Cisco Systems, Inc. (CSCO)

Cisco's stock experienced several notable events in the past six months. On August 13, 2025, Cisco reported its fourth-quarter fiscal year 2025 earnings, with total revenue increasing 8% year-over-year to $14.7 billion and adjusted earnings per share (EPS) of $0.99, surpassing analyst estimates. Product revenue grew by 10%, and networking revenue saw a 12% increase. Notably, AI infrastructure orders from webscale customers exceeded $800 million in Q4, bringing the fiscal year 2025 total to over $2 billion, more than double the initial target. Despite the positive earnings report, CSCO shares dropped 6% in the days following the announcement, attributed to apparently slowing momentum in networking revenues. In July 2025, Cisco reported Q1 fiscal 2025 revenues of $14.15 billion, an 11.4% year-on-year increase, exceeding analyst expectations, which led to a 12.5% rise in the stock price since that report. Cisco also declared a quarterly dividend of $0.41 per common share, payable on October 22, 2025, to stockholders of record as of October 3, 2025. Insider selling activity was reported, with EVP Thimaya K. Subaiya and CEO Charles Robbins selling shares in August 2025. Conversely, some institutional investors, such as Greenwood Capital Associates LLC, increased their holdings in Cisco during the second quarter of 2025. The stock price increased by 29.35% between October 7, 2024, and October 3, 2025.

Direct information regarding the seasonality of demand for Cisco's products and services is not explicitly detailed in the provided search results. However, the IT and tech services subsector, in which Cisco operates, is generally poised for growth driven by trends such as accelerated cloud adoption, AI-driven network automation, and edge computing deployments. Historically, implied volatility for CSCO tended to rise most in February and decline to its lowest levels in September.

Cisco Systems, Inc. is a multinational technology conglomerate that designs, manufactures, and sells networking hardware, software, telecommunications equipment, and other high-technology services and products. Cisco's core business revolves around integrating technologies across networking, security, collaboration, applications, and cloud. Its extensive product portfolio includes switches, modules, wireless products, controllers, access points, routers, and interfaces, which help clients manage numerous users, devices, and connections on their networks. Cisco is strategically transitioning towards a software-centric, subscription-based model, emphasizing recurring revenue streams and cloud-based solutions. The company also specializes in emerging tech markets like the Internet of Things (IoT), domain security, videoconferencing, and energy management, with products like Silicon One and Jasper.

Cisco Systems, Inc. operates globally, with its business presence segmented across the Americas, Europe, the Middle East, Africa (EMEA), and Asia-Pacific, Japan, and China (APJC). The company is headquartered in San Jose, California, U.S., and maintains a significant campus in Research Triangle Park, North Carolina.

Cisco has actively worked to enhance its brand reputation, particularly through advancements in its collaboration and customer experience offerings. In September 2025, Cisco unveiled advanced AI-powered Webex Contact Center solutions and industry integrations, aiming to unify quality management, scale human agent capacity, and deliver improved, faster, and more personalized customer service. The company's annual WebexOne event featured executives from top global brands highlighting how Cisco addresses demands for flexible collaboration and quality customer experiences, further showcasing its commitment to innovation in AI collaboration.

Cisco Systems, Inc. is predominantly owned by institutional shareholders, who hold approximately 76.47% of the company's stock. Insiders own about 1.91%, and retail investors account for 21.62% of the ownership. Major institutional owners include Vanguard Group Inc, BlackRock Inc, State Street Corp, Geode Capital Management LLC, Fmr LLC, Charles Schwab Investment Management Inc, Morgan Stanley, Norges Bank, Bank Of America Corp, and Goldman Sachs Group Inc. The largest individual shareholder is John P. Morgridge, who owns 60.83 million shares, representing 1.54% of the company.