Added to YB: 2025-10-29
Pitch date: 2025-10-27
CSCO [neutral]
Cisco Systems, Inc.
+9.27%
current return
Author Info
No bio for this author
Company Info
Cisco Systems, Inc. designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China.
Market Cap
$314.2B
Pitch Price
$71.20
Price Target
N/A
Dividend
2.06%
EV/EBITDA
19.90
P/E
30.70
EV/Sales
5.69
Sector
Communications Equipment
Category
growth
Will Eatherton: How Cisco Plans to Compete in the AI Datacenter
CSCO (overview): Exceeded $1B AI revenue target in FY25, guiding higher for FY26. Strong positioning in hyperscale AI infrastructure via GPU-to-GPU interconnects, modular systems, NVIDIA partnership enabling interoperability. Leading SONiC contributions, Silicon One family, Acacia optics integration. Targeting enterprise/sovereign cloud management with new cluster tools. CPO transition <5 years offers systems advantage.
Read full article (8 min)