https://www.investors.com/news/technology/cisco-stock-downgraded-analyst-wants-disclosure-artificial-intelligence-revenue/
go R2G2 keep at it on linkedin!!! Will do us a world of good
13 replies (most recent on top)
@462
Same here. Left Cisco 5 + years back.
Any idea what is going on ? I have asked Schwab but may take time and they may refer to Cisco
@46c my bad, I see you're talking about Schwab, not ETrade
@462 interesting. I had stock vest on 8/22 and sold it with no problem.
I get this in Schwab:
Your company, CSCO, has notified us of a trading suspend starting on 2025-08-21. Your ability to sell or otherwise transact on specific shares is suspended at this time. Please check with your company regarding its trading policies.
Not an Cisco employee for more than 3 years now..
what's up with this?
clearly this one analyst's recommendation was ignored by everyone. stock at a new high.
Cisco will never release the AI revenue numbers. The emperor has no clothes. How many AI Pod's were sold in Q4? How many C885 dense GPU servers were sold in Q4? All low double digit numbers of units sold. Revenue and gross profit is even worse as many sold at no margin. Compare this to traditional non AI product lines catalyst, meraki etc. which have great volume and margin. Clear to see cisco "AI story" is a joke and all fake.
There is no blackout on trading over earnings.
Why is there a suspension moving to E*Trade? The shares themselves aren’t moving?
Trading is suspended because of the move to Morgan Stanley.
What the everloving fu-k is going on with some of you people?
@bv you must be a director to have such limits. You were informed well in advanced but didn’t know. Shame on you!!!
Now get demoted asap.
Your company, CSCO, has notified us of a trading suspend starting on 2025-07-25. Your ability to sell or otherwise transact on specific shares is suspended at this time. Please check with your company regarding its trading policies. <<
You can't sell during the blackout period. Need to wait for the earnings announcement.
I'd love to know the backstory on this...Who in Investor Relations pi$$ed off ol' Amit Daryanani? Obviously, he must understand the idea of a loss leader - that Cisco would discount AI-enabled HW to entice customers b/c Cisco is late to the AI buildout fad. Plus, the Cisco/Nvidia HW deal hasn't had enough time to ship anything, so clearly no revenue recognized there yet. Point being: any fool knows it's too early to ask about meaningful AI revenue.
This just seems like a d!ck move by an analyst who got turned down for a date by a hot IR chick after she made him think he was special.
Nonetheless, I'm interested to see if Chuck addresses it on the Aug 13 earnings call, and related...during Q&A, will Cisco IR not allow Evercore ISI to ask a question as retaliation for not being able to keep their boy in-check?
Apparently, someone is scare because I can't sell my stock!!! I tried to dump and got this message from my broker. - Trading Blackout
Your company, CSCO, has notified us of a trading suspend starting on 2025-07-25. Your ability to sell or otherwise transact on specific shares is suspended at this time. Please check with your company regarding its trading policies.
Ask chatgpt. Here's what it "told" me.
Sure.
Cisco doesn't compete directly with OpenAI or Google in selling general-purpose AI platforms. Instead, it monetizes AI by enhancing existing product lines, making them more intelligent, automated, and valuable to enterprise customers.