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

Cisco's strong Q3 2023 results, robust cash-generating capabilities, and attractive dividend make it an appealing investment, particularly for income investors. Despite potential headwinds such as stiff competition and the need for flexibility in a rapidly changing market, Cisco's undervaluation according to regression models suggests potential for growth. The company's technical analysis indicates a potential for an upside but also suggests a possible need for a period of rest or correction before reaching new targets.

Cisco Systems: Getting Better With Age Of AI And Spitting Dividend (Technical Analysis)

Hot technology trends come and go with fluctuating hype and investment popularity and in recent years we have seen blockchain, cloud computing, quantum computing, and more recently - artificial intelligence.  But back in the early years of the internet, it was all about switches and routers.

Cisco Sytems, Still Growing After All These Years

Cisco Systems Inc (NASDAQ: CSCO) has gained more than 10% since early May but a JPMorgan analyst is convinced that it's still trading at a discount. Cisco stock could climb another 20% On Wednesday, Samik Chatterjee upgraded the multinational to “overweight” and raised his price target to $62 that signals a 20% upside from here.

Cisco stock outlook: JPMorgan sees upside to $62

Shares of Cisco Systems Inc. rallied Wednesday after J.P. Morgan analyst Samik Chatterjee turned bullish, as he said, in analyst-speak, that orders appear to be bottoming.

Cisco's stock climbs as orders seen bottoming, prompting an analyst upgrade

Apple

Microsoft

NVIDIA

Adobe

Intel

Melius Research started coverage of Nvidia, Microsoft and Apple with Buy ratings on their AI potential but were more skeptical about Google-parent Alphabet.

Nvidia, Microsoft, Apple and 4 More Stocks to Play AI. Why Alphabet Misses Out.

Asana

Axonics ModulationTechnologies Inc

Butterfly Network

Celsius Holdings

D.R. Horton

Enphase Energy

Jiayin Group Inc - ADR

JPMorgan Chase & Co

Coca-Cola

NIKE

Procter & Gamble

Super Micro Computer

UnitedHealth Group

Two new Breakout Stocks for Week 29 with better than 10% short-term upside and a Dow 30 Pick. Average cumulative returns for 2023 are at +126.4% YTD. Last week 3 out of 4 picks gained over 13.4% with peak gains in KODK +23.8%, SMCI +19.2%, YMM +13.4%. The S&P 500 gained +2.4%. The streak of weekly picks gaining over 10% in less than a week has reached 254 out of 320 trading weeks (79.3%) not considering multiple gainers or negative MG signals.

July MDA Breakout Stocks Week 29 - 2023: High-Frequency Gainers To Give You An Edge

iShares 7-10 Year Treasury Bond ETF

ProShares UltraShort 20+ Year Treasury

iShares 20+ Year Treasury Bond ETF

The current market is driven by liquidity and how much the Federal Reserve or the treasury are pumping into the economy, according to David Trainer. Trainer believes there needs to be a reckoning due to the excess liquidity, but it's uncertain when this will happen and how it will impact the economy and investors.

Fed Walking Primrose Path And Cataclysmic Scenarios With David Trainer

Networking hardware giant Cisco remains far ahead of competitors. Low-cost competition hasn't been a huge problem since Cisco's products often come with lower total costs of ownership.

Got $100? Buy This Dominant Tech Stock and Hold it Until 2030

News Summary: Consumer expectations will reshape the needs and economics of the internet. Today, more than 60% of consumers in EMEA1 expect to connect cars, appliances, energy and water to the internet, and broadband networks must scale to support this.

Cisco Survey Reveals: As Consumers Shift Towards A 'Smarter' Digital Life, Reliability, Security and Sustainability Emerge as Key Needs

AbbVie

Arbor Realty Trust

Abbott Labs

Archer-Daniels-Midland Company

Aflac

Ameriprise Financial

Amazon

American Express

Bank of America

Becton, Dickinson and Co.

Blackrock Inc

Bristol-Myers

Citigroup

Cardinal Health

Caterpillar

CVS Health

Chevron

Disney

Digital Realty Trust

Duke Energy

Emerson Electric

Enterprise Products Partners

Eaton

In 2015, I started publishing updates regarding my dividend growth portfolio, and I keep doing so every quarter. This is part of being transparent with my readers, so they can see what I hold and its correlation with my writing. This article summarizes Q2 of 2023 and focuses on goals, current holdings, allocation, sales, and buys.

My Dividend Growth Portfolio - Q2 2023 Summary

Cisco Systems, the world's largest communication equipment company, is undervalued but may not be a good long-term investment due to structural issues and loss of market share. Despite diversifying its operations and switching to a subscription-based model, Cisco's large size and low barriers to entry in its sectors have allowed competitors to erode its market share. While the company is expected to maintain profitability and deliver solid dividends, it lacks growth potential and its stock price may continue to trade below its intrinsic value.

Cisco: Cheap For A Reason, Declining Market Share

Fintel reports that on July 12, 2023, B of A Securities downgraded their outlook for Cisco Systems (NASDAQ:CSCO) from Buy to Neutral.

B of A Securities Downgrades Cisco Systems (CSCO)

BofA analyst Tal Liani downgraded shares of networking giant Cisco to Neutral from Buy, but kept a $56 price target.

Cisco Stock Is Sliding. Street Revenue Forecasts May Be Too High, Says Analyst.

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 Amid Debate Over Product Revenue Growth?

Shares of Cisco Systems Inc. CSCO, -1.06% were declining 0.9% in Wednesday morning trading after BofA Global Research analyst Tal Liani lowered his rating on the networking stock to neutral from buy. Liani wrote that consensus expectations bake in a “soft landing” for Cisco's product-revenue growth but also “lead to FY24/FY25 product revenues that are much higher than historical levels.

Cisco stock drops after BofA downgrade warns of disappointment risk

Vodafone Group

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Qwilt and Cisco announced that they will deploy their content delivery network (CDN) solution to Vodafone, increasing the quality and capacity of Vodafone's streaming delivery to its mobile and fixed broadband customers across Europe and Africa. Vodafone will embed the solution at the edge of its networks, closer to customers, so that they can receive highly responsive and quality streaming services. This model will allow Vodafone to expand the solution an.

Vodafone Partners With Qwilt and Cisco to Deploy Open Caching, Improving Streaming Services for Millions of Customers Across Europe and Africa

Cisco's AI potential is underrated. Cisco's cash on hand and free cash flow have grown substantially over the last year. Cisco's 3% dividend is one of the largest in the high-tech market.

Cisco Systems: Buy For The Dividend, Hold For The Network AI Upside

CrowdStrike

Fortinet

Palo Alto Networks

Zscaler

Savvy investors are eyeing cheap yet promising cybersecurity stocks, capitalizing on the growing market trend while contributing to the resilience of our digital infrastructure. The demand for online protection is surging in the wake of the Russian invasion of Ukraine.

5 Cheap Cybersecurity Stocks to Buy Before They Bounce Back

Accenture Plc

Automatic Data Processing

Applied Materials

ASML Hld

Best Buy

Expeditors International of Washington

Fastenal

Ferguson Enterprises Inc

Home Depot

KLA-Tencor

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 gained 5.00% in June, underperforming the S&P 500 by 1.60%. Year-to-date, the portfolio is up 11.99% and trailing the S&P 500 by 4.90%. Since inception, the portfolio is generating 3.56% of alpha over the S&P 500.

4 Factor Dividend Growth Portfolio - Cruising Towards A 20% Return

News for Cisco Systems Stock (CSCO)