Group 1 - Cisco confirmed a serious data breach incident involving user profile information on Cisco.com, discovered on July 24 [1] - Attackers used a sophisticated vishing attack to gain access to a third-party CRM system, compromising basic user account details such as names, organization names, email addresses, phone numbers, and assigned user IDs, but not passwords or sensitive internal data [1] - The incident highlights a dangerous trend in cybersecurity, with AI-enhanced vishing attacks increasing by 442% over the past year, and projections indicating that by 2025, 91% of cyber intrusions will start with phishing attacks [1] Group 2 - Security experts suggest that the attack on Cisco is likely part of a series of attacks targeting Salesforce platform customers, with similar incidents reported by companies like Qantas, Allianz, Louis Vuitton, and Adidas [2] - Google’s threat intelligence team attributed these attacks to a hacker group known as UNC6040, which typically impersonates IT support personnel and is linked to the notorious ShinyHunters ransomware group [2] - In response to the breach, Cisco has cut off the attackers' access, initiated a comprehensive investigation, and is communicating with data protection agencies while notifying affected users [2]

Hacker used a voice phishing attack to steal Cisco customers' personal information | TechCrunch https://t.co/kFBuI4a1tC ...

Group 1: Cisco Systems Performance - Cisco Systems is a member of the Computer and Technology group, currently ranked 6 in the Zacks Sector Rank among 605 companies [2] - Cisco has a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimate revisions [3] - Year-to-date, Cisco has returned approximately 15.7%, outperforming the average gain of 11.8% in the Computer and Technology group [4] Group 2: Industry Comparison - Cisco belongs to the Computer - Networking industry, which has 8 stocks and is ranked 100 in the Zacks Industry Rank, with an average gain of 15.2% this year [6] - Another outperforming stock in the sector is F5 Networks, which has returned 27.7% year-to-date and has a Zacks Rank of 1 (Strong Buy) [5] - The Internet - Software industry, where F5 Networks is categorized, has 173 stocks and has gained 22.2% since the beginning of the year [6] Group 3: Analyst Sentiment - The Zacks Consensus Estimate for Cisco's full-year earnings has increased by 0.7% over the past quarter, indicating improving analyst sentiment [4] - F5 Networks' consensus EPS estimate has risen by 5.6% over the last three months, reflecting positive earnings outlook [5] Group 4: Investment Tracking - Investors interested in Computer and Technology stocks should monitor Cisco Systems and F5 Networks for their continued strong performance [7]

Core Insights - Cisco will host Splunk's annual .conf25 user conference from September 8–11, 2025, in Boston, focusing on the integration of Splunk to leverage agentic AI for actionable insights from machine data [1][4] Group 1: Event Highlights - The conference will showcase new innovations, advancements in security and observability, and customer success stories [2][3] - Attendees will include major customers like Deloitte, Pizza Hut, T-Mobile, and Regeneron Pharmaceuticals, with Splunk leaders announcing new product innovations [3][4] - The event expects over 6,000 attendees and features performances by the band Weezer, making it Splunk's most anticipated event of the year [7] Group 2: Key Sessions and Awards - The conference will include an Innovation Keynote and a Product Keynote, where Cisco and Splunk leaders will discuss AI-centered product visions and unveil advancements in AI, security, and observability [7][8] - The Splunkie Awards and Splunk Partner Awards will recognize customers and partners for their exceptional results using Splunk's product portfolio [6] Group 3: Strategic Focus - Cisco executives will discuss partner integration updates, emphasizing a commitment to empowering the partner ecosystem and uncovering new revenue opportunities [5] - Splunk aims to demonstrate the value of machine data in maximizing AI trust and power, enhancing operational productivity, and protecting against AI-driven cyberattacks [4][10]

Group 1 - Cisco has scheduled a conference call for August 13, 2025, at 1:30 PM (PT) to announce its fourth quarter fiscal year 2025 financial results [1][2] - Financial results will be released after the market closes on August 13, 2025, via PR Newswire [2] - A telephone playback of the conference call will be available from 4:00 PM (PT) on August 13, 2025, through 10:00 PM (PT) on August 19, 2025 [3] Group 2 - Cisco is recognized as a worldwide technology leader, focusing on AI-powered solutions and services to enhance connectivity and digital resilience [4] - The company has been connecting the world securely for over 40 years and is committed to creating a more connected and inclusive future [4]

金十图示：2025年08月04日（周一）全球主要科技与互联网公司市值变化 | 台棋电 | 12199 | + -2.65% | 235.21 | | --- | --- | --- | --- | | 特斯拉 | 9761 | + -1.83% | 302.63 | | 甲骨文 | 6865 | + -3.68% | 244.42 | | 腾讯 | 6154 | + -3.17% | 67.85 | | 奈飞 | 4923 | + -0.07% | 1158.6 | | O Palantir | 3640 | + -2.58% | 154.27 | | ERASSING - E | 3313 | 1 1.16% | 50.35 | | SAP SAP | 3283 | + -1.29% | 283 | | 2 阿里巴巴 | 2840 | + -2.95% | 117.07 | | AMD | 2783 | + -2.64% | 171.65 | | ASML 阿斯麦 | 2712 | -0.7% | 689.82 | | cisco 思科 | 2657 | + -1.42% | 67.11 | | 赛富时 | ...

Group 1: Executive Changes - Huang Zhipan has been appointed as the CEO of Xingji Meizu Group, previously serving as the Executive Vice President and President of the Mobile Division [4] - Zhang Yue, a product manager at Xingji Meizu, has left the company after five months [5] - Yang Jianchao, head of ByteDance's visual large model, announced a temporary break from work [6] - Alibaba's Vice President Ye Jun has left the company following the return of DingTalk's founder Chen Hang [7] - Baidu has announced a new round of organizational adjustments, appointing He Haijian as CFO [8] - Huawei's He Tingbo will also serve as the head of the Senior Talent Compensation Department [9] - Wang Xiaoyan has been promoted to Senior Vice President at Xiaomi [10] - Apple COO Jeff Williams will retire, with Sabih Khan set to succeed him [12][14] - Ruoming Pang, a prominent engineer at Apple, will join Meta [15] - Meta has appointed Shengjia Zhao as the Chief Scientist of its newly established Superintelligence Labs [16] - Fidji Simo will join OpenAI as the CEO of a new department [17] - Ian Yang, former Intel China President, has joined AMD as Vice President [18] - Linda Yaccarino has resigned as CEO of social media company X [19] - Cisco has appointed Ben Dawson as the new President for APJC [20] - Huitong Technology has formed a new strategic committee and appointed new directors [21] - Ubisoft has appointed Christophe Derennes and Charlie Guillemot as co-CEOs of a new subsidiary [22] - WPP has appointed Cindy Rose as CEO, effective September 1, 2025 [23] - Equinix has appointed Shane Paladin as Chief Customer and Revenue Officer [24][26] - Kenny Sng has been appointed as CTO of Super X AI Technology [27] - Gaia has appointed Kiersten Medvedich as its first female CEO [29] - Ramnath Venkataraman has joined DXC Technology as President of Consulting and Engineering Services [30] - AccessFintech has appointed Sarah Shenton as CEO [33]

Company Performance - Cisco Systems closed at $67.92, reflecting a -1.12% change from the previous day, underperforming the S&P 500's daily gain of 0.02% [1] - Over the past month, Cisco's shares gained 0.06%, lagging behind the Computer and Technology sector's gain of 6.31% and the S&P 500's gain of 4.93% [1] Earnings Forecast - Cisco is expected to report an EPS of $0.97, indicating an 11.49% growth compared to the same quarter last year [2] - The consensus estimate for quarterly revenue is $14.61 billion, representing a 7.12% increase from the previous year [2] Full Year Estimates - For the full year, earnings are projected at $3.79 per share and revenue at $56.59 billion, showing changes of +1.61% and +5.19% respectively from the prior year [3] - Recent analyst estimate revisions suggest a positive outlook for Cisco's business [3] Valuation Metrics - Cisco is currently trading with a Forward P/E ratio of 18.14, which is above the industry average Forward P/E of 16.2 [6] - The company has a PEG ratio of 3.32, compared to the Computer - Networking industry's average PEG ratio of 1.05 [6] Industry Ranking - The Computer - Networking industry ranks in the top 39% of all industries, with a current Zacks Industry Rank of 94 [7] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Evercore ISI downgraded Cisco Systems Inc stock to "in line" from "outperform," indicating that any potential upside is already priced in [1] Group 1: Analyst Ratings and Price Targets - Of the 27 analysts covering Cisco, 18 maintain a "buy" or better rating, suggesting potential for further downgrades [2] - The 12-month consensus target price for Cisco is $72.17, representing a 6.3% premium to current trading levels [2] Group 2: Stock Performance - Cisco shares are experiencing their worst day since June 13, currently trading at $67.81, down 1.3% [1][2] - Despite the recent decline, Cisco's stock is not far from its 24-year high of $69.78 reached on June 30, and a familiar support level may prevent further downside [2] Group 3: Options Market Sentiment - The 50-day call/put volume ratio for Cisco is 4.71, indicating that options traders are significantly more bullish than usual, with this ratio higher than 92% of readings from the past year [3]

Group 1: Technology Sector Overview - Technology stocks constitute approximately one-third of the S&P 500 index and are significantly outperforming the broader index this year [1] - The lack of dividends in many tech stocks is due to reinvestment of profits into scaling successful products, research, and AI infrastructure [2][4] Group 2: Cisco Systems - Cisco Systems reported third-quarter fiscal 2025 revenue of $14.1 billion, an 11% increase year-over-year, with earnings per share (EPS) of $0.62, up 35% from the previous year [5] - The company generated over $1 billion in AI-related revenue in 2024 and aims to double that in 2025, aided by the $28 billion acquisition of Splunk [6] - Cisco's stock has risen 15% in 2025 and offers a dividend yield of 2.3% [7] Group 3: International Business Machines (IBM) - IBM, known for its long history, is currently focused on cybersecurity, cloud computing, and consulting, with 81% of Fortune 500 companies using its mainframe computers [8] - The company has gained 30% in stock value this year, bolstered by its 2019 acquisition of Red Hat, which enhanced its hybrid cloud-computing capabilities [9] - Analysts project IBM's revenue to increase by 5.5% to $66.2 billion this year, with a further 4% growth expected in fiscal year 2026, alongside a 2.3% dividend yield [10] Group 4: Paychex - Paychex, a leader in payroll and human resources services, surpassed $5 billion in revenue in 2024 and serves over 745,000 clients [11][13] - The company experienced double-digit growth in its retirement services division, which now manages $52 billion in assets [13] - Paychex's revenue for fiscal Q4 2025 was $1.42 billion, a 10% increase year-over-year, despite an 11% drop in operating income due to a $4 billion acquisition of Paycor [13] - The company forecasts revenue growth of 16.5% to 18.5% and EPS growth of 8.5% to 10.5% for the next fiscal year [14] - Paychex stock has increased by 2% this year and offers a dividend yield of 3%, with a forward price-to-earnings (P/E) ratio of 26 [15]