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

Boeing

Nikola

Oracle

Seres Therapeutics

Niu Technologies - ADR

PetMed Express

Quantum Corporation

With the trading day about halfway over, the broad markets pushed lower after a decent start to the day.

Boeing, Cisco, Nikola, Oracle and More Friday Afternoon Analyst Calls

Cisco Systems Inc. is poised to benefit from a continued recovery in information-technology spending, helping to earn its stock an upgrade Friday.

The Ratings Game: Cisco stock gets an upgrade as IT spending recovers

Cisco Systems, Inc. (CSCO) Management Presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)

Cisco Systems stock (NASDAQ: CSCO) is down around 5% since the beginning of 2020, and at the current price of $45 per share, we believe that Cisco stock has around 15% potential downside.

Poor Earnings Could Drag Cisco Stock Below $40

SAN JOSE, Calif., March 2, 2021 /PRNewswire/ -- News Summary: Starting this month: Webex customers can preview real-time translations from English into 100+ languages Webex AI-powered, real-time translation drives more inclusive collaboration through virtual meeting experiences that are...

Cisco Webex Innovation Breaks Through Language Barriers with Real-Time Translation for More Inclusive Meeting Experiences

Acacia Communications

SAN JOSE, Calif., March 1, 2021 /PRNewswire/ -- News Summary: Cisco completed the acquisition of Acacia Communications, Inc. following approval of the transaction by a majority of Acacia shareholders. The Acacia acquisition reinforces Cisco's commitment to optics as a building block that...

Cisco Completes Acquisition of Acacia Communications, Inc.

Bank of America

JPMorgan Chase & Co

Charles Schwab

Vanguard Dividend Appreciation ETF

Diversification and dividends can be yours with these five cost-efficient funds.

5 Low-Cost Vanguard Funds for Dividend Income

Alexion Pharma

Activision Blizzard

Mondelez

Moderna

T-Mobile US

The Nasdaq dropped 3.52% on Feb 25 for its worst session since October on rising rate worries. However, some stocks still remained in the green on that day or lost little.

Nasdaq ETF's Worst Day Since October: Stocks That Survived

Twilio

Verb Technology Company Inc

PALM BEACH, Fla., Feb. 25, 2021 /PRNewswire/ -- Cloud Application Programming Interface (Cloud API) is a type of API that enables the development of applications and services used for the provisioning of cloud hardware, software, and platforms. Cloud APIs act as a gateway or interface,...

Cloud Application Programming Interface (API) Market Becoming the Next Billion Dollar Opportunity for Tech Stocks

Wipro Limited Sponsored ADR

EAST BRUNSWICK, N.J. & BANGALORE, India--(BUSINESS WIRE)-- #25thanniversary--Wipro marks 25 years of partnership with Cisco; launches Cisco Business Unit.

Wipro Marks 25 Years of Partnership With Cisco; Launches Cisco Business Unit

Apple

Microsoft

According to the Aggregated Portfolio of Gurus, a Premium feature of GuruFocus, the four most-broadly-held guru stocks within the technology sector are Microsoft Corp. (NASDAQ:MSFT), Apple Inc. (NASDAQ:AAPL), Cisco Systems Inc. (NASDAQ:CSCO) and Oracle Corp. (ORCL).

Top 4 Broadest-Owned Tech Stocks as of the 4th Quarter

Salesforce

Shopify

Zoom Video

PALM BEACH, Fla., Feb. 24, 2021 /PRNewswire/ -- The renewed focus of organizations on improving the internal and external communication processes with clients and customers is driving the growth of enterprise video solutions market and reports project that the market will continue to grow...

Global Enterprise Video Market Expected to Exceed $33 billion by 2027

Intel

Our theme of Value Tech Stocks has underperformed the market in recent years, rising by just about 29% since the end of 2017, compared to the S&P 500 which is up by about 46% over the same period. The theme includes tech companies that offer essential technology products and services, have a market.

Intel, Oracle And Cisco Stock: Will Tech's Old Guard Beat The Market In 2021?

SAN FRANCISCO--(BUSINESS WIRE)--AppDynamics launches released Agents of Transformation 2021:The Rise of Full-Stack Observability, the latest edition of its global research study.

Cisco AppDynamics Launches New Research, Revealing Unprecedented Demand for Full-Stack Observability with Business Context

Amgen

Air Products and Chemicals

Blackrock Inc

CVS Health

Con Ed

Eastman Chemical

Genuine Parts

Home Depot

International Flavors & Fragrances

Illinois Tool Works

Johnson & Johnson

Leggett & Platt

Main Street Capital

Magellan Midstream Partners

Realty Income Corp

PepsiCo

Verizon

Walmart

Exxon Mobil

Equity markets were generally down for the month of January with the S&P 500 finishing down 1%. The Sand In Shoes portfolio finished slightly better, up 0.15% for the month.

Sand In My Shoes - January Update

Alibaba

Baidu

Bank of New York Mellon

Tweedy Browne (Trades, Portfolio) recently disclosed its portfolio updates for the fourth quarter of 2020, which ended on Dec. 31.

Tweedy Browne's Top 4th-Quarter Trades

Alarm.com

Alphabet

The IoT market looks set to grow in the near term, driven by the shift toward digitization, making it a good time to look at names like Microsoft (MSFT), Intel (INTC) and Cisco Systems (CSCO)

5 Stocks to Watch as IoT Market Looks Set to Gain Traction

SAN JOSE, Calif., and LONDON, Feb. 19, 2021 /PRNewswire/ -- News Summary: Cisco has completed the acquisition of IMImobile PLC. IMImobile brings key cloud communications software and communications platform as a service technology expanding the capabilities of Cisco Webex Contact Center...

Cisco Completes Acquisition of IMImobile PLC

Bitcoin could very well be worthless. These mega-tech companies are a different story.

News for Cisco Systems Stock (CSCO)