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

Splunk

Cisco is acquiring cybersecurity software company Splunk for $157 per share in a cash deal worth about $28 billion, the company said Thursday, in its largest acquisition ever. Splunk shares rose 21% in Thursday morning trading, while Cisco shares slipped 3.3%.

Cisco acquiring Splunk for $157 a share in cash

News Summary Together, Cisco and Splunk will help move organizations from threat detection and response to threat prediction and prevention Combined, Cisco and Splunk will become one of the world's largest software companies and will accelerate Cisco's business transformation to more recurring revenue Expected to be cash flow positive and gross margin accretive in first fiscal year post close, and non-GAAP EPS accretive in year 2. Will accelerate revenue growth and gross margin expansion Unites two "Great Places to Work" with similar values, strong cultures, and talented teams The combination of these two innovative leaders makes them well positioned to lead in security and observability in the age of AI SAN JOSE, Calif.

Cisco to Acquire Splunk, to Help Make Organizations More Secure and Resilient in an AI-Powered World

LONDON , Sept. 20, 2023 /PRNewswire/ -- Cisco (NASDAQ: CSCO), a global cloud communications platform (CPaaS) provider, has been named a Visionary in the inaugural 2023 Gartner Magic Quadrant for Communications Platform as a Service (CPaaS).

Cisco named a Visionary in the 2023 Gartner® Magic Quadrant™ for Communications Platform as a Service (CPaaS)

Apple

Walmart

The pandemic lockdown, escalating tensions between Washington and Beijing, as well as the latest semiconductor ban have prompted U.S. companies to seek manufacturing alternatives abroad to shield themselves from future geopolitical fallout and a slowing Chinese economy.

U.S. companies looking to move manufacturing from China turn to India

Gen Digital Inc

Corning

Hewlett Packard

Juniper Networks

NetApp

QUALCOMM

Seagate Technology Holdings PLC

Skyworks Solutions

Texas Instruments

You don't have to give up big dividends if you like S&P 500 tech stocks. It's possible to get both.

12 Big Tech Stocks Pay Plump Dividends Up To 4.5%, Too

Cisco Systems has revealed plans to chop hundreds more Bay Area jobs in a disquieting suggestion that the region's tech layoffs have yet to run their course.

Cisco, other tech companies chop Bay Area jobs in fresh layoffs

Schlumberger

Tesla

Uber

U.S. Bancorp

This article is an excerpt from the InvestorPlace Digest newsletter. To get news like this delivered straight to your inbox, click here.

5 Blue-Chip Growth Stocks to Buy According to AI

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

Is Cisco Stock A Buy As Bulls, Bears Clash On Key Financial Metrics?

Cisco Systems Inc. will lay off 350 employees in Silicon Valley next month, in the tech giant's latest round of job cuts.

Cisco to cut 350 jobs in latest round of layoffs

Cisco (CSCO) reported earnings 30 days ago. What's next for the stock?

Cisco (CSCO) Up 3% Since Last Earnings Report: Can It Continue?

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Here's Why Cisco Systems (CSCO) is a Strong Growth Stock

Cisco has been on a hot run this year, and it has a compelling business for the AI age. Growth is poised to cool in 2024, but Cisco has tools at its disposal to keep growing in the right areas.

1 Overlooked Tech Giant Getting An AI Boost -- Why It's A Dividend Stock Investor Buy

NextEra Energy

Taiwan Semiconductor Manufacturing

Following a surge of interest in environmental, social, governance (ESG) investing, many investors have begun seeking out undervalued ESG stocks. Indeed, many prefer to prioritize investments that fall in line with their values.

The 3 Most Undervalued ESG Stocks to Buy in September 2023

Broadcom

Bank of America

Goldman Sachs

AT&T

Some of the best opportunities can be found in undervalued dividend stocks with growth potential. In fact, I found seven of them which have at least 2% dividend yields with relatively low valuations, and solid growth prospects ahead of them.

The 7 Most Undervalued Dividend Stocks With Growth Potential to Buy in September 2023

Built on Cisco's Full-Stack Observability Platform, Cisco Secure Application provides organizations with intelligent business risk insights to help them better prioritize issues, respond in real-time to revenue-impacting security risks and reduce overall organizational risk profiles. News Summary:  Newly available on the Cisco Full-Stack Observability Platform, Cisco Secure Application helps organizations secure development and deployment of cloud native applications by bringing application and security teams closer together.

Cisco Secure Application Delivers Business Risk Observability for Cloud Native Applications

REDWOOD CITY, Calif.--(BUSINESS WIRE)--PT Link Net Tbk (Link Net), one of the leading providers of fixed broadband internet and cable TV in Indonesia with the brand First Media, is working with Qwilt and Cisco to deploy their Content Delivery Network (CDN) solution, elevating the quality and delivery capacity of Link Net's streaming applications to more than 3 million homes across Indonesia. The deployment brings Link Net actively into the content delivery value chain while enabling content pub.

Link Net partners with Qwilt and Cisco to deploy Open Caching solution to elevate video streaming experiences across Indonesia

Cisco Systems, Inc. (NASDAQ:CSCO ) Bank Of America Securities Global A.I. Conference 2023 Call September 11, 2023 11:00 AM ET Company Participants Eyal Dagan - Executive Vice President, Common Hardware Group Rakesh Chopra - Cisco Fellow, Common Hardware Group Conference Call Participants Tal Liani - Bank of America Operator Ladies and gentlemen, the program is about to begin.

Cisco Systems, Inc. (CSCO) Bank Of America Securities Global A.I. Conference 2023 (Transcript)

The mature tech giant delivered strong revenue growth and profit expansion. Cisco is executing a successful strategic shift and taking advantage of demand catalysts.

Here's Why Cisco Stock Climbed 10% in August

Verizon

Verizon has one of the highest dividend yields in the S&P 500. Cisco has been focusing on increasing its software and subscription-based offerings.

3 Dividend-Paying Tech Stocks to Buy in September

AbbVie

Accenture Plc

Automatic Data Processing

Applied Materials

ASML Hld

Best Buy

Blackrock Inc

Expeditors International of Washington

Fastenal

Ferguson Enterprises Inc

Garmin

Home Depot

Infosys

KLA-Tencor

Lockheed Martin

Lowe's

Lam Research

Mastercard

Monolithic Power Systems

Merck

Paychex

Rollins

Schwab US Dividend Equity ETF

Snap-on

The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF, with a few minor twists. The portfolio fell by 0.57% in August, outperforming the S&P 500 by 1.02%. Year-to-date, the portfolio is up 14.07%. Since inception, the portfolio is generating 3.95% of alpha over the S&P 500.

4 Factor Dividend Growth Portfolio - Closing In On A Historic First Year

Cisco Systems, Inc. (NASDAQ:CSCO ) Goldman Sachs Communacopia & Technology Conference September 6, 2023 2:30 PM ET Company Participants Scott Herren - EVP and CFO Conference Call Participants Mike Ng - Goldman Sachs Mike Ng Great. We are going to go ahead and get started.

Cisco Systems, Inc. (CSCO) Presents at Goldman Sachs Communacopia & Technology Conference (Transcript)

As a company, what do you do with extra cash flow? Why not implement financial engineering? The fundamental snapshot shows us what Cisco Systems, Inc. has been doing with their excess free cash. There will come a time when this will be less effective. That time may be now.

Cisco: Financial Engineering At Work - But, For How Long?

PepsiCo

We believe that PepsiCo stock (NYSE: PEP) is a better pick over Cisco stock (NASDAQ: CSCO), given its better prospects.

Is PepsiCo Stock A Better Pick Over Cisco?

Boeing

Relative strength and cycles tell us what DJIA stocks to be long and short. These stocks are rated by their strength versus the market and by their cycle strength.

News for Cisco Systems Stock (CSCO)