Cisco earnings: 'It's going to look a good amount worse,' analyst says

[@tonioyendis4464]

Cisco is the backbone of all networks globally; they will do well for long! AI & QuantumComputing requires a network infrastructure & CSCO is the 800-pound-Gorilla.

[@leswhynin913]

Agree 100%. It is an enterprise network leader with a wide moat and trading at a clear 10-15% discount from its intrinsic value.

[@ibrahimk.3227]

I hope so, I invested in it thinking the same…

[@aliasoma]

I don't think he fully appreciates the Splunk acquisition and how cash accretive it will be immediately. Morningstar covered Splunk; not sure why they didn't factor that in instead of just talking about how Cisco would leverage Splunk's capabilities in the future. Sometimes I think analysts intentionally leave things out in order to move a stock down so they can rave about it later when they call for it to rise. Also, for them to have such a large spread between their high (>67.50) and low (