Cisco: A Smooth Way To Enter The AI Infrastructure Industry [Seeking Alpha]
Cisco Systems, Inc. (CSCO)
Last cisco systems, inc. earnings: 2/12 04:05 pm
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US:NASDAQ Investor Relations:
investor.cisco.com/investor-relations/overview/default.aspx
Company Research
Source: Seeking Alpha
CSCO is positioned for 6-7% annual growth, driven by AI infrastructure demand, campus networking upgrades, and expansion in network security post-Splunk acquisition. Margin pressures persist as CSCO adapts to AI-driven competition, with EBITDA margin down to 30% and operating margin at 20%, but risks remain controlled. Competitive threats from Nvidia and Arista Networks are acknowledged, but CSCO's dominant core business and diversified revenue base mitigate downside. Sundry Photography/iStock Editorial via Getty Images Investment Thesis Cisco Systems ( CSCO ) is a network equipment manufacturer that presents a compelling picture of a stable company with the optionality to grow with the AI hype. I expect the company to grow around 6-7% year over year, and this growth This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase
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CSCO
News
- Georgetown University Selects Cisco to Transform Campus ConnectivityPR Newswire
- Cisco Announces its Second Annual AI Summit Featuring the Builders of the AI Economy [Yahoo! Finance]Yahoo! Finance
- Cisco Announces its Second Annual AI Summit Featuring the Builders of the AI EconomyPR Newswire
- VC firm Superorganism raises over $25M to back biodiversity startups [Yahoo! Finance]Yahoo! Finance
- Cisco Systems: The Silent Giant Of The AI Revolution [Seeking Alpha]Seeking Alpha
CSCO
Earnings
- 11/12/25 - Beat
CSCO
Sec Filings
- 1/16/26 - Form S-8
- 1/13/26 - Form 4
- 1/12/26 - Form 13F-HR
- CSCO's page on the SEC website