Cisco Systems マネジメント
マネジメント 基準チェック /24
Cisco Systemsの CEO はChuck Robbinsで、 Jul2015年に任命され、 の在任期間は 10.92年です。 の年間総報酬は$ 52.84Mで、 2.6%給与と97.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.016%を直接所有しており、その価値は$ 77.13M 。経営陣と取締役会の平均在任期間はそれぞれ3.5年と6.8年です。
主要情報
Chuck Robbins
最高経営責任者
US$52.8m
報酬総額
| CEO給与比率 | 2.63% |
| CEO在任期間 | 10.9yrs |
| CEOの所有権 | 0.02% |
| 経営陣の平均在職期間 | 3.5yrs |
| 取締役会の平均在任期間 | 6.8yrs |
経営陣の近況
Recent updates
Seeking Alpha • Jun 09
Cisco: Stock Price Overvalued But More Justified Than Dot-Com Era
Summary Cisco's current business model is more diversified, with growth driven by AI data center buildout and improved capital structure via debt financing. Cisco's present market competitiveness in Ethernet and Routers is weaker than in 2000, with declining market share despite high R&D spending. Current valuation multiples (P/S 8.08x, P/E 41.38x) are more justified than the 2000 peak, but limited upside remains due to recent price appreciation. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 06
CSCO: AI Infrastructure And Security Execution Will Shape Returns From Here
Analysts have inched Cisco's fair value estimate higher to about $125.82 from $124.45, reflecting a wave of higher price targets across the Street that cite stronger AI infrastructure momentum, robust networking and optical demand, and expectations for resilient margins supported by hyperscaler and enterprise AI spending. Analyst Commentary Recent Street research shows a clear shift toward higher fair value views for Cisco Systems, anchored in AI infrastructure demand, networking strength, and expectations for margin resilience.
新しいナラティブ • Jun 01
AI Infrastructure Dependence And Hardware Mix Will Pressure Margins And Earnings Stability
Catalysts About Cisco Systems Cisco Systems supplies networking, security and related infrastructure hardware, software and services to enterprises, service providers, cloud providers and public sector customers. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • May 21
CSCO: AI Infrastructure Momentum And Security Efforts Will Support Richer Valuation
Analysts lifted the fair value estimate for Cisco Systems by about $35 to $124.45 as they factored in higher expected revenue growth, stronger profit margins and a richer future P/E multiple supported by rising AI infrastructure orders and networking demand highlighted in recent research. Analyst Commentary Recent research on Cisco Systems has turned more constructive, with a wave of target price increases and several upgrades following the latest quarterly report.
新しいナラティブ • May 20
Defensive AI infrastructure
Investment Memo: Cisco Systems (NASDAQ: CSCO) Executive Summary Cisco Systems is undergoing a strategic transformation from a legacy networking hardware company into a key infrastructure provider for artificial intelligence (AI), cybersecurity, and enterprise software. Recent institutional accumulation—including reported increases in ownership by major asset managers—appears driven by Cisco’s emerging role in AI infrastructure, combined with its strong cash generation and defensive characteristics.
新しいナラティブ • May 17
AI Infrastructure And Security Expansion Will Define The Next Chapter
Catalysts About Cisco Systems Cisco Systems provides networking, security and related technology that underpins digital and AI infrastructure for enterprises, service providers and cloud customers globally. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • May 06
CSCO: AI And Cybersecurity Moves Will Offset Ongoing Margin Pressures
Cisco Systems' updated analyst price target has shifted modestly higher to $89.54, with analysts pointing to a slightly richer assumed future P/E multiple around 28.9x, while also reflecting a higher discount rate and largely unchanged revenue growth and profit margin assumptions amid a mix of recent target hikes and a couple of rating downgrades. Analyst Commentary Recent research on Cisco Systems reflects an active debate around how much investors should pay for the stock, with several bullish analysts lifting price targets while a few cautious voices highlight margin and demand risks.ナラティブの更新 • Apr 21
CSCO: AI Alliances And Cyber Deals Will Offset Rising Memory Costs
Cisco Systems' updated analyst price target edges up by about $0.05 to $89.09, as analysts factor in slightly higher revenue growth assumptions, a marginally higher discount rate, and a modest adjustment to future P/E expectations, while keeping profit margin assumptions broadly steady. Analyst Commentary Recent Street research around Cisco Systems reflects a mix of optimism on execution and growth, balanced by fresh caution on profitability and costs.ナラティブの更新 • Apr 06
CSCO: AI Partnerships And Capital Returns Will Offset Memory Cost Headwinds
Analysts have nudged Cisco Systems' fair value estimate slightly higher to about $89 per share. This reflects updated assumptions around discount rates, revenue growth, profit margins, and a marginally higher future P/E multiple following recent research that includes both new bullish initiations and a more cautious view on gross margin pressures.ナラティブの更新 • Mar 23
CSCO: AI Infrastructure Partnerships Will Support Earnings Despite Memory Cost Pressure
Analysts nudged the price target on Cisco Systems higher by $5, citing a slightly richer future P/E assumption of about 28x, even as some firms flag pressure on gross margins from higher memory costs. Analyst Commentary Cisco Systems is drawing mixed reactions, with some firms marking down ratings on margin concerns while others lift price targets based on valuation adjustments and expectations around execution in the next fiscal year.ナラティブの更新 • Mar 09
CSCO: AI Data Center Demand Will Support Earnings Despite Margin Headwinds
Our updated Cisco Systems narrative keeps fair value unchanged but reflects a modestly lower discount rate and slightly lower future P/E assumption. This aligns with recent analyst moves that include a downgrade on margin concerns, alongside several $5 price target increases tied to long term growth expectations.ナラティブの更新 • Feb 23
CSCO: AI Infrastructure Demand Will Shape Multi Year Earnings Resilience
Narrative Update on Cisco Systems Cisco's analyst price target framework has shifted slightly higher to about $88.81, with analysts citing expectations for modestly stronger revenue growth and profit margins, partly balanced by lower gross margin forecasts and a slightly reduced future P/E multiple, following a mix of recent target hikes and a downgrade to Hold. Analyst Commentary Recent research on Cisco reflects a mix of optimism around the broader outlook and concern about profitability, which feeds directly into how analysts think about the stock's valuation and execution risk.ナラティブの更新 • Feb 07
CSCO: AI Networking Strength And Margin Resilience Will Shape Multi Year Returns
Cisco Systems' analyst price targets moved modestly higher to align with an updated fair value of about $87, as analysts emphasize continued strength in Networking, growing artificial intelligence related orders, and expectations for operating margins and returns on equity to remain above average. Analyst Commentary Recent research on Cisco Systems centers on how well the company is executing in its core Networking franchise, the early traction in artificial intelligence related opportunities, and the durability of margins and returns.ナラティブの更新 • Jan 24
CSCO: AI Infrastructure And Networking Strength Will Support Multi Year Upside
Analysts nudged their price target on Cisco Systems higher to $86.00 from $85.43, citing firm networking trends, improving profit margins, and growing artificial intelligence related demand as key supports for the updated view. Analyst Commentary Recent research on Cisco highlights a mix of optimism around networking and artificial intelligence exposure, with some caution around security and the durability of current trends.ナラティブの更新 • Jan 07
CSCO: AI Infrastructure Demand And Networking Strength Will Support Multi Year Upside
Analysts nudged their Cisco Systems price target higher, citing a modest uptick in fair value and a slightly richer assumed future P/E multiple, supported by recent research highlighting continued strength in networking and growing artificial intelligence related demand despite softer security trends. Analyst Commentary Recent research on Cisco Systems reflects a generally constructive stance, with several firms lifting price targets and a couple of upgrades that highlight how investors are weighing networking strength and artificial intelligence demand against softer security trends.ナラティブの更新 • Dec 19
CSCO: AI Networking Cycle Will Drive Multi Year Upside Despite Security Weakness
Analysts have nudged their fair value estimate for Cisco Systems slightly higher to approximately $85 per share, up from about $84.80. They cite a solid multi year networking and AI driven growth cycle, better than expected operating margins, and rising Street price targets, despite ongoing security softness.ナラティブの更新 • Dec 04
CSCO: AI Networking Cycle Will Offset Security And ESG Uncertainty
Analysts modestly raised their price target on Cisco Systems to $87 from $77, citing a multi year networking and AI infrastructure growth cycle, stronger than expected revenue and operating margins, and confidence that management’s conservative outlook can be exceeded, despite lingering security headwinds. Analyst Commentary Bullish analysts see Cisco as entering a multi year upcycle, underpinned by artificial intelligence infrastructure demand, a broad networking refresh and resilient profitability metrics that justify higher valuation multiples.ナラティブの更新 • Nov 20
CSCO: Networking Strength And AI Demand Will Balance Security Headwinds
Cisco Systems' analyst price target has been raised from approximately $77 to nearly $85, as analysts point to robust networking momentum, improving revenue growth, and solid operating margins. These positive factors are seen as offsetting headwinds in security.ナラティブの更新 • Nov 04
CSCO: Enterprise Networking And AI Demand Will Support Steady Upside Amid Sector Risks
Cisco Systems' analyst price target has risen from approximately $76 to $77. Analysts point to improving growth prospects driven by strong artificial intelligence infrastructure demand, robust campus refresh momentum, and steady profitability improvements.ナラティブの更新 • Sep 04
AI Infrastructure And Cloud Adoption Will Drive Expansion
Analysts note that while Cisco’s Q4 results and FY26 guidance met expectations, slowing revenue growth—driven by weaker networking orders and restocking trends—balances optimism around AI, software shifts, and the Splunk acquisition, leading to the consensus view that shares are fairly valued and the price target remains unchanged at $75.81. Analyst Commentary Fiscal Q4 results and FY26 guidance were in line to slightly better than expectations, but revenue growth is decelerating with the networking segment under pressure and consensus estimates missed.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Apr 25 2026 | n/a | n/a | US$12b |
| Jan 24 2026 | n/a | n/a | US$11b |
| Oct 25 2025 | n/a | n/a | US$10b |
| Jul 26 2025 | US$53m | US$1m | US$10b |
| Apr 26 2025 | n/a | n/a | US$10b |
| Jan 25 2025 | n/a | n/a | US$9b |
| Oct 26 2024 | n/a | n/a | US$9b |
| Jul 27 2024 | US$39m | US$1m | US$10b |
| Apr 27 2024 | n/a | n/a | US$12b |
| Jan 27 2024 | n/a | n/a | US$13b |
| Oct 28 2023 | n/a | n/a | US$14b |
| Jul 29 2023 | US$32m | US$1m | US$13b |
| Apr 29 2023 | n/a | n/a | US$11b |
| Jan 28 2023 | n/a | n/a | US$11b |
| Oct 29 2022 | n/a | n/a | US$12b |
| Jul 30 2022 | n/a | n/a | US$12b |
| Apr 30 2022 | n/a | n/a | US$12b |
| Jan 29 2022 | n/a | n/a | US$12b |
| Oct 30 2021 | n/a | n/a | US$11b |
| Jul 31 2021 | US$25m | US$1m | US$11b |
| May 01 2021 | n/a | n/a | US$10b |
| Jan 23 2021 | n/a | n/a | US$10b |
| Oct 24 2020 | n/a | n/a | US$10b |
| Jul 25 2020 | US$23m | US$1m | US$11b |
| Apr 25 2020 | n/a | n/a | US$11b |
| Jan 25 2020 | n/a | n/a | US$11b |
| Oct 26 2019 | n/a | n/a | US$11b |
| Jul 27 2019 | US$26m | US$1m | US$12b |
報酬と市場: Chuckの 総報酬 ($USD 52.84M ) は、 US市場 ($USD 14.65M ) の同規模の企業の平均を上回っています。
報酬と収益: Chuckの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Chuck Robbins (60 yo)
10.9yrs
在職期間
US$52,838,751
報酬
Mr. Charles H. Robbins, also known as Chuck, serves as Independent Director at BlackRock, Inc. since 2017. He has been Chief Executive Officer of Cisco Systems, Inc., since July 26, 2015 and has been its C...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 10.9yrs | US$52.84m | 0.016% $ 77.1m | |
| President & Chief Product Officer | 1.1yrs | US$25.69m | 0.00011% $ 525.0k | |
| Executive Vice President of Operations | 2.3yrs | US$14.74m | 0.00019% $ 906.9k | |
| Executive VP & Chief Legal Officer | 4.8yrs | US$15.83m | 0.0045% $ 21.5m | |
| Executive VP & CFO | less than a year | データなし | 0.00014% $ 668.2k | |
| Senior VP | less than a year | データなし | データなし | |
| Senior Vice President of Corporate Finance | 5.4yrs | データなし | データなし | |
| Head of Investor Relations & Strategic Finance | no data | データなし | データなし | |
| Senior VP & Chief Communications Officer | no data | データなし | データなし | |
| Executive VP of Global Sales & Chief Sales Officer | 1.2yrs | データなし | 0.0015% $ 7.2m | |
| Senior Vice President of Corporate Development & Cisco Investments | 6.1yrs | データなし | データなし | |
| Senior VP & Chief Marketing Officer | 5.4yrs | データなし | データなし |
3.5yrs
平均在職期間
54.5yo
平均年齢
経験豊富な経営陣: CSCOの経営陣は 経験豊富 であると考えられます ( 3.5年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 11.1yrs | US$52.84m | 0.016% $ 77.1m | |
| Lead Independent Director | 20.4yrs | US$513.33k | 0.0037% $ 17.7m | |
| Chairman Emeritus | 19.6yrs | データなし | データなし | |
| Independent Director | 8.2yrs | US$439.47k | 0.0010% $ 4.9m | |
| Independent Director | 13.8yrs | US$412.37k | 0.000010% $ 47.7k | |
| Independent Director | 5.3yrs | US$380.63k | 0.00020% $ 954.6k | |
| Independent Director | 5.4yrs | US$397.58k | 0.00072% $ 3.4m | |
| Independent Director | less than a year | データなし | データなし | |
| Director of UK Technology Strategy Board | no data | データなし | データなし | |
| Independent Director | 1.1yrs | US$164.97k | 0.000040% $ 190.9k | |
| Independent Director | 3.8yrs | US$397.58k | 0.00049% $ 2.3m |
6.8yrs
平均在職期間
64yo
平均年齢
経験豊富なボード: CSCOの 取締役会 は 経験豊富 であると考えられます ( 6.8年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/14 21:04 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/04/25 |
| 年間収益 | 2025/07/26 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cisco Systems, Inc. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。59
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Jonathan Ruykhaver | Baird |
| Jeffrey Kvaal | Barclays |