财务表现 - 公司第三季度营收141亿美元，同比增长11%，其中产品收入增长15%，服务收入增长3% [2][7] - GAAP净利润25亿美元，同比增长32%，每股收益0.62美元，同比增长35% [4][10] - 非GAAP净利润38亿美元，同比增长8%，每股收益0.96美元，同比增长9% [2][10] - 运营现金流41亿美元，同比增长2% [12] - 公司宣布季度股息为每股0.41美元，将于2025年7月23日支付 [5] 业务亮点 - 产品订单同比增长20%，排除Splunk后增长9%，所有地区和客户市场均实现增长 [11] - AI基础设施订单超过6亿美元，提前一个季度完成10亿美元目标 [11] - 安全业务收入增长54%，可观测性业务增长24%，网络业务增长8%，协作业务增长4% [7] - 美洲地区收入增长14%，EMEA增长8%，APJC增长9% [7][23] - 公司在第三季度完成了对威胁检测平台SnapAttack的收购 [16] 区域表现 - 美洲地区总收入84亿美元，同比增长14%，毛利率67.7% [7][24] - EMEA地区总收入37亿美元，同比增长8%，毛利率71.2% [7][24] - APJC地区总收入20亿美元，同比增长9%，毛利率67.2% [7][24] 财务指标 - GAAP毛利率65.6%，产品毛利率64.4%，服务毛利率68.7% [8] - 非GAAP毛利率68.6%，产品毛利率67.6%，服务毛利率71.3% [8] - GAAP运营收入32亿美元，同比增长46%，运营利润率22.6% [9] - 非GAAP运营收入49亿美元，同比增长12%，运营利润率34.5% [9] - 剩余履约义务417亿美元，同比增长7%，其中51%将在未来12个月内确认为收入 [13] 资本配置 - 第三季度通过股票回购和股息向股东返还31亿美元 [15] - 支付股息16亿美元，回购约2500万股普通股，平均价格59.78美元/股 [15] - 现金及投资余额156亿美元，较2024财年末下降13% [13] 未来展望 - 预计第四季度营收145-147亿美元，非GAAP每股收益0.96-0.98美元 [17] - 预计2025财年营收565-567亿美元，非GAAP每股收益3.77-3.79美元 [18] - 预计第四季度非GAAP毛利率67.5%-68.5%，运营利润率33.5%-34.5% [17]

Cisco Systems Inc CSCO will report its third-quarter earnings Wednesday after the market close, with Wall Street expecting earnings per share of 92 cets and revenue of $14.08 billion.The stock has climbed 25.4% over the past year, despite being down 3.87% year-to-date and slipping 6.92% in the past month. However, over the last five trading days, Cisco stock has regained 2.53%, and a confluence of bullish technical signals suggests momentum may just be heating up.Let's take a look at what's propelling Cisco ...

Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xav ...

思科系统公司：AIP将从众多投资者寻求300亿美元初始资本。 ...

智通财经5月14日电，思科系统公司表示，美国人工智能伙伴关系（AIP）最初将向投资者寻求300亿美 元融资。 ...

思科系统公司：将与AIP（人工智能基础设施合作伙伴关系）合作，推动对美国和全球数据中心和人工 智能基础设施的投资。 ...

思科系统公司：和阿联酋人工智能企业G42扩大了战略合作伙伴关系，以推动阿联酋和美国的人工智能 创新。 ...

思科系统公司：加入沙特人工智能公司Humain联盟，建设沙特阿拉伯的人工智能基础设施。 ...

Cisco to Join HUMAIN's Initiative to Build the Kingdom's Future AI Infrastructure News Summary: Cisco to partner with Saudi Arabia's new HUMAIN AI enterprise to power AI infrastructure and ecosystem growth. New investments in research, talent and digital skills aim to accelerate the Kingdom's AI journey. The partnership supports Vision 2030 by advancing Saudi Arabia's transformation into a leading, diversified digital economy.RIYADH, Saudi Arabia, May 13, 2025 /PRNewswire/ -- Cisco, the global leader in net ...

News Summary: Cisco to join HUMAIN's alliance to build Saudi Arabia's future AI Infrastructure. Cisco and G42 extend their strategic partnership to drive AI innovation across the United Arab Emirates (UAE) and the United States. Cisco to collaborate with AIP (AI Infrastructure Partnership) to drive investment in data centers and AI infrastructure in the United States and globally.SAN JOSE, Calif., May 13, 2025 /PRNewswire/ -- Cisco, the global leader in networking and security, today announced a series of s ...