Cisco Systems Inc: 1 director

A director at Cisco Systems Inc sold after exercising options/sold 13,481 shares at 77.134USD and the significance rating of the trade was 71/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors...

Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...

Today, we are publishing the Enterprise IT section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...

Cisco: AI and campus refresh set to accelerate growth

Cisco’s growth is set to accelerate from low single-digits historically to high-single-digits in the coming years, driven by DCI optics, AI switching, and a likely campus refresh cycle. Please click the link below for more details.

Bible 3Q25 – Telecom: Growth in fixed & semis; mobile stabilizing

Today, we are publishing the Telecom Infrastructure section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Fixed equipment revenues are rebounding from the inventory correction, rising 11% YoY. RAN revenues declined 1% YoY, reflecting the ongoing weak demand following the 5G cycle. Telecom semis ...

Bible 3Q25 – Hyperscale & Cloud: 2026 capex expectations up another 1...

Today, we are publishing the Hyperscale & Cloud section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Hyperscale revenues grew 16% YoY, with cloud services up nearly 30%. Capacity constra...

Expert speaker takeaways: no imminent GPU tailwind

5G in India: November back on track

AI bubble?, Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekl...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of Cisco Systems, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 13 November 2025 in which we reassessed the appropriateness of the ratings in the conte...

AMD, CoreWeave, Autos & Semicap in 2026, and more, our Weekly wrap-up.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

Cisco 1FQ26: Potential upside from AI and campus refresh, but we are a...

Cisco reported 1FQ26 (3Q25) last night. Please click the link below for our take on the print.

US capex: still increasing

Germany may fund Huawei replacement

2026 AI Infra. outlook forming: XPU spending catching up with capex, u...

It has been a busy week with Nvidia’s comments in Washington and three hyperscalers reporting last night. Building on these updates, we have already formed a very insightful perspective on how AI infrastructure deployments are shaping up for next year. Please follow the link for our insight summarized on a single slide.

AI spending, Auto Cycle, Semicap in 2026, and more, our Weekly wrap-up...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we followed last week, follow the link below.

Cisco Systems, Inc. - July 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/15/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 15/10/2025

Ericsson : Good margin resilience in a lacklustre growth environment

Ericsson : Bonne tenue de marges dans un environnement de croissance t...