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.
Sản phẩm & Doanh thu
Tỷ trọng doanh thu sản phẩm
Cơ cấu doanh thu ($56.2B)
Dữ liệu tĩnh (đang tải tài chính trực tiếp…)
Cấu trúc phân khúc và khách hàng chính
Chi tiết sản phẩm
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
Quan hệ chuỗi cung ứng
Bối cảnh vĩ mô và thị trường
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
Xúc tác sắp tới
Tín hiệu tổ chức
| Tổ chức | Hành động | Giá trị | Quý | Ngày nộp hồ sơ |
|---|---|---|---|---|
| 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↑ |
Tin tức mới nhất
Phân tích AI
Nhấp "Lấy phân tích AI" để nhận phân tích chuỗi cung ứng của Cisco Systems, Inc..
Thông tin công ty
Tổng quan ngành — IT / 소프트웨어
Tin tức ngànhAI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화
SaaS 시장 성장률 (2026E)
AI 코파일럿 ARR 성장
기업 IT 예산 증가율
전통 라이선스 시장
Chủ đề chính
- •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
- •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
- •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화
Xúc tác sắp tới
- ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
- ◆Microsoft Build 컨퍼런스 (2026.05)