Cisco Systems Inc. managed to put up a strong “beat and raise” in its fiscal second-quarter earnings this week, and investors took the news positively as the stock is trading at an all-time high, excluding the overvaluation during the dot-com bubble.

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Five thoughts from Cisco’s second-quarter earnings

The Kansas City Chiefs and Philadelphia Eagles have almost two weeks to develop a game plan for Super Bowl LIX in New Orleans Sunday, Feb. 9, but the technology team starts well before that. In fact, the planning and strategy for the next championship game — Super Bowl LX, which will be held in Levi’s Stadium in Santa Clara in February 2026 — are well underway.

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Preparing for the Super Bowl requires defense to be played off the field

Cisco Systems Inc. this week held its first AI Summit, a thought leadership event on the pivotal topics shaping the future of artificial intelligence — this one focused on the security of AI systems. The summit was small and intimate, with about 150 attendees, including executives from about 40 Fortune 100 companies. I understand why the interest from top companies was so high, as the speaker list was impressive

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Unpacking Cisco AI Defense: its implications for customers and the company

Cisco Systems today announced its new Wi-Fi 7 access points. During the main keynote at Cisco Live APJC in Melbourne, Tom Gillis, senior vice president and general manager of the Cisco Security Business Group, introduced the products and mentioned that Cisco’s goal with the new APs is to give its customers the ability to “solve for their connectivity, security and assurance challenges while also providing a flexible foundation to future-proof their workplaces.”

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Cisco unveils Wi-Fi 7 solutions, bringing AI-native and self-configuring capabilities

Cisco Systems Inc. provided positive numbers in its fiscal fourth-quarter results Wednesday, and there’s a story behind those numbers. The networking giant posted a modest revenue beat of $13.64 billion, $100 million more than consensus estimates. Gross margin, boosted by the acquisition of Splunk Inc., came in at a whopping 67.5%, the highest number for Cisco in 20 years. Product order growth rose 14% year over year, 6% excluding Splunk.

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Five takeaways from Cisco’s fourth quarter