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Cisco Systems, Inc. (CSCO)

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  • Jan. 15, 2013, 12:56 PM
    A month after buying software-defined networking (SDN) controller vendor Contrail (I, II), Juniper (JNPR) is outlining its SDN vision. Like Cisco and VMware's Nicira, Juniper is supporting network virtualization and the centralization of management features on a controller. Just as importantly, it's announcing a novel pay-as-you-go software licensing model that allows licenses to be moved between devices. The move follows Cisco's efforts to use SDN to boost software sales, and is arguably an attempt to counter the commoditizing impact SDN could have on Juniper's switches.
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  • Jan. 14, 2013, 2:08 PM
    John Chambers recently said he gave Chris Young, the SVP in charge of Cisco's (CSCO) security ops, a "blank check" to hire and acquire as necessary over the next 2-3 years. Moreover, sources tell Reuters Cisco has been actively looking for security acquisitions. Chambers' motivation: while Cisco's security ops post modest growth, upstarts such as PANW, FTNT, and FIRE are growing much faster thanks to their focus on segments such as next-gen firewalls, UTM hardware, and IPS systems, products that offer deeper analysis of content/apps than traditional firewalls.
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  • Jan. 14, 2013, 7:36 AM
    Cisco (CSCO) is upgraded to Buy by William Blair's Jason Ader who says the company - moving past its mid-life crisis - has emerged "significantly leaner, focused, and more self-aware." Shares +1.2% premarket.
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  • Jan. 8, 2013, 9:26 AM
    Cisco (CSCO) intros its Videoscape Unity software platform for pay-TV providers, Combining its traditional Videoscape platform with the offerings of recently-acquired NDS, Unity enables a slew of Web-based TV features, including cloud DVR, TV Everywhere support, and the ability to send IP video streams to non-traditional devices. It acts as a hedge against the threat posed by pay-TV platforms that eliminate the need for Cisco's set-top boxes - just yesterday, Intel and Comcast announced one such solution.
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  • Jan. 7, 2013, 4:59 PM
    More on Intel: As rumors of an Intel TV service run amok, the company is announcing a partnership with Comcast to enable the viewing of live Xfinity TV content on Intel-based devices without a set-top box (possibly a negative for CSCO, ARRS, BRCM and STM), but with the help of an Intel Puma cable modem/gateway. Intel is also mandating ultrabooks based on its next-gen Haswell CPUs sport touchscreens and support its wireless display tech. That could be a positive for touchscreen controller vendors such as ATML, CY, and SYNA.
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  • Jan. 7, 2013, 2:26 PM
    AT&T (T) introduces the U-verse Screen Pack, a $5/month movie streaming service for its TV subs. Some are calling the service a Netflix (NFLX) killer, but as AllThingsD's Peter Kafka points out, Screen Pack's relatively small content library makes it more on par with Comcast's Streampix, which hasn't exactly eaten Netflix's lunch. AT&T is also announcing new U-verse media-sharing apps, and a home security/automation service called Digital Life; the latter relies on a control panel developed by Cisco (CSCO).
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  • Jan. 3, 2013, 9:19 AM
    Cisco (CSCO) +1.3% after catching an upgrade to Outperform from RBC. The firm cites better visibility and gross margin stabilization, among other things. "Cisco's core markets are no longer under attack from Huawei, HP and Juniper and Cisco's market shares have rebounded and stabilized. Cisco has also improved its sales execution and refocused its engineering talent.." IDC's data indicates Cisco, which trades at less than 8x FY13E EPS, lost a bit of Ethernet switching share in Q3.
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  • Jan. 2, 2013, 2:21 PM
    Cisco (CSCO) is open to making additional wireless-focused acquisitions to "fill gaps" in its portfolio, says marketing exec Murali Nemani, but it has no interest in making a larger acquisition to compete head-on with the likes of Ericsson and Alcatel-Lucent in the traditional base station market. Nemani adds Cisco views the market as "a slow-growing, highly commoditized space." Instead, Cisco wants to focus on the budding small cell market, via integrated solutions that feature its Wi-Fi hardware, management software, and ASR 5000 routers.
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  • Dec. 28, 2012, 5:31 PM
    Smartphones now make up 40% of Wi-Fi hotspot sessions, and tablets another 17%, according to trade group WBA. All that activity offloads traffic from strained mobile networks, and is one reason Light Reading sees carrier Wi-Fi adoption continuing to ramp in 2013.  It also sees bigger deployments, such as Cisco's recent Indonesian deal, and deployment of the high-speed 802.11ac standard thanks to chips from Broadcom, Marvell, and others. Ruckus Wireless (RKUS), up sharply since its Nov. IPO, is close to a pure-play on carrier Wi-Fi equipment.
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  • Dec. 24, 2012, 9:50 AM
    John Chambers is planning to sell 2.8M Cisco (CSCO) shares by Sep. 2014, according to to an 8-K filing. Chambers, who has said he might retire in 2-4 years, currently owns 8.7M Cisco shares, after counting the 5.7M he has via unexercised stock options.
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  • Dec. 20, 2012, 12:40 AM
    Arris (ARRS) finished AH trading up 16.9%, and Google (GOOG) down 0.4%, following the Motorola Home deal. In a call discussing the deal, Arris claimed Google has agreed to cap Arris' liability in TiVo's patent suit against Motorola to "a very small number." Many think the total liability could be enormous (I, II). Long-term, Arris/Motorola should be a formidable rival to Cisco's (CSCO) Scientific Atlanta, but there's some potential for near-term share loss as integration issues are dealt with and customers try to re-diversify their sources.
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  • Dec. 19, 2012, 6:28 PM
    Google (GOOG) is selling Motorola Home for $2.35B ($2.05B in cash + $300M in stock) to Arris (ARRS). The division, which sells set-top boxes, infrastructure gear, and other hardware to pay-TV and broadband providers, had revenue of $3.4B in the 4 quarters ending Sep. 30. Arris, which closed with a market cap of just $1.65B, is halted. The deal will be "significantly accretive" to Arris' EPS and give Google a 15.7% stake in the company, which will probably have to raise a lot of debt to finance the purchase. (previous)
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  • Dec. 18, 2012, 11:32 AM
    Cisco (CSCO +0.4%) is betting big on network management software: fresh off acquiring Cariden (I, II), the company says it's buying BroadHop, a provider of policy control software for carriers. While Cariden focuses on managing infrastructures and optimizing capacity, BroadHop's software helps manage end-user mobile/wireline services. Both purchases support Cisco's ONE platform for remotely programming its hardware. Earlier this year, Cisco bought ClearAccess, a developer of modem/set-top provisioning software. (Meraki) (Truviso)
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  • Dec. 18, 2012, 9:40 AM
    H-P (HPQ -0.6%) opens lower after Topeka's Brian White, best known for praising all things Apple, downgrades shares to Sell in response to their rally. H-P's product line issues, a weak IT spending environment, and Cisco and EMC's ambitions to become broader IT solutions providers are named as concerns. White also notes H-P's European exposure (EMEA was 36% of FQ4 sales), and says his firm believes "IT spending in the region has deteriorated further over the past few weeks." (yesterday)
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  • Dec. 16, 2012, 7:59 PM
    Cisco (CSCO) is looking for a buyer for its Linksys unit, Bloomberg reports. Sources think the low-margin business, which sells home Wi-Fi routers/adapters and Ethernet switches, could draw interest from TV makers, but expect it to sell for much less than the $500M Cisco paid for Linksys back in '03. The news comes as Cisco tries to increase its reliance on high-margin software/services sales. NetGear (NTGR) could benefit from any turmoil/uncertainty caused by sale efforts.
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  • Dec. 15, 2012, 8:42 AM
    Some of GigaOm's 2013 cloud services predictions: 1) Providers will work harder to prove their platforms are safe/reliable enough for enterprises. Amazon, Microsoft, and others already see this as a priority. 2) H-P will face a "make-or-break" year for its newly-launched cloud offerings, and the OpenStack infrastructure platform (supported by Rackspace, H-P, Dell, and others) will also have to prove itself. 3) Software-defined networking will only make modest progress, in spite of all the hype.
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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.