Browsing Tag
Cisco Systems
24 posts
HPE rockets on record quarter as it pulls AI-driven guidance forward two years
HPE soared ~30% after revenue rose 40% to $10.7B, networking jumped 148% on Juniper, and it pulled FY26 guidance forward two years. Elliott's Chris Hsu joins the board.
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
Nokia Q1 2026 earnings: NOK stock hits 16-year high as AI and cloud orders cross €1bn
Nokia raised AI and cloud market growth from 16 to 27 percent. NOK stock hit a 16-year high. The harder question is whether capacity can keep up.
Hewlett Packard Enterprise (NYSE: HPE) raises FY2026 guidance after Q1 beat fuelled by Juniper integration and AI networking demand
HPE posts record Q1 FY2026 non-GAAP EPS of $0.65 on 18% revenue growth as Juniper lifts networking 151%. Guidance raised. Read the full analysis.
Why HCLTech thinks the future of AI lives at the edge and inside the contact center
Discover how HCLTech is reshaping enterprise AI with VisionX 2.0 and a Cisco powered contact center strategy. Find out what it means next.
Nextech3D.ai acquires Krafty Labs: What this means for NEXCF investors in 2026
Discover how Nextech3D.ai’s Krafty Labs acquisition could reshape its enterprise AI event strategy and what it means for NEXCF investors in 2026.
Quantum internet vision gets real as IBM and Cisco team up on fault-tolerant network
IBM and Cisco team up to build a quantum computing internet by 2030. Discover how their roadmap could redefine networks and computation.
AMD, Cisco, and HUMAIN to develop 1GW AI infrastructure venture in Saudi Arabia by 2030
Discover how AMD, Cisco and HUMAIN are teaming up to build a 1 GW AI data center footprint in Saudi Arabia. Read more now.
Cisco Q1 FY26 earnings beat guidance as AI orders cross $1.5bn and campus refresh gains steam
Cisco beats Q1 FY26 estimates with $1.3B in AI orders, a robust campus refresh, and higher FY26 guidance. Find out why investors are watching closely.
Cisco Unified Edge is here—and it could change how enterprises run AI forever
Cisco unveils Unified Edge to bring data-center power to the edge for real-time AI workloads. Find out what this means for enterprises and investors now.