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20:30
Jun 02 ◎
Nikesh Arora CEO, Palo Alto Networks PANW Q3 FY26 call
Palo Alto sees a structural multi-year tailwind in its hardware firewall business due to AI data center build-outs, which they estimate could add an additional 50% to industry demand. — This suggests a stronger and longer up-cycle for network hardware than previously expected, directly benefiting incumbent players.
CSCO
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About CSCO Analyst Coverage

Buzzberg tracks CSCO (Cisco Systems, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Nikesh Arora.