Tech prime Cisco Systems (CSCO) reported robust third-quarter fiscal 2024 results, beating both earnings and revenue estimates. It provided upbeat guidance for the ongoing quarter and the fiscal year.CSCO shares jumped about 5% in after-market hours. In the pre-market trading, the stock moved up nearly 5% at the time of writing. The smooth trading is expected to continue in the ETF world as well, thereby making ETFs with the largest allocation to this networking giant compelling. The ETFs include iShares U. ...

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 stil ...

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, 2024Most 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 c ...

Key TakeawaysCisco 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 2024 w ...

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 expectedRevenue: $12.7 billion vs. $12.53 billion ...

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]

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 ex ...

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 share. ...