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Visual21 Nov 2025
Data center suppliers
Cisco Systems (CSCO) investor relations material
Cisco Systems Wells Fargo's 9th Annual TMT Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo's 9th Annual TMT Summit summary18 Nov, 2025
Growth drivers and business momentum
Strong recent earnings with broad-based order growth across geographies, customer markets, and technologies, highlighting AI networking, AI infrastructure, campus refresh, and cybersecurity as key growth drivers for the next 12–24 months.
AI infrastructure orders from hyperscalers reached $1.3 billion in Q1, with a target to double last year’s orders to $4 billion+ and revenue expected to exceed $3 billion this year.
Significant design wins with hyperscalers, with four web scalers showing over 100% order growth and five out of the top six engaged in AI infrastructure.
Enterprise and sovereign AI pipeline exceeds $2 billion, with material build-outs expected to ramp in FY2027.
Deepening partnership with NVIDIA to simplify enterprise AI deployment, with new products launching and larger opportunities anticipated in FY2027.
Product and technology strategy
Silicon One is a strategic asset, underpinning all systems sold to hyperscalers, offering technological, power, and cost advantages, and providing supply chain control.
Five Silicon One product families now span enterprise, public sector, and service provider markets, with all high-powered systems to be Silicon One-based by FY2029.
Ongoing investment in silicon innovation, with bespoke solutions for different customers and use cases, aiming for productivity gains to fund further R&D.
Campus networking refresh is a multi-year, multi-billion dollar opportunity driven by aging equipment, security needs, AI application demands, and new product launches across switches, routers, firewalls, and Wi-Fi.
New campus platforms are being adopted faster than previous launches, with strong order growth and competitive positioning.
Security and portfolio evolution
Security business is transitioning to cloud-based offers, causing a temporary revenue dip but expected to drive stickier, higher long-term growth.
Splunk’s product RPO and ARR are growing double digits, with 3,000 new customers for refreshed security products and 250 new Splunk logos in the quarter.
Largest Splunk deals ever completed recently, with momentum in joint go-to-market efforts.
Security guidance does not depend on immediate recovery; double-digit growth expected by FY2027.
AI networking role evolution and depth
Campus refresh competitive dynamics
Splunk cloud transition's financial impact
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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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