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

Amgen

Broadcom

Chevron

Intel

Medtronic

Morgan Stanley

Pfizer

Philip Morris

PNC Financial Services

Pioneer Natural Resources

U.S. Bancorp

Vanguard High Dividend Yield ETF

Exxon Mobil

There are 15 stocks on my high yield watchlist for January 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory.

High Yield Stock Watchlist - January 2023

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

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 generated 0.28% of alpha in December and continues to outpace the S&P 500 Total Return.

4 Factor Dividend Growth Portfolio - December 2022 Results

Crown Castle International

Amdocs

Nutrien

QUALCOMM

Walgreens

Investors who want to build a portfolio's value over time will seek quality companies. Those stocks to buy have thriving businesses with proven returns on their investments.

7 Stocks to Buy for the $100,000 Portfolio

AvalonBay Communities

Bank of New York Mellon

Eastman Chemical

Park Hotels & Resorts

V.F.

Verizon

Investors are rethinking their portfolio strategies after a rough 2022. That includes a reassessment of risk tolerance.

7 Dividend-Paying Stocks Trading at a Discount

JPMorgan Chase & Co

Not only did they outpace the market, but they delivered positive gains!

Dogs Of The Dow 2023: 10 Blue-Chip Bargains

Amazon

Bed Bath & Beyond

Salesforce

Goldman Sachs

Silvergate Capital Corp

Low guidance and stubbornly high jobs numbers are a recipe for bearishness.

Bad News Rife, Markets Down Ahead of Jobs Report

Apple

Alphabet

There are plenty of cheap tech stocks to buy since so many lost a lot of their value over the last year. The tech-heavy Nasdaq composite index has lost more than 33% of its value in 2022.

7 Cheap Tech Stocks to Buy Before the Next Breakout

Cisco Systems Inc. has begun previously announced layoffs, cutting nearly 700 jobs in Silicon Valley last month, according to filings with the state of California this week.

Cisco layoffs begin with hundreds of job cuts in California and more expected

Dow Inc

Owning the "Dogs Of The Dow" stocks paid off in 2022. And they could be even more lucrative this year.

'Dogs Of The Dow' Stocks Just Paid Off; Here Are The Top 10 For 2023

Juniper Networks

Juniper Networks is seeing robust growth driven by key segments. However, the market has caught onto the quality of the enterprise, leaving little to no upside potential in the near term.

Juniper Networks Is Great, But We Like Cisco Better

Cisco Systems Inc (NASDAQ: CSCO) stock price gained just 9% from $43 at 2018 end to around $47 currently, primarily due to favorable changes in its revenues and outstanding share count.

Here's Why Cisco Systems Stock Has Returned Just 9% Since Late 2018

ORANGEBURG, S.C.--( BUSINESS WIRE )--Today, Student Freedom Initiative (“SFI”) and Cisco announced wireless 5G internet service deployment at Claflin University.

Student Freedom Initiative Announces Cisco's Deployment of Wireless 5G Service at Claflin University

Boeing

Disney

Microsoft

Visa

"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation.is also a consideration.” – Dow Jones & Co. The highest-yield 10 are January's Dogs of the Dow: JPM, CVX, CSCO, AMGN, IBM, MMM, WBA, INTC, DOW and VZ are averaging a 4.51% annual yield.

Buy 4 January Dogs Of The Dow, Watch 4 More

American Express

Honeywell

Johnson & Johnson

Procter & Gamble

Travelers

Cramer gave his predictions for which stocks in the Dow Jones Industrial Average will perform well in 2023.

Jim Cramer predicts these 10 Dow stocks will perform well in 2023

News for Cisco Systems Stock (CSCO)