Cisco – 2025Q3 report
Here is the detailed summary of Cisco’s Q3 FY2025 results. Executive Overview Cisco delivered a strong third quarter, characterized by a return to double-digit revenue growth and significant momentum in AI infrastructure. The integration of Splunk has fundamentally shifted the company’s revenue mix toward software and recurring subscriptions, enhancing long-term financial stability. Financial Performance Highlights […]
Cisco – History and Competition
Evolution of Cisco Systems: A Strategic Overview Cisco’s journey reflects the broader history of the internet, transitioning from a hardware pioneer to a software and AI-driven enterprise. Here are the five key stages of its development: Phase 1: Foundations and Multi-Protocol Routing (1984–1989) Founded in 1984 by Stanford University computer scientists Leonard Bosack and Sandy […]