Cisco Systems, Inc. (CSCO)

Cisco's stock experienced several notable events in the past six months. In November 2025, Cisco reported strong fiscal first-quarter 2026 results, exceeding expectations for both revenue and profit. Total product orders grew by 13% year-over-year, with significant growth in AI infrastructure orders, particularly from hyperscale customers, totaling $1.3 billion in Q1 FY2026. The company subsequently raised its full-year guidance, forecasting revenue between $59.4 billion and $60.6 billion for FY2026, and non-GAAP EPS between $4.05 and $4.11. The stock saw a positive market reaction, with shares rising around 5% after the Q1 FY2026 earnings announcement. More recently, in January 2026, Cisco's stock was on track for its longest losing streak since July 2015, falling for nine consecutive days. Despite this, the stock had increased by 25.92% between January 13, 2025, and January 12, 2026.

Specific detailed information on the seasonality of demand for Cisco Systems, Inc.'s individual products and services is not readily available. Cisco's stock performance has shown a seasonal timeframe of strength for the Technology sector, typically running from October 9 to February 15. The company has also noted strong demand for its products and services, particularly in areas like AI infrastructure and campus networking solutions, which have driven recent revenue growth. Historically, Cisco has experienced periods where demand outstripped supply due to component shortages and supply chain issues. The company's shift towards recurring software and subscription revenue streams also aims to provide more predictable revenue, potentially mitigating some traditional hardware seasonality.

Cisco Systems, Inc. is a multinational digital communications technology conglomerate headquartered in San Jose, California, operating in the Technology and Information Technology sectors. Cisco designs, manufactures, and sells networking hardware, software, telecommunications equipment, and other high-technology services and products. The company is a pioneer in routing and switching technologies and has expanded its portfolio to include solutions for security, collaboration, cloud computing, data centers, and the Internet of Things (IoT). Major products and services include networking hardware such as routers and switches, software for network and security management, security solutions like threat detection, collaboration platforms such as Webex, data center and cloud services, IoT solutions, and various technical and professional services.

Cisco Systems maintains a significant global presence, with offices and operations in over 100 countries. The company manages its global operations through geographic segments, including the Americas, EMEAR (Europe, Middle East, Africa, Russia), and APJC (Asia Pacific, Japan, and China). Functions supported globally include sales and marketing, research and development, technical support, manufacturing, supply chain management, and professional services.

In the past year, a significant event that could impact Cisco's brand reputation is the U.S. Supreme Court's agreement in January 2026 to hear Cisco's appeal concerning a 2011 lawsuit. This lawsuit alleges that Cisco knowingly developed technology used to persecute Falun Gong practitioners in China. The Supreme Court's decision to hear the appeal indicates ongoing legal scrutiny of the company's past actions and their potential human rights implications, which could negatively affect public perception and brand trust.

Cisco Systems, Inc. is primarily owned by institutional investors, including The Vanguard Group, Inc., BlackRock, Inc., and State Street Corp. Institutional investors collectively hold a significant portion of Cisco's shares, ranging from approximately 70.9% to 85.09% of the total shares. Individual investors and insiders hold a smaller percentage. Recent insider trading activity has shown some officers and the CEO selling shares.