Cisco Systems, Inc.
CSCOleaderCisco is the world's largest networking equipment company, providing the routers, switches, and security infrastructure that form the backbone of enterprise and internet connectivity.
Produits et revenus
Part de revenus par produit
Répartition du chiffre d'affaires ($56.2B)
Données statiques (chargement des finances en temps réel…)
Composition des segments et principaux clients
Détails du produit
Switches, routers, and wireless LAN infrastructure for enterprise and service providers
Firewall, endpoint protection, and zero-trust access solutions
Webex video conferencing, unified communications, and contact center solutions
Splunk, AppDynamics, and ThousandEyes monitoring platforms
Relations dans la chaîne d'approvisionnement
Contexte macro et de marché
AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화
SaaS 시장 성장률 (2026E)
AI 코파일럿 ARR 성장
기업 IT 예산 증가율
전통 라이선스 시장
Prochains catalyseurs
Signaux institutionnels
| Institution | Action | Valeur | Trimestre | Date de dépôt |
|---|---|---|---|---|
| BlackRock | accumulating | $371M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $173M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $229M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $28M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $516M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $409M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $6.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $4.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $335M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $793M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $265M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $460M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $67K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $44M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $80M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $33M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $47M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $293K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $256M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | accumulating | $570M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $669M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.7B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $3M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $27.7B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $145M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $15.1B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $2.3B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $44M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $5M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $1M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $4M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $32M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $51M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $902K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $3.0B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $6M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.2B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $101M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $709M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $17M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $10K | 2025.12 | 2026-02-17↑ |
Actualités récentes
Analyse IA
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Informations sur l'entreprise
Aperçu du secteur — IT / 소프트웨어
Actualités du secteurAI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화
SaaS 시장 성장률 (2026E)
AI 코파일럿 ARR 성장
기업 IT 예산 증가율
전통 라이선스 시장
Thèmes clés
- •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
- •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
- •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화
Prochains catalyseurs
- ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
- ◆Microsoft Build 컨퍼런스 (2026.05)