Empire Strikes Back; a New Narrative from Long Ago and Far Away I see a new-old emerging trend: Old-line companies becoming nimble and adopting new methods, operational styles, and technology. More important than anything is the courage and commitment to disrupt their old business even whe...

Cisco Systems (NASDAQ: CSCO ) is down 7.4% out of today's market open, following a Q1 earnings report that featured surprising light sales guidance for the current quarter, spurring some target cuts. More news on: Cisco Systems, Inc., Nokia Corporation, Telefonaktiebolaget LM Ericsson ...

Arista Networks' (ANET) stock was hammered by its recent earnings because guidance for the fourth quarter was well below estimates. In fact, the company guided Q4 for $550M while analysts had it pegged at $686.5M. That's a 20% drop in expectations, and the stock nearly matched that drop - goin...