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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Cisco Systems (CSCO) investor relations material
Cisco Systems Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
AI infrastructure and hyperscaler momentum
Orders and revenue for AI-related products have more than doubled year-over-year, with FY2025 orders surpassing $2 billion and $1 billion in revenue from top hyperscalers.
Q1 FY2026 saw $1.3 billion in orders from top hyperscalers, with four hyperscalers each growing orders by over 100% year-over-year.
The mix of sales shifted from two-thirds optics to two-thirds systems, a trend expected to continue into FY2026.
New Silicon One chip (P200) and system (8223) will be available in spring, targeting scale across and future scale up opportunities.
Four new design wins in Q1 FY2026, expanding use cases and customer base among hyperscalers.
Optics, NeoCloud, and enterprise opportunities
Optics business holds over 25% market share among hyperscalers and supplies nearly 400 global service providers.
NeoCloud and sovereign cloud orders expected to ramp in the second half of FY2026, with significant growth anticipated from FY2027 onward.
Combined NeoCloud, Sovereign, and Enterprise AI orders exceed $200 million, with a pipeline over $2.5 billion.
Enterprise AI remains nascent but is viewed as a major long-term opportunity.
Campus networking and competitive landscape
Networking business achieved double-digit growth for five consecutive quarters, with enterprise and public sector showing strong order growth.
Campus refresh is in early stages, driven by AI, security, and end-of-support for legacy equipment, representing a multi-year, multi-billion dollar opportunity.
Competitive landscape is shifting due to HPE and Juniper merger, causing customer confusion and presenting opportunities.
How sustainable are hyperscaler design wins?
When does cloud rev rec boost security growth?
What drives campus refresh beyond EoS cycle?
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Next Cisco Systems earnings date
AGM 202516 Dec, 2025
Next Cisco Systems earnings date
AGM 202516 Dec, 2025
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Frequently asked questions
IT Solutions Giant
Cisco Systems, Inc., commonly referred to simply as "Cisco," is an American multinational technology company headquartered in San Jose, California. Founded in 1984 by two computer scientists, the company swiftly rose to prominence as a pioneer in the networking space. Cisco's primary products are its routing and switching equipment, which direct data, voice, and video traffic across networks around the globe. Over the years, Cisco has diversified into various technological sectors, including cybersecurity, Internet of Things , and cloud computing.
Roots at Stanford
Founded in 1984 by Leonard Bosack and Sandy Lerner, two computer scientists from Stanford University, Cisco Systems, Inc. emerged from the need to connect computer networks across the campus. The company's name, "Cisco", is derived from the city of San Francisco, and its logo represents the city's iconic Golden Gate Bridge. Cisco introduced its first product, a multi-protocol router, which revolutionized the way networks were connected. Over the decades, Cisco expanded its product portfolio, making several strategic acquisitions to diversify and strengthen its market position. From its modest beginnings, Cisco has evolved to become a dominant force in networking technology, significantly influencing the architecture and infrastructure of the modern internet.
Varied Products
Cisco provides products and solutions that enable seamless communication and digital operations. Central to Cisco's product line are its networking solutions, which encompass routers, switches, wireless systems, data center technologies, and cloud solutions. The company is also well known for its cybersecurity offerings, with products like firewalls, intrusion prevention systems, and secure network architecture solutions designed to safeguard digital assets. Additionally, Cisco is also active in unified communications, offering VoIP products, conferencing tools, and collaboration platforms. Cisco's diverse product range has been integral to shaping the modern digital landscape, serving businesses, governments, and individual consumers alike. Publicly traded companies operating in the same industry as Cisco include names such as Avaya, Juniper Networks, and Microsoft.
Certifications
Cisco, besides its extensive product portfolio, also provides certifications. These certifications show that an individual has a deep understanding of Cisco's products and services, along with broader industry knowledge. There are several tiers within the certification systems, with individuals interested in becoming more proficient in the use of Cisco products can progress as they gain more experience.
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