Among the tech sector, one stock investors may want to pay attention to this week is Cisco Systems (CSCO) , which is set to report its fiscal second-quarter results after market hours on Wednesday, February 12.While Cisco Systems may often be overlooked for some of the heavy hitters in Silicon Valley, the company’s products and services are critical to computer network security. From preventing unauthorized access to system resources, to blocking malware and viruses, Cisco Systems has a vital role in suppor ...

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 ...

News Summary:  Cisco Agile Services Networking architecture provides the blueprint for service providers as they look to enable AI connectivity and monetize assured services. Cisco is committed to helping service providers make their networks simpler, more resilient, and intelligent with new Silicon One-powered platforms, coherent pluggable optics and software enhancements. The delivery of AI-enabled applications and experiences relies on service providers, and Cisco is helping them evolve their networks fo ...

New switches with embedded AMD Pensando DPUs are highly adaptive and scalable for AI demands—enabling enterprises to add services as needs evolve News Summary Cisco announces the Cisco N9300 Series Smart Switches with a new class of intelligent networking silicon alongside embedded DPUs, reimagining AI data center designs. Cisco Hypershield will be offered as the first service available embedded on the new switches; narrowing the gap between security and networking layers by converging them into a single s ...

Cisco Systems (CSCO) is set to release its second-quarter fiscal 2025 results on Feb. 12.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.The company anticipates second-quarter fiscal 2025 revenues between $13.75 billion and $13.95 billion. Non-GAAP earnings are expected between 89 and 91 cents per share. The Zacks Consensus Estimate for revenues is pegged at $13.86 billion, indicating growth of 8.36% from the year-ago quarter’s reported figure. The consensus mark for earnings has been ...

Jyoti Bansal knows about weird acquisitions.Eight years ago, his software company, AppDynamics, was on the doorstep of a blockbuster IPO. A day before the offering, Cisco swooped in and bought the company for $2.7 billionNow Bansal is at the center of an equally unconventional combination.Since 2020, Bansal has been running two startups as co-founder and CEO: Harness and Traceable. The former's technology helps companies manage code and the latter's software observes where companies are unintentionally lett ...

Core Insights - Cisco has launched its first jointly developed AI Agent, the AI Renewals Agent, in partnership with Mistral AI, aimed at enhancing customer engagement and productivity [2][5] - The AI Renewals Agent consolidates data from over 50 sources, providing real-time sentiment analysis and personalized recommendations, which is expected to reduce proposal preparation time by up to 20% [3][4] Group 1: AI Agent Development - The AI Renewals Agent is a significant innovation for Cisco's Customer Experience (CX) organization, aligning with Cisco's vision of personalized and proactive customer experiences [4][5] - This agent represents the first of several AI solutions being developed in collaboration with Mistral AI, emphasizing the strategic partnership's importance [7] Group 2: Operational Efficiency - By automating tasks and optimizing workflows, the AI Renewals Agent enhances customer satisfaction and retention, driving growth for Cisco [3][4] - The solution operates on-premises, ensuring data security, privacy, and compliance while allowing for performance tuning and cost optimization [3][7]

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 ...