Cisco Systems Inc.: Major Drivers
Cisco Systems delivered another strong quarter, exceeding the top and bottom line expectations of analysts. The company saw consecutive...
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Palo Alto Networks: Even Better Than Crowdstrike?
PANW delivered a massive margin and FCF beat, and continued acceleration of its SASE business. With S&P inclusion on the horizon and 25x EV/FCF for...
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Splunk Is A Rare Tech Growth Opportunity For 2023
High valuations are now hard to attain, and a company needs to see real organic growth to shake off the bearish market sentiment.
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Company Update - Cisco Systems
Corporate & Investment Highlights Cisco Systems’ revenues for FY 2022 (August 2021 – July 2022) was $51.557bn, slightly increased by...
Cisco Systems Inc: Major Drivers
Cisco had a good start to fiscal 2023 and managed to deliver an all-around beat. The management continued their shift to greater software and...
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