Cisco
Führender globaler Anbieter von Enterprise-Networking-, Security- und Collaboration-Software sowie hochskalierbarer digitaler Infrastruktur.
Die verfügbaren Informationen unterscheiden sich je nach Unternehmen und Quelle.
Profil-Datensatz aktualisiert:
Unternehmensdaten
- Offizieller Name
- Cisco Systems, Inc.
- Einheitentyp
- COMPANY
- Gegründet
- 1984
- Hauptsitz
- United States
- Unternehmensgröße
- >5,000
- Marktrolle
- B2B SaaS Provider
- Börsenkürzel
- CSCO
- Offizielle Website
- cisco.com
Was Cisco macht
Das Geschäftsmodell von Cisco basiert auf einem hybriden Umsatz-Mix aus hochmargigen Hardware-Verkäufen, wiederkehrenden Software-Subskriptionen (SaaS/ARR), Enterprise Licensing Agreements (ELAs) sowie Support- und Professional-Services. Im Zuge der strategischen Transformation verschiebt sich der Fokus zunehmend auf Software-as-a-Service- und Subskriptionsmodelle – getrieben durch Cloud-Plattformen wie Cisco Meraki, Webex sowie spezialisierte Observability- und Security-Suiten. Durch das dichte globale Partnernetzwerk und einen enormen installierten Kundenstamm realisiert Cisco signifikante Upselling-Potenziale im Bereich Lifecycle-Automatisierung und Managed Services.
Einordnung und Abgrenzung
Cisco is an enterprise networking and security infrastructure company, not an advertising technology platform. It is distinct from pure cloud-native collaboration vendors because its business spans hardware, software and services across networking, security and observability.
Strategische Einordnung
KI-gestützte Einordnung aus der bestehenden Unternehmensrecherche; Interpretation und belegte Fakten sind zu unterscheiden.
Cisco Systems, Inc. ist ein weltweit führender Technologiekonzern im B2B-Enterprise-Segment, der hochskalierbare Netzwerk-Infrastruktur, Security-Software, Observability-Tools und Collaboration-Lösungen bereitstellt. Das diversifizierte Portfolio umfasst Cloud-managed Networking, Rechenzentrums-Infrastruktur, SD-WAN, Identity & Access Management sowie modernste XDR- und Digital-Experience-Monitoring-Plattformen. Durch die native Integration von KI-Funktionen über den gesamten Software-Stack hinweg sowie maßgeschneiderte Managed Services positioniert sich Cisco als strategischer Enabler für komplexe Multi-Cloud- und hybride IT-Architekturen.
Unternehmens-Newsbriefing
Briefing aktualisiert:
Cisco hat seine Infrastrukturkapazitäten für Unternehmens-KI weiter ausgebaut und ist eine Partnerschaft mit NVIDIA für die neue Open Agent Safety Platform eingegangen, um Netzwerk-Chips zu überwachen und Agenten-Bereitstellungen zu sichern. Diese Entwicklung baut auf der laufenden Zusammenarbeit mit NVIDIA und Supermicro zur Bereitstellung rack-skalierter Secure AI Factory-Lösungen sowie der Integration von Deep-Networking-KI-Modellen auf.
Geschäftsmodell und Monetarisierung
Cisco monetises through one-off hardware sales, recurring software subscriptions, device-linked licences, enterprise agreements, maintenance and support contracts, and managed or advisory services. Meraki licensing requires ongoing valid licences tied to deployed products, Webex uses tiered subscription plans, and broader enterprise agreements bundle software and collaboration products into multi-year commitments. Cisco supplements product revenue with consulting, lifecycle services and managed operations, while acquisitions expand software attach and recurring revenue density.
- Software subscriptions and recurring licences
- Software Subscription
- Networking and infrastructure hardware
- One-time Sale
- Support and maintenance contracts
- Service Fee
- Professional and managed services
- Service Fee
- Collaboration SaaS and enterprise agreements
- Software Subscription
Produkte und Fähigkeiten
Für diese Ansicht liegen keine Produkte mit zugeordneten Quellen vor.
Produkte und Marktkategorien
Wettbewerber und Alternativen
- IBM
Enterprise cloud, AI, security and consulting provider.
- Fortinet
Enterprise cybersecurity platform spanning network, cloud and security operations.
- Nokia
Telecom infrastructure and network software supplier for operators and enterprises.
Direkter Unternehmensvergleich
Tochtergesellschaften und Akquisitionen
- Splunk
Enterprise platform for security, observability and machine data analytics.
- Cisco Webex
Enterprise collaboration, calling and customer experience software from Cisco.
- Cisco Investments
Cisco’s corporate venture capital and strategic investment arm.
Zuletzt erfasste Signale
Datumsangaben beziehen sich auf die Quellenveröffentlichung. Ältere Einträge sind historischer Kontext, kein Beleg für ein neues Ereignis.
Small Language Models: When Smaller Is Better
AI / Language Models · Erfasster Impact-Score: 2/5
This MLPills newsletter issue explains small language models (SLMs) — compact AI models designed to run under resource constraints such as limited memory, power, and latency budgets. It clarifies that 'small' is a comparative concept rather than a specific parameter count, and distinguishes SLMs from quantized frontier models and distillation. The article covers four main routes to building SLMs: curated data training, distillation, pruning, and quantization, and highlights examples including Microsoft's Phi-4 family, Google's Gemma 3n and Gemma 4 edge models, Hugging Face's SmolLM3, and Cisco's Antares vulnerability-localization models. It describes ideal use cases like classification, entity extraction, and tool selection, and recommends a layered architecture using deterministic code, small models, large models, and human oversight. The piece also cautions about evaluation, over-pruning, and privacy limitations of local inference.
- A 4B parameter model at 4-bit precision needs roughly 2 GB of memory; the same model at 16-bit needs roughly 8 GB.
- Microsoft's Phi-4 is a 14B parameter model, with a 3.8B Phi-4-Mini sibling and a Phi-4-Multimodal variant.
Managing Cisco ACE Load Balancer: Key Considerations
Load balancing / Application delivery infrastructure · Erfasster Impact-Score: 2/5
This technical guide explains operational risks and configuration considerations for Cisco ACE load balancers, a now-retired application delivery family. It covers traffic flow through virtual IPs, ACE predictor algorithms (weighted round-robin, least-connections, hash-based), health probe strategies (ICMP, TCP, HTTP, HTTPS, DNS), stickiness methods, and SSL termination implications. The article warns that ACE is end-of-life and cites CVE-2016-6399 (remote DoS via SSL/TLS) as an example of security exposure. It recommends detailed asset inventory (models, software versions, configs, certificates, failover behaviour, migration plans) and highlights migration challenges such as sticky rules, probe behavior, timeouts, NAT policies, and asymmetric routing that can break connection state.
- Cisco ACE family (including ACE 4710 and ACE modules) is a legacy, retired platform and is no longer supported.
- ACE supports multiple predictor algorithms: weighted round-robin, least-connections, and hash-based selection (address, cookie, header, URL).
Cisco Expands Secure AI Factory with NVIDIA for Rack-Scale
Infrastructure · Erfasster Impact-Score: 4/5
Cisco announced an expansion of its Secure AI Factory through a partnership with NVIDIA and Supermicro to deliver rack-scale, high-density AI computing solutions for enterprises, neoclouds, and sovereign clouds. The offering adds Supermicro liquid- and air-cooled servers validated as part of Cisco’s full-stack Secure AI Factory architecture, supports trillion-parameter training and high-throughput inference, and is NVIDIA Cloud Partner (NCP) compliant. Cisco says the solution integrates Cisco Silicon One and NVIDIA Spectrum‑X networking, Cisco Nexus One orchestration, and new Cisco Validated Infrastructure Services aligned with NVIDIA Infrastructure Services to simplify deployment, improve observability, and reduce deployment risk. Executives from Cisco and NVIDIA framed the expansion as enabling faster time-to-value, stronger security, and operational simplicity for large-scale AI deployments.
- Cisco announced an expansion of its Secure AI Factory through a partnership with NVIDIA and Supermicro.
- Cisco will offer Supermicro liquid- and air-cooled rack-scale GPU systems validated and sold as part of Cisco’s AI infrastructure portfolio.
Jim Cramer: Cisco Post-Earnings Drop Is Buying Opportunity
Financials · Erfasster Impact-Score: 4/5
CNBC host Jim Cramer said Cisco’s stock decline after its earnings report represents a buying opportunity, arguing that conservative guidance from management can mask strong underlying demand. Cramer pointed to strength in AI-related networking, security and data-center networking and said Cisco CEO Chuck Robbins often sets cautious forecasts that leave room to beat expectations. Cisco shares closed down 8.4% in the regular session following the report. The article was published August 13, 2026 by Alexa LoMonaco on CNBC.
- Jim Cramer said Cisco’s post-earnings pullback is a buying opportunity.
- Cisco shares closed down 8.4% during Thursday’s regular trading session.
Cisco stock drops despite earnings beat
Financials · Erfasster Impact-Score: 4/5
Cisco reported fiscal Q4 results that beat expectations—adjusted EPS $1.22 vs $1.17 expected and revenue $17.25 billion (about an 18% year‑over‑year increase) vs $16.82 billion expected—and guided current‑quarter revenue to $18.0–$18.2 billion versus the $16.8 billion LSEG consensus. Hyperscalers placed roughly $4 billion of infrastructure orders in the quarter, bringing fiscal‑year hyperscaler orders to $9.3 billion; Cisco expects hyperscaler‑related revenue to rise to about $7.5 billion in fiscal 2027. Net income rose 51% year‑over‑year to $3.9 billion (97 cents a share). Despite the beat and above‑consensus guidance, shares fell about 9% on Aug. 13, 2026. Some analysts (Piper Sandler) called the guidance conservative while KeyBanc remained bullish; management described the period as a record quarter but urged prudence entering the new fiscal year.
- Shares fell about 9% on Aug. 13, 2026, despite an earnings beat.
- Adjusted EPS $1.22 vs $1.17 expected; revenue $17.25 billion vs $16.82 billion expected (fiscal Q4, about 18% YoY).
Unternehmensbeziehungen vertiefen
Fragen zu Cisco
What is Cisco?
Cisco is a public enterprise technology company that sells networking, security, collaboration, observability and infrastructure management products and services.
Who uses Cisco?
Cisco is used by enterprise IT, networking, security, cloud and operations teams, as well as service providers and SMBs buying managed network and collaboration tools.
How does Cisco make money?
Cisco makes money from hardware sales, recurring software subscriptions, device-linked licences, enterprise agreements, support contracts and professional services.
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