{
  "generatedAt": "2026-10-09T04:57:40Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "cisco",
  "name": "Cisco",
  "ticker": "CSCO",
  "url": "https://deepstack.ltd/companies/cisco/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/cisco.json",
  "summary": "Cisco appears in Part 4, Part 9, Part 11 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill; Part 9: Habit Was the Moat. Agents Are Draining It.; Part 11: The Backlog Is Not the Quarter.",
  "parts": [
    {
      "part": 4,
      "headline": "AI Spending Has Met Its First Real Bill",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 9,
      "headline": "Habit Was the Moat. Agents Are Draining It.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    },
    {
      "part": 11,
      "headline": "The Backlog Is Not the Quarter",
      "url": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 4,
      "section": "Defense has a case",
      "excerpt": "Quanta 72 compares Cisco, EMC, Oracle and Sun with Nvidia, Microsoft, Alphabet and Amazon and points to the difference: the dot-com suppliers depended on customers who could stop buying, while today’s spenders fund the buildout from advertising, cloud, software and e-commerce.",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 9,
      "section": "The first bill",
      "excerpt": "Sam Badri, a Cisco veteran on Eisman’s show, estimates that nine in ten users still type a prompt and wait.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    },
    {
      "part": 11,
      "section": "Funded, not forecast",
      "excerpt": "Sam Badri, on Eisman's program on September 28, described Cisco's real inflection as the point when large orders for switches built on its Silicon One chips started to land, six to nine months earlier.",
      "url": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/"
    }
  ],
  "sides": [],
  "coverage": {
    "creators": 30,
    "claims": 70,
    "texts": 52,
    "asOf": "2026-10-08"
  },
  "lastUpdated": "2026-10-08",
  "market": null
}