财务数据和关键指标变化 - 总收入为128亿美元,同比下降6% [36] - 非GAAP净收入为35亿美元,同比下降3% [36] - 非GAAP每股收益为0.87美元,同比下降1% [36] - 产品收入为92亿美元,同比下降9% [37] - 服务收入为36亿美元,同比增长4% [37] - 总软件收入为42亿美元,持平 [40] - 软件订阅收入增长5% [40] - 经常性收入(ARR)为247亿美元,增长6% [40][41] 各条业务线数据和关键指标变化 - 网络业务收入下降12%,受企业和服务提供商市场疲软影响 [37] - 安全业务收入增长3%,零信任产品增长双位数 [38] - 协作业务收入增长3%,受设备增长带动 [38] - 可观测性业务收入增长16%,ThousandEyes网络服务持续强劲 [39] 各个市场数据和关键指标变化 - 美洲地区收入下降10% [43] - EMEA地区收入下降8% [43] - APJC地区收入下降27% [43] - 服务提供商和云计算市场收入下降40% [43] - 企业市场收入下降6% [43] - 公共部门市场收入下降5% [43] 公司战略和发展方向及行业竞争 - 公司持续推进软件订阅和经常性收入的转型 [9][40][41] - 收购Splunk将进一步支持公司的转型战略,预计将带来40亿美元的额外经常性收入 [10] - 公司在网络、安全、可观测性等高增长领域持续加大创新投入 [21-29] - 与英伟达合作提供简化的云端和本地AI基础设施,进一步巩固在AI基础设施领域的地位 [22-23] - 在网络、安全等主要市场保持稳定的市场份额 [18] 管理层对经营环境和未来前景的评论 - 宏观环境更加谨慎,客户对交易更加审慎 [11][33] - 客户消化之前几个季度大量采购的产品需要更长时间,预计到2024财年末才能完全消化 [12][14][33] - 电信和有线电视服务提供商市场持续疲软 [13] - 公司将调整开支和投资以适应当前环境 [13][46] - 预计2025财年公司业务有望恢复正常增长轨道 [62][79] 问答环节重要的提问和回答 问题1 **Amit Daryanani 提问** 全年收入指引下调约500个基点,主要是由于哪些因素造成的?公司如何看待未来恢复正增长? [59][60] **Chuck Robbins 回答** 客户消化库存的时间延长、宏观环境不确定性以及电信服务提供商市场疲软是导致收入指引下调的主要因素。公司预计到2024财年末这些因素影响将逐步消除,2025财年有望恢复正常增长。 [61][62][63] 问题2 **Meta Marshall 提问** 公司在哪些领域看到客户持续投资?AI方面客户的预算来源和投入情况如何? [69][70][71][72] **Chuck Robbins 回答** 客户持续投资于网络安全、可观测性、协作等领域。在AI方面,公司看到客户特别是金融服务行业的AI使用案例正在逐步形成,一些客户正在为AI保留预算。但整体来看,AI投资还处于早期阶段。 [69][70][71][72][73] 问题3 **David Vogt 提问** 公司本年度收入指引回到2019财年水平,如何看待公司长期5%-7%的增长目标?是否意味着核心网络业务存在一定的市场份额下滑? [75][76][77][78][79][80][81][82] **Chuck Robbins 和 Scott Herren 回答** 公司长期5%-7%的增长目标是基于行业TAM的预期增长。短期内受到供应链和客户消化库存的影响,但从长期来看,公司仍有信心实现这一目标。在主要市场,公司的市场份额实际上是稳定的。 [78][79][80][81][82][83][84][85]

人工智能订单收入 - 思科系统公司透露了与人工智能相关订单收入的时间安排细节[1] - 公司预计到2025财年将有10亿美元订单与构建人工智能基础设施的产品相关[2] - 首席财务官Scott Herren表示预计大部分这10亿美元订单将在未来几年内实现[2]

For the quarter ended January 2024, Cisco Systems (CSCO) reported revenue of $12.79 billion, down 5.9% over the same period last year. EPS came in at $0.87, compared to $0.88 in the year-ago quarter.The reported revenue represents a surprise of +0.53% over the Zacks Consensus Estimate of $12.72 billion. With the consensus EPS estimate being $0.84, the EPS surprise was +3.57%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...

Cisco Systems (CSCO) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.88 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.57%. A quarter ago, it was expected that this seller of routers, switches, software and services would post earnings of $1.03 per share when it actually produced earnings of $1.11, delivering a surprise of 7.77%.Ov ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Cisco Systems Inc. announced a restructuring plan on Wednesday that includes job cuts of 5%, or about 4,200 people, on lower quarterly and fiscal-year guidance. “We continue to align our investments to future growth opportunities,” Cisco Chief Executive Chuck Robbins said in a statement announcing the results. Cisco CSCO reported fiscal second-quarter... Master your money. Subscribe to MarketWatch. Get this article and all of MarketWatch. Access from any device. Anywhere. Anytime. Subscribe Now ...

Cisco裁员情况 - Cisco宣布裁员5%，股价下跌4%[1] - 2024年1月，科技行业裁员潮持续，包括谷歌母公司Alphabet、亚马逊、微软和SAP等公司都宣布裁员[2] Cisco财报表现 - Cisco第二季度财报表现强劲，但给出了较轻的预测，营收同比下降6%[3] - 分析师预期Cisco的每股收益和营收高于公司实际预测[4] - Cisco全年预期调整后每股收益和营收均低于分析师预期[5]

SAN JOSE, Calif., Feb. 14, 2024 /PRNewswire/ --  News Summary: $12.8 billion in revenue, down 6% year over year; GAAP EPS $0.65, down 3% year over year, and Non-GAAP EPS $0.87, down 1% year over year Revenue growth in security, collaboration and observability Progress on business model transformation in Q2 FY 2024: Total software revenue was flat year over year and software subscription revenue up 5% year over year Total annualized recurring revenue (ARR) at $24.7 billion, up 6% year over year a ...

思科系统公司财报预测 - 思科系统公司将在本周四收盘后公布财报，预期每股收益为0.84美元，营收为127.1亿美元[1] - 过去三个季度，公司的盈利增长率均达到两位数，预计2025年每股收益将达到3.79美元，较2024年的预估值3.71美元高出2%[3] 思科系统公司财务状况 - 思科系统公司的市盈率(P/E)为12，低于许多其他科技股[2] - 思科系统公司的资产负债表健康，现金流为4.13美元，前瞻市盈率仅为13，吸引了一些投资者[4] 思科系统公司股票表现 - 技术上，股票近期表现不佳，股价落后于主要指数和同行公司，股价回升至52美元以上将是利好信号[5] 思科系统公司业务领域 - 思科系统公司是一家基于IP的网络公司，提供产品和服务给服务提供商、公司、商业用户和个人，正在快速扩大网络安全领域的业务[6] 思科系统公司市场策略 - 在财报季节，公司关注市场和特定公司对消息的反应，始终保持小额亏损并避免与市场趋势对抗[7]

About this content About Leo Grieco Leo joins us with a degree in Media Production from Bournemouth University. His work includes reporting for the UK editorial team and video editing for the broadcast team. He comes with an expertise in video editing and producing. Leo’s specialities include hospitality and leisure, support services, tech and video games. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and actionable business and fi ...