Cisco's Revival: How the Tech Icon Is Rebooting for a New Era of AI-Driven Growth

This year could mark a renaissance for Cisco Systems, driven by rising demand for AI and new growth opportunities.

Cisco Earnings: Expanding AI Pipeline and Broad-Based Networking Strength

We like Cisco’s rising AI momentum. The firm guided to $3 billion in AI revenue in fiscal 2026, and more than $4 billion in ...

Cisco to acquire Seattle-area AI startup NeuralFabric, expanding push into enterprise generative AI

Cisco is acquiring NeuralFabric, a Seattle-area AI startup founded by former Microsoft engineers that builds back-end software for companies to develop and deploy their own generative AI models. The ...

Cisco Remains the Networking Heavyweight, and AI Is an Emerging Growth Driver

We view Cisco Systems as the dominant force in enterprise networking and expect it to retain strong positioning in legacy and future networks. Cisco holds high market shares across switching, routing, ...