Buy, Sell, Or Hold Cisco Stock?

1. Cisco's Q2 earnings exceeded analyst estimates with $14 billion in revenue. 2. AI infrastructure orders surged, driving $350 million in Q2 revenue growth. 3. Full-year revenue outlook raised to $56-$56.5 billion, indicating strong future prospects. 4. Cisco's acquisition of Splunk enhances security offerings and positively impacts revenue. 5. Shift towards recurring revenue model could further support profit margins.