Is Cisco’s Quantum-Secure Networking Pilot With Aliro Reshaping the Investment Case for Cisco Systems (CSCO)?

Simply Wall St.07-15

Aliro Technologies recently announced that Cisco is testing its Aliro Orchestrator as the quantum network management layer at Cisco’s Photonics Center in Vimercate, Italy, running a live entanglement-...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2651430172?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/19691-main-header/1756202865667","is_english":true,"pubTime":"2026-07-15 14:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2651430172","market":"hk","top_or_hot":-1,"title":"Is Cisco’s Quantum-Secure Networking Pilot With Aliro Reshaping the Investment Case for Cisco Systems (CSCO)?","media":"Simply Wall St.","content":"<div>\n<p>Aliro Technologies recently announced that Cisco is testing its Aliro Orchestrator as the quantum network management layer at Cisco’s Photonics Center in Vimercate, Italy, running a live entanglement-...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nasdaq-csco/cisco-systems/news/is-ciscos-quantum-secure-networking-pilot-with-aliro-reshapi\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Cisco’s Quantum-Secure Networking Pilot With Aliro Reshaping the Investment Case for Cisco Systems (CSCO)?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Cisco’s Quantum-Secure Networking Pilot With Aliro Reshaping the Investment Case for Cisco Systems (CSCO)?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-15 14:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nasdaq-csco/cisco-systems/news/is-ciscos-quantum-secure-networking-pilot-with-aliro-reshapi><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Aliro Technologies recently announced that Cisco is testing its Aliro Orchestrator as the quantum network management layer at Cisco’s Photonics Center in Vimercate, Italy, running a live entanglement-...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nasdaq-csco/cisco-systems/news/is-ciscos-quantum-secure-networking-pilot-with-aliro-reshapi\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BDGV0183.EUR","symbol_name":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","start_time":0,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-csco/cisco-systems/news/is-ciscos-quantum-secure-networking-pilot-with-aliro-reshapi","article_id":"2651430172","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/19691-main-header/1756202865667"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-csco/cisco-systems/news/is-ciscos-quantum-secure-networking-pilot-with-aliro-reshapi","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2651430172","pubTimestamp":1784096835,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Aliro Technologies recently announced that Cisco is testing its Aliro Orchestrator as the quantum network management layer at Cisco’s Photonics Center in Vimercate, Italy, running a live entanglement-based quantum key distribution network on commercially available hardware integrated with Cisco 8000 Series routers.\nThis European eQKD deployment, with centralized monitoring of security telemetry and automated remediation, shows how quantum-derived keys can underpin production-grade,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4525":"远程办公概念","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","VTHR":"Vanguard Russell 3000 ETF","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IYZ":"电信业ETF-iShares","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","QTOC":"Innovator Growth Accelerated Plus ETF - October","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","CIBR":"First Trust NASDAQ Cybersecurity ETF","BK4534":"瑞士信贷持仓","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","AIPO":"Defiance AI and Power Infrastructure ETF","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","AIQ":"Global X Artificial Intelligence & Technology ETF","CSCL":"2倍做多CSCO ETF-Direxion","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4515":"5G概念","BK4612":"AI芯片","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1599440770.SGD":"FIDELITY GLOBAL DIVIDEND \"A\" (SGDHDG) INC","CSCS":"1倍做空CSCO ETF-Direxion","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","QPUX":"Defiance 2X Daily Long Pure Quantum ETF","BK4579":"人工智能","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","AGIX":"通用人工智能 ETF-AGIX","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","CSCO":"思科","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC"},"translate_title":"思科与 Aliro 的量子安全网络试点是否正在重塑思科系统公司 (CSCO) 的投资案例？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARTY":0.9,"CSCL":0.6,"QTOC":0.9,"CSCO":1.5,"CHAT":0.9,"IYZ":0.6,"AGIX":0.9,"AIPO":0.9,"QPUX":0.9,"VTHR":0.9,"AIQ":0.6,"CSCS":0.6,"CIBR":0.6},"content_text":"Aliro Technologies recently announced that Cisco is testing its Aliro Orchestrator as the quantum network management layer at Cisco’s Photonics Center in Vimercate, Italy, running a live entanglement-based quantum key distribution network on commercially available hardware integrated with Cisco 8000 Series routers. This European eQKD deployment, with centralized monitoring of security telemetry and automated remediation, shows how quantum-derived keys can underpin production-grade, quantum-secure encryption for Cisco’s existing networking platforms. We’ll now examine how Cisco’s push into quantum-secure networking, alongside its AI infrastructure push, may influence its existing investment narrative. The latest GPUs need a type of rare earth metal called Dysprosium and there are only 30 companies in the world exploring or producing it. Find the list for free.AdvertisementCisco Systems Investment Narrative RecapTo own Cisco today, you need to believe it can convert record AI infrastructure demand and a maturing subscription model into steady earnings, despite cyclic spending from hyperscalers and pressure on security growth. The Aliro quantum‑secure networking trial is promising but not yet material to the main near term catalyst, which is AI infrastructure orders, or to the key risk around dependence on a concentrated set of large cloud customers. The Aliro deployment fits alongside Cisco’s broader AI and infrastructure push, particularly its efforts with Silicon One systems and Acacia optics to support high value networking for AI and quantum era traffic. That same hardware and optics focus is a key element in the bullish analyst narrative that expects stronger mix and margins, and it could become even more important if quantum‑secure capabilities start to matter more in large data center and government refresh cycles. Yet beneath the quantum and AI headlines, investors should be aware that Cisco’s heavy reliance on a handful of hyperscalers could become a problem if... Read the full narrative on Cisco Systems (it's free!)Cisco Systems' narrative projects $75.4 billion revenue and $19.5 billion earnings by 2029.Uncover how Cisco Systems' forecasts yield a $127.05 fair value, a 9% upside to its current price.Exploring Other PerspectivesCSCO 1-Year Stock Price Chart The most optimistic analysts were already assuming Cisco could lift revenue to about US$81.3 billion and earnings to roughly US$19.6 billion, so if you buy that story you are accepting far more dependence on AI‑driven and silicon‑heavy growth than the consensus view and today’s quantum networking progress could either reinforce or challenge that thesis over time.Explore 4 other fair value estimates on Cisco Systems - why the stock might be worth 6% less than the current price!Reach Your Own ConclusionDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your Cisco Systems research is our analysis highlighting 3 key rewards that could impact your investment decision.Our free Cisco Systems research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cisco Systems' overall financial health at a glance.Want Some Alternatives?These stocks are moving-our analysis flagged them today. Act fast before the price catches up:Outshine the giants: these 16 early-stage AI stocks could fund your retirement.We've uncovered the 8 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2651430172","isCrawlerRequest":true}