Cisco Systems

SEC filings show Fisher Asset Management increased Cisco shares from 17,301,583 to 33,412,725, with the disclosed changes covering March–June. Cisco's fiscal Q4 networking revenue rose 28% to about $9.8 billion, security revenue grew 14% to roughly $2.2 billion, and operating cash flow reached $5.4 billion. The company must convert broad infrastructure strength into sustained security growth to justify the heightened investor attention. » Mere på finance.yahoo.com

At the Goldman Sachs Technology Conference, Cisco said agent‑based AI, a major refresh cycle and higher security requirements are strongly driving demand for network infrastructure. Management forecasts midpoint revenue growth of 15% for fiscal 2027 and reported AI orders from hyperscalers of $9.3 billion ($4 billion in the last quarter). Cisco is investing in its own technology stack (Silicon One G300, photonics) with the goal of becoming independent of merchant silicon suppliers by 2029, and is using AI in product development (32,000 engineers). Despite a higher hardware mix, the company still expects margin improvements, plans to pass storage costs on to customers and aims to return almost 100% of free cash flow to shareholders. » Mere på de.investing.com

Cisco reported record fiscal 2026 productivity metrics with revenue of $63.3bn, non-GAAP EPS $4.33 and $9.3bn in AI infrastructure orders, and Q4 showed broad double-digit product order growth. Management issued conservative FY2027 guidance (revenue $72.2–73.4bn, non-GAAP EPS $5.05–5.11), which Jim Cramer and several analysts view as underpromising given recent outperformance and an expected jump in AI revenue to $7.5bn. Cisco made two AI/cybersecurity acquisitions, declared a $0.42 quarterly dividend, and analysts maintain predominantly buy ratings with upside to current share levels. » Mere på finance.yahoo.com