Core Insights - Cisco announced a significant evolution of its security portfolio aimed at enabling enterprises to adopt agentic AI confidently, focusing on agent protection, interaction governance, and resilient connectivity for AI-driven workflows [2][3]. Group 1: Security Enhancements - The expansion of Cisco AI Defense introduces new features to secure agents and the AI supply chain, helping teams inventory and govern AI assets while identifying vulnerabilities earlier in the development lifecycle [5]. - AI Defense has aligned with leading AI frameworks from organizations like NIST, OWASP, and MITRE, and now includes mapping to Cisco's Integrated AI Security and Safety Framework [6]. - New runtime protections include integration with NVIDIA NeMo Guardrails, providing a modular architecture for real-time protection of AI systems in production [7]. Group 2: Governance and Risk Management - Cisco's AI BOM (Bill of Materials) offers centralized visibility and governance for AI software assets, enhancing the security of the AI supply chain [9]. - The MCP Catalog helps discover and manage risk across MCP servers and registries, strengthening AI governance [9]. - Advanced algorithmic red teaming expands AI security assessments, while real-time guardrails monitor agent interactions to detect unsafe behavior [9][10]. Group 3: Connectivity and Performance - Cisco's IOS XE 26 introduces full-stack post-quantum cryptography (PQC) protections, aligning with evolving regulatory guidance and defending against device tampering [13]. - The new capabilities in Cisco SASE are designed to govern agent interactions and ensure reliable AI traffic, addressing the complexities of AI-driven workflows [11][12]. - AI traffic optimization techniques are implemented to maintain low-latency interactions during high-load periods, ensuring predictable performance [17]. Group 4: Additional Features - Cisco Duo is enhancing visibility and protection for on-premises identity infrastructure, addressing legacy gaps in modern controls and multi-factor authentication [18]. - New agentic capabilities in Cisco Security Cloud Control will proactively analyze firewall traffic and configurations to surface recommendations and autonomously remediate issues [18].

Core Insights - Cisco has introduced the Silicon One G300, a 102.4 Tbps switching silicon aimed at enhancing AI networking capabilities in data centers [3][5] - The new Cisco N9000 and Cisco 8000 systems, powered by the G300, are designed to support massive AI cluster buildouts with improved efficiency and reliability [3][10] - Innovations include liquid cooling and high-density optics, which contribute to a nearly 70% improvement in energy efficiency [7][14] Product Features - The Silicon One G300 features Intelligent Collective Networking, which enhances network utilization by 33% and reduces job completion time by 28% compared to non-optimized path selection [6] - The new systems support gigawatt-scale AI clusters and are designed for various customer types, including hyperscalers and enterprises [7][10] - Cisco's Nexus One provides a unified management plane, simplifying operations and enabling faster deployment of AI networks [11][15] Performance and Efficiency - The G300's architecture allows for high-performance, programmable networking, which is crucial for maximizing GPU utilization and ensuring reliable data movement [4][7] - The introduction of 1.6T OSFP optics and 800G Linear Pluggable Optics (LPO) significantly enhances bandwidth connectivity while reducing power consumption by 50% [14] - The liquid-cooled systems achieve the same bandwidth previously requiring six older systems, showcasing a leap in performance and efficiency [14] Ecosystem and Partnerships - Cisco collaborates with key technology partners like AMD, Intel, and NVIDIA to deliver optimized infrastructure for AI workloads [16][18] - The integration of Cisco's networking solutions with partners' technologies aims to enhance performance and interoperability across diverse environments [17][19] - Cisco's approach addresses the growing demand for scalable, energy-efficient AI infrastructure as adoption expands beyond hyperscalers [18][19]

Core Insights - Cisco has announced new AgenticOps innovations aimed at transforming IT operations in the AI era, enhancing automation, scalability, and simplification for IT teams [2][3][7] Group 1: AgenticOps Overview - AgenticOps is an agent-first IT operating model designed for autonomous action with built-in oversight, addressing the complexities of modern IT environments [2][4] - The new capabilities extend across networking, security, and observability, enabling intelligent execution and operational efficiency [7][8] Group 2: Key Features and Innovations - Autonomous troubleshooting capabilities reduce Mean Time to Repair (MTTR) to minutes by performing end-to-end investigations and executing precise remediations [8] - Continuous optimization features autonomously tune network conditions to maintain user experience and prevent performance degradation [8] - Trusted validation processes assess network changes against live telemetry and configurations, ensuring compliance and risk management [9] Group 3: Enhancements in Security and Observability - New tools in Cisco Security Cloud Control enhance firewall operations, providing proactive recommendations and continuous compliance evaluations [10][11] - AI Agent Monitoring in Splunk Observability Cloud will visualize agent workflows and integrate with Cisco AI Defense to mitigate risks associated with AI models [11] Group 4: Future Availability and Rollout - Agentic capabilities for various environments, including campus, branch, and industrial, are set to roll out starting February 2026, with additional features for data centers and service providers planned for mid-2026 [13]

Key Takeaways CSCO will report fiscal Q2 results on Feb. 11, guiding revenues between $15B and $15.2BCisco benefits from AI-driven networking demand, including Silicon One.Cisco's Security segment, aided by Splunk, is expected to post growth.Cisco Systems (CSCO) is set to release its second-quarter fiscal 2026 results on Feb. 11.The company anticipates second-quarter fiscal 2026 revenues between $15 billion and $15.2 billion. Non-GAAP earnings are expected between $1.01 per share and $1.03 per share. The Za ...

Investors with a lot of money to spend have taken a bullish stance on Cisco Systems (NASDAQ:CSCO).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with CSCO, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner sp ...

US stocks turned higher on Monday, after a turbulent week that ended with the Dow closing above 50,000 for the first time as investors face another busy schedule of earnings and economic data. The S&P 500 (^GSPC) rose around 0.5%, while the tech-heavy Nasdaq Composite (^IXIC) gained nearly 1%. The Dow Jones Industrial Average (^DJI) hovered around the flatline, keeping above its milestone. Wall Street continues to debate the AI disruption risk to software companies, with a sharp decline in shares of Mon ...

思科2024财年的盈利和营收均出现下滑，但从2025财年开始实现同比增长。该公司去年11月公布财报后，股价大幅上涨。截至10月底的季 度，每股收益增长10%至1美元，营收增长8%至149亿美元。其中，网络业务增长最快，增长15%至78亿美元。 在互联网泡沫破裂后的多年停滞之后，思科的复苏得益于其成功的业务多元化，通过收购Webex、AppDynamics和Splunk等公司，成功实现 了从网络硬件到软件和服务领域的多元化发展。此外，过去一年来，思科的股价表现优于大盘，持续受益于人工智能投资周期，其中最引人注目 的是其获得了13亿美元的人工智能基础设施订单。 投资者将关注管理层对公司人工智能基础设施业务发展势头及其积压订单的评论。截至10月底，公司剩余履约义务(RPO)为429亿美元，同比增 长7.2%。 思科(CSCO.US)将于周三美股盘后公布2026财年第二季度业绩。华尔街分析师 预测，每股收益为1.02美元，同比增长8.5%。营收预计将达到151.2亿美 元，较去年同期增长8.1%。 分析师预计，网络产品业务的营收可能达到77.4亿美元，同比增长13%;可观测性产品业务营收将达到2.9826亿美元，同比 ...

It’s another big week of earnings with a lot of important companies due to report. This week we have Robinhood Markets (HOOD), Coinbase (COIN), Cisco Systems (CSCO), Applovin (APP), Shopify (SHOP), Arista Networks (ANET), Cloudflare (NET), Spotify (SPOT), Airbnb (ABNB) and McDonald’s (MCD) all reporting in what shapes as a busy and pivotal week for stocks. Before a company reports earnings, implied volatility is usually high because the market is unsure about the outcome of the report. Speculators and he ...

摩根大通将思科目标价从90美元上调至95美元。 来源：滚动播报 ...

思科(CSCO.US)将于周三美股盘后公布2026财年第二季度业绩。华尔街分析师预测，每股收益为1.02美元， 同比增长8.5%。营收预计将达到151.2亿美元，较去年同期增长8.1%。 分析师预计，网络产品业务的营收可能达到77.4亿美元，同比增长13%;可观测性产品业务营收将达到 2.9826亿美元，同比增长7.7%;安全产品营收为21.5亿美元，同比增长2%。其次，分析师预测，合作产品营 收将达到9.8425亿美元，同比下降1.2%。 思科2024财年的盈利和营收均出现下滑，但从2025财年开始实现同比增长。该公司去年11月公布财报后， 股价大幅上涨。截至10月底的季度，每股收益增长10%至1美元，营收增长8%至149亿美元。其中，网络业 务增长最快，增长15%至78亿美元。 在互联网泡沫破裂后的多年停滞之后，思科的复苏得益于其成功的业务多元化，通过收购Webex、 AppDynamics和Splunk等公司，成功实现了从网络硬件到软件和服务领域的多元化发展。此外，过去一年 来，思科的股价表现优于大盘，持续受益于人工智能投资周期，其中最引人注目的是其获得了13亿美元的 人工智能基础设施订单。 投资者将关 ...