Squawk on the Street Cramer's Morning Take: Cisco Systems 7/17/25
Jul 17, 2025
The discussion kicks off with Cisco Systems' exciting pivot towards cloud computing and AI, showcasing its impressive stock performance. Insightful comparisons with other tech giants unveil Cisco's evolving strategy. The conversation then highlights strategic partnerships in AI and software, focusing on how the shift to subscription-based revenues could lead to significant market revaluation. Listeners learn why this tech firm is becoming an attractive investment for the future.
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Cisco's Strategic Transformation
- Cisco is transforming from a traditional enterprise network hardware provider to a cloud-first AI infrastructure leader.
- The acquisition of Splunk enhances its cybersecurity and data visibility capabilities, leading to a potential revaluation like Oracle's.
Cisco’s AI Infrastructure Success
- Cisco reached its billion-dollar AI infrastructure order goal from hyperscale customers a quarter early.
- The company is shifting towards subscription-based software revenues, boosting predictability and gross margins.