Cisco vs Salesforce
Cisco Systems, Inc. and Salesforce Inc. are compared here to provide neutral context. This page examines business models, financial performance, and market positioning in accessible terms. It looks at how each company engages customers, structures its offerings, and pursues growth. Educational content, not financial advice.
Cisco Systems, Inc. and Salesforce Inc. are compared here to provide neutral context. This page examines business models, financial performance, and market positioning in accessible terms. It looks at...
Why It's Moving
Cisco Hits Dot-Com Peak Milestone as AI Networking Surge Powers Record High
- Stock surged to 52-week high of $80.82 on December 10, testing key resistance on AI boom and recent earnings beat with networking revenue up 15% YoY[2][3][4].
- Cisco projects $3B in AI infrastructure revenue from hyperscalers in fiscal 2026, highlighting explosive demand for AI-driven networking gear[2].
- New Splunk AI editions and agents rolled out December 10 automate security investigations and observability, bolstering Cisco's AI ecosystem play[3].
Salesforce Powers Through Q3 with Explosive Agentforce Growth and Record Results
- Agentforce and Data 360 ARR hit nearly $1.4B, skyrocketing 114% Y/Y, with Agentforce alone up 330% Y/Y and processing over 3.2 trillion tokens to prove massive AI traction.
- Raised FY26 revenue guidance to $41.45B-$41.55B, topping estimates and highlighting consumption-based model's scalability amid steady enterprise software momentum.
- Closed Informatica deal, supercharging Salesforce's agent-ready data platform, while nearly 90% of Forbes' Top 50 AI companies leverage multiple Salesforce clouds.
Cisco Hits Dot-Com Peak Milestone as AI Networking Surge Powers Record High
- Stock surged to 52-week high of $80.82 on December 10, testing key resistance on AI boom and recent earnings beat with networking revenue up 15% YoY[2][3][4].
- Cisco projects $3B in AI infrastructure revenue from hyperscalers in fiscal 2026, highlighting explosive demand for AI-driven networking gear[2].
- New Splunk AI editions and agents rolled out December 10 automate security investigations and observability, bolstering Cisco's AI ecosystem play[3].
Salesforce Powers Through Q3 with Explosive Agentforce Growth and Record Results
- Agentforce and Data 360 ARR hit nearly $1.4B, skyrocketing 114% Y/Y, with Agentforce alone up 330% Y/Y and processing over 3.2 trillion tokens to prove massive AI traction.
- Raised FY26 revenue guidance to $41.45B-$41.55B, topping estimates and highlighting consumption-based model's scalability amid steady enterprise software momentum.
- Closed Informatica deal, supercharging Salesforce's agent-ready data platform, while nearly 90% of Forbes' Top 50 AI companies leverage multiple Salesforce clouds.
Which Baskets Do They Appear In?
Companies That Give Back
Channel your investments toward companies that make philanthropy a priority. These stocks have been carefully selected by our analysts for their commitment to giving back while building sustainable businesses that could deliver long-term value to investors.
Published: June 17, 2025
Explore BasketEmpire Builders
These companies are led by visionaries who excel at growing through smart acquisitions. Our analysts have carefully selected businesses with proven ability to buy competitors, integrate them successfully, and build lasting market power.
Published: June 17, 2025
Explore BasketCorporate Dragons
These financial powerhouses have mastered the art of strategic acquisitions to fuel their growth. Our analysts have carefully selected companies with exceptional cash reserves and proven track records of creating value through buying other businesses.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Companies That Give Back
Channel your investments toward companies that make philanthropy a priority. These stocks have been carefully selected by our analysts for their commitment to giving back while building sustainable businesses that could deliver long-term value to investors.
Published: June 17, 2025
Explore BasketEmpire Builders
These companies are led by visionaries who excel at growing through smart acquisitions. Our analysts have carefully selected businesses with proven ability to buy competitors, integrate them successfully, and build lasting market power.
Published: June 17, 2025
Explore BasketCorporate Dragons
These financial powerhouses have mastered the art of strategic acquisitions to fuel their growth. Our analysts have carefully selected companies with exceptional cash reserves and proven track records of creating value through buying other businesses.
Published: June 17, 2025
Explore BasketTrump's US$1 Trillion Gulf Deals
This carefully selected group of stocks and ETFs is positioned to benefit from President Trump's historic investment agreements with Gulf nations. Our analysts have identified companies that could see significant growth from these massive cross-border deals in technology, energy, and infrastructure.
Published: May 9, 2025
Explore BasketInvestment Analysis
Cisco
CSCO
Pros
- Cisco reported a 5.3% revenue increase to $56.65 billion in 2025, evidencing steady top-line growth.
- The company maintains a strong profitability profile with $10.18 billion earnings in 2025 and a robust return on equity of 22.78%.
- Cisco offers a solid dividend yield of 2.3%, providing a reliable income stream to shareholders.
Considerations
- Earnings decreased slightly by 1.36% in 2025 despite revenue growth, indicating some margin pressure or higher costs.
- Recent insider selling and decreased insider ownership might signal management concerns about near-term performance.
- Cisco faces intense competition in the technology sector, posing risks to market share and long-term profitability.
Salesforce
CRM
Pros
- Salesforce operates a globally recognized customer relationship management platform that drives business digital transformation.
- The company has a consistent, though moderate, return on equity averaging around 5.8% over recent years.
- Salesforce benefits from strong market positioning in cloud-based software enabling recurring revenue and growth opportunities.
Considerations
- Salesforce’s return on equity of approximately 5.8% is significantly lower than many tech peers, suggesting lower profitability efficiency.
- The company’s market cap and financial metrics show slower growth relative to competitors with higher returns on equity.
- Salesforce’s stock performance and technical indicators show recent weakness, reflecting investor concerns about valuation and growth sustainability.
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