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20:30
May 13 ◎
May 13 ◎
OPENAI
ANTHROPIC
NVDA
MU
NANYA
▾
HIGH
Cisco's involvement in OpenAI's cyber program signals a collaborative relationship that could lead to new security product opportunities.
"We are also part of OpenAI's Trusted Access for Cyber program."
OPENAI WATCH
Cisco's testing of Anthropic's security-focused model (Mythos) suggests it will integrate advanced AI-driven threat detection into its offerings, potentially driving demand for security upgrades.
"We are also participating in private testing of Anthropic's Cloud Mythos preview model, specifically designed for proactive cybersecurity defense testing."
ANTHROPIC WATCH
Cisco secured silicon supply through calendar year 26 and is actively negotiating for CY27, while increasing inventory and advanced purchase commitments by $6.7 billion in 90 days to guarantee components. — This proactive supply chain management is a competitive advantage, allowing Cisco to meet surging demand when competitors face decommits, potentially stealing market share.
"In March, we announced a major expansion of our secure AI factory with NVIDIA, giving customers a framework for deploying AI across their entire infrastructure"
NVDA WATCH
Cisco expects gross margins to stabilize at ~66% in Q4 despite escalating memory costs, driven by tighter pricing terms (15-day notice), which gives them pricing power to pass through cost increases. — Cisco's ability to raise prices and tighten terms suggests memory suppliers have significant pricing power, a signal for the broader supply chain.
"And that's really helped us... about four to five points worth of acceleration was just purely based on price not incremental units"
MU WATCH
Cisco's strategic investment and supply agreement with Nanya provides long-term memory supply security, reducing its exposure to market volatility.
"You've probably seen the announcement that we made on our strategic investment in Nanya in a three-year supply agreement with them as well."
NANYA WATCH
Management's guidance for Q4 FY26 and the full-year FY26 implies strong revenue growth, with margin stabilization and improved operating leverage, driven by a surge in AI infrastructure orders and broad-based networking demand.
"We expect revenue to be in the range of 16.7 billion to 16.9 billion we anticipate non gap gross margin to be in the range of 65 and a half percent to 66 and a half percent."
CSCO WATCH
HIGH
21:30
Feb 11 ◎
Feb 11 ◎
NVDA
ACIA
MU
SKHNY
JNPR
▾
HIGH
Cisco explicitly stated that its $5 billion AI order target and new product launches, such as the G300 and P200, are not included in the current forecast, implying a significant potential for upward revisions. — This indicates that the core AI growth catalysts are yet to be fully reflected in guidance, leaving room for positive surprises.
"We track the number of engagements we have in the field with NVIDIA. And while it was not a massive number leading up, we increased it by 70% from sequentially."
NVDA WATCH
Acacia's coherent pluggable optics are seeing massive demand from all major hyperscalers, pointing to a significant growth phase for the business.
"Acacia reported its strongest quarter to date with triple digit growth in bookings. all major hyperscalers are deploying its market-leading coherent pluggable optics for data center interconnect"
ACIA WATCH
The surge in memory prices is a major headwind, but Cisco's advanced purchase commitments have jumped by $1.8 billion in 90 days to secure supply, a move that may pressure near-term cash flow but protect long-term margins. — This aggressive strategy to lock in memory supply suggests Cisco expects continued shortages, potentially exacerbating pricing pressure for rivals with less leverage.
"If you look at it, it's evidenced by our advanced purchase commitments that just in the last 90 days are up $1.8 billion. If you look at it on a year-over-year basis, they're up about 73%. A big chunk of that is around memory."
MU WATCH
SKHNY WATCH
Cisco's new campus networking products, crucial for the refresh cycle, have less memory content than general compute, making them less susceptible to price hikes and potentially more attractive to customers amid the current shortage. — This could make Cisco's campus switching portfolio more competitively priced relative to full-system compute rivals, accelerating share gains in the refresh market.
"I would say that on the core networking side, the memory content is not quite as high as, you know, what you'd see in compute platforms. And so the price increases are more nominal than they are in sort of the compute systems"
JNPR WATCH
Management's tone is strongly positive, citing broad demand, accelerating AI orders, and a multi-year campus refresh cycle, positioning the company for a strong FY26 and beyond.
"We're proud of the performance, especially in the core. I think it's important to, uh, to really think about two big areas of, uh, of momentum opportunity for us, and we're very early in all of these."
CSCO WATCH
Cisco is partnering with AMD to build out massive AI infrastructure capacity, indicating a deep, strategic relationship that could drive demand for AMD's AI compute in the neocloud market.
"we announced plans to form a joint venture with AMD and Humane to deliver up to one gigawatt of AI infrastructure by 2030."
AMD WATCH
HIGH
21:30
Nov 12 ◎
Nov 12 ◎
SPLK
ANDURIL
CSCO
NVDA
AVGO
▾
HIGH
Splunk is seeing strong demand, but is shifting to cloud subscriptions which impacts near-term revenue recognition yet improves long-term stickiness and expansion.
"We continue to see strong performance from Splunk, closing one of our largest Splunk deals to date in Q1"
SPLK WATCH
Demand from cloud and service providers (which could be attributed to companies like Anduril's defense/autonomy platforms) is strong, indicating a broader AI infrastructure build-out beyond core hyperscalers.
"product orders from service provider and cloud customers continue to be very strong, up 45% year-over-year, driven by high double-digit order growth in hyperscalers"
ANDURIL WATCH
Management raised the full-year revenue guidance, signaling strong confidence in the AI infrastructure upside and the broader enterprise networking refresh cycle.
"We had a strong start to fiscal 26 with Q1 revenue and earnings per share both coming in above the high end of our guidance ranges."
CSCO WATCH
Cisco sees a $2 billion pipeline for AI networking from Sovereign, NeoCloud, and Enterprise customers, with only $200M booked in Q1. — This is a massive, early-stage growth opportunity for AI networking gear beyond the big 4 hyperscalers, potentially benefiting both Cisco and GPU vendors like AMD and NVIDIA.
"In addition, Cisco announced an expansion of our NVIDIA partnership and our new N9100 switch based on Spectrum X silicon."
NVDA WATCH
AMD WATCH
Cisco expects to ship its millionth Silicon One chip in Q2 of FY26, a key milestone as it grows AI infrastructure share. — This milestone confirms scale for Cisco's networking silicon, which competes directly with Broadcom's merchant silicon in AI data centers.
"as well as Broadcom's latest chips?"
AVGO WATCH
DRAM and memory prices are rising sharply, and Cisco expects supply to remain tight, incorporating these costs into its guidance. — This confirms upward pricing pressure for memory suppliers like Micron, indicating robust demand in the AI cycle, though it compresses margins for downstream networking companies.
"On the memory side, we've seen what you all have all seen as well, and that's pretty significant price increases as well."
MU WATCH
HIGH
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