文章核心观点 - 公司总体产品订单增长4%,剔除Splunk影响后为持平 [8][9][10][11][12][13][14] - 企业客户需求恢复较慢,但公共部门、服务提供商和安全业务保持增长 [14] - 公司正在积极应对供应链挑战,预计在本季度内完成存货消化 [10][11][12][13][14] 行业和公司分析 校园交换机和数据中心交换机 - 校园交换机和数据中心交换机订单均实现正增长,反映出企业客户需求正在恢复 [15][16][17][18][19] - 企业客户正在重新考虑办公模式,希望员工适度回到办公室,这带动了校园网络需求 [16][17][18][19] 人工智能 - 公司在人工智能基础设施领域已经取得了一些设计wins,预计在2025财年能够实现10亿美元的订单 [31][32][33][34][35][36][37][38][39][40][42][43] - 公司正在与英伟达合作,利用自身在企业市场的优势,为企业客户提供一体化的人工智能解决方案 [51][52][53][54][55] - 人工智能应用将带动企业网络需求的增长 [56][57] 内部应用人工智能 - 公司正在内部广泛应用人工智能技术,以提高财务、客户服务等方面的效率 [28][29][30] - 人工智能技术有助于提升公司产品的竞争力,尤其是在安全领域 [59][60]

On the search for high-quality stocks at low prices? Consider taking a look at dividend stocks at a 52-week low. Sure, at first, you may find it to be a red flag that a particular stock is trending lower at a time when the Dow Jones Industrial Average is hitting new highs and the broad market is trending higher. Yet, while plenty of stocks hitting new lows are doing so for a good reason, this is not universal. Plenty of them have been knocked lower, due to the market overreacting to negative company-specifi ...

Did you analyze how Cisco Systems (CSCO) fared in its international operations for the quarter ending April 2024? Given the widespread global presence of this seller of routers, switches, software and services, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities. The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and gr ...

Cisco公司 - Cisco公司的股票在2024年经历了显著波动，但仍然是网络硬件领域的主导力量[4] - Cisco公司的收入在2024财年第四季度超出分析师预期，达到127亿美元，但同比下降了13%[5] - Cisco公司将全年收入指导提高至536亿至538亿美元，高于分析师预期的532.4亿美元[6] McDonald's - McDonald's（NYSE: MCD）股票在2024年面临挑战，但仍有望达到2000亿美元的市值里程碑[10] - McDonald's在2024年第一季度报告了净收入19.3亿美元，每股2.66美元，同比增长，全球同店销售增长1.9%[12] - McDonald's正在实施新策略，如推出5美元套餐，更新菜单以满足消费者偏好，强调健康选项和植物基替代品[13][14] - McDonald's市值约为1962.9亿美元，需要约2.5%的增长才能达到2000亿美元的里程碑[16]

公司表现 - 总体来看，Cisco Systems在第三季度遇到了一些困难，但已经出现了正常化和回归增长的迹象[1] - 分析师们对公司的表现表示满意，并正在支持市场[1] 资本回报 - 公司的资本回报安全可靠，并有望增长[1]

Cisco Systems Inc (NASDAQ:CSCO) beat fiscal third-quarter earnings and revenue expectations, and also issued strong 2024 and fourth-quarter revenue forecasts. The tech giant attributed the upbeat results to higher enterprise spending, as well as easing supply chain constraints. Nevertheless, CSCO reversed its premarket gains, last seen down 2.2% to trade at $48.56. The security is also brushing off three price-target hikes, including Oppenheimer's adjustment to $58 from $54. The majority of analysts are sti ...

财务数据和关键指标变化 - 总收入为127亿美元,同比下降13% [36] - 非GAAP净收入为36亿美元,同比下降14% [36] - 非GAAP每股收益为0.88美元,同比下降12% [36] - 产品收入为90亿美元,同比下降19% [37] - 服务收入为37亿美元,同比增长6% [37] 各条业务线数据和关键指标变化 - 网络业务收入同比下降27% [37] - 安全业务收入同比增长36%,不包括Splunk的贡献则增长3% [38] - 协作业务收入持平 [38] - 可观测性业务收入同比增长27%,不包括Splunk的贡献则增长14% [38] 各个市场数据和关键指标变化 - 美洲地区收入同比增长6% [39] - 欧洲中东非洲地区收入同比增长4% [39] - 亚太日本中国地区收入同比下降1% [39] - 服务提供商和云客户收入同比增长10% [39] - 公共部门客户收入同比增长6% [39] - 企业客户收入同比增长2% [39] 公司战略和发展方向及行业竞争 - 公司正在推进安全和可观测性业务的创新,推出了Cisco Hypershield等新产品 [15][23][24] - 收购Splunk后,公司将整合安全和可观测性能力,为客户提供更全面的解决方案 [13][14][26][27] - 公司在人工智能基础设施领域持续取得进展,获得了更多超大规模客户的部署 [28][29] - 公司正在加强与NVIDIA的合作,为企业客户提供AI推理的云端和本地网络解决方案 [29] 管理层对经营环境和未来前景的评论 - 公司认为客户正在稳步部署已发货的产品,预计大部分库存将在本财年内消化完毕 [17][18] - 公司认为宏观环境整体保持稳定,但仍存在一些不确定性,如美国联邦政府预算等 [19][56] - 公司对长期增长前景保持乐观,认为其产品组合价值正在提升 [21] - 公司预计2025财年收入增长将处于低单位数到中单位数的范围 [49] 问答环节重要的提问和回答 问题1 **Amit Daryanani 提问** 询问公司对宏观环境的看法以及人工智能订单的来源 [54][55] **Chuck Robbins 回答** 公司认为宏观环境整体保持稳定,但仍存在一些不确定性。人工智能订单主要来自于超大规模客户的后端基础设施建设 [56][57][58][59] 问题2 **Simon Leopold 提问** 询问公司对Splunk客户机会的量化以及人工智能订单的具体内容 [62][63] **Chuck Robbins 和 Gary Steele 回答** 公司已识别5000个现有客户有潜力成为Splunk的重要客户,正在推动销售团队的协作 [63][64][65] 人工智能订单主要来自于超大规模客户的后端网络和光学系统 [63] 问题3 **Tal Liani 提问** 询问公司安全业务、Splunk整合以及2025财年核心业务增长的时间节点和贡献 [69][70] **Chuck Robbins 和 Scott Herren 回答** 公司预计安全业务增长将在2025财年得到改善,Splunk整合将在2025财年下半年带来更多协同效应 [71][72][73][74][75][76] 剔除Splunk影响后,公司2025财年核心业务预计将实现中单位数增长 [142][143]

Wednesday, May 15th, 2024 Most major stock market indices are at all-time highs as of Wednesday’s close. Today’s CPI report for April set the stock market alight from the moment of its release prior to the opening bell — and this was coming off an all-time-high close for the Nasdaq just yesterday. This CPI report put the domestic inflation trajectory back on the “soft landing” path, where it had veered away from somewhat over the previous two months, and now the Dow, Nasdaq and S&P 500 are at their highest ...

Key Takeaways Cisco Systems reported better-than-expected revenue in its third-quarter earnings announcement Wednesday after the bell. The company also raised its full-year revenue guidance. The tech company's shares rose in extended trading following the announcement. Cisco Systems (CSCO) shares surged over 4% in extended trading Wednesday after the company reported third- quarter revenue exceeding analysts' expectations and raised its full-year guidance. Cisco's revenue for the fourth quarter of fiscal 20 ...

Chuck Robbins, chief executive officer of Cisco, participates in a Bloomberg interview at the World Economic Forum in Davos, Switzerland, on Jan. 17, 2024. Cisco reported earnings and revenue for the fiscal third quarter that topped Wall Street's estimates, even with sales dropping from a year earlier. The stock rose more than 4% in extended trading. Here's how the company did in comparison with LSEG consensus: Earnings per share: 88 cents adjusted vs. 82 cents expected Revenue: $12.7 billion vs. $12.53 bil ...