In the past week, Asiacell announced it is partnering with Cisco to implement Cisco’s AI-driven Provider Connectivity Assurance platform on its networks, aimed at improving network reliability and digital experiences for nearly 20 million customers across Iraq.
This move highlights Cisco’s expanding role in delivering AI-enabled network automation for telecommunications providers in emerging markets.
We’ll explore how this significant deployment of Cisco’s AI-based network solution shapes its investment narrative around accelerated infrastructure demand.
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To be a Cisco Systems shareholder, one must believe in the company’s ability to drive adoption of next-generation networking, particularly AI-powered infrastructure and automation, across global enterprises and service providers. News like the Asiacell partnership showcases Cisco’s relevance in fast-growing, digitally transforming markets, but it does not meaningfully alter the main short-term catalyst: continued strength in AI infrastructure orders from large cloud and telecom customers. The biggest business risk remains volatility in orders from these hyperscale customers and increasing price competition in networking.
Among recent announcements, Cisco’s joint venture with AMD and HUMAIN in Saudi Arabia is especially relevant, as it highlights the company’s focus on large-scale AI data center deployments. Together with the Asiacell rollout, this suggests Cisco is actively working to support the ongoing, global demand for advanced AI networking solutions, which underpins analyst expectations for top-line growth and margin improvement.
However, unlike expanding collaborations, investors should also watch for any signs that order growth in cloud and AI infrastructure may slow…
Read the full narrative on Cisco Systems (it’s free!)
Cisco Systems’ outlook anticipates $65.2 billion in revenue and $14.0 billion in earnings by 2028. This is based on analysts’ forecasts of 4.8% annual revenue growth and a $3.8 billion earnings increase from current earnings of $10.2 billion.
Uncover how Cisco Systems’ forecasts yield a $84.81 fair value, a 10% upside to its current price.
CSCO Community Fair Values as at Nov 2025
The Simply Wall St Community includes 11 fair value estimates for Cisco ranging from US$61.52 to US$84.81 per share. As AI-powered infrastructure orders remain a core business catalyst, you can see how opinions on Cisco’s future performance can vary widely, explore these diverse viewpoints for deeper insight.