Cisco Systems, Inc.
 (CSCO)

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  • Jun. 26, 2013, 7:03 PM

    Cisco (CSCO) follows up on its Catalyst switch refresh by providing details about its secretive Insieme unit's ambitions. Insieme wants to enable a data center infrastructure in which switches automatically adapt to the needs of apps, support developer APIs, and can use both custom ASICs and off-the-shelf processors (though Insieme adds its ASICs support extra features). As Light Reading's Craig Matsumoto notes, many other software-defined networking providers have similar ambitions. Cisco is also updating its Nexus data center switch line to support up to 192 100G ports and improved hardware automation. The Nexus business has been growing well in spite of tough competition from Arista, Dell's Force10, and others,

    | Jun. 26, 2013, 7:03 PM
  • Jun. 25, 2013, 6:06 PM
    A refresh of Cisco's (CSCO) Catalyst Ethernet switch line has been the highlight of the networking giant's Live conference. In addition to hardware updates (higher-density line cards, more powerful supervisor engines, etc.), Cisco has added support for its ONE software-defined networking (SDN) controller (recently launched) and related onePK API. Cisco plans to provide onePK support for its entire switch/router lineup in the next 12 months. The hardware updates are meant to deal with near-term competition from H-P, Huawei, and others. The software updates are aimed at keeping buyers of Cisco's proprietary gear loyal over the long run as a slew of SDN rivals roll out solutions leveraging commodity hardware.
    | Jun. 25, 2013, 6:06 PM | 1 Comment
  • Jun. 21, 2013, 6:40 PM
    Already working on an open-source data center switch project that will enable hardware competing with Cisco's (CSCO) Nexus switches, Facebook is now developing a networking fabric it claims will improve app deployment times and remove bottlenecks caused by traditional solutions (whether using Cisco or rival hardware), and also allow for easier management. The project revolves around creating a "flat" architecture in which rack size and connections are uniform. Software-defined networking startups such as Big Switch are also trying to overhaul how data center networks are built, with an eye towards enabling commodity hardware.
    | Jun. 21, 2013, 6:40 PM | 1 Comment
  • Jun. 20, 2013, 8:10 AM

    Cisco (CSCO) says it intends to buy privately-held Composite Software for $180M. The company says the deal will provide it software assets as it moves forward to build a next generation IT model.

    | Jun. 20, 2013, 8:10 AM
  • Jun. 12, 2013, 11:07 AM

    Cisco (CSCO +0.3%) is delivering an evolutionary upgrade for its costly CRS core router line. The upgraded routers, named CRS-X, will deliver a 150% increase in capacity/slot, and support 4 100G ports/slot with the help of Cisco's CPAK silicon photonics tech. Cisco also claims the CRS-X will support 64 100G ports per 7' rack, and that this beats the 40 offered by Alcatel-Lucent's (ALU) 7950 router and the 32 by Juniper's (JNPR) T4000; but Alcatel claims to have reached 80. Light Reading recently reported Cisco is prepping a next-gen core routing platform called CTR that (based on reported info) would deliver a 150% capacity/slot increase from the CRS-X.

    | Jun. 12, 2013, 11:07 AM
  • Jun. 11, 2013, 11:36 AM
    UBS suggests 11 dividend growing stocks to buy for income; each has a dividend yield of at least 2.5%, has increased its payout ratio by more than 5% during the past year, and has positive consensus EPS growth over the next 12 months: WMB, ESV, NUE, JNJ, CAG, KLAC, CSCO, BBT, AAPL, BAX, F.
    | Jun. 11, 2013, 11:36 AM | 2 Comments
  • Jun. 11, 2013, 7:58 AM

    Clients were net sellers of stocks in May, according to the TD Ameritrade Investor Movement Index. The gauge declined for a 2nd consecutive month to 5.02 from 5.31 previously. Clients were net buyers across the materials sector (XLB), but reduced exposure elsewhere. After steadily accumulating the stock for months, clients turned net sellers of Apple (AAPL). Other tech names seeing selling: MSFT, CSCO, INTC. Notable buying activity: TSLA, BRK.B, KMP, VALE, LINE.

    | Jun. 11, 2013, 7:58 AM | 15 Comments
  • Jun. 10, 2013, 1:09 PM

    iRobot (IRBT +1%) strikes a deal with Cisco (CSCO) to jointly market the company's Ava 500 video collaboration robot, and to integrate it with Cisco's TelePresence offerings. Much like the RP-VITA (aimed at hospitals), the Ava 500 sports an iPad UI, a large HD display, and iRobot's autonomous navigation tech.

    | Jun. 10, 2013, 1:09 PM
  • Jun. 7, 2013, 8:07 AM

    TiVo (TIVO) settles with GOOG, CSCO and Arris (TWC), and will receive an upfront payment from Google and Cisco of $490M. Part of money will be used for share repurchases as the board authorizes a doubling of the buyback plan to $200M. Shares to remain halted until 8:20 ET. (PR)

    | Jun. 7, 2013, 8:07 AM | 1 Comment
  • Jun. 5, 2013, 12:11 PM

    Juniper (JNPR +5.6%) spikes higher after CEO Kevin Johnson states at a BofA/Merrill conference his company is seeing a pickup in carrier router spend. Though Juniper's enterprise security ops struggled in Q1, its service provider sales grew 4% Y/Y, thanks in large part to healthy core/edge router demand. Market leader Cisco (CSCO +0.9%) has moved higher in sympathy.

    | Jun. 5, 2013, 12:11 PM
  • Jun. 4, 2013, 7:54 AM
    Cisco (CSCO) declares $0.17/share quarterly dividend, in line with previous. Forward yield 2.79% For shareholders of record July 03.Payable July 24.Ex-div date July 01. (PR)
    | Jun. 4, 2013, 7:54 AM
  • May 31, 2013, 7:08 PM
    F5's (FFIV) application delivery controller (ADC) share fell to 43% in Q1 from 48% a year earlier, and Citrix's (CTXS) rose to 25% from 16%, estimates UBS after going over calendar Q1 results and industry data from Dell'Oro. Citrix has been leveraging its new partnership with Cisco to gain ADC share; F5 is counting on a pending mid-range refresh to strengthen its hand. Meanwhile, Riverbed (RVBD) is believed to have seen its share of the WAN optimization hardware market fall to 40% from 43%, as F5 grew its share to 7%. Cisco (CSCO) is estimated to have a 19%-20% WAN optimization share, and a 23% security hardware share.
    | May 31, 2013, 7:08 PM
  • May 31, 2013, 6:53 PM

    Cisco (CSCO) is prepping a successor to its costly/high-margin CRS-3 core router that will be called the CTR and offer up to 1Tb/s of capacity per slot, according to a document ontained by Light Reading. That figure represents a solid increase from the CRS-3's 400Gb/s per slot, and is also above the 800Gb/s delivered by Alcatel-Lucent's (ALU) 7950 core router, launched last year to much fanfare and PR mudslinging. Juniper's (JNPR) T4000 is at 240Gb/s per slot. The CTR is also said to support Cisco's CPAK silicon photonics modules, which some analysts (though not all) view as a threat to JDS Uniphase (JDSU) and Finisar (FNSR).

    | May 31, 2013, 6:53 PM
  • May 29, 2013, 2:09 PM
    Global server sales fell 5% Y/Y in Q1, says Gartner. That's a reversal from Q4's 5% growth, and evidence of both weak IT spending and a shift towards cheaper hardware. #1 IBM, whose hardware unit had an ugly Q1, saw its revenue share fall 250 bps Y/Y to 25.5%. #2 H-P (HPQ), hurt by crumbling Itanium server demand, saw its share fall 280 bps to 25%, and #5 Oracle (ORCL), hit hard by plunging UNIX server sales, saw a 130 bps drop to 4.6%. But #3 Dell's (DELL) share rose 310 bps to 18%, and Cisco (CSCO) cracked the unit share top-5 at 2.3%. The buying habits of Internet companies led non-top-5 vendors to make up 22% of sales, up 370 bps. Sales of x86 servers (mostly INTC-based) grew 1.8%, down from Q4's 6.6%. (IDC's Q4 data)
    | May 29, 2013, 2:09 PM | 3 Comments
  • May 29, 2013, 12:54 PM

    Datatec (DTTLF.PK), the South African computer-networking firm which primarily installs Cisco (CSCO) products, is "a pure rand hedge" for South African rand investors, according to CEO Jens Montanana. The company's share price rise is correlating .85 (1.0 would be perfect) to the fall of the rand vs. the U.S. dollar. Montanana says the company is beginning to consider U.S. acquisitions. Related ETFs: AFK, CEW.

    | May 29, 2013, 12:54 PM
  • May 29, 2013, 9:20 AM

    Cisco's (CSCO) software M&A spree continues: the company's latest target is JouleX, a developer of energy management tools for data center hardware (inc. Cisco gear) and PCs that's being acquired for $107M in cash + incentives. The purchase comes at a time when energy-efficiency has turned into a top priority for IT admins thanks to soaring power and cooling needs. Cisco asserts JouleX's software complements its EnergyWise tools, and gives companies the ability to monitor energy use without installing hardware meters of software agents on devices. (yesterday) (Cloupia acquisition)

    | May 29, 2013, 9:20 AM
Company Description
Cisco Systems Inc is engaged in designing, manufacturing and selling of Internet Protocol (IP) based networking products and services related to the communications and information technology (IT) industry.