First Jointly Developed AI Agent Helps Customers Maximize Cisco Investments and Boosts Productivity   News Summary: Powerful Partnership: The first of several AI agents being developed by Cisco with Mistral AI as a strategic technology partner, to help drive Cisco's Customer Experience (CX) move towards an Agentic-AI-Led future. AI-Powered Efficiency: The AI Renewals Agent streamlines and enhances the creation process for Cisco's Renewals team by analyzing data from 50 sources to build custom proposals tie ...

97% of CEOs plan AI integration, but only 1.7% feel fully prepared. New research highlights what's getting in the way of progress – and how CEOs plan to shift ambition into action.News summary: While 4 out of 5 CEOs recognize AI's potential, many worry gaps in their understanding will impact strategic decisions, risking missed opportunities and falling behind competitors. Over 70% fear losing ground due to gaps in IT knowledge or network infrastructure, with more than half already seeing competitive losses ...

Core Viewpoint - Micron Technologies, Qualcomm, and Cisco Systems are identified as undervalued tech stocks with significant growth potential, making them attractive investment opportunities at the start of 2025 [1][3]. Micron Technologies - Micron is a leading manufacturer of DRAM and NAND memory chips, producing denser and more power-efficient chips compared to its larger competitors, Samsung and SK Hynix [4]. - The memory market is cyclical, with Micron's revenue declining by 49% in fiscal 2023 due to reduced PC shipments and a slowdown in data center spending [5]. - In fiscal 2024, Micron's revenue rebounded by 62%, driven by stabilization in the PC and smartphone markets and data center upgrades for generative AI applications [6]. - Analysts project revenue and adjusted EPS growth of 40% and 434%, respectively, for fiscal 2025, with a current valuation of 13 times forward earnings [7]. Qualcomm - Qualcomm is a major producer of mobile system on chips (SoCs) and baseband modems, holding a significant portfolio of wireless patents [8]. - The company ranks second in the smartphone SoC market, with its Snapdragon SoCs dominating the premium Android segment [9]. - Qualcomm's revenue increased by 32% in fiscal 2022 but fell by 19% in fiscal 2023 due to a cooling smartphone upgrade cycle and macroeconomic challenges [10]. - For fiscal 2024, Qualcomm's revenue and adjusted EPS grew by 9% and 21%, respectively, with expectations of 11% and 14% growth for fiscal 2025, trading at 15 times forward earnings and offering a forward yield of 1.9% [11]. Cisco Systems - Cisco is a leading networking hardware and software company, benefiting from its scale, diversification, and ecosystem advantages [13]. - The company's revenue grew by 1% in fiscal 2021 and 3% in fiscal 2022, but rose by 11% in fiscal 2023 as supply chain issues were resolved [14]. - In fiscal 2024, Cisco's revenue and adjusted EPS declined by 6% and 4%, respectively, due to customer inventory accumulation and macroeconomic headwinds [15]. - Analysts expect a 4% revenue growth for fiscal 2025 as the company addresses inventory challenges, with a current valuation of 17 times forward earnings and a forward yield of 2.6% [16].

Pre-market futures pulled slightly into the red this morning upon the release of today’s all-important Employment Situation report, even though the numbers — while lower than expected on headline — continue to depict a labor market near full employment. The Dow swung from +20 points to -20 in the moments after the report came out, the S&P 500 went from 0 to -5 points, and the Nasdaq from -2 points to -40. The small-cap Russell 2000 moved from +1 ahead of the release to -6 points currently.The quick-take on ...

Friday, February 7, 2025Pre-market futures pulled slightly into the red this morning upon the release of today’s all-important Employment Situation report, even though the numbers — while lower than expected on headline — continue to depict a labor market near full employment. The Dow swung from +20 points to -20 in the moments after the report came out, the S&P 500 went from 0 to -5 points, and the Nasdaq from -2 points to -40. The small-cap Russell 2000 moved from +1 ahead of the release to -6 points curr ...

Wall Street analysts expect Cisco Systems (CSCO) to post quarterly earnings of $0.91 per share in its upcoming report, which indicates a year-over-year increase of 4.6%. Revenues are expected to be $13.86 billion, up 8.4% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company reveals its earnings, it is vital to take ...

LOS ANGELES, Feb. 06, 2025 (GLOBE NEWSWIRE) -- IoT Breakthrough, a leading market-intelligence organization that recognizes the top companies, technologies and products in the global Internet-of-Things (IoT) market, today announced that Cisco has been selected as winner of the “Industrial IoT Company of the Year” award in the 9th annual IoT Breakthrough Awards program. The 2025 IoT Breakthrough Award highlights Cisco’s commitment to building and advancing breakthrough IoT solutions that transform industrial ...

SAN JOSE, Calif., Feb. 5, 2025 /PRNewswire/ -- Cisco (NASDAQ: CSCO) has scheduled a conference call for Wednesday, Feb 12, 2025, at 1:30 PM (PT); 4:30 PM (ET) to announce its second quarter fiscal year 2025 financial results for the period ending Saturday, January 25, 2025.Financial results will be released over PR Newswire via US National and European Financial distribution, after the close of the market on Wednesday, February 12, 2025. Cisco's quarterly earnings press release will be posted at https://new ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Cisco Systems (CSCO) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Cisco currently has an average broker ...

Core Insights - Cisco has appointed Raj Juneja as President of Cisco Canada, effective February 1, 2025, bringing over 25 years of experience in the technology sector [1][2] - Juneja previously led Splunk's Canada business and has a strong track record of achieving double-digit growth and record-breaking performance in his roles at Salesforce and CA Technologies [2][3] - Cisco Canada has over 2,500 employees and has been recognized as the 1 Best Place to Work by Great Place to Work in 2023 and 2024, emphasizing its commitment to local impact and innovation [5] Leadership Transition - Raj Juneja takes over from Shannon Leininger, who led Cisco Canada for four years and has been appointed Vice President of Global Partner Sales at Cisco [4] Strategic Vision - Juneja expressed excitement about the role, highlighting the importance of cybersecurity and networking for future growth and success, and aims to leverage Canadian talent and innovation [2][5] - Cisco Canada is focused on delivering impact through initiatives like the Digital Impact Office and the Country Digital Acceleration Program [5] Company Overview - Cisco is a global technology leader that has been connecting and protecting organizations for over 40 years, now focusing on AI-powered solutions to enhance productivity and digital resilience [6]