5 big analyst AI moves: Apple lifted to Buy, AI chip bets reassessed
SAN JOSE - Cisco (NASDAQ:CSCO), the prominent communications equipment provider with over $56 billion in annual revenue, introduced new AI agent capabilities for workplace collaboration during its WebexOne 2025 event on Tuesday, according to a company press release. The company’s strong financial health is reflected in its perfect Piotroski Score of 9, according to InvestingPro data.
The technology company, maintaining an impressive 64.94% gross profit margin, launched what it calls "Connected Intelligence" solutions that integrate AI agents into collaboration tools. The new offerings include AI assistants that can generate meeting action items, transcribe in-person discussions, recommend polls, schedule follow-ups, and serve as virtual receptionists.
Cisco also announced RoomOS 26, an updated operating system for its collaboration devices powered by NVIDIA hardware. The system enables features like AI-powered note-taking, automated camera direction, and digital space mapping for meeting rooms.
"With Connected Intelligence, we’re weaving AI agents into Webex to supercharge teams and power new breakthroughs in how people and AI collaborate to get things done," said Jeetu Patel, President and Chief Product Officer at Cisco.
The company is expanding its ecosystem through integrations with Amazon Q index, Microsoft 365 Copilot, and Salesforce. Cisco devices running Microsoft Teams Rooms will utilize Microsoft’s Device Ecosystem Platform for enhanced security.
For IT administrators, Cisco is introducing what it terms "AgenticOps" through integration with Cisco AI Canvas, allowing technical staff to troubleshoot network and call quality issues through a natural language interface.
The company is also partnering with GetReal and Pindrop to implement deepfake detection capabilities in Webex meetings.
Most of the new features are scheduled for general availability between Q4 2025 and Q1 2026, according to the announcement. With Cisco’s stock trading near its 52-week high and 12 analysts revising earnings estimates upward, investors seeking detailed analysis can access comprehensive research reports and additional insights through InvestingPro, which currently indicates the stock is slightly overvalued relative to its Fair Value.
In other recent news, Cisco has announced several significant developments. The company unveiled enhancements to its Webex Customer Experience portfolio, introducing an AI-powered quality management tool for contact center supervisors, which is set to launch in early 2026. Additionally, Cisco introduced enhancements to its Splunk Observability portfolio, featuring AI Troubleshooting Agents and Event iQ, designed to improve incident analysis and alert management. Cisco also expanded its Secure AI Factory with a new solution integrating VAST Data’s InsightEngine, aimed at accelerating data retrieval for enterprise AI applications. A study conducted by NTT DATA and Cisco highlighted the importance of network modernization for AI, with 78% of companies valuing networking capabilities when selecting AI infrastructure providers. Furthermore, Cisco’s board of directors approved amendments to the company’s bylaws, introducing a process to address deficiencies in director nomination notices submitted by stockholders. These amendments took immediate effect, according to a recent SEC filing.
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