Cisco - Bärenfalle oder Waterloo??? (Seite 3)
eröffnet am 26.01.05 10:34:04 von
neuester Beitrag 07.03.24 17:27:30 von
neuester Beitrag 07.03.24 17:27:30 von
Beiträge: 1.437
ID: 947.378
ID: 947.378
Aufrufe heute: 0
Gesamt: 192.335
Gesamt: 192.335
Aktive User: 0
ISIN: US17275R1023 · WKN: 878841 · Symbol: CIS
44,57
EUR
0,00 %
0,00 EUR
Letzter Kurs 13:51:43 Tradegate
Neuigkeiten
| Cisco Systems Aktien jetzt im kostenlosen Demokonto handeln!Anzeige |
22.04.24 · globenewswire  |
21.04.24 · dpa-AFX |
17.04.24 · wallstreetONLINE Redaktion |
09.04.24 · wO Newsflash |
Werte aus der Branche Netzwerktechnik
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 2,6300 | +13,85 | |
| 3,8800 | +12,14 | |
| 197,60 | +8,75 | |
| 0,7875 | +6,06 | |
| 0,9100 | +4,60 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 3,8000 | -4,04 | |
| 1,8900 | -4,55 | |
| 2,5000 | -7,41 | |
| 1,0175 | -8,33 | |
| 153,30 | -9,72 |
Beitrag zu dieser Diskussion schreiben
Feedback
Antwort auf Beitrag Nr.: 74.523.516 von Oginvest am 22.09.23 10:49:56Ein paar Berichte dazu:
Das bringt der Kauf von Splunk
https://www.wallstreet-online.de/nachricht/17358705-cisco-ak…
Cisco-Aktie: Das bringt der Kauf von Splunk
https://www.sharedeals.de/cisco-aktie-das-bringt-der-kauf-vo…
Cisco plant Rekord-Übernahme der Sicherheitsfirma Splunk
https://www.onvista.de/news/2023/09-22-cisco-plant-rekord-ue…
Das bringt der Kauf von Splunk
https://www.wallstreet-online.de/nachricht/17358705-cisco-ak…
Cisco-Aktie: Das bringt der Kauf von Splunk
https://www.sharedeals.de/cisco-aktie-das-bringt-der-kauf-vo…
Cisco plant Rekord-Übernahme der Sicherheitsfirma Splunk
https://www.onvista.de/news/2023/09-22-cisco-plant-rekord-ue…
Antwort auf Beitrag Nr.: 74.523.516 von Oginvest am 22.09.23 10:49:56Die beiden Videos auf der Seite sind ev. auch noch teils informativ:
https://www.cnbc.com/video/2023/09/21/cisco-ceo-chuck-robbin…
https://www.cnbc.com/video/2023/09/21/cisco-buys-splunk-for-…
https://www.cnbc.com/video/2023/09/21/cisco-ceo-chuck-robbin…
https://www.cnbc.com/video/2023/09/21/cisco-buys-splunk-for-…
Auszüge aus: Cisco makes largest ever acquisition, buying cybersecurity company Splunk for $28 billion in cash
...
Splunk’s technology helps businesses monitor and analyze their data to minimize the risk of hacks and resolve technical issues faster. Cisco has long been the world’s largest maker of computer networking equipment and has been bolstering its cybersecurity business to meet customer demands and fuel growth.
Cisco CEO Chuck Robbins emphasized the importance of artificial intelligence and using the power of AI that comes with Splunk’s technology to protect networks.
“Our combined capabilities will drive the next generation of AI-enabled security and observability,” Robbins said, in a statement. “From threat detection and response to threat prediction and prevention, we will help make organizations of all sizes more secure and resilient.”
...
The purchase price is equivalent to about 13% of Cisco’s market cap, a big number for a company that has historically avoided blockbuster deals. Prior to Splunk, Cisco’s biggest deal ever was the $6.9 billion purchase of cable set-top box maker Scientific Atlanta in 2006. At the time, Cisco’s market cap was just over $100 billion.
But as the public cloud has gobbled more of Cisco’s traditional back-end business, the company has needed to find new and big revenue streams. Cybersecurity has been the biggest bet.
In fiscal 2022, Cisco changed the name of its core switching and routing business from Infrastructure Platforms to Secure, Agile Networks, focusing on the need to have security built into networking gear. The company has a separate reporting unit called End-to-End Security, consisting specifically of security products.
Revenue in the core business climbed 22% in the fiscal year ended July 29, to $29.1 billion, and the security unit saw sales rise 4% to $3.9 billion.
....
“Together, we will become one of the largest software companies globally,” Robbins said in a conference call with analysts.
...
In 2023, Cisco has acquired four companies focused on security: Armorblox, a threat detection platform; Oort, which does identity management; and Valtix and Lightspin, both in cloud security.
...
https://www.cnbc.com/2023/09/21/cisco-acquiring-splunk-for-1…
...
Splunk’s technology helps businesses monitor and analyze their data to minimize the risk of hacks and resolve technical issues faster. Cisco has long been the world’s largest maker of computer networking equipment and has been bolstering its cybersecurity business to meet customer demands and fuel growth.
Cisco CEO Chuck Robbins emphasized the importance of artificial intelligence and using the power of AI that comes with Splunk’s technology to protect networks.
“Our combined capabilities will drive the next generation of AI-enabled security and observability,” Robbins said, in a statement. “From threat detection and response to threat prediction and prevention, we will help make organizations of all sizes more secure and resilient.”
...
The purchase price is equivalent to about 13% of Cisco’s market cap, a big number for a company that has historically avoided blockbuster deals. Prior to Splunk, Cisco’s biggest deal ever was the $6.9 billion purchase of cable set-top box maker Scientific Atlanta in 2006. At the time, Cisco’s market cap was just over $100 billion.
But as the public cloud has gobbled more of Cisco’s traditional back-end business, the company has needed to find new and big revenue streams. Cybersecurity has been the biggest bet.
In fiscal 2022, Cisco changed the name of its core switching and routing business from Infrastructure Platforms to Secure, Agile Networks, focusing on the need to have security built into networking gear. The company has a separate reporting unit called End-to-End Security, consisting specifically of security products.
Revenue in the core business climbed 22% in the fiscal year ended July 29, to $29.1 billion, and the security unit saw sales rise 4% to $3.9 billion.
....
“Together, we will become one of the largest software companies globally,” Robbins said in a conference call with analysts.
...
In 2023, Cisco has acquired four companies focused on security: Armorblox, a threat detection platform; Oort, which does identity management; and Valtix and Lightspin, both in cloud security.
...
https://www.cnbc.com/2023/09/21/cisco-acquiring-splunk-for-1…
So richtig verstehe ich die Übernahme nicht. Wäre es nicht viel besser für Cisco gewesen z. B. Eine crowdstrike oder eine zscaler, von mir aus auch qualys zu übernehmen. Splunk, Daten Analyse... Log file parser... passt doch gar nicht richtig zum geschäftsmodell. Naja heute ist ja alles cybersecurity und KI... So wie vor ein paar Jahren alles blockchain war. Vg G
Antwort auf Beitrag Nr.: 74.518.227 von Oginvest am 21.09.23 14:10:06
Together, Cisco and Splunk will help move organizations from threat detection and response to threat prediction and prevention
Combined, Cisco and Splunk will become one of the world’s largest software companies and will accelerate Cisco’s business transformation to more recurring revenue
Expected to be cash flow positive and gross margin accretive in first fiscal year post close, and non-GAAP EPS accretive in year 2. Will accelerate revenue growth and gross margin expansion
Unites two “Great Places to Work” with similar values, strong cultures, and talented teams
The combination of these two innovative leaders makes them well positioned to lead in security and observability in the age of AI
San Jose and San Francisco, Calif., September 21, 2023 — Cisco (NASDAQ: CSCO) and Splunk (NASDAQ: SPLK), the cybersecurity and observability leader, today announced a definitive agreement under which Cisco intends to acquire Splunk for $157 per share in cash, representing approximately $28 billion in equity value. Upon close of the acquisition, Splunk President and CEO Gary Steele will join Cisco’s Executive Leadership Team reporting to Chair and CEO Chuck Robbins.
...
https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2023/m09/ci…
Cisco to Acquire Splunk, to Help Make Organizations More Secure and Resilient in an AI-Powered World
News SummaryTogether, Cisco and Splunk will help move organizations from threat detection and response to threat prediction and prevention
Combined, Cisco and Splunk will become one of the world’s largest software companies and will accelerate Cisco’s business transformation to more recurring revenue
Expected to be cash flow positive and gross margin accretive in first fiscal year post close, and non-GAAP EPS accretive in year 2. Will accelerate revenue growth and gross margin expansion
Unites two “Great Places to Work” with similar values, strong cultures, and talented teams
The combination of these two innovative leaders makes them well positioned to lead in security and observability in the age of AI
San Jose and San Francisco, Calif., September 21, 2023 — Cisco (NASDAQ: CSCO) and Splunk (NASDAQ: SPLK), the cybersecurity and observability leader, today announced a definitive agreement under which Cisco intends to acquire Splunk for $157 per share in cash, representing approximately $28 billion in equity value. Upon close of the acquisition, Splunk President and CEO Gary Steele will join Cisco’s Executive Leadership Team reporting to Chair and CEO Chuck Robbins.
...
https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2023/m09/ci…
Trading Spotlight
Cisco to acquire Splunk for $28 billion
Sept 21 (Reuters) - Cisco Systems (CSCO.O) said on Thursday it would acquire cybersecurity company Splunk (SPLK.O) for about $28 billion...
https://www.reuters.com/markets/deals/cisco-acquire-splunk-2…
Antwort auf Beitrag Nr.: 74.511.474 von Deflair am 20.09.23 15:08:16
Wenn Du so argumentierst:
Ja, Cisco profitiert. Ebenso Nokia, Ericsson etc.
Wenn Du so argumentierst:
Ja, Cisco profitiert. Ebenso Nokia, Ericsson etc.
Darum geht es ja nicht.
Wenn der Chinese über böse chinesische Backdoors mitliest ist das nunmal ungewollt
Der liebe Amerikaner kann dagegen nur durch gute amerikanische Backdoors mitlesen und das schadet ja niemandem.
Spaß beiseite würde Cisco profitieren?
Wenn der Chinese über böse chinesische Backdoors mitliest ist das nunmal ungewollt
Der liebe Amerikaner kann dagegen nur durch gute amerikanische Backdoors mitlesen und das schadet ja niemandem.
Spaß beiseite würde Cisco profitieren?
Antwort auf Beitrag Nr.: 74.508.975 von Deflair am 20.09.23 08:54:50
Ist es besser, wenn statt der chinesischen lieber die US-Geheimdienste mitlesen?
Ernsthaft: Angeblich haben auch die Amerikaner ihre Backdoor-Zugänge zum Mitlesen.
Ich selbst bin da aber technischer Laie und plane deshalb alle meine Verschwörungen per Brieftaube und berittenem Boten.
Zitat von Deflair: Profitiert Cisco davon wenn Faeser das Verbot durchsetzt weil dann mehr Cisco anstelle von chinesischen Produkten verbaut werden müssen?
Ist es besser, wenn statt der chinesischen lieber die US-Geheimdienste mitlesen?
Ernsthaft: Angeblich haben auch die Amerikaner ihre Backdoor-Zugänge zum Mitlesen.
Ich selbst bin da aber technischer Laie und plane deshalb alle meine Verschwörungen per Brieftaube und berittenem Boten.
Profitiert Cisco davon wenn Faeser das Verbot durchsetzt weil dann mehr Cisco anstelle von chinesischen Produkten verbaut werden müssen?
Durchsuchen
21.04.24 · dpa-AFX · Cisco Systems |
17.04.24 · wallstreetONLINE Redaktion · Cisco Systems |
09.04.24 · wO Newsflash · American Express |
27.03.24 · wO Newsflash · Albemarle |
26.03.24 · BörsenNEWS.de · Cisco Systems |
Peking mit Strafmaßnahmen: China-Schock für AMD, Intel & Microsoft – droht heute ein schwarzer Tag?(1) 25.03.24 · wallstreetONLINE Redaktion · Advanced Micro Devices |