Also: Agentic AI will drive campus upgrades, Splunk was more than a revenue buy, and tariff uncertainty looms.

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Newly-minted CFO Mark Patterson will focus on “financial discipline” and profitable growth as Cisco looks to position itself ...

The company expects network traffic to reach “unprecedented levels” as agentic AI and inferencing workloads proliferate, ...

Revenues from Networking in the fourth quarter of fiscal 2025 were $7.63 billion, up 12% on a year-over-year basis. Security revenues were $1.95 billion, up 9% year over year. Collaboration revenues ...