CNBC: Worldwide Exchange
5/7/2024 9:42am
... shortfall as a tool for human workers to using according to the cloud security alliance. i also spoke with cisco. i spoke to the head of security about the acquisition of splunk. ...
CNBC: The Exchange
5/6/2024 5:32pm
... because you know what it's always been. inevitable. all right. welcome back to 'the exchange.' security stocks are lagging the broader tech landscape this year, partly on concerns of demand. frank holland just spoke about that with executives on cisco ...
CNBC: Squawk on the Street
4/29/2024 2:23pm
... nvidia because it was getting close to 50 times, which you have to go back to cisco in 2000 at the peak of the internet bubble to have that type of valuation historically for such a large company. now from an earnings ...
CNBC: Squawk on the Street
4/26/2024 2:51pm
... ancillary type range check out the names that came up on our screen. the top five dividend payers are big names, like ibm with 4% dividend yield cisco systems, 3.3%. seagate technology at 3.2% ...
CNBC: Fast Money Halftime Report
4/22/2024 4:33pm
... low single digit earnings growth it had, but if there is an enormous boom in ai spending that has to flow through to cisco and as you increase your networks, everything, that benefits cisco. i think that those earnings ...
CNBC: Fast Money Halftime Report
4/22/2024 4:33pm
... that. that's fine. what i like about the down grade is the downgraded price target is $53 which would imply over 10% upside from here. cisco is a tricky one, as old school as it gets, trading at 13 times earnings, really limited ...
CNBC: Fast Money Halftime Report
4/22/2024 4:32pm
... when they were growing and now with the side of this it's not going to be accretive anymore. the culture of destabilization when you acquire a big company hurts. i'd rather them focus on the task at hand. cisco gets cut from neutral ...
CNBC: Fast Money Halftime Report
4/22/2024 4:26pm
... ghnorit w. cisco and salesforce and many more dmams as well. they respons with phone calls. and they don't 'circle back', they're already there. they wear business sneakers and pad their keyboards with something that makes their clickety-clacking. ...
CNBC: Squawk on the Street
4/22/2024 1:39pm
... that business is the business that has not been that good. i was hoping that people would say that the new cisco, which is far more oriented towards cybersecurity, might be attractive. because the deal with splunk is accretive. but -- these are not networking ...
CNBC: Squawk on the Street
4/22/2024 1:38pm
... where they hook everything up? correctobismol. and corporate campuses are getting downsized or erased? cisco doesn't even have a headquarters, really. but it's san jose, marginally. i'm just reading that's -- well, _ ...
CNBC: Squawk on the Street
4/22/2024 1:38pm
... they bought splunk. david, campus network has always been negative for cisco. i don't know what you're talking about. campus network has always been negative? they have a thing -- cisco has a thing on college campuses? no. on campuses of corporations? ...
CNBC: Squawk on the Street
4/22/2024 1:38pm
... 20 years versus the s&p. well. not good. no. no. when i hear what carl just said, i worry about cisco, which was downgraded. jpm note. i thought that was -- wow. they're basically saying, one-quarter bounce from splunk. ...
CNBC: Squawk on the Street
4/22/2024 1:13pm
... setting up. a closer look at tiktok following the house passage of that legislation that could force a sale or ban the app in the u.s. bunch of news today. verizon, truist, salesforce, kegoni, t some calls on cisco, amazon, and apple when we return. ...
CNBC: Squawk Box
4/22/2024 11:05am
... down in networking. they think that right now dell is actually better positioned to benefit from ai trends than cisco. guys. thanks, kristina, we've got a big guest here, holy cow. ...
CNBC: Squawk Box
4/22/2024 11:05am
... networking name cisco. they moved to neutral rating with a $53 price target. it's trading at 48.10 right no it's the medium term that worries them, driven by a slow ...
CNBC: Fast Money Halftime Report
4/15/2024 4:30pm
... earnings are supposed to grow by 28%. those numbers are compelling. people freaked out and they said the foundry business is losing money. it's just a long-term story. like cisco, you need to be in ...
CNBC: Fast Money Halftime Report
4/15/2024 4:28pm
... equipment, and cisco is coming out with ai-specific products. if you focus on the long-term, this is where you are at, but on the short-term, not looking great. you need to be there early. ...
CNBC: Fast Money Halftime Report
4/15/2024 4:28pm
... evidence artificial intelligence was a way for them to grow. we will see how it grows. cisco, price target from 60 to 55. jenny, you own it, right? yeah, the upgrade focuses on ...
CNBC: Fast Money Halftime Report
4/15/2024 4:23pm
... going on. let's take a quick break. when we come back, we will hit committee stocks on the move today including salesforce. it's the worst performer in the s&p 500 right now. we have trades on cisco and ...
CNBC: Squawk Box
4/15/2024 11:08am
... the target price goebefore. they are citing potential catalysts for growth acceleration like more normalized spending, artificial intelligence customers. synergies from cisco's recent ...
CNBC: Squawk Box
4/15/2024 11:07am
... complex. lockheed martin indicative of that trade. then there's cisco systems, which is up over 2% right now, around 75000 shares of volume helped along by an upgrade at bank of america. it was a buy or it was a neutral. now it's a buy. ...
CNBC: Fast Money Halftime Report
4/12/2024 4:29pm
... this is a show-me situation. absent splunk, things have been pretty dull at cisco, to say the least. a lot of tech spending has gone outside of cisco's products. more to a.i. and oracle and nvidia. ...
CNBC: Fast Money Halftime Report
4/12/2024 4:29pm
... this is one of my favorite holdings and will keep moving higher and higher. it's a pretty full position. on dips i buy more. cisco is in the news today, jimmy, one of our 'calls of the day.' opened at your favorite financial institution, citi. ...
CNBC: Fast Money
4/9/2024 9:59pm
... pc, refresh. i like dell. dan? yeah, we're talking about cisco before fr. it's not just about switches and routers. you're going to hear more about that. another birthday. another one! ...
CNBC: Fast Money
4/9/2024 9:34pm
... visit indeed.com/hire and get started today. welcome back to 'fast money.' cisco soaring more than 3.6% today after morgan stanley resumed coverage of the networking giant with an overweight rating. it was the stock's best day since february of last year. analysts saying the stock is ...
CNBC: Fast Money
4/9/2024 9:31pm
... internal to do this sort of thing. it whats to be someone from external. and it's going to take awhile to get that reputation. there's a lot more 'fast money' to come. here's what's coming up next. cisco off the sidelines. one analyst says the stock is about to close the valuation gap. what they ...
CNBC: Fast Money
4/9/2024 9:23pm
... cisco. why analysts are saying this name is too good to pass up, and where they see that stock heading next. don't go anywhere. 'fast money' is back in two. this is 'fast money' with melissa lee, right here on cnbc. ...
CNBC: Fast Money
4/9/2024 9:01pm
... upgrade u.s. electricity grids and that is driving power prices higher for you. what could that mean for inflation, as the fed ponders its rate cut path? and later, boeing's backslide as the plane maker faces another whistle blower claim. cisco surges on a bullish call. and banks get ready to kick ...
CNBC: Fast Money Halftime Report
4/9/2024 4:33pm
... this is not the only freeport-mcmoran. cisco was resumed overweight at morgan stanley. that's a big jump from here. it is a big jump. they've righted some the ship. this company is a cash flow ...
CNBC: Worldwide Exchange
4/9/2024 9:40am
... acquisition of splunk could reaccelerate. shares of cisco up over .50% in the pre-market. time for the global briefing. hsbc is selling in argentina to focus on asia. the company will take a $1 ...
CNBC: Worldwide Exchange
4/9/2024 9:40am
... barclays downgrading american express to equal weight with decelerating loan global. shares are flat right now. deutsche bank reinstating cisco. the recently completed ...
CNBC: Squawk on the Street
4/5/2024 2:47pm
... freeport. look at the laggards. the s&p up 8 or 9% for the year. technology is lagging. apple is down, intel is down, cisco is down, nvidia is up. it's bifurcated. health care has been a disappointment and i think that's because, you know, ...
CNBC: Squawk on the Street
4/2/2024 2:11pm
... landing of some sort. we're on the whole no landing situation. some of the old-school tech, ibm, cisco, they play great dividends and they have strong cap flows and very good revenue growth and they haven't ...
CNBC: Mad Money
4/1/2024 10:49pm
... pennsylvania, shara? caller: hi, jim. how you? thanks for taking my call. and my daughter last week. so happy, thank you so much. we're so happy. caller: so i've been a long-term shareholder with cisco, and i don't know if i ...
CNBC: Worldwide Exchange
3/21/2024 9:21am
... we are looking at the gainers from the dow. intel is at the top with shares over 1%. big announcement with the chip act award that came yesterday giving the stock a boost. behind it is boeing, microsoft and cisco systems. ...
CNBC: Squawk on the Street
3/19/2024 1:43pm
... there's cisco. i do see many companies that want to partner. that's what this is about. this is in many ways -- i'm going to use the pedestrian term. it is a trade show. it's a trade show. but it's the most important ...
CNBC: Squawk Box
3/19/2024 10:15am
... anybody who is anybody will get this new line and upgrade from hopper. cisco, dell, hp, lenovo, super micro will deliver service based ...
CNBC: The Exchange
3/18/2024 5:07pm
... bubble. we own cisco now and i bought it at $18 and it's in the 50s. cisco right now is 30% lower than it was 25 years ago and 25 years ago it's not like its ...
CNBC: Squawk on the Street
3/18/2024 1:24pm
... and very happy to be part of cisco. coming up, it's a west coast edition of jemim's 'mad dash.' stay with us. less complicated. custom scans help you find new trading opportunities, while an earnings tool helps you plan your trades ...
CNBC: Squawk on the Street
3/18/2024 1:23pm
... and i think that's what's going to be reflected in our customers' ordering over the next several quarters as we look forward. right. so, unchanged at this point. yes, i would say that. guys, thank you both. chuck robbins, gary steele, both of cisco. we are. ...
CNBC: Squawk on the Street
3/18/2024 1:23pm
... sort of cisco overall. it was only on february 14 when you were talking about coming out of the quarter with guidance. you were cautious. are customers this quarter, you said, saw more caution than the prior quarter, which led your ...
CNBC: Squawk on the Street
3/18/2024 1:18pm
... so, splunk brings basically $4.2 $4.2 billion of annually reoccurring revenue to cisco. we wrapped up a very good year where aar was growing 15% and ...
CNBC: Squawk on the Street
3/18/2024 1:18pm
... first, what is percentage of recurring revenue do you have, and now you're going to be part of the management team, what will your recurring revenue do for the whole mosaic that is cisco and what will it mean for the compound annual growth rate of the combined companies? ...
CNBC: Squawk on the Street
3/18/2024 1:17pm
... i want to get jim in, but just the bigger picture here of what it means for the future of cybersecurity, observability, and how splunk fits into the vision overall for cisco. if you look at the combination of their data platform with our security portfolio, and particularly with ...
CNBC: Squawk on the Street
3/18/2024 1:16pm
... months to address those and build an integration plan. gary, you may want to talk about it. we're going to move the cisco assets into splunk on that particular part of the business. i'm super excited about this. i think the combination of app d ...
CNBC: Squawk on the Street
3/18/2024 1:15pm
... splunk. joining us is chuck robbins and gary steele. gary is going to be a part of cisco's executive leadership team. gentlemen, nice to have you. great to be here. thanks for having us. all right, it's part of the company now, so you have some other products out there in security offerings, for ...
CNBC: Squawk on the Street
3/18/2024 1:15pm
... cisco announcing it has completed almost a $28 billion deal, recalall cash, to acquire ...
CNBC: Squawk on the Street
3/18/2024 1:12pm
... maybe that's where the confusion came in. we do have cisco coming up and chuck robbins. the company has completed its 'lha t cion of splunk. wel veheeos of both companies. ...
CNBC: Squawk on the Street
3/18/2024 1:02pm
... cisco. you know, i don't -- sometimes, jim, you read it -- if you put it there, he will read it. and you're right. and oracle had a great week, and she's on the board of disney. let's go there. yeah. thanks, guys. i was, like, what? ...
CNBC: Squawk on the Street
3/18/2024 1:01pm
... surging more than 10% in just the last week. again, why? well, a.i. progress. ceo chuck -- cisco shares. cisco shares. s ...
CNBC: Squawk Box
3/18/2024 12:44pm
... potential deal for u.s. steel by n nippon and cisco closing its acquisition of splunk. appearing on xwt xwt 9:15 a.m. eastern time. ...
CNBC: Fast Money Halftime Report
3/15/2024 4:06pm
... is cisco. software is seeing some stalling in momentum with names like microsoft, although not that much. it's also ten times the size of the next biggest name, which is oracle. and semis have gone parabolic ...
CNBC: The Exchange
3/14/2024 5:16pm
... bubble? the biggest difference today, these are much higher quality companies than what we saw in 2000. not in terms of their future prospects. cisco turned out to be an incredibly strong company and has a very long record of success. nvidia is making tons of money. ...
CNBC: The Exchange
3/14/2024 5:15pm
... dell comes to mind. cisco comes to mind, others as well. is that a fair analogy to today's market, or is today's market sufficiently different that we needn't worry about a bubble and a bursting of the ...
CNBC: Fast Money Halftime Report
3/13/2024 4:15pm
... cisco in the '90s, can it keep up this trend? if the big guys don't come through, every other facet, health care, auto, finance, they're all buying but they're smaller players. they're not spending -- buying _ ...
CNBC: Fast Money
3/12/2024 9:05pm
... palatable, if i may. and so, there are a few tech names, i think it's important to point out, really haven't been part of the party. look at cisco. cisco's been kind of dead in the water. hasn't been a disaster, but it's a case of a company that's been trying to transform itself. i know this story, ...
CNBC: Fast Money
3/8/2024 10:17pm
... cisco, and remarkably, yeah, it's both right now cisco is 5.25% of the s&p and cisco peaked at about 5.25% of the s&p. carter, thank you. carter braxton worth of worth charting. we made that comparison obviously because there's so ...
CNBC: Fast Money
3/8/2024 10:17pm
... from 2014 to 2024. that turns into 2.3 million. 10000 in cisco in the ten-year run to its peak, 7.9. nvidia is nothing even close to the excess that was seen in ...
CNBC: Fast Money
3/8/2024 10:16pm
... and what you have is the stock's been compounding an annual growth rate of 72%. to put that in context, let's look at cisco in the ten years prior to its peak. it was an entirely different animal, right? cisco is a 95% compound. it went from $0.09 to $69 versus ...
CNBC: Fast Money
3/8/2024 10:16pm
... but actually, interesting on the screen, there is some talk of nvidia being quite similar or maybe isn't to cisco, and so i thought we'd do an exercise here. this is the past ten year, nvidia, 2014 to present skpshs w ...
CNBC: Closing Bell
3/8/2024 8:27pm
... than to get to the cisco valuation. doesn't tell you, when you watch a stock like this go up seemingly every day and it reaches these heights that make ...
CNBC: Closing Bell
3/8/2024 8:27pm
... look at what happened to cisco in 1999 and 2000. this was a great company, got overvalued. we talked about this last time, could nvidia get there? yes, but at a much higher price ...
CNBC: Squawk Box
3/7/2024 1:14pm
... house to try to just improve the american economy. chuck robbins, chairman and ceo of cisco and chairman of the business roundtable. thank you for being here. ...
CNBC: Squawk Box
3/7/2024 1:12pm
... want to help solve that. at cisco we're going to, we run training programs around the world. close to 5 million students go through that this year to try to give them digital skills to have a future. most every company here has a program like that. workforce development day here ...
CNBC: Squawk Box
3/7/2024 1:02pm
... here at the business roundtable in washington, d.c. with the chair of the organization. chuck robbins who is also the ceo of cisco, and, chuck, thank you for being here today. there's a lot going on. got the state of the union coming up tonight. ...
CNBC: Squawk Box
3/7/2024 12:50pm
... powell will be testifying before senate committee later this morning, and obviously the street will be watching that very closely. still to come this morning, from the business roundtable here in washington, d.c., cisco's ceo chuck robbins will join us right after the break. ...
CNBC: Squawk Box
3/7/2024 12:45pm
... when we come back, we have a preview of tonight's state of the union address. and what the president is likely to say about the economy. also coming up at the top of the hour, the ceo of cisco will join us live from the business roundtable. chuck robbins is the new ...
CNBC: Squawk Box
3/7/2024 12:42pm
... tonight's state of the union address, what the president is expected to say on so many issues when it relates to the economy, compensation, and so much more. at the top of the hour, becky, who is in washington is going to be speaking with cisco ceo chuck robbins at the business roundtable. ...
CNBC: Squawk Box
3/7/2024 12:14pm
... we'll speak with jennifer rumsey about the state of the economy as she sees it, workforce development and much more. that's next. also, coming up at the top of the 8:00 hour, cisco ceo chuck robbins will be our special guest right here live from washington, d.c. ...
CNBC: Fast Money
3/4/2024 10:14pm
... for a good bubble to build up. now, that doesn't mean that the nasdaq can't go down 10%, 15% come this summer, wouldn't surprise me at all, but from a valuation perspective, it's nowhere near that, either, where you look at cisco, it was growing revenues at 59% in 2000, ...
CNBC: Fast Money
3/4/2024 10:12pm
... before the show, during the show, after the show sometimes, and we were talking about the same thing, this bubble sentiment, and i just come back to cisco, which was the nvidia of its day and that last ' '99-2000 bubble. it was the -- _ ...
CNBC: Fast Money
3/4/2024 10:09pm
... right now to the internet bubble, which -- forget the valuation. it doesn't matter. it's the psychology around it. no one can see it ending. you can say that cisco is so different than nvidia right here, but they're really not. but the outcome will be ...
CNBC: Squawk on the Street
3/4/2024 2:10pm
... cisco, we're the greatest in the world. jensen is so self-effacing, and colette kress will talk it down. you want to go there and be a big talker about it? she has talked me down. she says, jim, come on. i get a little -- put the silver _ ...
CNBC: Squawk on the Street
3/1/2024 3:06pm
... cash flow is in a different space. cisco's p/e was 100 times. when it was topping over half a trillion in market cap in 2000. yeah. those are fair comparison. i would point out that his own track record, mr. dalio's is ...
CNBC: Squawk on the Street
3/1/2024 3:05pm
... looks a little frothy, but again, he's not willing to go there. nvidia, cisco comparison on stock prices and said very different. nvidia's forward p/e 27, market cap has grown ten times. ...
CNBC: Squawk Box
3/1/2024 1:18pm
... me say hp's main and markets continue to be plagued they say by weaker demand. you say you don't believe that's the case. bright spot of networking softening matching what cisco is seeing in the campus where hp ...
CNBC: Street Signs
2/28/2024 9:14am
... congress, karen caught up with the cisco ceo chuck roberts and asked about the conductor ai chips. these early training models are intensive. we'll get through that and then ...
CNBC: Power Lunch
2/27/2024 7:19pm
... five to six years to break even if you bought at the peek of the tech bubble in march of 2007. the worst, it took you 20 years in the worse case. cisco was like the japan of stocks. it took so long to come back and ...
CNBC: Power Lunch
2/27/2024 7:19pm
... oh, yeah. and ibm and intel and cisco. i mean, there were microsoft was one of them. and -- but even among those companies, that were making money, have strong balance sheets, were cash flow positive, all of the above, the best of them, it took you six years, ...
CNBC: Power Lunch
2/27/2024 7:18pm
... misconception that the stocks in the tech bubble didn't make money. there were a lot of large cap tech companies that made money and subsequently underperformed dramatically. dell did and cisco did. ...
CNBC: Closing Bell
2/26/2024 8:15pm
... on my twitter feed, i had these conversations with the public and in private. i think that the comparisons to the early 90s, sorry, the mid to early 90s is somewhat incorrect. i know a number of people have noted that cisco and intel, some micro systems, et cetera, ...
CNBC: Squawk on the Street
2/26/2024 3:14pm
... nvidia to cisco back then or the market cap growth of nvidia to other big tech companies during the internet bubble. what do you say to that? tons of questions, and you can certainly point to evaluation problem but the underlying strength of these companies in terms of cash flows ...
CNBC: Squawk Box
2/26/2024 1:10pm
... 2000. the first was cisco. it was supposed to be the first billion dlarl stock. cisco was selling at 120 times earnings in early 2000. ...
CNBC: Fast Money Halftime Report
2/23/2024 5:27pm
... not want jpmorgan to get called, i did want cisco to get called we had both positions called away i think it's the best of the breed, a stock that i feel has ...
CNBC: Squawk Box
2/23/2024 1:57pm
... over 100% last year, forecasted to grow 90% this year. cisco peaked at 138 times. nvidia's at 35 times there's a whole group of semiconductor companies that actually have higher pe ratios than nvidia does, believe it or ...
CNBC: Squawk Box
2/23/2024 1:56pm
... through, cisco, at the time, was the most valuable company in the world. nvidia's now third most valuable company. but during the peak of that bubble, cisco was growing revenues close to 60%, but it had a pe of 138 times. nvidia grew revenues at just ...
CNBC: Fast Money
2/22/2024 10:19pm
... we have a reliance to their contribution to the earnings before we go, do you have any problem where they're overlaying nvidia with cisco. i don't because psychology is psychology so, you can say, you can be surgical about it. this company is so much more ...
CNBC: Fast Money Halftime Report
2/21/2024 5:07pm
... i.t. budgets are finite. they're not infinite you can't stretch them forever there's only so many dollars to spend on i.t they're not spending it on palo alto networks, not the next quarter or two they're not spending it on cisco, at least not the next quarter or two ...
CNBC: Squawk on the Street
2/21/2024 3:39pm
... what the a.i. strategy looks like three years from now? you know. the difference here, i think, is that we know that microsoft, amazon, google, meta, and others, cisco, et cetera, are ...
CNBC: Squawk on the Street
2/20/2024 3:22pm
... market cap after earnings of about $200 billion, that's the entire size of a company like disney or cisco, so safe to say we haven't really seen this before. so -- and people -- there's a _ ...
CNBC: Fast Money Halftime Report
2/16/2024 5:55pm
... plus? this is the right move. we've owned in the etf since january of '21. so it's a better part of three years. in april, we bought cisco. cisco obviously abysmal yesterday after that earnings report. ...
CNBC: Fast Money Halftime Report
2/16/2024 5:55pm
... welcome back. joe writes, i purchased after selling cisco. how would you grade this trade? that's 100, with some extra credit. maybe an a plus. is there anything higher than a ...
CNBC: The Exchange
2/15/2024 6:40pm
... things. the stocks soared during covid and the lockdowns. you're based in san francisco, so you guys were shut down for a while. are you countercyclical in any way? in other words, if we did see a slowdown, we talk about all these layoffs, cisco had a bunch ...
CNBC: Squawk on the Street
2/15/2024 3:04pm
... layoffs, beyond just silicon valley, we saw it at other big companies like a ups, cisco the latest announcement today, and i love this chart from pantheon which showed that google search data on layoffs is sharply higher. that usually is a leading ...
CNBC: Squawk on the Street
2/15/2024 3:00pm
... of economic data. better jobless claims. add it up and there's buying. reversal of what we saw on tuesday post hot cpi. 10-year yield 4.21%. 30 minutes into the trading session, movers we're watching, cisco systems shares down, ...
CNBC: Squawk on the Street
2/15/2024 3:00pm
... we're still down on the week, by the way, about 0.4%. nasdaq and nasdaq 100 are under pressure today. nasdaq is down 0.3%. why? well, nvidia is down, apple, microsoft, alphabet, amazon, some of the biggest weights. cisco is lowerafter lowering ...
CNBC: Squawk on the Street
2/15/2024 2:26pm
... fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com. we mentioned the reduction of guidance out of cisco today, got similar stories out of wendy's and also deere today is going to up down about 4% as they guide -- they take out the ...
CNBC: Squawk on the Street
2/15/2024 2:11pm
... good for you. on the cisco job cuts theme, just another example of another company in technology cutting a percentage of its workforce, and i mean, there are no shortage of announcements. ...
CNBC: Squawk on the Street
2/15/2024 2:08pm
... a.i. or most of the generative a.i. compute that is going on right now. cisco numbers, though. and we've talked about it. revenue's down. stock is going to be down given guidance was not particularly strong. cutting jobs. ...
CNBC: Squawk on the Street
2/15/2024 2:07pm
... couple months. third most valuable. apple or microsoft and apple still ahead of it, and a good ways to go. it would have to almost double from here if it's going to reach -- not quite, but almost reach where the levels that they are with microsoft still above $3 trillion. you mentioned cisco, and i ...