思科系统(CSCO)
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Cisco Systems(CSCO) - 2024 Q3 - Quarterly Results
2024-05-16 04:09
财务业绩 - 2024财年第三季度,思科报告营收127亿美元,同比下降13%,符合预期[1] - 总体订阅收入69亿美元,占总收入的54%,年化重复收入达292亿美元,产品年化重复收入达155亿美元[1] - 思科预计2024财年第四季度营收为134至136亿美元,非GAAP每股收益为0.84至0.86美元[1] - 思科预计2024财年全年营收为536至538亿美元,非GAAP每股收益为3.69至3.71美元[1] - 思科宣布每股股息为0.40美元,将于2024年7月24日支付给所有股东[1] - Cisco Systems, Inc. 在2024年第三季度的净收入为18.86亿美元,同比下降41%;调整后的净收入为35.53亿美元,同比下降14%[28] - Cisco Systems, Inc. 在2024年第三季度的每股收益为0.46美元;调整后的每股收益为0.88美元[29] - Cisco Systems, Inc. 预计在2024年4月27日时,52%的剩余履约义务将在未来12个月内作为收入确认[27] - 2024年第三季度,Cisco的非GAAP净利润为116.19亿美元,同比增长3%[31] - 2024年第三季度,Cisco的非GAAP毛利率为67.3%,同比增长1%[31] - Cisco预计2024财年的非GAAP每股收益在3.69美元至3.71美元之间[32] 地理分布 - 思科2024财年第三季度产品收入地理分布为:美洲地区下降15%,EMEA地区下降9%,APJC地区下降12%[7] - 2024年第三季度,Cisco Systems, Inc. 在美洲地区的营收为73.72亿美元,同比下降15%;在欧洲、中东和非洲地区的营收为34.58亿美元,同比下降9%;在亚太地区、日本和中国地区的营收为18.73亿美元,同比下降12%[24] 公司战略 - 思科任命Gary Steele为Go-to-Market总裁,将与CEO共同制定和执行战略计划[2] - Cisco是全球技术领导者,致力于连接一切,实现一切可能[43] - Cisco的目标是通过帮助客户重新构想应用程序、支持混合工作、保障企业安全、改造基础设施和实现可持续发展目标,为所有人创造一个包容的未来[43] 产品表现 - 思科2024财年第三季度产品收入同比下降19%,服务收入增长6%[6] - Cisco Systems, Inc. 产品类别中,网络产品营收为65.22亿美元,同比下降27%;安全产品营收为13.04亿美元,同比增长36%;协作产品营收为9.87亿美元,持平;可观测性产品营收为2.11亿美元,同比增长27%[24] 资金状况 - 思科2024财年第三季度总体毛利率为68.3%,服务毛利率为71.6%[9] - 思科2024财年第三季度现金流为40亿美元,同比下降24%[13]
3 Tech Acquisitions YTD Likely to Reshape Sector Dynamics
Zacks Investment Research· 2024-05-14 23:11
In a concerted effort to thwart the growing menace of cyberattacks and strengthen cyber resiliency, technology companies are increasingly investing in a comprehensive suite of modernized cloud security and compliance solutions. These solutions are specifically designed to assist enterprises in mitigating risk and safeguarding their data across hybrid, multi-cloud environments and workloads. Leveraging artificial intelligence, machine learning and automation techniques, these solutions bring together human e ...
Should You Stay Away From Cisco (CSCO) Ahead of Q3 Earnings?
Zacks Investment Research· 2024-05-13 21:36
Cisco Systems (CSCO) is set to release its third-quarter fiscal 2024 results on May 15. The company anticipates third-quarter fiscal 2024 revenues to be between $12.1 billion and $12.3 billion. Non- GAAP earnings are expected between 84 and 86 cents per share. The Zacks Consensus Estimate for revenues is pegged at $12.47 billion, indicating a decline of 14.4% from the year-ago quarter’s reported figure. The consensus mark for earnings has decreased by a couple of cents in the past 30 days to 83 cents per sh ...
Retail Earnings And Latest Inflation Data From The CPI
Forbes· 2024-05-13 19:41
Home Depot will report earnings tomorrow before the market open. (Photo by Tim Boyle/Getty Images) Getty Images Key Takeaways Earnings On Pace For Strong Growth Home Depot And Walmart Reporting This Week PPI And CPI This Week Markets extended their winning streak to three weeks, albeit the gains were nominal. On Friday, both the S&P 500 and Nasdaq Composite were hardly changed but the S&P added 1.8% for the week and Nasdaq gained just over 1%. Last week was an opportunity for investors to catch their breath ...
5 April Quality Dividend Growth Stock Raises
Seeking Alpha· 2024-05-12 20:55
William_Potter/iStock via Getty Images An income portfolio depends on quality reliable dividend paying companies that also give yearly raises. 5 companies in Rose’s Income Garden portfolio gave April raises that are discussed and my take along with a Rose recommendation is made for owning them. They are all from different sectors that include consumer staples, healthcare, utility, technology and real estate that are examined for quality, earnings, dividend growth and more. The statistics that include 5-year ...
Stocks to watch next week: AMAT, CSCO, GRAB, MNDY, BABA and more
Invezz· 2024-05-11 02:27
American stocks had a great performance this week as the first quarter earnings season came to a close. The Dow Jones indicator has risen for three straight weeks and is nearing its all-time high of $40,000. Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins. Similarly, the Nasdaq 100 and the S&P 500 indices are all nearing their all-time highs. That’s because the earnings season has been highly successful. Data by FactSet shows that so far, companies ha ...
Exploring Analyst Estimates for Cisco (CSCO) Q3 Earnings, Beyond Revenue and EPS
Zacks Investment Research· 2024-05-10 22:16
The upcoming report from Cisco Systems (CSCO) is expected to reveal quarterly earnings of $0.83 per share, indicating a decline of 17% compared to the year-ago period. Analysts forecast revenues of $12.47 billion, representing a decrease of 14.4% year over year. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1.5% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Ahead of a c ...
NightDragon, Cisco, WWT Partner with NPower to Drive Talent Diversity in Cyber Industry
Prnewswire· 2024-05-09 00:00
Organizations are committed to raising awareness for closing the talent gap and increasing diversity within the cybersecurity industry SAN FRANCISCO, May 8, 2024 /PRNewswire/ -- As the talent gap continues to present a massive and growing challenge within the cybersecurity industry, NightDragon, Cisco and World Wide Technology (WWT) today announced a collaboration with NPower to increase diversity and empower individuals from all backgrounds to pursue careers in cybersecurity. The cyber talent gap presents ...
Earnings Preview: Cisco Systems (CSCO) Q3 Earnings Expected to Decline
Zacks Investment Research· 2024-05-08 23:01
Cisco Systems (CSCO) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended April 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 15. On ...
Cisco Unlocks AI-Powered Intelligence for Self-Hosted Observability
Prnewswire· 2024-05-08 22:30
New AI-Driven Capabilities Automate Anomaly Detection, Accelerate Root Cause Analysis and Secure Business-Critical Applications News Summary: Employs AI in self-hosted observability deployments to automatically detect anomalies and suspected root causes in application performance, significantly reducing the time required to identify and resolve issues. Detects and protects against application vulnerabilities and attacks, while business risk observability allows prioritization of the most significant softwar ...