Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xav ...

思科系统公司：AIP将从众多投资者寻求300亿美元初始资本。 ...

智通财经5月14日电，思科系统公司表示，美国人工智能伙伴关系（AIP）最初将向投资者寻求300亿美 元融资。 ...

思科系统公司：将与AIP（人工智能基础设施合作伙伴关系）合作，推动对美国和全球数据中心和人工 智能基础设施的投资。 ...

思科系统公司：和阿联酋人工智能企业G42扩大了战略合作伙伴关系，以推动阿联酋和美国的人工智能 创新。 ...

思科系统公司：加入沙特人工智能公司Humain联盟，建设沙特阿拉伯的人工智能基础设施。 ...

Cisco to Join HUMAIN's Initiative to Build the Kingdom's Future AI Infrastructure News Summary: Cisco to partner with Saudi Arabia's new HUMAIN AI enterprise to power AI infrastructure and ecosystem growth. New investments in research, talent and digital skills aim to accelerate the Kingdom's AI journey. The partnership supports Vision 2030 by advancing Saudi Arabia's transformation into a leading, diversified digital economy.RIYADH, Saudi Arabia, May 13, 2025 /PRNewswire/ -- Cisco, the global leader in net ...

News Summary: Cisco to join HUMAIN's alliance to build Saudi Arabia's future AI Infrastructure. Cisco and G42 extend their strategic partnership to drive AI innovation across the United Arab Emirates (UAE) and the United States. Cisco to collaborate with AIP (AI Infrastructure Partnership) to drive investment in data centers and AI infrastructure in the United States and globally.SAN JOSE, Calif., May 13, 2025 /PRNewswire/ -- Cisco, the global leader in networking and security, today announced a series of s ...

The MoU builds on G42's growing ecosystem as it accelerates its efforts to scale AI infrastructure and innovation ABU DHABI, UAE, May 13, 2025 /PRNewswire/ -- G42, the UAE-based global technology group, today announced the signing of a Memorandum of Understanding (MoU) with Cisco, the global leader in networking and security, laying the groundwork for a strategic collaboration aimed at advancing artificial intelligence (AI) innovation and infrastructure development across public and private sectors. His ...

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].