公司的收入超过预期, AI 的强收益和扩大技术合作伙伴关系. Cisco beat earnings estimates, with strong AI-driven revenue and expanded tech partnerships.

公司的财务业绩强, 每股收益为1.04美元,收入达1535亿美元. Cisco Systems reported strong fiscal second-quarter results, with earnings of $1.04 per share and $15.35 billion in revenue, exceeding expectations. 订阅收入占销售额的51%,来自网络规模客户的AI基础设施订单超过21亿美元. Subscription revenue made up about 51% of sales, and AI infrastructure orders from web-scale customers surpassed $2.1 billion. 该公司扩大了与NVIDIA的安全AI工厂合作伙伴关系,并加入了一项400G光学协议以推进数据中心网络. The company expanded its Secure AI Factory partnership with NVIDIA and joined a 400G optical agreement to advance data center networks. 瑞士生命资产管理公司减少了其股份,而塞维林投资增加了其持有. Swiss Life Asset Management reduced its stake, while Severin Investments increased its holding. 内部交易发生,尽管机构所有权仍然很高. Insider selling occurred, though institutional ownership remains high. 公司股票市值为30651亿美元,共识评级是"适度买入",目标价格为89.55美元. Cisco’s stock trades at a market cap of $306.51 billion, with a consensus “Moderate Buy” rating and a price target of $89.55.