Cisco Systems, Inc. (CSCO)

Over the past six months, Cisco's stock has experienced several notable events and trends. As of October 24, 2025, the share price was $70.63, representing a 27.77% increase from $55.28 on October 28, 2024. The stock was up 26.2% over the past 12 months, outperforming the S&P 500 Index's 16.9% gains but underperforming the Technology Select Sector SPDR Fund's 28.1% gains during the same period. Key drivers include a strategic shift towards subscription revenues and the acquisition of Splunk. On August 13, 2025, Cisco reported its Q4 2025 results, with adjusted earnings per share (EPS) of $0.99 and revenue of $14.7 billion, exceeding expectations. Cisco also announced a quarterly dividend of $0.41, which was paid on October 22, 2025.

While specific detailed seasonal patterns for Cisco's individual products and services are not explicitly provided, the company's Q4 2025 earnings call noted that public sector demand grew sequentially in line with normal seasonality, suggesting predictable fluctuations in demand within the public sector throughout the year. Seasonality charts are used by investors to identify recurring trends in asset performance over specific months, which can offer insights into potential stock price movements.

Cisco Systems, Inc. is a multinational digital communications technology conglomerate founded in 1984, operating in the Technology sector, specifically in Computer Networks, Networking hardware, and Networking software. Cisco designs, manufactures, and sells Internet Protocol-based networking products and other technologies, playing a crucial role in secure and efficient digital connectivity. Its product line includes routers, switches, and technologies for transporting data, voice, and video. Key products and services include Webex, OpenDNS, Jabber, Duo Security, Silicon One, and Jasper. The company has been integrating AI across its product portfolios and expanding its security business, notably through the acquisition of Splunk in March 2024.

Cisco operates globally, serving customers in over 90 countries, divided into the Americas, Europe, Middle East, and Africa (EMEA), and Asia Pacific, Japan, and China (APJC). The Americas has historically been the largest revenue contributor, with the U.S. accounting for 90% of this segment's revenue. India is seen as a strong market for potential growth, while a decline in growth is anticipated in China and Japan due to competition and trade tensions.

In the past year, Cisco's brand reputation has been influenced by strategic moves and criticisms. The company has been actively expanding its partnerships, such as the deepened collaboration with G42 and a partnership with Microsoft to integrate Teams with Cisco devices. The acquisition of Splunk has strengthened Cisco's position in the cybersecurity and observability software market. Despite these positive developments, Cisco has faced persistent criticisms, including expensive licensing, perceived bloated solutions, and clunky user interfaces. However, Cisco continues to benefit from strong brand recognition and trust among many companies.

Cisco Systems, Inc. has a significant institutional ownership presence, with approximately 4,913 institutional owners and shareholders holding a total of 3,445,164,365 shares, representing 71% of Cisco Systems' shares. Retail investors and insiders collectively own about 29% of the company. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Street Corp.