virtualshareholdermeeting.com/CSCO2024参加会议 [2] 报告与回放 - 在线查看思科2024年度报告和代理声明 网址为www.cisco.com/c/en/us/about/annualreports.html [3] - 股东大会的回放将在会议结束后的24小时内提供 包含同步幻灯片 可在思科投资者关系网站investor.cisco.com上查看 [3] 公司介绍 - 思科是全球技术领导者 通过安全连接一切来实现任何可能性 公司的宗旨是通过帮助客户重新构想其应用程序 支持混合工作 保障企业安全 转型基础设施并实现可持续发展目标 来为所有人赋能包容性未来 更多信息请访问The Newsroom并在X上关注@Cisco [4] 联系方式 - 投资者关系联系人：Sami Badri 电话：469-420-4834 邮箱：[email protected] [6] - 媒体联系人：Robyn Blum 电话：408-930-8548 邮箱：[email protected] [6]