Core Insights - Arista Networks, Inc. (ANET) is experiencing strong demand trends among enterprise customers due to its unique multi-domain software approach, which includes the single EOS (Extensible Operating System) and CloudVision stack [1][3] - The company has expanded its product offerings with CloudEOS Edge and new cognitive Wi-Fi software, enhancing its capabilities in intelligent application identification and automated troubleshooting [1][2] - Arista's unified software stack is versatile across various use cases, including WAN routing and data center infrastructure, distinguishing it from competitors [1][3] Company Performance - Arista has shown strong momentum and diversification across its verticals, supported by a flexible business model and solid cash flow [3] - The company holds a leadership position in the 100-gigabit Ethernet switching market and is gaining traction in 200-gig and 400-gig high-performance switching products [3] - Over the past year, Arista's stock has increased by 11%, while the industry has grown by 36.2% [6] Financial Estimates - The Zacks Consensus Estimate for Arista's earnings for 2025 has risen by 0.4% over the past 60 days to $2.57 per share [9] - The forward price-to-sales ratio for Arista is 14.08, which is above the industry average [8] - The company's EPS estimate for 2025 reflects ongoing demand and software momentum [6][9]

转自：新华财经 思科2025生态创新峰会27日在上海举办。本次峰会以"开启AI新视界"为主题，汇聚众多行业领袖、技术先锋与生态伙伴， 共同探讨AI如何推动商业创新与生态体系构建。 当前，企业正面临在保障安全的前提下加快应用AI、释放投资价值的挑战。为助力企业紧抓机遇，思科在峰会上发布多个 安全网络解决方案，帮助企业灵活应对 AI 时代的转型需求，加速迈向智能未来。此外，思科还公布了其最新的企业网络研 究成果，旨在基于全球及中国市场洞察，打造面向AI时代的安全生态系统。 上海市人工智能行业协会秘书长钟俊浩在致辞中表示，当前，人工智能技术正以惊人的速度重塑各行各业，推动产业变革 与创新，需要强化创新能力培育，完善产业生态体系建设，以及筑牢技术安全屏障。 根据最新发布的《思科2025企业网络研究》（Cisco 2025 Networking Research），当前，企业网络正经历一场重大的架构变 革。随着AI助手、智能代理和数据驱动型工作负载重塑工作方式，网络流量变得更快、更动态、对延迟更敏感，整体也更 为复杂。基于对中国企业的调研，多重信号表明网络架构正加速转型。 思科在本次峰会发布多项全新产品及功能升级，助力 ...

Core Insights - AudioCodes has achieved multiple certifications for Cloud Connect for Webex Calling, allowing service providers to offer reliable services to customers [2][3] - The AudioCodes Live Platform is a white-label, multi-tenant SaaS solution that simplifies the delivery of cloud-based voice services [4][6] - AudioCodes' session border controller (SBC) technology ensures reliable, scalable, and secure voice connectivity for Webex Calling [4][6] Company Overview - AudioCodes is a global leader in unified communications, voice, contact center, and conversational AI services, enhancing customer and employee experiences [8][9] - The company serves enterprises worldwide, including 65 Fortune 100 companies, by providing seamless interoperability with leading UCaaS and CCaaS platforms [8][9] - AudioCodes' solutions are designed to improve productivity, collaboration, and business process automation for enterprises [8][9]

Core Insights - Cisco reported earnings and revenue that exceeded analysts' expectations, with revenue increasing by 11% year-over-year to $14.15 billion and net income rising to $2.49 billion, or 62 cents per share [1][5] - The company provided guidance for fiscal 2025, projecting earnings per share between 96 cents and 98 cents on revenue of $14.5 billion to $14.7 billion, surpassing analyst predictions [2] Financial Performance - Revenue for the quarter ending April 26 was $14.15 billion, up from $12.7 billion a year earlier, while net income increased from $1.89 billion to $2.49 billion [1] - Adjusted earnings per share were reported at 96 cents, slightly above the expected 92 cents [5] Business Segments - Networking revenue rose by 8% to $7.07 billion, exceeding the expected $6.81 billion [4] - Security product revenue surged by 54% to $2.01 billion, although it fell short of the $2.17 billion consensus [4] Strategic Initiatives - Cisco secured over $600 million in artificial intelligence infrastructure orders from web companies, totaling over $1.25 billion for the fiscal year, surpassing the $1 billion mark ahead of schedule [3] - The company launched a Webex AI agent for customer service and introduced Ethernet switches with AMD Pensando data processing units [3]

据央视新闻， 5日，美国微软公司旗下即时通信软件Skype，正式停止运营，其核心功能，将被迁 移至微软主推的另一款通信软件 。Skype这款曾经占据行业主导地位的互联网语音 和视频通话软 件正式画上句号，结束其20多年的运营历史。 此前，微软于3月1日正式宣布将关闭Skype。 微软在X（前Twitter）上确认，Skype将从今年5月 起"停止服务"。 最初，Skype是一个让用户可以免费在线通话的工具。它的独特名称源于"sky peer to peer"（天 空点对点），这是对其底层技术——互联网协议语音（VoIP）架构的致敬。 Skype很快流行起来。到2004年，注册用户数量已达1100万户。到了2005年eBay宣布计划以26 亿美元收购Skype Technologies SA时，用户数量已增长至5400万户，并且Skype预计年收入达 到6000万美元，这主要来自用户为拨打移动电话和固定电话支付的费用。 之后，Ap ple的原生通信应用iMessage和FaceTime在iOS设备上逐渐普及。2014年，Facebook 收购了WhatsApp。几个月后，用户便能够跨国通话，WhatsApp迅速 ...

本文字数：524，阅读时长大约1分钟 据央视新闻，5日，美国微软公司旗下即时通信软件Skype，正式停止运营，其核心功能，将被迁移至微软 主推的另一款通信软件。Skype这款曾经占据行业主导地位的互联网语音和视频通话软件正式画上句号， 结束其20多年的运营历史。 2025.05. 06 Skype于2003年在爱沙尼亚推出，并迅速流行，成为用户免费拨打全球电话的热门工具。在国际通话仍然 昂贵的时代，这一优势尤为突出。其迅猛发展吸引了eBay，其于2005年以26亿美元收购Skype。然而，这 一合作并未取得成功，eBay在2009年以19亿美元的价格将其65%的股份出售给了一个投资者集团。最终， 微软于2011年收购了Skype。 微软曾表示，2016年Skype的月活跃用户超过3亿户，但截至2023年，其日活跃用户已缩减至3600万户。 微信编辑 | 龙王 推荐阅读 多地宣布发钱奖励结婚！ 据中国基金报，Skype的关闭距离微软以85亿美元现金收购该服务已过去14年。这笔交易当时是微软历史 上最大的一次收购。微软随后将Skype集成到Office以及其失败的移动操作系统Windows Phone中。 尽管在 ...