Cisco

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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• TLS certificate transparency 11 signals · latest 2026-09-05
• Federal contract awards 5 signals · latest 2020-06-21

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• neutral fact_claim Unattributed

  Cisco was the foundational layer for infrastructure for the internet. And so that was the internet revolution. Cisco was peak.

• neutral assessment Jason Calacanis

  the big news of course today was cisco planning to acquire cyber security company splunk uh in cash for 157 per share that's a 31 uh premium on splunk's closing price puts the deal at 28 billion dollars i think this is a really interesting uh thing that's happening if you have large companies cisco is a very large company obviously um and smaller companies are going to be not priced at a premium people are looking for growth they have a lot of cash on the sidelines and you're going to see a lot

• neutral fact_claim David Friedberg

  I think that the Cisco analogy, it's a pretty different situation, because Cisco evolved the business to become much more enterprise centric. And they were able to run an M&A process like we see with enterprise software, where they could acquire and roll up lots of different product companies and sell into their enterprise channels to do a lot of cross selling.

• bearish assessment David Sacks

  Well, the company that everyone compares NVIDIA to, or asked the question about whether a historical comparison should be made is Cisco. So there's an article in Motley Fool saying, is NVIDIA doomed to be the next Cisco? There was one in Morningstar called NVIDIA 2023 versus Cisco 1999. Will history repeat itself? The reason they're asking these questions is that if you go back to the dot-com boom in 1999, to pull up the stock performance chart, you can see that Cisco had this incredible run. An

• neutral fact_claim Unattributed

  you saw that in the late 90s with cisco and cisco had acquired over 120 companies people are arguing that that basically was their r d strategy but you know cisco was trading at 100 times pe so they had the currency why not

• bearish criticism Nikesh Arora

  The biggest contrast for us is we like to buy a product which we can integrate and sell to customers. We have a go-to-market engine. We like to keep it the way it is. I think if I'm going to buy a company at eight to ten times revenue, I'm just overpaying for customers and sales. I have all the customers already. Why would I pay eight to ten times revenue to buy a customer I already have it on a different product? So I'd rather buy the product, use my go-to-market capabilities, go sell them to t