News Summary: SAN JOSE, Calif., May 13, 2025 /PRNewswire/ -- Cisco (NASDAQ: CSCO) today announced the appointment of Kevin Weil to its board of directors effective May 12, 2025. "Kevin has an exceptional track record of scaling products to deliver meaningful business value for customers," said Chuck Robbins, chair and CEO of Cisco. "We are excited to leverage his deep expertise in AI and product innovation to guide our strategic initiatives and accelerate Cisco's growth." Cisco (NASDAQ: CSCO) is the worldwi ...

Market Capitalization Changes - Tesla's market capitalization increased by 6.75% to $1,025.4 billion [3] - TSMC's market capitalization rose by 5.93% to $969.7 billion [3] - Tencent's market capitalization grew by 4.66% to $609.8 billion [3] - Netflix's market capitalization decreased by 2.65% to $472.3 billion [3] - Oracle's market capitalization increased by 4.58% to $440.8 billion [3] Notable Performers - Shopify saw a significant increase of 13.7% in market capitalization, reaching $136.2 billion [4] - AppLovin experienced a remarkable rise of 89% to $1.177 billion [4] - AMD's market capitalization increased by 5.13% to $175.3 billion [5] - Uber's market capitalization rose by 6.39% to $184.2 billion [5] Decliners - Pinduoduo's market capitalization fell by 6.14% to $165.2 billion [4] - Xiaomi's market capitalization decreased by 2.11% to $163.4 billion [4] - Spotify's market capitalization declined by 4.23% to $127.3 billion [4] Other Companies of Interest - Adobe's market capitalization increased by 3.3% to $168.7 billion [4] - Qualcomm's market capitalization rose by 4.78% to $167.0 billion [4] - Intel's market capitalization increased by 3.55% to $96.7 billion [5] - Airbnb's market capitalization grew by 5.64% to $828 million [5]

Core Viewpoint - Cisco Systems is expected to report strong third-quarter fiscal 2025 results, driven by improved demand in networking and security products, despite facing some macroeconomic challenges [1][3][5]. Financial Expectations - Cisco anticipates third-quarter revenues between $13.9 billion and $14.1 billion, with non-GAAP earnings expected between 90 and 92 cents per share [1]. - The Zacks Consensus Estimate for revenues is $14.05 billion, reflecting a year-over-year growth of 10.58%, while the earnings consensus is steady at 91 cents per share, indicating a growth of 3.41% year-over-year [2]. Key Growth Drivers - Improved demand for networking products, particularly in switching, enterprise routing, and industrial networking applications, is expected to benefit Cisco's results [3]. - The networking revenue estimate for the fiscal third quarter is $6.76 billion, indicating a 3.6% year-over-year growth [4]. - Cisco's security revenue is estimated at $2.195 billion, showing a significant year-over-year growth of 68.3%, driven by strong demand for solutions like XDR and Secure Access [4][5]. Market Performance - Cisco shares have gained 1% year-to-date, outperforming the Zacks Computer & Technology sector's decline of 8.5% and the Computer Networking industry's return of 0.8% [6]. - However, Cisco's stock is considered to have a stretched valuation, with a forward 12-month P/S ratio of 4.08X, higher than the industry average of 3.89X [9]. Strategic Initiatives - Cisco's investments in AI, cloud, and security are expected to drive growth, with AI infrastructure orders exceeding $700 million in the first half of fiscal 2025 [12]. - The company is leveraging AI across its portfolio, including the launch of the Renewals Agent, an AI-driven solution, and enhancing customer experience through Agentic capabilities [13]. - Cisco's security business is benefiting from strong demand for Cisco Secure Access and XDR, with both solutions gaining over 1,000 customers in the past year [14]. Partnerships and Collaborations - Cisco's partnerships with major companies like Meta Platforms, Microsoft, NVIDIA, and ServiceNow are enhancing its market position [15]. - Collaboration with NVIDIA is expanding Cisco's data center infrastructure portfolio, while the partnership with ServiceNow integrates AI-driven security solutions [16][17]. Conclusion - Cisco's near-term results are expected to benefit from a robust networking and security business, supported by a strong partner ecosystem, despite facing tariff-related and macroeconomic challenges [18].

分析师还将关注思科的人工智能基础设施订单。今年2月，该公司表示，第二财季人工智能订单超过3.5 亿美元，使本财年上半年的订单总额达到约7亿美元。 智通财经APP获悉，思科(CSCO.US)将于周三美股盘后公布第三财季业绩，预计收益和收入将较上年同 期有所增长。分析师平均预计思科第三季度营收为140.6亿美元，同比增长逾10%，调整后净利润为36.6 亿美元，合每股收益0.92美元，高于上年同期的35.5亿美元和0.88美元。 在Visible Alpha跟踪10位分析师中，有3位对这家网络设备供应商的股票给出了"买入"评级，7位维持"持 有"评级，普遍目标价接近67美元，这意味着该股将较上周五收盘价有12%的潜在涨幅。思科的股价 2025年迄今上涨了约2%。 上周二，思科系统公司展示了一款用于量子计算机互联的芯片原型，并宣布将在加利福尼亚州圣莫尼卡 开设新实验室，以进一步探索量子计算领域。这款芯片采用了部分与当前网络芯片相同的技术，能够将 小型量子计算机连接成更大的系统。不过，思科认为在量子计算机尚未普及之前，该芯片就将具备实际 应用价值，例如协助金融机构同步交易时间，或是帮助科学家探测陨石等。 思科是主流科 ...

Core Viewpoint - Analysts project Cisco Systems (CSCO) will report quarterly earnings of $0.91 per share, reflecting a year-over-year increase of 3.4%, with revenues expected to reach $14.05 billion, a 10.6% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.4% higher in the last 30 days, indicating a collective reevaluation by analysts [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Projections - The consensus estimate for 'Revenue- Product' is $10.06 billion, indicating an 11.5% increase year-over-year [5]. - 'Revenue- Services' is projected to reach $3.82 billion, reflecting a 3.8% year-over-year change [5]. - 'Revenue- Product- Security' is expected to be $2.19 billion, showing a significant increase of 68.3% from the prior-year quarter [5]. - 'Revenue- Product- Networking' is forecasted at $6.76 billion, with a year-over-year change of 3.6% [6]. - 'Revenue- Product- Collaboration' is estimated to reach $1.00 billion, indicating a 1.6% increase from the year-ago quarter [6]. Gross Margin Estimates - Analysts estimate 'Non-GAAP Gross Margin- Service' at $2.71 billion, up from $2.54 billion reported in the same quarter last year [7]. - 'Non-GAAP Gross Margin- Product' is projected to be $6.65 billion, compared to $6.04 billion reported in the same quarter of the previous year [7]. Stock Performance - Over the past month, Cisco shares have returned +5.5%, while the Zacks S&P 500 composite has changed +13.7% [7].

Core Viewpoint - Cisco has developed a quantum network entanglement chip in collaboration with the University of California, Santa Barbara, aiming to enhance connectivity in the quantum era and leverage its role in internet infrastructure [2]. Group 1: Chip Features and Advantages - The entanglement chip operates at standard telecom wavelengths, allowing it to utilize existing fiber optic infrastructure for practical deployment [4]. - It functions as a micro-photonic integrated chip (PIC) at room temperature, making it suitable for scalable system deployment [4]. - The chip consumes less than 1mW of power, showcasing energy efficiency [4]. - Each output channel can produce 1 million high-fidelity entangled pairs, with a rate of up to 200 million entangled pairs per second [4]. Group 2: Strategic Directions - Cisco is building infrastructure for large-scale connectivity of quantum processors, enabling distributed quantum computing, quantum sensing, and optimization algorithms that could revolutionize drug development, materials science, and complex logistics [4]. - The principles of quantum networking are already providing direct benefits to classical systems through applications such as secure communication, precise time synchronization, decision signaling, and secure location verification [4].

Core Viewpoint - Cisco Systems is expected to report a year-over-year increase in earnings and revenues for the quarter ended April 2025, with a consensus outlook indicating potential stock price movement based on actual results compared to estimates [1][2]. Earnings Expectations - The consensus EPS estimate for Cisco is $0.91 per share, reflecting a year-over-year increase of +3.4% [3]. - Expected revenues are projected at $14.05 billion, which represents a 10.6% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.18% higher, indicating a positive reassessment by analysts [4]. - The Zacks Earnings ESP for Cisco is +0.82%, suggesting analysts have recently become more optimistic about the company's earnings prospects [10][11]. Earnings Surprise Prediction - A positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [8]. - Cisco currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [11]. Historical Performance - Cisco has consistently beaten consensus EPS estimates, achieving this in the last four quarters [13]. - In the last reported quarter, Cisco was expected to post earnings of $0.91 per share but delivered $0.94, resulting in a surprise of +3.30% [12]. Conclusion - Cisco is positioned as a compelling candidate for an earnings beat, but investors should consider other factors influencing stock performance ahead of the earnings release [16].

Core Insights - The 2025 Cybersecurity Readiness Index by Cisco reveals that only 4% of organizations globally have reached a 'Mature' level of cybersecurity readiness, indicating a slight improvement from 3% last year, but overall preparedness remains low [2][6] - AI is significantly impacting the security landscape, with 86% of organizations experiencing AI-related security incidents last year, yet only 49% of respondents feel their employees fully understand AI-related threats [3][6] - The report highlights a critical gap in cybersecurity readiness, with 71% of respondents expecting business disruptions from cyber incidents in the next 12 to 24 months [6] Cybersecurity Readiness - Only 4% of organizations worldwide have achieved a mature level of cybersecurity readiness, reflecting a concerning trend in global preparedness [6] - The complexity introduced by AI has led to 86% of organizations facing AI-related security incidents, emphasizing the need for improved understanding and strategies [3][6] - A significant 86% of organizations report a shortage of skilled cybersecurity professionals, which continues to hinder their security efforts [6][12] Threat Landscape - Nearly half of organizations (49%) suffered cyberattacks in the past year, with external threats from malicious actors and state-affiliated groups viewed as more significant than internal threats [4] - Organizations are increasingly concerned about unmanaged devices, with 84% facing heightened security risks due to employees accessing networks from these devices [7] AI's Role in Cybersecurity - A substantial 89% of organizations utilize AI to better understand threats, while 85% use it for threat detection and 70% for response and recovery, highlighting AI's critical role in enhancing cybersecurity strategies [7] - However, 60% of IT teams are unaware of employee interactions with public GenAI tools, indicating a lack of oversight and potential risks [7] Investment and Strategy - While 96% of organizations plan to upgrade their IT infrastructure, only 45% allocate more than 10% of their IT budget to cybersecurity, which has decreased by 8% year-over-year [8] - Organizations are urged to invest in AI-driven solutions, simplify security infrastructures, and enhance awareness of AI threats to effectively tackle current cybersecurity challenges [9]

智通财经APP获悉，周二，思科系统公司(CSCO.US)展示了一款用于量子计算机互联的芯片原型，并宣 布将在加利福尼亚州圣莫尼卡开设新实验室，以进一步探索量子计算领域。 当其他公司都在竞相制造更多的"量子比特"(量子计算机的基本单位)时，思科另辟蹊径，专注于量子计 算机的互联技术。思科表示，这款与加州大学圣巴巴拉分校的研究人员共同开发的芯片，其工作原理是 使成对的光子产生量子纠缠，然后将其中一个光子发送至两台独立的量子计算机。 思科称，在短时间内，无论两台量子计算机相距多远，都能利用这些纠缠光子实现即时通信——这正是 阿尔伯特·爱因斯坦所说的量子物理学中的"幽灵般的超距作用"现象。 潘迪强调，目前思科尚未确定这款芯片何时能带来营收，且它目前只是一个原型。"构建量子网络的第 一个关键组件就是纠缠芯片，"潘迪说道，"而这正是第一步。" 这款芯片采用了部分与当前网络芯片相同的技术，能够将小型量子计算机连接成更大的系统。不过，思 科认为在量子计算机尚未普及之前，该芯片就将具备实际应用价值，例如协助金融机构同步交易时间， 或是帮助科学家探测陨石等。 思科Outshift创新孵化器高级副总裁维乔伊·潘迪表示："这款芯片的 ...

Core Viewpoint - Cisco Systems has introduced a prototype chip for connecting quantum computers and plans to establish a new lab in Santa Monica, California, to further research quantum computing. The chip utilizes some existing network chip technologies and aims to enable practical applications before quantum computers become mainstream, such as synchronizing trading times for financial firms or aiding scientists in detecting meteors [1][2]. Group 1: Quantum Chip Development - The chip developed in collaboration with researchers from the University of California, Santa Barbara, operates by entangling photon pairs and allows for instantaneous communication between quantum computers, regardless of distance [2][3]. - Cisco's chip prototype can generate over one million usable entangled photon pairs per channel per second, with a total of up to 200 million pairs across the chip, achieving a fidelity of 99% and operating at less than 1 milliwatt of power [7][8]. Group 2: Quantum Network Infrastructure - Cisco is focused on building a quantum network architecture that includes components like quantum switches and network interface cards (NICs), which are essential for creating a distributed quantum computing environment [8][10]. - The entangled chip is considered a foundational element for the quantum data centers that will form the backbone of a global quantum internet, enabling seamless connectivity across various quantum systems [6][10]. Group 3: Industry Context and Competition - Major tech companies like Google, Amazon, and Microsoft have recently launched quantum chips, indicating a competitive landscape in the quantum computing sector, with significant advancements in error correction and other critical challenges [3][4]. - Cisco aims to create a vendor-agnostic framework compatible with various quantum computing technologies, allowing for broader collaboration and integration within the industry [11].