The company that we’re going to talk about today has its beginnings traced back to 1984, when a then married couple from Stanford University helped build the foundation of the Internet by inventing the first-multi-protocol router that helped to link computer networks.

If Cisco comes to mind, yes, that is our guest for today. Of course, a lot has changed for Cisco in the decades since its founding, during which we saw a power struggle between investors and its original founders (that was back in the 1990s).

Fast forward to today, Cisco is a worldwide technology leader who prides itself in securely connecting “everything to make anything possible”.

The aim is to power an inclusive future for all, by helping customers reimagine their applications, power hybrid work, secure their enterprise and transform their infrastructure. Increasingly, the firm is also focused on helping customers harness the potential of generative AI safely.

On the business front, Cisco has also grown from strength to strength. For its third quarter ended April 25th, Cisco posted record revenue of US$$15.8 billion, up 12 per cent on the year.

Net income on a generally accepted accounting principles (or GAAP) basis came in at US$3.4 billion, a 35 per cent increase on the year. Cisco attributed the performance to the relevance of its technology for connecting and securing AI. But what does the firm mean by that more specifically?

Meanwhile, the firm hosted its Cisco Live 2026 in June. At the event held in Las Vegas, the firm announced a slew of products to help customers modernise their technology capabilities and protect critical systems.

Among them – a unified Cisco Cloud Control platform for humans and AI agents to run critical IT infrastructure together. But what are the key takeaways from the event?

Also – how is the firm anticipating future AI threats, especially with the development of Claude Mythos, which can independently find vulnerabilities in software and computer systems?

On Under the Radar, finance presenter Chua Tian Tian posed these questions to Ben Dawson, President, Asia Pacific, Japan and Greater China, Cisco.

See omnystudio.com/listener for privacy information.

It is the time of the year where global investment firm Temasek releases its annual financial results.

To this end, the company reported a Net Portfolio Value of S$518 billion on a mark-to-market basis as at 31 March 2026, representing a doubling of its portfolio over the past decade.

Long-term returns remained resilient, with the 20-year Total Shareholder Return at 6.8% and the 10-year TSR coming in at 7.1%. The five-year TSR stood at 4.6%, weighed down by headwinds in China’s capital markets from 2021 to 2024.

Meanwhile, the one-year TSR was at 10.5%, with NPV rising by S$49 billion on the year thanks to the strong showing of Singapore-based Temasek Portfolio Companies and realised gains from key divestments, though the figure was tempered by the situation in the Middle East.

Beyond the present, the global investor announced a major restructuring in August 2025, where it set up three wholly owned entities called: (1) Temasek Singapore, (2) Temasek Global Investments and (3) Temasek Partnership Solutions to target three distinct portfolio segments to tackle macroeconomic changes in an increasingly uncertain world. The three entities came into effect in April 2026.

But how does the structural overhaul help Temasek sharpen differentiated strategies to achieve better outcomes? Where are the opportunities for the firm looking ahead?

In her fifth year covering the Temasek Review, finance presenter Chua Tian Tian headed down to Temasek’s office for this “On the Go” Special episode of Under the Radar, where she posed the questions to Png Chin Yee, Chief Financial Officer, Temasek International and President, Temasek Singapore.

See omnystudio.com/listener for privacy information.

Today we’re going to take you through the ins and outs of a technology company that makes the personal computers we use at work and at home.

But here’s the twist. The company was founded all the way back in 1939 when there were no fully electronic computers, and where Palo Alto, Califonia was not a Silicon Valley hub, but an area filled with fruit orchards.

Make a guess – bingo if you’ve guessed HP! HP’s founding story takes us back to the 1930s, when American culture was dominated by sound film and radio, made possible by electronic signalling.

Inspired by the zeitgeist, two Stanford University friends, Bill Hewlett and Dave Packard decided to work part-time building devices in a Palo Alto garage. In 1938 and with only US$538 in capital, the duo invented the HP Model 200A, which was an oscillator that was used to test sound equipment.

What was worthy of note was how The Walt Disney Company actually bought 8 of the HP oscillators to get movie theatres ready to screen Fantasia in 1940.

The company was formalised as Hewlett-Packard in the 1940s, as a result of a coin toss to decide whether Bill or Dave’s name comes first, and grew in success over the years as the electronic industry expanded.

But why are we speaking to HP you might ask? Well, per data by Statista, HP is a market leader in the global PC space, coming in at second place with a market share of 27.2 per cent in 2025. But what is the ongoing demand for PCs like?

Also, what will the future of work look like with AI-processes embedded in employees’ workflows, and what does this mean for HP when it comes to new product designs and launches? How will AI adoption augment the firm’s growth trajectory globally and right here in Southeast Asia?

Speaking of Southeast Asia, HP chose Singapore to launch Garage 2.0, an initiative where the technology company lends its engineering expertise and business insights to accelerate the growth of AI startups. But why did it choose to launch the programme in sunny Singapore? How important is Singapore or Southeast Asia to the firm?

On Under the Radar, finance presenter Chua Tian Tian posed these questions to Koh Kong Meng, Managing Director, Southeast Asia and Singapore, HP.

See omnystudio.com/listener for privacy information.