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 Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 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.

Cisco surpasses Q1 revenue targets, poised for AI networking growth

Cisco Systems demonstrated robust financial performance in Q1, exceeding revenue and EPS expectations, driven by strong product orders and strategic initiatives.
The company's focus on AI technologies, security solutions, and operational efficiency positions it well for future growth and market leadership.
While facing challenges in a competitive landscape, Cisco's strengths in AI networking and security sectors offer opportunities for expansion and innovation.
Overall, Cisco's Q1 earnings call highlights a positive trajectory, emphasizing growth prospects, profitability, and strategic investments.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

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Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

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

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Apple

Alerian MLP ETF

Microsoft

Oracle

iShares Mortgage Real Estate ETF

Schwab U.S. Large-Cap Growth ETF

SPDR S&P Dividend ETF

SPDR S&P 500 ETF Trust

Vanguard Real Estate ETF

Stock prices and returns are in part determined by net cash on the balance sheet and future expectations of free cash flow. Dividends are not a driver of valuation and actually decrease the value of a company because cash is paid out to investors. Over the past decade, dividend-paying stocks have underperformed compared to "growth" stocks with strong free cash flow generation and balance sheets.

The Underperformance Of Dividend-Only-Focused Strategies

Cisco Systems Inc.'s brutally disappointing forecast for its next two quarters and full year appears to be a company-specific issue and should not pour cold water on the tech sector's recent rebound.

Cisco's brutal forecast shouldn't end the tech sector's party

Cisco Systems, Inc. (NASDAQ:CSCO ) Q1 2024 Earnings Conference Call November 15, 2023 4:30 PM ET Company Participants Sami Badri - Head of Investor Relations Chuck Robbins - Chair and Chief Executive Officer Scott Herren - Executive Vice President and Chief Financial Officer Conference Call Participants Tal Liani - Bank of America Meta Marshall - Morgan Stanley Investment Research Amit Daryanani - Evercore Simon Leopold - Raymond James Ben Reitzes - Melius Research Samik Chatterjee - JPMorgan David Vogt - UBS Matt Niknam - Deutsche Bank George Notter - Jefferies Michael Ng - Goldman Sachs Operator Welcome to Cisco's First Quarter Fiscal Year 2024 Financial Results Conference Call. At the request of Cisco, today's conference is being recorded.

Cisco Systems, Inc. (CSCO) Q1 2024 Earnings Call Transcript

Although the revenue and EPS for Cisco (CSCO) give a sense of how its business performed in the quarter ended October 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Cisco (CSCO) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Palo Alto Networks

Yesterday was a hard act to follow; plenty of exuberance over peak interest rate levels has given away to something else today.

Market Rally Flattens Out; Cisco & Palo Alto Beat, Sell Off

Cisco Systems (CSCO) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $1.03 per share. This compares to earnings of $0.86 per share a year ago.

Cisco Systems (CSCO) Q1 Earnings and Revenues Top Estimates

Cisco Systems Inc (NASDAQ: CSCO) is down 10% in extended hours even though it reported market-beating results for its fiscal first quarter. Why is Cisco stock down in after-hours?

Cisco is ‘more reasonably priced' after Q1 earnings

Cisco reported fiscal Q1 earnings that topped expectations as product orders fell as expected. Guidance for CSCO stock badly missed estimates.

Cisco Stock Falls As Earnings, Revenue Outlook Miss Estimates

Cisco Systems (NASDAQ:CSCO) shares plummeted almost 10% in afterhours trade on Wednesday after the company guided weaker-than-expected sales and profits for the current quarter. For 2Q fiscal 2024, the networking, cloud and security solutions provider guided revenue in the range of $12.6 billion to $12.8 billion, significantly lower than the Wall Street forecast of $14.15 billion.

Cisco shares sink as weak outlook overshadows 1Q earnings beat

Cisco's pace of products orders slowed decelerated as customers worked to implement offerings they bought in the past few quarters.

Cisco slips on light guidance after product order slowdown

Cisco Systems cut its annual revenue forecast on Wednesday, a sign that demand for its networking equipment was slowing in an uncertain economy.

Cisco cuts full-year revenue forecast

Broadcom

STAG Industrial

Dividend stocks give investors extra cash flow and can help them in retirement. However, most investors believe they have to make an uncomfortable trade-off with dividend stocks.

Dual Delights: 3 Stocks Offering Robust Growth and Attractive Dividends

Cisco Systems Inc.'s earnings are always a good barometer for the health of information-technology spending, and they'll serve as an especially important gauge Wednesday afternoon.

Cisco earnings: What to expect

AbbVie

AGNC Investment

Antero Midstream Partners

Apple Hospitality REIT

Ares Capital

Apollo Commercial Real Estate Finance

Boeing

Alibaba

Bank of America

BASF SE

B&G Foods

Bayerische Motoren Werke AG

BRT Apartments

Blackstone Group

Colgate-Palmolive

CVS Health

Dominion Energy

Diversified Healthcare Trust

Disney

S&P 500 and Dow Jones dropped for the third straight month in October, just before staging a remarkable reversal in November. Interest rates were kept steady again in a range of 5.25% to 5.5%, and it is uncertain if 2023 will see yet another hike. Net investments of around $1,800 in October, primarily targeting the financial sector and high-yielding BDCs.

My Dividend Stock Portfolio: New October Dividend Record - 98 Holdings With 23 Buys

Despite facing the largest cumulative increase in official interest rates in 40 years, the United States economy has demonstrated surprising resilience. Throughout the past year, gross domestic product grew by 2.9%, and employment remains strong.

3 Tech Stocks to Buy to Invest Like Cathie Wood

Splunk

SAN FRANCISCO--(BUSINESS WIRE)-- #splunknews--Splunk Inc. (NASDAQ: SPLK), the cybersecurity and observability leader, today announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 (the “HSR Act”), in connection with the previously announced agreement for Splunk to be acquired by Cisco (NASDAQ: CSCO) for $157 per share in cash. The expiration of the waiting period under the HSR Act occurred at 11:59 p.m. Eastern Time on November 13, 2023. The completion of.

Splunk Announces Expiration of Hart-Scott-Rodino Waiting Period for Proposed Transaction With Cisco

Only Nine Per Cent of Canadian Organizations are Fully Prepared to Deploy and Leverage AI, with More Than Half Admitting Serious Concerns about the Business Impact if They Fail to Act in the Next 12 Months Only Nine Per Cent of Canadian Organizations are Fully Prepared to Deploy and Leverage AI, with More Than Half Admitting Serious Concerns about the Business Impact if They Fail to Act in the Next 12 Months

Cisco Launches New Research, Highlighting Seismic Gap in Companies' Preparedness for AI

Cisco's (CSCO) first-quarter fiscal 2024 performance is likely to have benefited from solid demand for its solutions in a seasonally weak quarter.

Cisco (CSCO) to Report Q1 Earnings: Key Factors to Consider

Summary: Criminal IP collaborates with Cisco SecureX/XDR to combat rising cyber threats, aiming to empower organizations with a robust solution for threat analysis and risk assessment. Torrance, California--(Newsfile Corp. - November 13, 2023) - Criminal IP, an AI-based Cyber Threat Intelligence (CTI) search engine developed by AI SPERA, has recently integrated with Cisco SecureX/XDR in the hopes of countering the escalating wave of cyberattacks.

Criminal IP and Cisco SecureX/XDR: New Cybersecurity Alliance

Cisco's recent acquisition of Splunk positions the company strategically in the cybersecurity space, enhancing its competitive edge in a rapidly evolving market. Despite challenges in revenue growth, CSCO's proven ability to maintain high profitability and increase free cash flow showcases its resilience and adaptability in the face of market dynamics. Meticulous valuation models, incorporating both analyst projections and segment-specific market growth, highlight the substantial upside potential for Cisco, reinforcing its appeal as an investment opportunity.

Cisco's Huge Upside Potential Would Be A Good Bet On Your Portfolio

Cisco Systems (NASDAQ:CSCO) is expected to report an almost 20% year-over-year surge in earnings when it hands down its first quarter fiscal 2024 results after the closing bell in New York on Wednesday, November 15. For the quarter ending October 28, 2023, the networking, cloud, and security solutions provider expects to report revenue in the range of $14.5 billion to $14.7 billion, up from $13.6 billion for the same period in fiscal 2023.

Cisco expected to impress with strong 1Q earnings growth

Besides Wall Street's top -and-bottom-line estimates for Cisco (CSCO), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended October 2023.

What Analyst Projections for Key Metrics Reveal About Cisco (CSCO) Q1 Earnings

MIAMI BEACH, Fla. , Nov. 9, 2023 /PRNewswire/ -- Cisco Partner Summit 2023 – Logicalis US has been named Americas Managed Services Partner of the Year at Cisco Partner Summit 2023.

Logicalis US wins Managed Services Partner of the Year for Americas at Cisco Partner Summit 2023

TORONTO--(BUSINESS WIRE)--Softchoice has been named Cisco's Application Resiliency Partner of the Year in the Canadian Partner category at Cisco Partner Summit.

Softchoice Named Cisco's Application Resiliency Partner of the Year at Cisco Partner Summit 2023

CHANTILLY, Va. & CLAREMONT, N.H.--(BUSINESS WIRE)--Cisco recognizes Red River for its innovation, leadership and best practices as a Cisco business partner.

News for Cisco Systems Stock (CSCO)