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CSCO News

R40 coverage and dated third-party headlines for Cisco Systems, Inc. (CSCO).

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R40 Coverage

News

Cisco's AI Networking Bet Is Paying Off — Wall Street Doesn't Care

Cisco posted record revenue, $2.1B in AI orders, and beat on every line. The stock dropped 7%. Here's why the market is missing the story.

R40
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November 2025

News Nov 12, 2025

Cisco Q1 FY2026 beats estimates

Revenue $14.9B (+7.5% YoY), EPS $0.72. Splunk integration driving growth.

Earnings
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August 2024

News Aug 14, 2024

Cisco announces layoffs affecting 7% of workforce

Second round of layoffs in 2024 as company refocuses on AI and security.

Reuters
External

March 2024

News Mar 18, 2024

Cisco completes $28B Splunk acquisition

Largest acquisition in Cisco history. Creates security and observability powerhouse.

Cisco Newsroom