Latest news with #CiscoSystems
Yahoo
3 days ago
- Business
- Yahoo
IBD Stock Of The Day: Cisco Tests Buy Point, 'Getting On The Right Side Of AI'
Cisco Systems, IBD Stock Of The Day, is flirting with a buy point as the old tech giant gains traction as an AI infrastructure provider.
Globe and Mail
4 days ago
- Business
- Globe and Mail
Software-defined Anything Market 2029: Tools, Techniques, Trends, Applications and Business Outcomes
"Cisco Systems (US), IBM (US), Broadcom (US), Hewlett Packard Enterprise (US), Juniper Networks (US), TIBCO Software (US), Arista Networks (US), Nutanix, Inc. (US), Huawei (China), Nokia Corporation (Finland), Extreme Networks, Inc. (US), Riverbed Technology (US), Ericsson (Sweden)." Software-defined Anything (SDx) Market Size, Share, Growth Analysis, By Offering (Solutions, Services), End User (Service Providers, Enterprises), Application (Network Management, Unified Communications) and Region - Global Industry Forecast to 2029. The size of the Software-defined Anything (SDx) Market is expected to increase at a compound annual growth rate (CAGR) of 24.1% from USD 44.5 billion in 2024 to USD 130.9 billion by 2029. Fast-responding networks are becoming more and more necessary as demand patterns shift. The demand for the markets is driven by these dynamic needs, which call for a platform that can implement SDx solutions and offer the necessary flexibility of market scalability. Download PDF Brochure@ Based on offering, the solutions segment holds the largest market size during the forecast period In the context of SDx market, solutions are the key elements that are enabling the change in the infrastructure of the IT and improving the capabilities of the networks of different business sectors. This segment includes SD-WAN, SDN, SDDC and other special purpose tools, and all of them are aimed at solving some problems and working with improved efficiency. SD-WAN offers increased connection and business functionality by improving the WAN services and application experiences in the distributed sites. SDN is the development of software defined capability of networks and creates control plane for application that can change dynamically to variable requirements with flexible capability. SDDC combines computing, storage and networking services into a single solution, which optimizes data centre operation and utilisation of the available services. Furthermore, niche products such as SDSec and SD-Access primarily deal with security and network access delivery, thereby providing optimal security to the organization's network. Based on offering, the services segment is expected to grow with the highest CAGR during the forecast period In the SDX market, services hold significant importance due to the fact that they facilitate the implementation of the software-defined solutions and help in their smooth management. The services considered are the professional services and managed services; these support the implementation and operationalization of the technologies that constitute SDX. Additionally, the professional services are subdivided into consulting, deployment integration, and support, and maintenance. Such services help organizations to implement and adapt approaches such as SDN, SD-WAN, and SDDC depending on the organization's demand. However, managed services focus on the constant provision of SDX environments and the provision of services such as surveillance, upkeep, and performance enhancement. These functions can be outsourced while the businesses concentrate on their core activities and at the same time, they will have their software defined systems managed by experts. Collectively these services are crucial for SDx solutions implementation, management, and enhancement, making it easy to achieve digital transformation and operational excellence. Asia Pacific is expected to grow with the highest CAGR during the forecast period SDx market in Asia Pacific is fast growing due to increased digital transformation strategies, cloud services, and data center construction. Business are adopting SDx technologies including, SDN, SDS, and SDDC to enhance IT architectures and effectiveness in operations. Some of the main predictors of this growth include the favourably increasing need for scalable and flexibly for infrastructure and data centers in the region. However, despite these benefits, integration complexity, security issues, and shortage of talent also remain as the major issues. The market is expected to expand significantly in countries like China, Japan, and India, owing to the increasing economic development of these nations and the growing digital environment. Request Sample Pages@ Unique Features in the Software-defined Anything Market Software-defined anything enables centralized control and management of hardware resources through software-based controllers. This decoupling of the control and data planes allows administrators to dynamically manage and automate infrastructure, significantly improving operational efficiency and agility. One of the key features of SDx is its hardware independence. It allows organizations to deploy solutions on off-the-shelf hardware, reducing dependency on proprietary equipment. This promotes flexibility, scalability, and cost-efficiency by allowing multiple vendors' devices to interoperate under a common management layer. SDx solutions facilitate real-time resource provisioning and allocation based on workload demands. Whether in networking, storage, or compute, software-defined systems enable elastic scaling, allowing organizations to respond swiftly to fluctuating workloads and service requirements. The software-defined architecture is built for automation. It supports orchestration tools that streamline deployment, configuration, and lifecycle management. This reduces manual intervention, minimizes errors, and accelerates service delivery in data centers and cloud environments. Software-defined technologies offer enhanced monitoring and analytics capabilities. With software control, organizations gain deep visibility into traffic patterns, application performance, and infrastructure health. This supports proactive decision-making and more effective resource optimization. Major Highlights of the Software-defined Anything Market The SDx market is experiencing accelerated growth as industries such as telecom, BFSI, healthcare, and manufacturing increasingly adopt software-defined solutions to modernize their IT infrastructure. The demand for agility, scalability, and cost optimization is pushing enterprises toward SDx integration across data centers, networks, and storage systems. The growing reliance on cloud computing and virtualization is fueling the need for SDx solutions. Cloud-native architectures rely heavily on software-defined principles to ensure agility, elastic scalability, and remote management—further driving SDx adoption across hybrid and multi-cloud environments. Artificial intelligence and machine learning are being integrated into SDx platforms to enhance automation, predictive analytics, and self-healing capabilities. These technologies are enabling smarter resource allocation, anomaly detection, and performance optimization, creating more intelligent and autonomous systems. Software-defined networking is a major component of the SDx market, widely adopted in enterprise and service provider networks. It offers centralized network control, simplified configuration, and programmability, which are essential for supporting digital transformation, IoT, and 5G deployment initiatives. Inquire Before Buying@ Top Companies in the Software-defined Anything Market The SDx Market comprises major providers such as Cisco Systems (US), IBM (US), Broadcom (US), Hewlett Packard Enterprise (US), Juniper Networks (US), TIBCO Software (US), Arista Networks (US), Nutanix, Inc. (US), Huawei (China), Nokia Corporation (Finland), Extreme Networks, Inc. (US), Riverbed Technology (US), Ericsson (Sweden), Oracle (US), Fortinet (US), Palo Alto Networks (US), Pica8 (US), Versa Networks (US), Aryaka Networks Inc., (US), StarWind Software Inc. (US), flexiWAN (Israel), StorMagic (UK), Scale Computing (US), Peplink (US), Lavelle Networks (India), and Bigleaf Networks (US). To increase their market share in the SDx industry, these competitors have used a variety of growth methods, including partnerships, agreements, collaborations, new product releases, product enhancements, and acquisitions. Cisco Systems specializes in networking equipment, security, and communication services, including the Webex app. SDx is thus an emerging market in which Cisco Systems is a key player, given that it relates to software-defined networking (SDN), software-defined data centers (SDDC), and most recently, software-defined wide area networks (SD-WAN). In this space, Cisco has DC networking and storage networking solutions which are the SDN infrastructure underlay, ACI for SDN and integrated WAN for SD-WAN. These solutions thus allow organizations to provide better usage of data center facilities, maximum utilization of network services, and efficient management of IT resources, for hybrid and multi-cloud architecture. Cisco's Systems focused approach on automation, analytics, and security integrated within the SDx solutions places the company strategically to meet the emerging market need for open, virtual, agile and efficient networks. IBM is a player in Software-Defined Everything (SDx) market, with numerous solutions in software-defined networking (SDN), software-defined data centers (SDDC), and software-defined storage. Specifically, IBM's SDx approach targets the integration of hybrid cloud environments and the usage of Artificial Intelligence-based automation alongside openness, and allows businesses to optimize their IT environment designs promptly. In SDN, IBM has ways of dealing with the functions more through virtualization and automation to make it much more adaptive and safer. The compute, storage solution, as well as the networking of SDDC, are united in the systems of IBM enhancing scalability of the network. Its SDS solutions are based on data virtualization, aimed at increasing efficiency and protection of storage infrastructure, and SM specialists work to improve efficiency and manageability of information assets. To fortify its SDx solutions, IBM is still open source and strategic partners to guarantee that its decoupled technologies harmonizing with SDx are flexible that can assist business in their business changeover and operational tactics. Broadcom is a key player in the Software-Defined Anything (SDx) market, offering advanced networking, security, and infrastructure solutions that enable software-driven automation and flexibility. Its technologies support SD-WAN, SDN, and cloud-native architectures, helping enterprises optimize performance and scalability. Through acquisitions and innovation, Broadcom continues to expand its influence in the SDx ecosystem. Hewlett Packard Enterprise (HPE) is a leading provider in the Software-Defined Anything (SDx) market, delivering software-defined infrastructure solutions that enhance agility, automation, and scalability. Its offerings, including HPE GreenLake and software-defined storage, networking, and compute solutions, help businesses streamline IT operations and accelerate digital transformation. Juniper Networks is a key player in the Software-Defined Anything (SDx) market, offering AI-driven networking, software-defined networking (SDN), and security solutions. Its SD-WAN and cloud-based automation technologies enhance network agility, scalability, and performance for enterprises and service providers.
Yahoo
4 days ago
- Business
- Yahoo
Cisco Systems (CSCO): It's the 'Cheapest AI Story There,' Says Jim Cramer
We recently published a list of . In this article, we are going to take a look at where Cisco Systems, Inc. (NASDAQ:CSCO) stands against other stocks that Jim Cramer discusses. Cisco Systems, Inc. (NASDAQ:CSCO) is one of the largest networking and communications products companies in the world. In today's era of AI-driven stock market returns, the firm's shares have gained 8.4% year-to-date despite a 13% drop after the Liberation Day tariff announcement in April. Cisco Systems, Inc. (NASDAQ:CSCO)'s shares gained 5% in mid-May after the firm's fiscal 2025 midpoint revenue and earnings guidance of $56.6 billion and $3.78 surpassed previous estimates. The revenue guidance also beat analyst estimates of $56.5 billion. In his earlier remarks about Cisco Systems, Inc. (NASDAQ:CSCO), Cramer outlined that he preferred the firm over rival Arista Networks. Here are his latest thoughts: 'Last night I spoke with Chuck Robbins. He is positioning himself as being now the backbone of the internet with AI. It reminded me very much about John Chambers being the backbone of the internet. He began to get Cisco having its big move. But you also know David, remember the customers. The customers of Cisco, the telcos, its got a little telco feel to it. I think. Engineers using the latest Cisco TelePresence technology to collaborate with colleagues around the world. Cramer has also previously commented on Cisco Systems, Inc. (NASDAQ:CSCO)'s partnership with NVIDIA: 'People are talking about NVIDIA. And there is a nice deal this morning with Cisco. I think it's actually much more important than people realize. Cisco's the first to qualify. It's going to be a real partnership. And that uh Chuck Robbins working closely with Jensen. But there is an overwhelming sense that this market keys on NVIDIA at a moment when we have no idea what the federal government's gonna do to NVIDIA.' While we acknowledge the potential of CSCO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. 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
Time of India
4 days ago
- Business
- Time of India
Countries eyeing own data centres for security, economics in AI age: Cisco's Jeetu Patel
NEW DELHI: The San Jose-based Cisco Systems is optimistic about an AI-centric infrastructure portfolio to power next-generation data centres. In a bid to outdo rivals such as Hewlett-Packard Enterprise (HPE), Juniper Networks, Broadcom, and Accenture, it has recently unveiled a range of products and unified its portfolio, representing a consequential shift backed by AI. The multinational said that it is reinventing infrastructure for the next wave of AI and aims to future-proof the workplace with AI-powered hyper-connectivity. In an interaction with ETTelecom's Muntazir Abbas, Cisco President & Chief Product Officer Jeetu Patel talks on AI-centric data centre infrastructure, security portfolio, optics business, and telco partnerships, as well as collaborations with Nvidia and OpenAI. Edited excerpts: You have a bouquet of offerings, and how does artificial intelligence (AI) fit into it? We are moving from a world where people were asking questions intelligently to chatbots. The infrastructure requirements are going to change quite dramatically. If you think about AI, it's constrained by compute power and network bandwidth. People need to trust AI to be able to use it. So, safety and security are a big deal because you must ensure effective guardrails. We help with all of it. Our portfolio spans across compute, networking, security, optics and observability and data businesses. What are the data centre trends? There are massive build outs happening in data centres worldwide. These buildouts are happening at a scale proportion that is in the tens of gigawatts of capacity. Trillions of dollars will be spent by countries, and these data centers will also have a data sovereignty dimension to it. Countries will want to have their own data centers and availability for infrastructure, and it is going to have a direct correlation with national security and economic prosperity because of AI. So, every single invention that we are focused on and every single announcement we make will be towards helping our customers move to the journey of agentic AI. And on the data center side, we will be helping hyperscalers , neoclouds, service providers and enterprises. What is the portfolio you have for data centers? Our networking portfolio includes Nexus switches, and it starts with Silicon One. We make our own silicon, and then we make the systems on top of the silicon. We tie our Nexus dashboard and ACI infrastructure for fabric management together. We'll make it simpler to manage. We also have our optics business and optical systems. We provide service providers with ultra long-haul optics. Inter-cluster communication with Ethernet also used in Cisco. We do both front end and back end. What's the kind of opportunity that you are looking at, especially in the data center business? The opportunity is humongous. We had some partnerships that we announced with the Saudi government and the Humain Project. We are doing a similar effort with the UAE and Abu Dhabi. We are also working very closely with G42. We'll make sure that we build out a tremendous amount of data center capacity. We are partnering with Nvidia, AMD, and OpenAI. Then, I think that ideally it becomes a blueprint that we can use in multiple parts of the world as well. We provide some of these technologies for data center build outs anywhere in the world. I think the data center business is going to be one of the fastest-growing businesses for us. It'll also include security baked into the fabric. We have a partnership with Nvidia, for NIMS architecture, with the NEMO framework, our AI defense, which is our safety and security product, will be used to make the models safe and secure. Are you also partnering with telecom service providers for optical systems? We have recently launched Agile Services Networking, which is a kind of interoperable framework. We have also announced a few Cisco 8000 series routers over there as an upgrade. We have got ultra-long-haul optics so that we can cover data center interconnects up to 3000 kilometers. We have mid-range optics, long-haul optics, ultra-long-haul optics. We've got the ability to have assurance for service providers with ThousandEyes. We are doing a lot with telco service providers. Any update on working with Jio, the largest telecom carrier in India? The combination of our technology and theirs, is coming together and that is going as per the plan. Do you have a similar partnership with Bharti Airtel? Yes. I feel there is a tremendous amount of good execution consistency with Airtel. The teams are working well together. We will continue to keep progressing on that front. Earlier, you talked about AI as a shield to protect. What are your offerings as enterprises are evolving? We have an update across all our products. If you think about using AI for cyber defense, think about Hypershield as a product. We have announced a hybrid mesh firewall. It's baked with AI. We are also securing AI itself. Our AI Defense product will then make sure that it has the right level of capabilities to protect the application. Any update on the Indian manufacturing side? It is going as per the envisaged plan and is progressing well.
Yahoo
11-06-2025
- Business
- Yahoo
J.P. Morgan Sees Major Revenue Potential for Cisco From Next-Gen Products
Cisco Systems, Inc. (NASDAQ:CSCO) is one of the best Dow stocks to invest in. According to a detailed report from J.P. Morgan, Cisco Systems, Inc. (NASDAQ:CSCO) is positioned for a potential boost in revenue as it prepares for a wave of upgrades and replacements in its Campus infrastructure, driven by the upcoming release of its next-generation Catalyst switch series, expected next week. The firm has an Overweight rating on the stock and a price target of $73. J.P. Morgan analysts, led by Samik Chatterjee, made the following comment: "We expect to see the launch of Catalyst-2026 switches to support revenue tailwinds for the company, driven largely by an ASP uplift associated with the next-generation product and a faster adoption ramp for Catalyst-2026 relative to the Catalyst 9K series. We forecast +3% port shipment growth, in line with historical trends for Cisco, to remain consistent going forward, and to lead to a medium-term revenue growth CAGR of +6% in Campus revenue for Cisco relative to +3% in the past few years." Cisco Systems, Inc. (NASDAQ:CSCO)'s fiscal third-quarter 2025 results, released in mid-May, led to several upward revisions in analyst ratings and price targets, fueled by strong performance in networking and growing momentum in artificial intelligence. Following the earnings, Wells Fargo raised its rating on the stock from Equal-weight to Overweight and increased its price target from $72 to $75. The company has benefited from the global expansion of AI, securing new agreements in markets such as Saudi Arabia and the UAE. Cisco has also stepped into the quantum computing space. Chatterjee further said: "Historically, Cisco has tended to upgrade its flagship Catalyst campus portfolio every 6-7 years. The company is likely to launch their next-generation Catalyst product portfolio—the next generation of the Catalyst 9K series—later this year (likely at Cisco Live 2025 next week) with the products being commercially available in 2026." Its annual Cisco Live event is taking place from June 8 to 12 in San Diego. 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. Sign in to access your portfolio
