Cisco Systems, Inc. NASDAQ: CSCO rozwiązania sieciowe, cyberbezpieczeństwo

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In other news, Cisco (NASDAQ:CSCO) fell nearly 1% as JPMorgan downgraded the stock to neutral from outperform on worries that “supply and spending hesitations” will weigh on demand.

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Cisco Systems (NASDAQ:CSCO) reported its Q4 results, with EPS of $0.83 coming in better than the consensus estimate of $0.82. Shares were trading around 3% higher after-hours.

Revenue was $13.1 billion (flat year-over-year), beating the consensus estimate of $12.73 billion. Total annualized recurring revenue (ARR) was up 8% year-over-year to $22.9 billion

"We had a strong end to our fiscal year thanks to our Q4 performance. Our teams executed well in the midst of an incredibly dynamic environment, resulting in the highest full-year non-GAAP earnings per share in the history of the company," said Chuck Robbins, chair and CEO of Cisco.

The company expects Q1/23 EPS in the range of $0.82-$0.84, compared to the consensus estimate of $0.84. Revenue is expected to grow 2-4% year-over-year.

The company expects full 2023-year EPS in the range of $3.49-$3.56, compared to the consensus estimate of $3.53. Revenue is expected to grow 4-6% year-over-year.

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CSCO stock rose 3% in extended action as Cisco topped fiscal Q1 views and guided up on revenue. Cisco stock dipped 1.1% on Wednesday, trading between its 50-day and 200-day lines.

Latest Release
Nov 16, 2022

EPS / Forecast
0.86 / 0.84

Revenue / Forecast
13.6B / 13.29B

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Undervalued Dividend Growth Stock of the Week: Cisco
https://dailytradealert.com/2020/02/23/ ... -inc-csco/

Undervalued Dividend Growth Stock of the Week: Cisco Systems (CSCO)
by Jason Fieber, Mr. Free at 33 • July 19, 2020
https://dailytradealert.com/2020/07/19/ ... tems-csco/

https://www.youtube.com/watch?v=mtXcHwI ... e=youtu.be

Why Cisco (CSCO) Deserves to be My Dividend Stock of the Week
https://www.youtube.com/watch?v=I0WjENC7pD4

Undervalued Dividend Growth Stock of the Week: Cisco (CSCO)
by Jason Fieber, Mr. Free at 33 • November 27, 2022

https://dailytradealert.com/2022/11/27/ ... isco-csco/

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Cisco Systems opublikuje wyniki finansowe za II kwartał 2023 r. 15 lutego. Spółka przewiduje wzrost przychodów na poziomie 4,5-6,5% r/r, a zysk zgodny ze standardami GAAP w przedziale 84-86 centów na akcję. Szacunki Zacksa dla przychodów to 13,43 mld USD, podczas gdy nasze szacunki to 13,30 mld USD przy wzroście r/r 4,5%. Konsensus co do zysku to 86 centów na akcję, co oznacza wzrost o 2,44% w stosunku do roku poprzedniego.

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Cisco Systems Inc (NASDAQ:CSCO) rose 6% after it raised its full-year earnings forecast and delivered strong second-quarter results. Spending on network infrastructure remains resilient.

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Latest Release
May 17, 2023

EPS / Forecast
1 / 0.97

Revenue / Forecast
14.6B / 14.4B

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Cisco Systems (NASDAQ:CSCO) reported its Q3 results, with EPS of $1.00 coming in better than the consensus estimate of $0.97. Revenue grew 14% year-over-year to $14.6 billion, beating the consensus estimate of $14.4B. Despite the beat, shares traded more than 2% lower after-hours.

Total software revenue grew 18% and software subscription revenue was up 17% year-over-year. Total annualized recurring revenue (ARR) increased 6% year-over-year to $23.8B, with product ARR up 10%. Remaining performance obligations (RPO) increased 6% year-over-year to $32.1B, with product RPO up 9%.

"In Q3, we delivered record revenue and double-digit growth in both software and subscription revenue. As key technologies like cloud, AI and security continue to scale, Cisco's long-established leadership in networking, and the breadth of our portfolio position us well for the future," said CEO Chuck Robbins.

For Q4/23, the company expects EPS in the range of $1.05-$1.07, compared to the consensus of $1.04. Revenue growth is expected in the range of 14%-16% year-over-year.

For the full year, the company expects EPS in the range of $3.80–$3.82, and revenue growth of 10%–10.5%.

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Cisco Systems (CSCO) broke out of a cup with handle at 50.58 on Tuesday. The stock is adding to gains on Wednesday and is in a buy zone to 53.11. Intel (INTC) is also in a buy zone after a breakout at 33.84 in a cup base.

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Cisco cut to Neutral at BofA
Cisco Systems (NASDAQ:CSCO) shares fell more than 2% yesterday after BofA Securities downgraded the company to Neutral from Buy with a price target of $56.00.

The firm expressed concern regarding the product revenue estimates for the second half of 2024 and the fiscal year 2025, suggesting that the consensus estimates appear overly optimistic.

bofas

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Citi is bullish on Cisco into next week's earnings report

Citi analysts have opened a positive catalyst watch on Cisco Systems (NASDAQ:CSCO) as they expect the IT giant to outperform peers Arista Networks (NYSE:ANET) and Juniper (NYSE:JNPR).

They believe that strong Enterprise demand will likely fuel upside to results for Cisco’s July quarter. Cisco is due to report on Wednesday, August 16.

“Cisco should benefit from its heavy Enterprise exposure (Enterprise and Commercial 50%+ of sales) where peers saw upside. Cisco’s total product sales excollaboration/Internet show decent correlation with Juniper’s enterprise sales (R2 ~0.4),” the analysts said in a client note.

“On security, read from Fortinet’s Jun-Q results (R2 ~0. implies 4% Y/Y growth. Moreover, with low Cloud SP exposure (mid-single digits), Cisco will likely avoid significant downside from the shift from traditional networking spend to AI investments vs peers, in our view.”

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Latest Release
Aug 16, 2023

EPS / Forecast
1.14 / 1.06

Revenue / Forecast
15.2B / 15.05B

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Investing.com - Cisco (NASDAQ: CSCO) reported fourth quarter EPS of $1.14, $0.08 better than the analyst estimate of $1.06. Revenue for the quarter came in at $15.2B versus the consensus estimate of $15.05B.

Guidance
Cisco sees Q1 2024 EPS of $1.02-$1.04 versus the analyst consensus of $0.99.

Cisco sees Q1 2024 revenue of $14.50B-$14.70B versus the analyst consensus of $14.62B.

Cisco sees FY 2024 EPS of $4.01-$4.08 versus the analyst consensus of $4.04.

Cisco sees FY 2024 revenue of $57.00B-$58.20B versus the analyst consensus of $58.40B.

Cisco's stock price closed at $52.96. It is up 7.80% in the last 3 months and up 13.50% in the last 12 months.

Cisco saw 19 positive EPS revisions and 0 negative EPS revisions in the last 90 days. See Cisco's stock price’s past reactions to earnings here.

According to InvestingPro, Cisco's Financial Health score is "great performance".

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(Reuters) [translator] -Producent sprzętu sieciowego Cisco Systems (NASDAQ:CSCO)" CEO mówił o wygranych w rynku i możliwościach sztucznej inteligencji (AI), aby rozwiać obawy o spowolnienie wzrostu po rozczarowującej rocznej prognozie przychodów.

Uwagi te pomogły akcjom spółki odwrócić kurs w rozszerzonym handlu, aby w środę wzrosnąć o ponad 2%. Jednak akcje radziły sobie w tym roku gorzej niż szeroki rajd rynkowy, ze wzrostem o 11%, z powodu obaw, że spowolnienie wydatków na chmurę uderzy w zamówienia.

Cisco prognozuje, że całoroczne przychody wyniosą od 57 do 58,20 mld USD, poniżej szacunków Refinitiv na poziomie 58,38 mld USD. Rywal Juniper również przedstawił słabą prognozę w zeszłym miesiącu.

Jednak dyrektor generalny Cisco, Chuck Robbins, powiedział, że firma zyskała ponad 3 punkty procentowe udziału w rynku na trzech największych rynkach sieciowych w pierwszym kwartale i spodziewa się większego wzrostu udziału w tych obszarach.

Powiedział również, że firma prawdopodobnie będzie wiodącym dostawcą sprzętu sieciowego potrzebnego do obciążeń AI. "To ogromna szansa dla Cisco".

Główni dostawcy usług w chmurze, w tym Microsoft (NASDAQ:Zawartość MSFT), niedawno ujawniły plany zwiększenia wydatków na serwery, które zasilają usługi sztucznej inteligencji, co może zwiększyć dostawców sprzętu sieciowego, takiego jak przełączniki i routery.

Cisco, którego klientami są m.in. firma telekomunikacyjna AT&T (NYSE:T) oraz detalista samochodowy AutoNation (NYSE:I), odnotowała również przychody w czwartym kwartale w wysokości 15,20 mld USD, pokonując szacunki na poziomie 15,05 mld USD.

Firma, korzystając z łagodzenia przeszkód w łańcuchu dostaw, próbowała zmniejszyć swoją zależność od jednorazowej sprzedaży drogiego sprzętu, przesuwając więcej usług oprogramowania, które są bardziej niezawodne, ponieważ przynoszą powtarzające się płatności.

Skorygowany zysk kwartalny wyniósł 1,14 USD na akcję, w porównaniu z oczekiwaniami analityków na poziomie 1,06 USD na akcję.

Cisco spodziewa się, że skorygowany zysk na akcję wyniesie od 4,01 USD do 4,08 USD za cały rok, w porównaniu z szacunkami na poziomie 4,04 USD.

https://www.investing.com/news/stock-ma ... es-3155897

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Cisco Systems Inc (NASDAQ:CSCO) fell nearly 4% as investors weren’t impress by the company’s $28 billion deal to acquire cybersecurity software company Splunk Inc (NASDAQ:SPLK).

The deal is expected to help Cisco diversify its revenue stream at a time when its core business of selling networking equipment is facing challenges from ongoing demand for cloud-native offerings.

Potential scrutiny of the deal from regulators, and the price of the deal – the largest in Cisco’s history, topping the $6.9 billion to cable television and telecom equipment maker Scientific Atlanta in 2006 – has led some to question the value of the acquisition.