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

Total assets

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

MIAMI BEACH, Fla.--(BUSINESS WIRE)--World Wide Technology has been named Global Americas Partner of the Year, Global Collaboration Partner of the Year, and Global Security Partner of the Year at Cisco Partner Summit 2023. Cisco's Partner Summit Global Awards recognize top-performing partners demonstrating innovation in delivering solutions that help customers succeed in new ways. Awarded to partners for standout success and exemplary sales and service, Partner Summit Global Awards – represented.

World Wide Technology Wins Global Americas, Collaboration and Security Partner of the Year at Cisco Partner Summit 2023

WALTHAM, Mass.--(BUSINESS WIRE)-- #fullstackobservability--Nobl9, the software reliability company, has launched a new module for the Cisco Observability Platform that integrates with Nobl9 Reliability Center. As the complexity of enterprise infrastructure continues to increase dramatically, organizations look to Cisco and Nobl9 to rationalize their reliability management processes. A Single Source of Truth For Reliability Nobl9 Reliability Center has several integrations with Cisco products, including Cisco AppDynamics.

Nobl9 Launches Innovative Module for the Cisco Observability Platform

News Summary: Cisco Partner Incentive to reward partners on all Cisco software, hardware, and services, and drive incremental growth and customer value. Industry-leading Partner Relationship Management experience further enhanced with AI/ML-driven predictive insights to help partners grow revenues and increase profitability.

Cisco Enhances Partner Program to Drive Partner Differentiation and Profitability

Amgen

Bank of America

Blackrock Inc

ConocoPhillips

Goldman Sachs

Johnson & Johnson

JPMorgan Chase & Co

Coca-Cola

MetLife

Altria

Morgan Stanley

NextEra Energy

PepsiCo

Pfizer

PNC Financial Services

Sempra Energy

Target

Texas Instruments

U.S. Bancorp

Vanguard High Dividend Yield ETF

There are 22 stocks on my high yield watchlist for November 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory. An equally weighted portfolio of these stocks underperformed the Vanguard High Yield Dividend ETF by about 1% during the month of October.

High Yield Stock Watchlist - November 2023

News Summary: The annual Partner Summit gathers thousands from Cisco's global partner community to hear from Cisco leaders about partner program updates, new technology solutions and opportunities to be greater together. Cisco introduces Cisco Validated Designs for AI — simplifying IT for organizations by helping them quickly integrate AI workloads into mainstream production environments.

Cisco Showcases New Product Innovations Centered Around AI, Security and Observability at the 28th Annual Cisco Partner Summit

Arista Networks

ARM Holdings PLC

Broadcom

Dynatrace Inc

UiPath

SoundHound AI Inc

AI stocks have been the most critical sector in 2023. Early investments in leading chipmakers have provided the most substantial returns.

7 AI Ecosystem Stocks That Are About to Explode

NVIDIA

Artificial Intelligence remains the key theme in tech reports. These are two of the best plays, according to analysts at Melius Research.

Nvidia and Cisco Cited as Top AI Picks Ahead of Earnings. Here's Why.

Cisco Systems is set to report Q1 '24 earnings on Nov. 15. The company's outlook for the next quarter shows sales and earnings slightly above analysts' estimates. Cisco's recent acquisition of Splunk has received mixed reactions, with concerns about integration and past failures in acquisitions.

Cisco Earnings: Slow And Steady, Splunk Acquisition May Be A Catalyst For Future Growth

Baidu

British American Tobacco

LyondellBasell Industries

Stellantis N.V. 

With the major equity indices signaling the possibility of a slowdown – if not an outright downcycle – investors may be better served considering overlooked value stocks. At this moment, I like the idea of self-preservation, meaning that taking on hyped growth names may not be prudent.

Why These 7 Overlooked Value Stocks Could Be Your Golden Opportunity

Adobe

Amazon

Costco

Mastercard

STAG Industrial

The stock market has helped many investors generate long-term returns. However, the market has various stretches of high volatility that can rattle many investors.

Find Stability in the Market With These 7 Blue-Chip Stocks to Buy

SAN JOSE, Calif. , Nov. 2, 2023 /PRNewswire/ -- Cisco today announced that it will participate in the following conference with the financial community during the month of November.

Cisco Announces November 2023 Event with the Financial Community

SAN JOSE, Calif., Nov. 1, 2023 /PRNewswire/ -- Cisco has scheduled a conference call for Wednesday, November 15, 2023, at 1:30 PM (PT); 4:30 PM (ET) to announce its first quarter fiscal year 2024 financial results for the period ending Saturday, October 28, 2023.

Cisco Schedules Conference Call for Q1 Fiscal Year 2024 Financial Results

Splunk

NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Splunk Inc. (NasdaqGS: SPLK) to Cisco Systems, Inc. (NasdaqGS: CSCO). Under the terms of the proposed transaction, shareholders of Splunk will receive $157.00 in cash for each share of Splunk that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or w.

SPLUNK INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Splunk Inc. - SPLK

Cybersecurity firm Splunk will fire about 500 employees, CEO Gary Steele said, adding that it was not a result of the $28 billion Cisco deal.

Splunk to cut 7% of workforce, or about 500 employees, ahead of Cisco acquisition

Advanced Micro Devices

Teradyne

Let's be clear: the Nasdaq index has done very well in 2023. The emergence of generative AI has propelled the leading tech firms much higher this year, leading to strong returns.

Nasdaq Bear Market: 3 Cheap Stocks to Buy Now

Raymond James analyst Simon Leopold downgraded networking firm Cisco to Market Perform from Outperform.

Cisco Stock Is Falling. One Bull Moved to the Sidelines.

Chevron

Microsoft

AbbVie

Bristol-Myers

Comcast

Datadog

L3Harris

Southwest Airlines

Newell Brands

ON Semiconductor

Sanofi

Valley National

Vertex Pharmaceuticals

Western Digital

Here are some of the tickers on Jim's radar for Monday, Oct. 30, taken directly from his reporter's notebook:

Here are 16 stocks Jim Cramer is watching, including Microsoft, Chevron, Southwest

Shares of Cisco Systems Inc. CSCO, +0.37% slipped 0.2% in premarket trading, to buck the rally in the broader stock market, after the networking giant was downgraded at Raymond James, citing concerns over slowing sales in the near term. analyst Simon Leopold cut his rating to market perform from outperform.

Cisco Systems stock falls after Raymond James downgrades, citing concerns over a weak January-quarter sales outlook

The significant revenue growth of the Secure, Agile Networks segment is one of the crucial contributions to the rise in Cisco's operating income margin year on year. At the same time, at the end of the fourth quarter of fiscal 2023, the remaining authorization to buy back Cisco Systems shares amounted to $10.9 billion. On November 15, Cisco Systems will publish its financial report for the first quarter of the fiscal 2024.

Cisco Systems' Bullish Odyssey: Pioneering The Future Of Technological Excellence

Brings Thrive Global into the agent flow of work in Webex Contact Center, reducing agent attrition & enabling greater productivity with Thrive Reset News Summary: New AI-powered innovations in Webex Contact Center are focused on promoting agent efficiency and well-being, resulting in reduced turnover, exceptional customer experiences and real business outcomes. New Webex Customer Experience Essentials package extends agent and supervisor functionality to employees outside traditional contact centers for faster resolution of customer needs.

Webex by Cisco Announces AI-Powered Solutions to Empower Contact Center Agent Potential and Reduce Burnout

Providing automated support such as tone modification when writing messages, suggested responses to received messages, and meeting summaries

Cisco zooms in on new AI power for Webex teams

News for Cisco Systems Stock (CSCO)