Core Viewpoint - Lantronix is showcasing its innovative LM4 AI-driven Out-of-Band Management (OOBM) platform at Cisco Live, emphasizing its capabilities in enhancing network security, reliability, and automation [1][5]. Company Overview - Lantronix Inc. is a global leader in compute and connectivity IoT solutions, targeting high-growth markets such as Smart Cities, Enterprise, and Transportation [12]. - The company offers a comprehensive portfolio of out-of-band management console servers aimed at minimizing unscheduled network downtime [2]. Product Features - The LM4 is the first console server specifically designed for Intermediate Distribution Frames (IDFs) and compact environments, suitable for sectors like healthcare, finance, and telecommunications [3]. - The LM4 provides advanced automation, compliance, and cybersecurity features, leveraging technology validated in military and financial networks [3]. - It supports up to four ports of serial console connections and up to 48 virtual ports, making it versatile for various deployment scenarios [7]. Market Insights - The global market for serial console servers is nearly $400 million, with significant growth expected in AI data centers and GPU-as-a-Service deployments [4]. - Dell'Oro Group forecasts that data center capital expenditures will exceed $1 trillion by 2029, indicating a robust growth trajectory for related technologies [4]. Event Participation - At Cisco Live, Lantronix will conduct live demonstrations and daily giveaways of the LM4 platform, highlighting its commitment to empowering customers through data-driven decision-making [1][5]. - A speaking session titled "OOB Everywhere! How Advanced Console Servers Enhance Network Automation, Cybersecurity & Resilience" will be led by Eric Weiss, Product Line Director, on June 10, 2025 [9]. Software and Management - The LM4 operates on LMOS software, which enables continuous monitoring and automated issue resolution, enhancing the management of network infrastructure [8]. - The LM-Series, including the LM4, is centrally managed by the Lantronix Control Center, allowing for standardized out-of-band management across various devices [10].

Group 1: Strategic Collaboration - Qualcomm Technologies, Inc. has partnered with e& to enhance digital infrastructure in the UAE, focusing on industrial and enterprise 5G edge AI gateways [1] - The collaboration aims to develop advanced edge AI devices and support generative AI capabilities by integrating large language models [1] - Qualcomm will also work on smart mobility and safety solutions to improve the UAE's transportation infrastructure and support industrial IoT solution development across various sectors [1] Group 2: Engineering Center and Innovation - A global Engineering Center will be established in Abu Dhabi, collaborating with local and international companies to support regional strategic initiatives [2] - The center will align with national priorities and development goals, facilitating transformative technologies in critical sectors such as energy, manufacturing, logistics, retail, and smart mobility [2] Group 3: Market Position and Stock Performance - Qualcomm's establishment of the engineering center positions the company at the center of a region becoming a global hub for future-defining industries, enhancing its R&D capacity and market position [3] - Shares of Qualcomm have decreased by 22.9% over the past year, contrasting with the industry's growth of 18.1% [6] - Qualcomm currently holds a Zacks Rank of 3 (Hold), while other companies in the industry, such as Juniper Networks and InterDigital, have higher rankings [7][9]

Core Insights - Cisco Systems' international operations are crucial for assessing its financial strength and growth potential, especially given its global presence in routers, switches, software, and services [1][2][3] Financial Performance - For the quarter ending April 2025, Cisco reported total revenue of $14.15 billion, reflecting an increase of 11.4% year over year [4] - EMEA contributed $3.74 billion, accounting for 26.40% of total revenue, with a slight decrease of -0.02% compared to analyst expectations [5] - APJC generated $2.03 billion, representing 14.38% of total revenue, also showing a surprise of -0.35% against expectations [6] Revenue Forecasts - Analysts project Cisco's total revenue for the current fiscal quarter to be $14.6 billion, indicating a 7% increase from the prior year, with EMEA and APJC expected to contribute $3.83 billion (26.2%) and $2.1 billion (14.4%) respectively [7] - For the full year, total revenue is anticipated to reach $56.47 billion, a 5% increase year over year, with EMEA and APJC projected to contribute $15.01 billion (26.6%) and $8.07 billion (14.3%) respectively [8] Market Dynamics - Cisco's reliance on international markets presents both opportunities and challenges, necessitating close monitoring of international revenue trends to forecast future directions [9] - The current global economic landscape, characterized by interdependencies and geopolitical tensions, influences earnings predictions for companies with a global footprint [10]

2025-2031全球及中国加固型路由器行业竞争格局及投资前景分析报告 【全新修订】：2025年5月 【出版机构】：中智信投研究网 【内容部分有删减·详细可参中智信投研究网出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 报告目录 1 加固型路由器市场概述 1.1 加固型路由器行业概述及统计范围 1.2 按照不同产品类型，加固型路由器主要可以分为如下几个类别 1.2.1 全球不同产品类型加固型路由器规模增长趋势2020 VS 2024 VS 2031 1.2.5 卫星加固型路由器 1.3 从不同应用，加固型路由器主要包括如下几个方面 1.3.1 全球不同应用加固型路由器规模增长趋势2020 VS 2024 VS 2031 1.3.2 工业 1.3.3 交通运输 1.3.4 能源与公用事业 1.3.5 军事与国防 1.3.6 海洋工程 1.3.7 智慧城市 1.3.8 其他 1.4 行业发展现状分析 1.4.1 加固型路由器行业发展总体概况 1.4.2 加固型路由器行业发展主要特点 1.4.3 加固型路由器行业发展影响因素 1.4.3.1 加固型路由器有利因素 1.4.3.2 加固 ...

【环球网科技报道 记者 张阳】5月19日，华为nova 14系列及鸿蒙电脑新品发布会上，华为不仅带来了备受瞩目的手机与鸿蒙电脑新品，华为路由 X1系列同 样成为焦点——全新升级至Wi-Fi 7+技术，为家庭网络体验带来质的飞跃。与此同时，华为路由 X1系列凭借其全新外观设计，一举斩获"德国 iF设计 奖"和"红点设计奖"双料大奖，以实力与颜值并存之姿，向传统路由器设计发起挑战，重塑了家用路由器的行业格局。 科技美学外观设计：从 " 藏起来 " 到 " 摆出来 " 近年来，随着智能家居设备的不断普及，家庭网络环境日益复杂，对路由器的性能和稳定性提出了更高要求。相关市场调研数据显示，目前消费者在选择路 由器时，除了关注基本的网络速度和信号覆盖范围外，对于设备的外观设计、智能化功能以及与智能家居设备的兼容性等方面的需求也在不断攀升。然而， 传统路由器在外观方面大多采用"方盒子+天线"的陈旧造型，不仅外观千篇一律，外置天线也极为突兀，与现代家居的美观性和整体性严重不符，难以融入 多样化的家装风格。 在性能方面，华为路由 X1系列搭载了灵犀天线技术，这是其核心竞争力之一。该系列内置11根天线，包括5根全向高增益天线、5 ...

Core Insights - Cisco Systems, Inc. is experiencing positive recognition for its sustained efforts in product innovation, strategic partnerships, and financial discipline, as evidenced by strong fiscal Q3 results [1] Financial Performance - The company reported robust revenue and earnings growth across all metrics in fiscal Q3 [1]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Cisco Systems, Inc. (NASDAQ: CSCO ) reported Q3 2025 earnings that beat Wall Street estimates on revenues and earnings per share. I used to own a small number of shares in Cisco, and the stock had done wellDhierin runs the investing group The Aeros ...

证券代码： 301165 证券简称：锐捷网络 锐捷网络股份有限公司 投资者关系活动记录表 编号：2025-02 答：尊敬的投资者您好，公司严格按照《劳动法》《劳动合 同法》等法律法规的要求，规范劳动用工管理。公司的员工数量 变动受到公司整体业务规划的资源配置以及劳动者的自主选择 等多重影响。2025 年度人工费用相关数据将在后续定期报告中 予以披露。感谢您的关注。 2 | 4、请问公司二季度订单和生产任务是否饱和，全年增长是 | | --- | | 否同比去年好，今年有没资本方面的打算，同时建议 11 月份解 | | 禁的大股东，延长时间解禁，给予投资者信心。 | | 答：尊敬的投资者您好，关于经营业绩相关指标，请您关注 | | 公司后续披露的定期报告相关数据。后续如有资本方面计划，公 | | 司将按照法定要求履行信息披露义务。感谢您的关注和建议。 | | 5、董事长您好！请问公司是否有涉及军工方面的网络安全？ | | 答：尊敬的投资者您好，公司是 ICT 基础设施及行业解决方 | | 案提供商，网络安全产品也是公司主营业务之一。目前，公司的 | | 产品与解决方案已广泛应用于政府、运营商、金融、教育、医疗、 ...

Market Overview - The stock market experienced mixed results with the Dow down by 60 points (-0.14%), S&P 500 up by 4 points (+0.07%), Nasdaq gaining 112 points (+0.59%), and Russell 2000 down by 15 points (-0.74%) [1] Bond Market - Bond yields have increased over the past two weeks, with the 10-year yield at 4.54% and the 2-year yield at 4.06%, up from 4.06% and 3.62% respectively [2] Earnings Results - Cisco Systems reported earnings of $0.96 per share, beating expectations by $0.05, with revenues of $14.1 billion slightly above the expected $14.06 billion. The company raised guidance for the next quarter and full year, resulting in a 3.8% increase in shares [3] - Cisco's acquisition of Splunk for $28 billion has contributed to a product growth of 20%, while growth without Splunk was only 9% [4] - CoreWeave reported a loss of $1.40 per share against an expectation of -$0.18, but revenues of $981.63 million exceeded the consensus of $850.38 million [4] Upcoming Economic Reports - A series of economic reports are expected, including Retail Sales, Producer Price Index (PPI), Empire State and Philly Fed surveys, Industrial Production, Capacity Utilization, Business Inventories, and Homebuilder Confidence [5] Upcoming Earnings Reports - Earnings reports are anticipated from Walmart, Alibaba, Deere & Co., and Birkenstock, with challenges noted in forward guidance during the Q1 earnings season [6]

智通财经5月15日电，思科第三财季营收141.5亿美元，分析师预期140.5亿美元。 预计全年营收565 亿-567亿美元，公司原本预计560亿-565亿美元。 思科第三财季营收141.5亿美元 高于市场预期 ...