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 said it's seeing more recurring revenue, while efforts to improve the company's component supply availability are also paying off.

Cisco shares jump after networking company beats estimates, boosts full-year guidance

Cisco Systems Inc. blew away expectations for revenue growth in the holiday quarter, and executives predicted stronger growth in a revised annual forecast that sent shares more than 7% higher in late trading Wednesday.

Cisco stock spikes after earnings and revenue beat, annual forecast raised

Cisco Systems Inc raised its full-year revenue growth forecast on Wednesday, banking on its ability to push backlog orders quickly and rapid adoption of 5G technology to keep demand upbeat.

Cisco raises full-year revenue growth forecast

Apple

Bank of America

Chevron

Diageo

JPMorgan Chase & Co

Lockheed Martin

Microsoft

U.S. Bancorp

New England Asset Management sold a big chunk of US Bancorp and all of its Bank of New York Mellon stake, similar to Berkshire Hathaway's trades.

Warren Buffett's little-known stock portfolio worth more than $5 billion nearly mirrored Berkshire Hathaway's trades last quarter. Here are its top holdings.

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

Lowe's

Lam Research

Mastercard

Monolithic Power Systems

Merck

Paychex

Rollins

Snap-on

Skyworks Solutions

The 4 factor dividend growth portfolio was launched on November 1st, 2022, and is thus far off to a great start. The portfolio lost by 11 bps to the S&P 500 Total Return during the month of January.

4 Factor Dividend Growth Portfolio - January 2023 Update

It is likely that Cisco will once again announce a dividend hike when the company reports December-quarter earnings Wednesday. The post Cisco Earnings Report Due; Is Another Dividend Hike In The Cards?

Cisco Earnings Report Due; Is Another Dividend Hike In The Cards?

Albemarle

Antero Resources

Energy Transfer LP Unit

In the first half-hour of trading Tuesday, the Dow Jones industrials were 0.26% lower, the S&P 500 down 0.15% and the Nasdaq down 0.09%.

Earnings Previews: Albemarle, Antero Resources, Cisco Systems, Energy Transfer

Cisco (CSCO) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Cisco (CSCO) Might Surprise This Earnings Season

Bank of New York Mellon

The portfolio is managed by New England Asset Management, which was acquired by Berkshire Hathaway in 1998 through its $22 billion General Re buyout.

Warren Buffett owns a little-known stock portfolio worth nearly $6 billion. These are the portfolio's top 10 stock holdings.

Air Products and Chemicals

Algonquin Power & Utilities

Bank of Nova Scotia

Nutrien

Restaurant Brands

Toronto-Dominion Bank

TC Energy

TELUS

Algonquin cut its dividend by 40%, a big cut, but honestly, I was expecting a 50% cut once the stock price tumbled and they mentioned they would be looking at their dividend. Our dividend income is lower year over year as we sold a bunch of positions to pay off our heloc.

January 2023 Passive Income

Chimera Investment

Canadian Imperial Bank of Commerce

GlaxoSmithKline

Iron Mountain

Illinois Tool Works

Leggett & Platt

MDU Resources Group

Medical Properties Trust

National Grid

NetApp

Realty Income Corp

Orion Office REIT

Paramount Global

PepsiCo

Philip Morris

Invesco S&P 500 High Dividend Low Volatility ETF

TotalEnergies SE

Investing in dividend stocks allows you to earn dividend income, the best passive income stream. Dividend Income is the fruit from the labor of investing your money in the stock market.

Dividend Income Summary: Lanny's January 2023 Summary

Coca-Cola

Can the stock market regain its momentum?

The 2 Dow Jones Stocks to Watch Next Week

Cisco has posted better-than-expected results as of late, exceeding both earnings and revenue expectations in back-to-back quarters.

Cisco Q2 Preview: Another EPS Beat Inbound?

Amgen

Broadcom

Intel

Medtronic

Morgan Stanley

Pfizer

Truist Financial

Vanguard High Dividend Yield ETF

There are 12 stocks on my high-yield watchlist for February 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory.

High Yield Stock Watchlist - February 2023

News for Cisco Systems Stock (CSCO)