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CSCO Slides Despite Strong Quarter, Margins Face Scrutiny

CSCO Slides Despite Strong Quarter, Margins Face Scrutiny

Published 13 hours ago
Description

Despite beating earnings and revenue estimates and raising guidance, Cisco (CSCO) traded lower as investors focused on gross margin pressure. Melissa Otto discusses Cisco’s strength in networking, security, and AI. Paul McCarthy highlights the company’s growing hyperscaler AI business, expanding customer base, and competitive position against other giants like Nvidia (NVDA) and Dell Technologies (DELL).


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