Core Insights - Cisco has identified a critical vulnerability in its Catalyst SD-WAN products that has been exploited by hackers for at least three years, prompting urgent action from the U.S. government and its allies [1][4] - The vulnerability has a maximum severity score of 10.0, allowing hackers to gain high-level permissions and maintain hidden access to networks, posing significant risks to data security [2][3] Group 1: Vulnerability Details - The bug allows remote access to networks using Cisco's Catalyst SD-WAN products, which are essential for large enterprises and government agencies [1] - Evidence of exploitation dates back to 2023, with affected organizations including critical infrastructure sectors such as power grids and water supply [3] Group 2: Government Response - Multiple governments, including the U.S., Canada, and the UK, have issued warnings about the global targeting of organizations by threat actors [4] - The U.S. cybersecurity agency CISA has mandated that all civilian federal agencies must patch their systems by the end of the week due to the imminent threat [4] Group 3: Ongoing Threats - Cisco has not attributed the attacks to any specific threat group but has tracked a cluster of activity labeled UAT-8616 [5] - In December, Cisco had previously warned about another vulnerability with a severity score of 10.0 in its Async software, which was also being exploited to compromise customer networks [5]

With a market cap of $307.1 billion, Cisco Systems, Inc. (CSCO) is a global leader in networking infrastructure, cybersecurity, and enterprise connectivity software. Founded in 1984 and headquartered in San Jose, Cisco provides the hardware, software, and services that enable secure data transmission across corporate networks, cloud environments, and the internet backbone. Companies worth $200 billion or more are generally described as "mega-cap stocks." CSCO fits right into that category, with its marke ...

Financial giants have made a conspicuous bullish move on Cisco Systems. Our analysis of options history for Cisco Systems (NASDAQ:CSCO) revealed 11 unusual trades.Delving into the details, we found 63% of traders were bullish, while 27% showed bearish tendencies. Out of all the trades we spotted, 4 were puts, with a value of $342,104, and 7 were calls, valued at $372,260.Expected Price MovementsAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price ...

Key Takeaways CSCO secured over $2B in AI infrastructure orders in fiscal 2025.Ciena holds a $5B backlog, supporting revenue visibility into fiscal 2026.CSCO expects fiscal 2026 revenue of $61.2B-$61.7B with margins above 65%.Ciena Corporation (CIEN) and Cisco Systems, Inc. (CSCO) are prominent players in the global networking industry, providing critical infrastructure that enables data transmission, cloud connectivity and enterprise communications. Their solutions support service providers, hyperscalers a ...

Cisco Systems (CSCO) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The ...

Core Insights - The Active Copper Cable Multi-Source Agreement (ACC-MSA) has been established to enhance interoperability and innovation in next-generation copper interconnect solutions [1][5] - The consortium aims to address key industry challenges by reducing power, cost, and latency while improving performance for high-speed copper interconnects [1][5] Group 1: Consortium Formation - Thirteen global leaders in networking, semiconductors, and cabling have formed the ACC-MSA, co-chaired by MACOM and Semtech [2] - Founding members include major companies such as AMD, Cisco, Dell Technologies, NVIDIA, and others [2] Group 2: Technical Focus - The initial focus of the ACC-MSA is on optimized copper interconnects featuring integrated linear equalizers [3] - Specifications will cover electrical, firmware, and testing requirements to ensure interoperability among various vendors [3] Group 3: Industry Impact - The integration of linear equalizers is expected to extend the reach of copper cabling, reduce thickness, and lower power consumption and latency compared to traditional DSP-based solutions [4] - AI hardware infrastructure spending is projected to exceed $1 trillion by 2029, with networking infrastructure nearing $200 billion, highlighting the importance of ACCs in future deployments [4]

Core Insights - Tata Consultancy Services (TCS) and Cisco have established a new Centre of Excellence (CoE) in Hyderabad to advance autonomous enterprise operations [1][2] - The CoE aims to transition customers from conventional rule-based automation to intelligent, self-governing systems [2][3] Group 1: CoE Objectives and Functionality - The CoE will leverage TCS' five-level Services Autonomy Model to support enterprise clients in achieving higher operational autonomy [3] - It will develop AI-first solutions tailored to specific business processes across multiple industry sectors [3][6] - The centre will focus on enabling zero-touch operations, reducing complexity and operational friction within enterprise environments [5] Group 2: Technological Integration - The collaboration will integrate advanced tools from both companies, including Cisco AppDynamics, Cisco Splunk, TCS ignio, and TCS Cognix [3] - The core technological strategy is based on agentic AI mesh architectures, which will utilize observability data for real-time behavioral insights and intelligent automation [4] Group 3: Partnership and Long-term Goals - The establishment of the CoE builds on a partnership of over twenty years between TCS and Cisco in enterprise infrastructure and automation [6] - The focus is on developing connected IT ecosystems that support innovation and adaptive operating models for large enterprises [6]

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Key Takeaways Cisco shares rose 17.2% in six months, outperforming the sector and key peers on AI momentum. CSCO logged $2.1B in Q2 AI orders, sees over $3B in fiscal 2026 AI infrastructure revenues. CSCO guided Q3 revenue to $15.4B-$15.6B and expects fiscal 2026 sales up to $61.7B. Cisco Systems (CSCO) shares have returned 17.2% in the trailing six-month period, outperforming the broader Zacks Computer & Technology sector, as well as close peers, Hewlett Packard Enterprise (HPE) and Arista Networks (ANET) ...

Core Insights - Palo Alto Networks (PANW) and Cisco Systems (CSCO) are significant players in the cybersecurity sector, with PANW focusing on next-generation firewalls, cloud security, and AI-driven threat detection, while CSCO emphasizes Threat Intelligence, Detection, and Response offerings, including Secure Access Service Edge (SASE) and Network Security [1][2] Industry Overview - The cybersecurity market is expected to grow at a CAGR of 12.28% from 2026 to 2031, driven by increasing complex attacks such as credential theft and social engineering [2] Company Analysis: Palo Alto Networks (PANW) - PANW is recognized as a leader in cybersecurity, providing comprehensive solutions for network security, cloud security, and endpoint protection [4] - The company’s SASE segment is its fastest-growing area, with Annual Recurring Revenues (ARR) increasing by 40% year-over-year in Q2 of fiscal 2026 [5] - A significant deal worth over $50 million was secured with a global automotive leader for a major security transformation, highlighting PANW's strong market position [6] - PANW faces challenges from integration and acquisition-related costs, including a $25 billion acquisition of CyberArk and a $3.35 billion acquisition of Chronosphere, leading to increased costs and potential profitability impacts [7] - The issuance of 112 million shares as part of the CyberArk deal is expected to cause significant equity dilution, with EPS guidance for fiscal 2026 revised down to $3.65-$3.70 from $3.80-$3.90 [8] Company Analysis: Cisco Systems (CSCO) - CSCO is making steady advancements in its security business, with new products like Secure Access and AI Defense gaining traction, now representing about one-third of its security portfolio [9] - The company added 2.5 million Secure Access users in Q2 of fiscal 2026, with new customer acquisitions contributing significantly to new bookings [11] - CSCO has reported three consecutive quarters of double-digit growth in firewall units, supported by new high-end firewall platforms [12] - The company is embedding AI deeper into its security offerings, enhancing its capabilities to address advanced threats [12] - CSCO's earnings estimates for fiscal 2026 and 2027 have been revised upward, with current estimates at $4.13 and $4.46, respectively [17] Market Performance - Over the past six months, CSCO shares have increased by 17.2%, while PANW shares have decreased by 17.7% [19] - CSCO is trading at a forward sales multiple of 4.95X, which is lower than PANW's 9.31X, making CSCO more attractive for value-seeking investors [21] Conclusion - The analysis suggests that CSCO presents a more compelling investment opportunity due to its steady execution, strong product adoption, and favorable earnings revisions, while PANW faces near-term risks from integration costs and share dilution [23][24]