Cisco
includes Cisco Outshift
5 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jun 26, 2024 by Michael Batnick · said 25 times in 5 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Alex Kantrowitz (10), Michael Batnick (6), Guillaume de Saint-Marc (5), Sokwoo Rhee (2), Josh Brown (2)
tap a year for its mentions
2026 14 mentions in 2 episodes 7 per episode
2025 2 mentions in 1 episode
2024 9 mentions in 2 episodes 5 per episode
Everything said about Cisco, oldest first
Jun 26, 2024 neutral
Batnick: Cisco stock collapsed post-bubble despite 15% earnings growth
“Cisco, the business, compounded its earnings at something like 15% in the 15 to 20 years after the bubble burst. The stock got destroyed because it wasn't discounting 15 to 20% earnings per share growth. It ended up discounting like 40 to 50%.”
Jun 26, 2024 neutral
Apr 13, 2026 bullish
Saint-Marc: Future Enterprise Agent Swarms Will Be Deeply Heterogeneous
“As complexity is growing, and as we, again, as I said before, we asymptotically start to progress towards something we can call superintelligence, It's going to be very heterogeneous, very different types of agents, different vendors, different clouds, differe…”
Apr 13, 2026 positive
Apr 13, 2026 positive
Saint-Marc: Cisco created Linux Foundation project Agency with Google, Oracle, Dell
“To back all this effort, we've actually created an open source project called Agency. And this, you know, became a Linux Foundation project with the backing of a few large formative members. Google, Oracle Red Hat were with us and Dell as well.”