Tag: Jeetu Patel

Five takeaways from the Cisco Live keynotes

At Cisco Systems Inc.‘s annual event, Cisco Live, this week in Las Vegas, it was no surprise that artificial intelligence was the top theme of the show and dominated most of the news and product innovations announced. Cisco has been successful in riding the AI wave and using it as a growth engine. Over the past year, revenue and profits have grown, and the stock price has doubled. The company has accomplished this by positioning itself as “critical infrastructure for the AI era” and by revamping its entire product line to back that claim.

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Five takeaways from the Cisco Live keynotes

Five thoughts – plus a comment on the importance of leadership – from Cisco’s AI Summit

Cisco Systems Inc. held its second annual AI Summit this week, with a star-studded lineup of artificial intelligence celebrities. Unlike most vendor events, the Cisco AI Summit was designed to be a “meeting of the minds,” bringing together the “builders of the AI economy” to help the industry move past the hype and address the practical realities of a world being reshaped by AI.

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Five thoughts – plus a comment on the importance of leadership – from Cisco’s AI Summit

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

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

Five takeaways from Cisco’s fourth quarter

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

Behind the numbers: five facts about Cisco’s quarter

The day after Cisco Systems Inc. announced its third-quarter 2024 earnings, investors are wavering on the results, as the stock was falling 2% this morning, reversing a 5% jump after-hours Monday. The company reported revenue of $12.7 billion, down 13% year-over-year — 16% without Splunk — and $70 million ahead of consensus estimates. Gross margins remain best-in-class for an infrastructure vendor at 68.3%.

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Behind the numbers: five facts about Cisco’s quarter