Latest news with #CSCO
Web Release
5 days ago
- Business
- Web Release
Cisco Powers AI-Ready Data Centers, From Hyperscale to Enterprise
Today Cisco (NASDAQ: CSCO) unveiled groundbreaking innovations to simplify, secure, and future-proof data centers, empowering organizations to scale their AI ambitions with confidence. Cisco's leadership in hyperscale and AI infrastructure-as-a-service markets demonstrates the foundational role that secure, resilient networking plays in today's data center architecture. In Q3 FY25, Cisco notably surpassed its annual target of $1 billion in AI infrastructure orders from hyperscalers a full quarter ahead of schedule. Building on this momentum, Cisco's latest innovations enable enterprises and service providers to continue to accelerate the transformation of their infrastructure for the AI era. These innovations underscore Cisco's unique position as a trusted partner for hyperscale builders, neocloud providers, enterprises, and service providers, enabling the entire ecosystem to evolve and meet the demands of AI-driven workloads. 'The world is moving from chatbots intelligently answering our questions to agents conducting tasks and jobs fully autonomously. This is the agentic era of AI,' said Jeetu Patel, President and Chief Product Officer, Cisco. 'As billions of AI agents begin working on our behalf, the demand for high-bandwidth, low latency and power efficient networking for data centers will soar. Cisco is at the forefront, delivering advanced, secure networking technology that's foundational to the AI-ready data centers of the future.' 'The criticality of secure connectivity becomes more apparent as AI use expands across the enterprise,' said Matt Kimball, Moor Insights & Strategy. 'Cisco's ability to deliver AI-ready infrastructure to its customers, along with its investment in AI-enabled operations differentiates the company. It is this kind of partner and customer-first thinking that leads to AI-powered tools that abstract the complexity associated with deploying and managing AI infrastructure. AI reaching its full potential is dependent on a resilient network on which partners build and deliver solutions and services.' Simplifying, Securing, and Modernizing Enterprise AI Infrastructure Enterprises need to evolve and build out their current infrastructure to support their unique AI workloads, all without adding complexity or sacrificing safety and security. Cisco provides enterprise customers with new solutions to modernize their data centers, including hardware innovation and more powerful, simplified management capabilities. Cisco is also continuing to build on its relationship with NVIDIA to deliver validated infrastructure solutions, and to provide a safe and secure foundation for AI agents built with open models. New innovations include: · New Unified Fabric Experience with Nexus: Customers will be able to simplify network operations and enhance operational efficiency across environments, converging ACI and NX-OS VXLAN EVPN fabrics with unified data, control, policy enforcement, and management. The Unified Nexus Dashboard consolidates services across LAN, SAN, IPFM, and AI/ML fabrics into a single pane of glass. These capabilities will be available in the next Nexus Dashboard release in July 2025. · Maximize AI Networking Performance: Customers can optimize AI workload operations with Cisco Intelligent Packet Flow. Available today, it dynamically steers traffic using real-time telemetry and congestion awareness across AI fabrics. With 'end-to-end' visibility across networks, GPUs, and distributed AI jobs, more issues are detected proactively. Additionally, Cisco and NVIDIA showed progress towards a unified architecture; at Cisco Live, the companies showcased the first technical integration of Cisco G200-based switches and NVIDIA NICs, demonstrating NVIDIA Spectrum-X Ethernet networking based on Cisco Silicon One that supports NX-OS, Nexus Hyperfabric AI and SONiC deployments. · Expanded AI PODs: New configurable AI PODs enhance flexibility and scalability for diverse AI workloads, including training and fine-tuning. Cisco also continues to align with NVIDIA's innovation timeline; the NVIDIA RTX PRO 6000 Blackwell Server Edition GPU is now available to order with Cisco UCS C845A M8 servers. Together, the companies continue to work towards delivering validated solutions as part of the Cisco Secure AI Factory with NVIDIA · Enabling Safe, Secure AI Adoption with NVIDIA: Cisco AI Defense and Cisco Hypershield provide visibility, validation and runtime protection of the end-to-end enterprise AI workflow, and are now included in the NVIDIA Enterprise AI Factory validated design. With AI Defense, enterprises can secure AI agents built with leading open models and optimized with NVIDIA NIM and NeMo microservices. · Optics for Simple Upgrades: New 400G bidirectional (BiDi) optics enables customers to easily transition to 400G networks while preserving their existing duplex multi-mode fiber infrastructure ensuring cost efficiency, scalability and enhanced data center performance. The new optics will be available in the second half of the calendar year 2025. Building Up a New Neocloud Market As demand for AI-powered outcomes continues to increase, organizations are exploring new ways to scale quickly and stay adaptable, leading to the emergence of new GPU-as-a-service and Infrastructure-as-a-service providers – a new Neocloud market. Cisco, building on its expertise in designing and building some of the world's largest networks for global service providers, is playing a leading role in helping these providers establish their footprints. Announced partnerships include: · HUMAIN: Saudi Arabia's new AI enterprise is working with Cisco to help build the world's most open, scalable, resilient and cost-efficient AI infrastructure using Cisco Nexus, UCS, Hypershield and Splunk. · G42: The UAE-based global technology group announced a strategic collaboration with Cisco, laying the groundwork to advance AI innovation and infrastructure development across public and private sectors. · Stargate UAE: Cisco joined the Stargate UAE consortium as a preferred technology partner, providing advanced networking, security and observability solutions to accelerate the deployment of next-generation AI compute clusters. Setting Up Service Providers for Success in the AI Era Cisco's Agile Services Networking architecture is designed not just to handle the increase and change in network traffic characteristics of AI, but also to fundamentally shift service providers' network architectures so they can support and monetize new kinds of services. New innovations include: · New Devices: New converged access and edge router devices, powered by Cisco Silicon One. These devices expand the Cisco 8000 series portfolio, which has allowed service providers to reach new levels of network efficiency and functionality. · Agentic AI For Service Providers: A new multi-agentic framework for Cisco Crosswork Network Automation with AI capabilities to help accelerate operations and decision-making. This framework allows service providers to solve their most complex challenges through Cisco-built and customer-built AI agents, all working together towards a vision of autonomous networking. · Non-terrestrial (satellite) Networking: Seamless integration between terrestrial and satellite networks. This architecture supports robust service assurance, dynamic resource allocation, and new monetization opportunities in remote, underserved sectors like maritime, aviation, IoT, and disaster response. Additional Resources: · Executive Blog Post: Reinventing Infrastructure for the Next Wave of AI at Cisco Live · Executive Blog Post: Evolving AI-Ready Data Centers with Cisco Full Stack Solutions and Pervasive Security · Executive Blog Post: Expanding the Edge of Possibility: Cisco Agile Services Networking for the AI Era · Visit the Cisco Newsroom for all Cisco Live 2025 announcements. · Cisco Customer Experience helps customers get more from their technology investments. · Cisco Capital payment solutions provide choices – ways to pay for your technology in more than 100 countries. · Support AI-ready outcomes with new skills training in Cisco U.
Yahoo
5 days ago
- Business
- Yahoo
Deutsche Bank is now bullish on Cisco
-- Deutsche Bank revealed in a note Monday that it has upgraded Cisco Systems (NASDAQ:CSCO) shares from Hold to Buy, citing improving growth visibility and strengthening AI-related demand. The bank also raised its price target on the stock from $65 to $73, implying upside from the last closing price of $64.09. The bank sees 'improved visibility towards durable mid-single-digit growth in upcoming years,' Deutsche Bank wrote, pointing to tailwinds across AI infrastructure, enterprise deployments, and sovereign spending. 'Tailwinds from AI (across webscale, enterprise and sovereign), a Campus portfolio refresh, more favorable near-term competitive dynamics in Networking and improved scale in Security' are all expected to support revenue momentum, the note said. Cisco's earnings outlook is also strengthening, with Deutsche Bank now forecasting a 'high-single-digit (7-8%) EPS CAGR looking forward.' This growth, the analysts noted, is underpinned by an increasingly attractive revenue mix, with 56% of total revenue now coming from subscription software and services. The shift is expected to support stable margins and allow for continued reinvestment. The firm also sees Cisco's global supply chain strength as a key competitive advantage. 'Cisco's breadth of supply chain enables it to more deftly navigate incremental tariffs and re-invest in growth,' Deutsche Bank said, referring to ongoing trade tensions and the potential for increased cross-border duties. The analysts believe that Cisco is showing 'increasing visibility towards delivering on targets.' Related articles Deutsche Bank is now bullish on Cisco - highlights AI tailwinds Analysts start with bullish ratings on Hinge Health on growth potential UBS starts coverage on packaged food stocks with cautious tone, Sell on Freshpet Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati
Yahoo
6 days ago
- Business
- Yahoo
Cisco's Strong Portfolio Aids Product Revenues: A Sign of More Upside?
Cisco Systems CSCO is expanding its lead in network security and intelligent infrastructure through an innovative portfolio. In the third quarter of fiscal 2025, the company reported product revenues of $10.37 billion, up 15% year over year, and accounted for more than 73% of total revenues. This growth was led by a 54% surge in Security products, 24% growth in Observability, 8% in Networking and 4% in company's product ARR rose 8%, reflecting the growing adoption of software-based offerings and signaling a successful shift toward a more predictable, margin-rich revenue model. This strong performance highlights Cisco's ability to meet enterprise demand for secure, scalable and intelligent infrastructure latest innovation, AI Canvas, further accelerates this momentum. Positioned as a unified platform for AI-powered IT operations, it brings together real-time telemetry, intelligent automation and cross-domain collaboration in a shared interface. Integrated with Cisco's major platforms, including Meraki, ThousandEyes, Catalyst and Splunk, AI Canvas increases operational efficiency and shortens problem-solving cycles across NetOps, SecOps and is leveraging its collaboration with NVIDIA to strengthen its footprint in the AI infrastructure domain. It secured AI infrastructure orders worth more than $1 billion to date in fiscal 2025, a quarter ahead of schedule. These latest solutions are expected to drive further growth. Fortinet FTNT and Juniper JNPR offer significant competition to Cisco's growing AI is a formidable competitor to Cisco in AI-enhanced cybersecurity, with strengths in next-gen firewalls, Secure SD-WAN and SASE. With its unified FortiOS platform and AI-driven SecOps tools, Fortinet continues to challenge Cisco's dominance in enterprise network security. Its deep experience and consistent delivery of mission-critical solutions support its growing share in the cybersecurity excels in AI-powered networking, SDN and high-level routing, led by innovations like Mist AI and the Marvis virtual assistant. Juniper's Junos OS, with open SDK support, streamlines large-scale configuration and enables AI-native automation. With ongoing investments in AI-native infrastructure, Juniper is emerging as a strong competitor to Cisco in cloud-managed networking and enterprise automation. Shares of Cisco have gained 8.3% year to date compared with the Zacks Computer – Networking industry's return of 8%.Image Source: Zacks Investment Research From a valuation standpoint, CSCO appears overvalued, trading at a forward 12-month price-to-sales ratio of 4.31, higher than the industry's 4.11. Cisco carries a Value Score of Source: Zacks Investment Research The Zacks Consensus Estimate for CSCO's fiscal 2025 revenues is pegged at $56.59 billion, indicating 5.18% year-over-year growth. The consensus mark for CSCO's 2025 earnings is pegged at $3.79 per share, which increased 1.6% over the past 30 days. The earnings figure suggests 1.61% growth over the figure reported in fiscal 2024. Image Source: Zacks Investment Research CSCO stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report Juniper Networks, Inc. (JNPR) : Free Stock Analysis Report Fortinet, Inc. (FTNT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
6 days ago
- Business
- Yahoo
Cisco Unveils New Network Architecture for Workplace AI Transformation
Cisco Systems Inc. (NASDAQ:CSCO) is . On June 10, the company unveiled a new secure network architecture designed to accelerate workplace AI transformation. The new architecture addresses urgent challenges in the AI era, including explosive network traffic. It will also address mission-critical uptime requirements and address any security threats. Engineers using the latest Cisco TelePresence technology to collaborate with colleagues around the world. With the new secure network architecture, Cisco sets up a new standard for organizations to navigate the challenges of skyrocketing cyber threats and network traffic. Consequently, the company will leapfrog the industry by reimagining how networks are managed and secured. AgenticOps, Cisco's AI-driven approach to running modern IT operations, will supercharge the new architecture. It's powered by a new deep network model, a domain-specific large language model trained on decades of company expertise. The hardware powering the new architecture is orderable this month through the company or through certified partners. The unified management platform is also available as the Cisco AI assistant remains in public beta. Cisco Systems Inc. (NASDAQ:CSCO) is a technology company revolutionizing how organizations connect and protect in the AI era. It boasts industry-leading AI-powered solutions and services that enable customers, partners, and communities to unlock innovation, enhance productivity, and strengthen digital resilience. While we acknowledge the potential of CSCO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Business Insider
14-06-2025
- Business
- Business Insider
Cisco price target raised to $67 from $63 at Goldman Sachs
Goldman Sachs raised the firm's price target on Cisco (CSCO) to $67 from $63 and keeps a Neutral rating on the shares. The company announced enterprise oriented networking solutions which should strengthen its longer-term position within campus networking refresh opportunities related to Wi-Fi 7 and AI-driven upgrades, the analyst tells investors in a research note. The firm adds however that while these new solutions should better position Cisco within the ongoing campus networking refresh cycle, these new products may take time to ramp and see customer adoption. Confident Investing Starts Here:
