IBM and Cisco are racking up AI-related sales.The artificial intelligence (AI) boom is reshuffling the technology industry, minting new winners and leaving others behind. International Business Machines (IBM 0.60%) and Cisco Systems (CSCO 0.42%) certainly looked like they were missing the AI boat over the past couple of years, but both companies now have AI strategies that are on track to bring in billions in annual revenue.International Business MachinesNot every company can slap ChatGPT into its employee- ...

报告公司投资评级 - 报告公司投资评级为"推荐"[54][55] 报告核心观点 - 2024财年第四季度公司业绩有所下滑,主要系库存消化以及Splunk的整合所致,营收为136亿美元,同比下降10%,Non-GAAP净利润为35亿美元,同比下降25% [3] - 2024财年全年公司营收为538亿美元,同比下降6%,Non-GAAP净利润为152亿美元,同比下降5% [3] - 公司将继续专注于AI、云和网络安全领域的投资,并通过重组计划优化资源配置 [3] 按产品和服务划分 - 2024财年第四季度,数据安全业务和可观察性业务增长显著,但网络产品收入下降28%,整体产品收入减少 [12] - 2024财年全年,公司网络硬件业务营收292亿美元,同比下滑15%;网络安全产品收入51亿美元,同比增长32%;协作产品收入41亿美元,同比增长2%;可观测业务营收8亿美元,同比增长27%;技术支持和服务部门营收146亿美元,同比增长5% [12] 按区域划分 - 2024财年公司美洲/欧洲、中东、非洲/亚太地区营收分别为320/141/77亿美元,同比分别下滑4%/7%/8% [15][16] - 2024财年第四季度,公司美洲/欧洲、中东、非洲/亚太地区营收分别为81/35/21亿美元,同比分别下滑11%/11%/6% [15][16] 2025财年业绩指引 - 公司预计2025财年第一季度收入将在136.5-138.5亿美元之间,非GAAP每股收益在0.86-0.88美元之间 [18] - 公司预计2025财年全年收入将在550-562亿美元之间,非GAAP每股收益在3.52-3.58美元之间 [18]

After tech giant Cisco announced plans for its second round of layoffs this year, employees tell TechCrunch that they will not know if they are affected for close to a month.Earlier this month, Reuters reported that Cisco was planning a second round of layoffs this year, after letting go of around 4,000 workers in February. Cisco confirmed last week in a SEC filing that it is cutting 7% of its workforce. While employees have now been informed that there will be a new round of job cuts, the company has refu ...

Dublin, Aug. 20, 2024 (GLOBE NEWSWIRE) -- The "Data Security Posture Management Market: Focus on Application, End-use, Type, and Region - Analysis and Forecast, 2024-2034" report has been added to ResearchAndMarkets.com's offering.The data security posture management market is undergoing significant growth, propelled by various key factors and market drivers. A primary driver for the growth in the data security posture management market is the escalating frequency and sophistication of cyber threats target ...

imaginima/E+ via Getty ImagesCisco Systems, Inc. (NASDAQ:CSCO) reported a strong end to fiscal year 2024 as the firm is beginning to realize sequential growth in their networking equipment sales paired with strength in cybersecurity. On the Q4’24 earnings call, management laid out the groundwork for the next generation of Cisco as the firm restructures for the future of networking. Despite the dimming macroeconomic environment, Cisco should be well-positioned as enterprises and hyperscalers invest in fa ...

Have you evaluated the performance of Cisco Systems' (CSCO) international operations during the quarter that concluded in July 2024? Considering the extensive worldwide presence of this seller of routers, switches, software and services, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its ...

Cisco Systems NASDAQ: CSCO is a U.S. technology firm and is the world’s largest company in the communications equipment industry. Shares have seen significant underperformance compared to its sector, down 4%. The Communication Services Select Sector SPDR Fund NYSEARCA: XLC is up nearly 19%.Cisco Systems TodayCSCOCisco Systems$49.46 +0.93 (+1.92%) 52-Week Range$44.50▼$58.19Dividend Yield3.23%P/E Ratio16.65Price Target$55.89Add to WatchlistThe company has underperformed as it struggles to keep up with competi ...

NEW YORK, NEW YORK - MAY 21: Chuck Robbins, Chair and CEO, Cisco speaks onstage during The Wall ... [+] Street Journal's Future of Everything Festival at Spring Studios on May 21, 2024 in New York City. (Photo by Dia Dipasupil/Getty Images)Getty ImagesCisco stock currently trades at $48.50 per share, roughly 17% below its pre-inflation shock high of $58.70 seen on December 29, 2021. Cisco’s product sales have witnessed a slowdown as customers focused on utilizing the inventory purchased post the Covid-19 pa ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Considering buying CSCO stock? Here’s what analysts think:Read More: ...

Cisco Systems TodayCSCOCisco Systems$48.53 +3.09 (+6.80%) 52-Week Range$44.50▼$58.19Dividend Yield3.30%P/E Ratio16.34Price Target$56.50Add to WatchlistCisco Systems NASDAQ: CSCO Q4 results and guidance prove that its AI play was smart. Once a networking giant and now a networking and AI-powered data management platform, the company outperformed its guidance and analysts estimates, raised guidance, and the guidance is likely cautious. The takeaway is that weakness in the legacy business is offset by strength ...