Revenue segments as reported by the company.

Product

Service

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Restructuring & Other

Amortization of purchased intangible assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Cisco Systems

OpenDNS is a company and service that extends the Domain Name System by adding features such as phishing protection and optional content filtering in addition to DNS lookup, if its DNS servers are used.

OpenDNS

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Earnings data Q2 2021

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Earnings data Q4 2024

Earnings data Q1 2025

Cisco reports record Q3 revenue and eyes security acceleration

Cisco's Q3 performance was robust, with record revenue and strong growth in product and software revenue. While facing challenges related to softness in security and macroeconomic factors, the company is well-positioned to capitalize on opportunities in security acceleration and AI infrastructure for future growth.

Cisco surpasses Q2 expectations, eyes sustained growth and market gains

Cisco's strong Q2 performance, driven by software revenue growth and supply chain improvements, positions the company for sustained growth. With a focus on innovation and market share gains, Cisco is optimistic about future opportunities in cloud management, security solutions, and network infrastructure. Monitoring market valuations and addressing data center trends are key challenges, but Cisco remains confident in its long-term outlook.

Cisco reports record Q3 earnings, eyes growth in hyperscale market

Cisco's Q3 performance exceeded expectations, showcasing market share gains and technology relevance.
Despite challenges like order declines, the company is confident in a positive growth trajectory for FY2024.
Opportunities in the hyperscale market and gross margin improvements position Cisco for continued success.

Cisco reports record revenue in Q4, focuses on AI and recurring revenue for growth

Cisco's Q4 2023 earnings call showcased record revenue and earnings per share, with a focus on AI, cloud, and security investments. The company aims for modest revenue growth in FY '24 with a platform approach simplifying selling cycles. Challenges include managing lumpy demand patterns, while opportunities lie in market share growth and recurring revenue strategies.

Cisco reports record Q1 revenue, anticipates order growth rebound

Cisco's Q1 performance showcased record revenue and profitability but faced order slowdowns.
The company remains confident in its strategic shift towards recurring revenue and growth opportunities.
Challenges include temporary order slowdowns and inventorying infrastructure issues.
Opportunities lie in the expected return to order growth rates and strategic focus areas.

Cisco reports solid Q2 performance, eyes growth through Splunk acquisition

Cisco's Q2 performance was solid, with revenue meeting expectations and strong margins.
While facing challenges in demand uncertainty and inventory absorption, Cisco is adjusting expenses.
Opportunities lie in pending Splunk acquisition, AI innovation, and margin growth strategies.
Overall, Cisco remains focused on growth, innovation, and maintaining market position.

Cisco reports resilient Q3 performance, eyes AI and revenue growth

Cisco's Q3 results reflect resilience with stable orders and strong margins despite revenue decline.
The integration of Splunk is progressing well, with a focus on revenue and cost synergies for fiscal '25.
Opportunities lie in AI investments, revenue growth, and maintaining a strong competitive position.
Challenges include cash flow decline, normal seasonality expectations, and OpEx investments for integration.

Cisco Systems reports robust Q4 earnings, eyes growth in AI and cybersecurity

Cisco Systems (CSCO) closed fiscal '24 on a high note, showcasing strong financials and strategic initiatives. The company's focus on key growth areas and efficiency through restructuring positions it well for future success. Cisco's emphasis on innovation and competitive differentiation underscores its commitment to driving growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

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Cash & equivalents

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Net PPE

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Broadcom

Intel

Marvell Technology

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5 AI Stocks To Buy Right Now That Also Pay Solid Dividends

Cisco Systems Inc (NASDAQ: CSCO) is poised to report its Q2 FY'24 results on February 14, reporting on a quarter that is likely to see the company's sales contract, as customers focus on deploying hardware inventory purchased in the recent quarters. We expect revenue for the quarter to come in at about $12.8 billion, coming in slightly ahead of estimates although this would mark a 6% decline compared to last year.

Down 6% In Last 3 Months, Will Cisco Stock See A Recovery Following Q2 Results?

NVIDIA

Tesla

Among investment opportunities, identifying the companies set to shape the whole industry is similar to unlocking a treasure trove of potential wealth. Certain stocks emerge as return rockets within a complex web of markets and industries fueled by transformative technologies and strategic moves.

3 Mega-Trend Stocks to Boost Your Portfolio by 2028

Cisco (CSCO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Cisco Systems (CSCO) Q2 Earnings Expected to Decline

Continues drive towards making AI pervasive in the Cisco Security Cloud News Summary: New innovations mark significant momentum for the Security Cloud, Cisco's unified, AI-driven, cross-domain security platform. Cisco introduces first-of-its-kind Identity Intelligence to help protect against identity-based attacks.

Cisco's Pioneering Identity Intelligence Defends Against Most Persistent Cyber Threat

News Summary: Addressing the need to connect, secure and assure increasingly complex applications and networks, Cisco introduces new integrations across networking and security portfolios. IT teams can manage more of their campus and branch secure networking technologies from a unified AI-driven cloud platform with additions to the wireless and switching portfolios.

Cisco Adds New Security and AI Capabilities in a Crucial Step Toward Cisco Networking Cloud Vision

News Summary Companies to offer enterprises simplified cloud-based and on-premises AI infrastructure, networking and software, including infrastructure management, secure AI infrastructure, observable end-to-end AI solutions and access to NVIDIA AI Enterprise software that supports the building and deployment of advanced AI and generative AI workloads. Cisco and NVIDIA's purpose-built Ethernet networking-based solutions will be sold through Cisco's vast global channel, offering professional services and support through key partners who are committed to helping businesses deploy their GPU clusters via Ethernet infrastructure.

Cisco and NVIDIA to Help Enterprises Quickly and Easily Deploy and Manage Secure AI Infrastructure

News Summary: Increases Generative AI (GenAI) adoption velocity from months to days. Reduces GenAI security, trust, compliance, and cost risks.

Cisco Launches Motific, Enabling Organizations to Navigate the Complex World of Generative AI Deployment

Latest Innovations Empower Customers with Visibility, Insights and Actions to Improve Overall Performance and Experience Across the Technology Stack News Summary: Latest innovations include Digital Experience Monitoring (DEM) with Real User Monitoring (RUM) and Session Replay for cloud-native applications, observability for Kubernetes workloads using extended Berkeley Packet Filters (eBPF), Unified Observability Experience across cloud and hybrid environments, and the new Cisco AIOps for Full-Stack Observability (FSO). Expanded use case for business risk observability with the announcement of data security posture management observability to provider deeper insights on data.

Cisco Unveils New Innovations on the Cisco Observability Platform

Cisco notes Motific will be previewed at Cisco Live EMEAR and will become generally available by June 2024. However, the company has not shared how much teams will have to shell out to use the product.

Cisco launches Motific, a SaaS offering to accelerate generative AI deployments

Cisco Systems (CSCO) reachead $49.51 at the closing of the latest trading day, reflecting a -1.34% change compared to its last close.

Cisco Systems (CSCO) Falls More Steeply Than Broader Market: What Investors Need to Know

Cisco Systems, Inc. is the latest addition to my YARP dividend stock portfolio. At a time when tech stocks are exciting, this formerly exciting business is now a mature, high quality company at a nice valuation.

Cisco Systems: Tech Stocks Don't Have To Be Pretty

Boeing

Salesforce

Chevron

Disney

Dow Inc

Goldman Sachs

Honeywell

Johnson & Johnson

JPMorgan Chase & Co

Coca-Cola

NIKE

UnitedHealth Group

Verizon

Walgreens

"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation.is also a consideration.” – DowJones & Co. The highest-yield 10 stocks are February's Dogs of the Dow: GS, JNJ, KO, CSCO, IBM, CVX, WBA, DOW, VZ, and MMM. They only averaged a 4.19% annual yield, as prices. Thirty Dow stocks represent nine of eleven sectors. DowJones tracks utilities as a separate index and omits real estate. Broker top-ten target-estimated February net-gains ranged 10.99%-23.09%, topped by MMM 2/2/24.

February Dogs Of The Dow: Buy 2, Watch 5

Allstate

Genuine Parts

Home Depot

PepsiCo

Sherwin-Williams

T. Rowe Price Group

Walmart

11 expected dividend increases in February 2024, featuring high-quality companies.

11 Dividend Increases Expected In February 2024

SAN JOSE, Calif. , Jan. 31, 2024 /PRNewswire/ -- Cisco has scheduled a conference call for Wednesday, February 14, 2024, at 1:30 PM (PT); 4:30 PM (ET) to announce its second quarter fiscal year 2024 financial results for the period ending Saturday, January 27, 2024.

Cisco Schedules Conference Call for Q2 Fiscal Year 2024 Financial Results

Hitachi EverFlex with Cisco Powered Hybrid Cloud addresses critical challenges in cloud adoption, focusing on cost optimization, flexibility, and security SANTA CLARA, Calif. , Jan. 31, 2024  Hitachi Vantara, the data storage, infrastructure, and hybrid cloud management subsidiary of Hitachi, Ltd.

Hitachi Vantara and Cisco Unveil Next-Gen Hybrid Cloud Managed Services to Address Complexity, Cost Challenges

The narrative around Cisco Systems, Inc. has worsened following the most recent earnings release, and this is likely justified in the short term. There are risks involved with the company's recently announced acquisitions, but the business is on a long path towards transformation. While most investors remain focused on the short-term revenue growth, Cisco is improving its profitability profile.

Cisco: Short-Term Volatility Expected, But Ignore The Current Narrative

Microsoft

Integrated video solutions for seamless and inclusive hybrid meetings that are easy to use and deploy at scale News Summary: New integrated video collaboration solutions for Cisco Room series will feature Microsoft Teams Rooms with Front Row, and Samsung's Smart Signage displays. The partnership will give all meeting participants—remote or in person—an inclusive hybrid meeting experience with the best view of each attendee.

Cisco Collaborates with Microsoft and Samsung to Deliver Superior Meeting Room Experiences

Advanced Micro Devices

Dell Technologies

ServiceNow

In 2023, the AI winners and losers were largely defined by how they found ways to make money from the technology. Nvidia NVDA, +2.35% emerged as the clear leader, its products powering the growth of large language models.

Salesforce, AMD and other Big Tech stocks not named Nvidia that look smart as AI goes mainstream

The tech sector is reaching new highs, with the S&P 500 and Nasdaq Composite being led by mega-cap tech. Cisco, a prominent tech stock from the late 90s, is lagging in the current market, however. Despite its weak growth prospects, Cisco is undervalued and offers a high dividend yield, making it a potential buy.

Cisco: Sluggish Growth Ahead, But Shares Priced For Pessimism

Is it possible that the meltup phase of the bull market (which started on Oct. 12, 2022) has begun already — having started following the correction low on Oct 27, 2023? Yes, it is possible.

Stock investors are partying like it's 1999 — and maybe it is, Yardeni says

Cisco presents a mixed investment proposition with concerns about its 2024 outlook and historical lackluster dividend growth. The company's recent earnings report showed impressive revenue growth, but its long-term average growth rate falls short of industry standards. Heightened inventory levels, pose a risk of delayed growth resumption. The price may stay suppressed for longer here.

Cisco: Losing It's Steam But Still Provides Value

News Summary The Cisco 2024 Data Privacy Benchmark Study reveals that most organizations are limiting the use of Generative AI (GenAI) over data privacy and security issues. 27% had banned its use, at least temporarily.

More than 1 in 4 Organizations Banned Use of GenAI Over Privacy and Data Security Risks - New Cisco Study

New Smart Agent for Cisco AppDynamics Dramatically Simplifies the Installation, Configuration and Upgrade of Application and Infrastructure Agents. News Summary:   Simplifies full-stack application instrumentation and centralized agent lifecycle management.

Cisco Transforms Application Instrumentation with Smart Agent for Cisco AppDynamics

Splunk

The outlook for CSCO stock depends on trends for cloud computing, plus corporate and telecom networks amid the shift to remote work.

News for Cisco Systems Stock (CSCO)