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Cisco Systems Q4 Earnings Call Highlights
MarketBeat9h agoneutral
Cisco Systems Q4 Earnings Call Highlights

Cisco Systems (NASDAQ:CSCO) reported record fourth-quarter and fiscal 2026 results, citing broad demand for networking, AI infrastructure, security and collaboration products. The company also issued fiscal 2027 guidance that calls for continued revenue and earnings growth as it pursues what Chief E

Cisco forecasts upbeat annual revenue
Reuters11h agoneutral
Cisco forecasts upbeat annual revenue

Cisco Systems forecast ‌fiscal 2027 ‌revenue above Wall ​Street expectations on Wednesday, signaling confidence that ‌strong ⁠demand for its AI ⁠networking gear will continue ​to ​power ​growth. The networking ‌giant expects annual revenue between $72.2 billion and $73.4 billion, compared with ‌analysts' average ​estimate ​of $68.69 ​billion, ‌according to data ​compiled ​by LSEG.

Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’
Benzinga14h agoneutral
Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’

CoreWeave Inc (NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he’s just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked

Does Cisco’s Expanded AI Infrastructure Orders and Employee Agents Change The Bull Case For Cisco Systems (CSCO)?
Simply Wall St.15h agoneutral
Does Cisco’s Expanded AI Infrastructure Orders and Employee Agents Change The Bull Case For Cisco Systems (CSCO)?

Cisco Systems recently briefed investors and industry audiences on its AI and networking ambitions through conference presentations in Taipei and Santa Clara, while preparing to release its fiscal Q4 2026 results after the market close on August 12. At the same time, Cisco has begun rolling out personalized AI agents to its roughly 90,000 employees and raised its full-year AI infrastructure order outlook, underscoring how deeply AI is being woven into both its operations and revenue...

Bloomberg21h agoneutral
Market’s Momentum Darlings Resurface as Optical Stocks Take Off

(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak

Stocks to Watch Wednesday: CoreWeave, Super Micro, Cisco
The Wall Street Journal23h agoneutral
Stocks to Watch Wednesday: CoreWeave, Super Micro, Cisco

↗️ CoreWeave (CRWV): Shares jumped over 15% in premarket trading after the cloud-computing company posted its fifth straight quarter of record revenue, fueled by sustained AI demand. ↗️ Super Micro Computer (SMCI): Shares jumped more than 7% premarket after the company reported a surging profit and sales nearly doubling in its fourth quarter.

Inflation Figures, Earnings: What to Watch the Rest of the Week
The Wall Street Journal23h agoneutral
Inflation Figures, Earnings: What to Watch the Rest of the Week

Today Inflation data: Consumer price index for July, 8:30 a.m. ET Other data: EIA petroleum status report, Treasury budget Bond auctions: 10-year Treasury note Earnings: Cisco Systems, Stubhub, Coherent, Air Canada Thursday Economic data: Producer price index for July, Jobless claims, EIA natural-gas storage report Earnings: Applied Materials, Tapestry Federal Reserve speakers: Cleveland Fed President Beth Hammack, one of three Fed regional bank heads to dissent from last month’s rate decision.

CPI, Cisco earnings, and more: What investors need to watch Wednesday
Yahoo Finance Video1d agoneutralVIDEO
CPI, Cisco earnings, and more: What investors need to watch Wednesday

Asking for a Trend Host, Josh Lipton previews what investors should watch on Wednesday, August 12, including the latest Consumer Price Index (CPI) report, which will offer a fresh look at inflation and the health of the consumer. Cisco (CSCO) reports fiscal fourth-quarter results, while Bloomin' Brands (BLMN) also reports earnings.

Cisco (CSCO) Puts 90,000 Workers On Personalized AI Agents With New Revenue Targets
Simply Wall St.1d agoneutral
Cisco (CSCO) Puts 90,000 Workers On Personalized AI Agents With New Revenue Targets

Cisco Systems (NasdaqGS: CSCO) is rolling out personalized AI agents to its entire 90,000-person workforce as part of a broad internal transformation. The company is pairing the deployment with major infrastructure investment and company-wide model routing to manage AI workloads across teams and functions. Cisco is setting defined AI-driven revenue targets, tying the internal rollout to measurable business outcomes and new income streams. The move signals a push to use standardized agentic...

Forkast News1d agoneutral
Cisco’s 90K Agent Rollout: The CFO Math Behind Full-Workforce Agentic Deployment

The Economics of Scale Starting at the end of July 2026, Cisco is deploying personalized AI agents to its entire 90,000-person workforce. This is not a pilot program; it is a standardized infrastructure shift intended to change how the company produces work. To manage the massive volume of requests from 90,000 users, Chief Product Officer […]

How To Earn $500 A Month From Cisco Stock Ahead Of Q4 Earnings
Benzinga1d agoneutral
How To Earn $500 A Month From Cisco Stock Ahead Of Q4 Earnings

Ahead of Cisco Systems, Inc‘s fourth-quarter earnings report on Wednesday, Aug. 12, investors may be eyeing potential gains from the company’s dividends. Currently, Cisco has an annual dividend yield of 1.38%, which is a quarterly dividend amount of 42 cents...