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Cisco Systems(CSCO) - 2024 Q2 - Quarterly Report
2024-02-20 00:00
财务数据 - 2024年1月27日Cisco的总收入为127.91亿美元,同比下降6%[136] - 2024年1月27日Cisco的总毛利率为64.2%,较去年同期提高了2.2个百分点[136] - 2024年1月27日Cisco的净利润为26.34亿美元,同比下降5%[136] - 2024年1月27日Cisco的每股稀释收益为0.65美元,同比下降3%[136] - 2024年1月27日Cisco的产品收入同比下降9%,服务收入同比增长4%[138] - 2024年1月27日Cisco的总毛利率提高了2.2个百分点,产品毛利率提高了2.5个百分点[140] - 2024年1月27日Cisco的美洲地区收入下降3.15亿美元,EMEA地区收入下降2.44亿美元,APJC地区收入下降2.41亿美元[142] - 2024年1月27日Cisco的企业和服务提供商市场的产品收入下降,公共部门市场的产品收入增长[142] - 总收入增长1%,产品收入持平,服务收入增长4%[144] - 总毛利润率增加3.1个百分点,主要由于生产率提高、产品结构优化和有利定价[144] - 2024财年前6个月,公司进行了1.35亿美元的重组和其他费用支出[145] - 稀释每股收益增长17%,主要受到净收入增长15%的推动,部分抵消了股份数量减少3600万股的影响[145] 市场趋势 - Cisco继续专注于推动技术创新,加速软件订阅收入增长,并致力于在挑战性的宏观经济和竞争激烈的环境中实现长期盈利增长[143] - 美洲地区产品收入增长5%,其中公共部门市场增长,部分抵消了服务提供商和云市场的下降[175] - EMEA地区产品收入下降了10%,主要是企业和服务提供商以及云市场的下降,部分抵消了公共部门市场的增长[176] - APJC地区产品收入下降了17%,日本、澳大利亚、印度和中国分别下降了19%、7%、27%和39%[178] 财务状况 - 现金及现金等价物和投资为256.71亿美元,剩余履约义务为356.56亿美元,存货为32.09亿美元[148] - 2024财年前六个月的经营活动产生的现金为31.79亿美元,股票回购计划的股票回购额为25.06亿美元,支付的股息为31.63亿美元[148] - 2024财年前六个月库存减值准备为2.58亿美元,2023财年为0.92亿美元[157] - 2024财年前六个月与合同制造商和供应商相关的采购承诺责任减值为1.28亿美元,2023财年为1.99亿美元[157] - 我们的有效税率分别为2024财年第二季度16.7%和2023财年18.8%,以及2024财年前六个月17.5%和2023财年21.0%[164]
3 Dow Stocks That Could Make Your February Unforgettable
InvestorPlace· 2024-02-16 21:47
The Dow Jones Industrial Average can be a great place to look if you’re a beginner investor looking for some solid blue-chip ideas to put new money to work. Though the Dow Jones index may get quite a bit of flack for being a sub-par representation of the overall U.S. market, I still think the small sample size (30 components) makes it a bite-sized way for market newcomers to discover relatively secure stocks they’d be willing to hang onto for the long haul. This has led to this list of dow stocks to buy.Tho ...
Cisco Systems stock: Income investors buy the dip
MarketBeat· 2024-02-16 20:01
思科系统业绩表现 - 思科系统在第二季度表现超出市场预期,现金流稳健,利润率提高[1] - 公司的盈利前景相对分析师的预测有所减弱,但仍足够支撑资本回报[3] - 思科系统的现金流支持大规模股份回购,公司在第二季度回购了13亿美元的股份[4] 思科系统业务状况 - 思科系统在转向订阅模式时遇到困难,第二季度表现不佳,但服务业务增长抵消了产品业务下滑[5] - 公司的毛利率在各个领域都有所提高,调整后的每股收益为0.87美元,比预期好了0.03美元[6] 思科系统市场展望 - 分析师支持市场,认为到年底会有所上涨[1] - 思科系统的指导对第三季度和全年的收入和盈利低于共识,但市场已充分消化这种弱势[7] 思科系统股价展望 - 思科系统的股息率超过3.0%,股价接近1年低点[3] - 技术面展望有所不确定,股价在48美元附近有坚实支撑,但在50美元和55美元附近的阻力将限制涨幅[9]
Cisco and Jefferies to Host Webcast on Corporate Purpose as a Sustainable Business Driver
Prnewswire· 2024-02-16 05:15
SAN JOSE, Calif., Feb. 15, 2024 /PRNewswire/ -- Cisco and Jefferies will host a webcast for the Financial Community on corporate purpose as a sustainable business driver at 8:00 a.m. PT/11:00 a.m. ET/4:00 p.m. GMT, on February 23, 2024. Fran Katsoudas, Executive Vice President and Chief People, Policy & Purpose Officer at Cisco, and Mary de Wysocki, Chief Sustainability Officer at Cisco, will discuss how Cisco's Purpose, "to Power an Inclusive Future for All" is driving sustainable growth and creating share ...
Cisco (CSCO) Q2 Earnings Top Estimates, Revenues Down Y/Y
Zacks Investment Research· 2024-02-15 23:11
总体表现 - 思科系统2024财年第二季度非通用会计净收益为每股87美分,超出了Zacks Consensus Estimate 8.62%[1] - 思科系统第二季度总收入同比下降了6%,达到127.9亿美元,但超出了共识预期2.59%[2] - 思科系统第二季度净利润同比下降了1.1%[1] 收入情况 - 思科系统第二季度产品收入占总收入的72.2%,同比下降了9.1%,达到92.3亿美元[2] - 思科系统第二季度服务收入占总收入的27.8%,同比增长了3.5%,达到35.6亿美元[4] - 思科系统第二季度安全收入同比增长了3%,达到9.79亿美元[4] 地区表现 - 思科系统第二季度美洲地区的收入同比下降了4%,达到75.1亿美元[5] - 思科系统第二季度EMEA地区的收入同比下降了7%,达到34.8亿美元[5] - 思科系统第二季度APJC地区的收入同比下降了12%,达到18亿美元[6] 财务状况 - 思科系统第二季度末的剩余履约义务(RPO)为357亿美元,同比增长12%[7] - 思科系统第二季度非通用毛利率达到66.7%,较去年同期上升了280个基点[7] - 思科系统第二季度非通用运营费用为43.2亿美元,同比增长1%[9] 财务展望 - 思科系统2024财年第三季度预计收入将在121亿美元至123亿美元之间[13] - 思科系统2024财年第三季度的非通用每股收益预计在84美分至86美分之间[14] - 思科系统2024财年整体预计收入将在515亿美元至525亿美元之间[15]
Cisco to lay off more than 4,000 employees to focus on artificial intelligence
New York Post· 2024-02-15 22:20
思科公司裁员计划 - 思科公司计划裁员5%,约4250名员工,以加大对人工智能的关注[1][2] 思科公司CEO表态 - 思科公司CEO Chuck Robbins表示,公司的创新将在日益连接的生态系统中发挥关键作用,随着客户采用人工智能并保护其组织,将起到至关重要的作用[3] 思科公司与英伟达合作 - 思科公司宣布与芯片巨头英伟达合作,推出下一阶段的人工智能基础设施,包括网络硬件和软件,以支持先进的人工智能工作负载[4]
The 7 Best Dividend Stocks to Buy in February 2024
InvestorPlace· 2024-02-15 22:05
The stock market is at record highs. And more speculative growth names such as artificial intelligence-focused technology firms are skyrocketing. Some analysts are saying we could even see a bubble in the tech sector in 2024.The good news, though, is that there are still plenty of rock solid investment opportunities in blue chip dividend stocks for investors today. While the market may be volatile this year, these undervalued dividend stocks are set to prosper for decades to come.Qualcomm (QCOM)Source: Aksh ...
Cisco Systems to lay off more than 4,000 workers in latest sign of tighter times in tech
TechXplore· 2024-02-15 17:13
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: An exterior view of Cisco Systems Inc. headquarters, May 9, 2012, in Santa Clara, Calif. On Wednesday, Feb. 14, 2024, internet networking pioneer Cisco Systems announced that more than 4,000 employees are being laid off, joining the parade of technology companies in a trend that has helped boost their profits and stock prices wh ...
Cisco Systems Stock Tumbles Amid Cautious Guidance, Job Cuts—Key Indicator to Watch
Investopedia· 2024-02-15 11:10
Key TakeawaysCisco System shares moved lower in extended-hours trading Wednesday after the company provided a cautious fiscal third-quarter and full-year outlook amid uncertainty surrounding the macro environment.Cisco becomes the latest tech company to announce layoffs, saying it plans to reduce its global workforce by 5%.An earnings-driven breakdown below a long-term uptrend line could act as a catalyst for another move lower. Cisco Systems, Inc. Source: TradingView.com.Shares in computer networking gi ...
Cisco Systems(CSCO) - 2024 Q2 - Earnings Call Presentation
2024-02-15 09:43
Q2 Fiscal Year 2024 Conference Call Forward-Looking Statements This presentation contains projections and other forward-looking statements regarding future events or the future financial performance of Cisco, including future operating results. These projections and statements are only predictions. Actual events or results may differ materially from those in the projections or other forward-looking statements. Please see Cisco’s filings with the SEC, including its most recent filings on Forms 10-K and 10-Q, ...