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Cisco: Slow Growth Despite Focus On Software

Mar. 03, 2022 9:28 AM ETCisco Systems, Inc. (CSCO)4 Comments
Khaveen Investments profile picture
Khaveen Investments


  • We analyzed the company’s main Infrastructure Platforms specifically its switching and routing products which account for the majority of revenues.
  • Moreover, we analyzed its Webex and Security segment software as key drivers of growth for the company.
  • As the company spends heavily on M&A, we analyzed its acquisitions and determined its revenue contribution of just 0.4% per year.
  • We find the company fairly valued at these levels.

Cisco Systems Headquarters Office in San Jose, California

raisbeckfoto/iStock Unreleased via Getty Images

In this coverage on Cisco Systems, Inc. (NASDAQ:CSCO), we analyzed its main segment which is its Infrastructure Platforms segment, focusing on network infrastructure systems that have grown slowly in the past 10 years with eroding

ethernet switch market share


router market share forecasts

IDC, Allied Market Research, Khaveen Investments

cloud deployment forecast


ethernet switch market share forecast

IDC, Khaveen Investments

Cisco revenue by segments


security appliance market share


security appliance market share forecast

IDC, Khaveen Investments

Cisco cash flows

Cisco, Khaveen Investments

industry average EV/EBITDA

Seeking Alpha, Khaveen Investments

cisco valuation

Khaveen Investments

This article was written by

Khaveen Investments profile picture
Khaveen Investments is a Global Macro Quantamental Hedge Fund managing a portfolio of globally diversified investments. We have interests in 100+ investments across multiple asset classes, countries, sectors and industries. Our investment approach takes both a top-down and bottom-up approach encompassing macro-economic, fundamental, and quantitative analysis. We serve accredited investors throughout the globe, which include HNW individuals, SMEs, associations, and institutions. Our investment managers have decades of investment experience between them, with research expertise in emerging technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous & ElectricVehicles, FinTech, Augmented & Virtual Reality and the Internet of Things.www.khaveen.com

Analyst’s Disclosure: I/we have a beneficial long position in the shares of CSCO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

No information in this publication is intended as investment, tax, accounting, or legal advice, or as an offer/solicitation to sell or buy. Material provided in this publication is for educational purposes only, and was prepared from sources and data believed to be reliable, but we do not guarantee its accuracy or completeness.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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