Cisco Systems (CSCO) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $1.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.60%. A quarter ago, it was expected that this seller of routers, switches, software and services would post earnings of $0.85 per share when it actually produced earnings of $0.87, delivering a surprise of 2.35%.Ov ...

Cisco Systems (CSCO) reported fiscal first-quarter earnings that exceeded analysts’ expectations and raised its full-year forecast, despite declining revenues. The networking-equipment provider reported first-quarter net income of $2.7 billion or 68 cents per share, down from $3.6 billion or 89 cents per share a year earlier but above analysts' projections. Cisco delivered revenue of $13.8 billion, down 6% year-over-year and roughly in line with the analyst consensus compiled by Visible Alpha. For the seco ...

Cisco CEO Chuck Robbins speaks at The Wall Street Journal's Future of Everything Festival in New York on May 21, 2024.Cisco reported a fourth straight quarter of declining revenue even as results topped analysts' estimates. The stock slipped about 1% in extended trading.Here's how the company did in comparison with LSEG consensus:Earnings per share: 91 cents adjusted vs. 87 cents expectedRevenue: $13.84 billion vs. $13.77 billion expectedCisco's revenue dropped 6% in the quarter ended Oct. 26, from $14.7 bi ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

营收数据 - 第一季度营收138亿美元处于指引区间高端[1] - 2024年10月26日结束的三个月总营收为138.41亿美元同比下降6%[22] - 2025财年营收指引为553亿 - 563亿美元[15] - 第二财季2025营收指引为137.5亿 - 139.5亿美元[15] 业务增长数据 - 产品订单同比增长20% 排除Splunk后同比增长9%[1] - 安全业务增长100% 可观测性业务增长36%[8] - 2024年10月26日网络业务营收67.53亿美元同比下降23%[22] - 2024年10月26日安全业务营收20.17亿美元同比增长100%[22] - 2024年10月26日协作业务营收10.85亿美元同比下降3%[22] - 2024年10月26日可观测性业务营收2.58亿美元同比增长36%[22] - 2024年10月26日产品总营收101.14亿美元同比下降9%[22] - 2024年10月26日服务业务营收37.27亿美元同比增长6%[22] 利润率与每股收益 - 按GAAP计算毛利润率为65.9% 非GAAP毛利润率为69.3% 高于指引区间[1] - 按GAAP计算每股收益0.68美元 同比下降24% 非GAAP每股收益0.91美元 同比下降18%[1] - 2025财年第二季度GAAP毛利率为64.5% - 65.5%非GAAP为68% - 69%[36] - 2025财年第二季度GAAP营业利润率为20% - 21%非GAAP为33.5% - 34.5%[36] - 2025财年第二季度GAAP每股收益为0.51 - 0.56美元非GAAP为0.89 - 0.91美元[36] - 2025财年GAAP每股收益为2.26 - 2.38美元非GAAP为3.60 - 3.66美元[36] - 2024年10月26日结束的三个月GAAP净收入为27.11亿美元2023年10月28日为36.38亿美元[28] - 2024年10月26日结束的三个月GAAP每股收益为0.68美元2023年10月28日为0.89美元[30] 地区营收情况 - 美洲地区营收下降9% EMEA地区下降2% APJC地区增长1%[8] 运营现金流与履约义务 - 运营现金流为37亿美元 同比增长54%[12] - 2024年10月26日预计总剩余履约义务（RPO）的51%将在未来12个月确认为营收[25] - 2024年10月26日产品剩余履约义务为198.82亿美元同比增长24%[25] - 2024年10月26日服务剩余履约义务为201.08亿美元同比增长7%[25] 财报指标相关 - 财报包含非GAAP净收入、非GAAP毛利率等非GAAP指标数据[39] - 非GAAP指标有局限性不能替代GAAP指标应结合使用[40] 公司内部事务 - 公司内部预算流程使用特定财务报表[43] - 提到年度经常性收入的定义[44] - 公司为全球技术领导者有多种业务目标[45] 税务相关 - 2024年10月26日结束的三个月GAAP有效税率为 - 19.6%2023年10月28日为18.1%[35] 收购情况 - 完成对DeepFactor和Robust Intelligence的收购[15]

SAN JOSE, Calif., Nov. 13, 2024 /PRNewswire/ -- News Summary: Broad-based acceleration in product orders reflecting normalizing demand Product orders up 20% year over year; up 9% year over year excluding Splunk Revenue of $13.8 billion in Q1, at the high end of our guidance range Strong profitability: GAAP gross margin of 65.9% and non-GAAP gross margin of 69.3%, above our guidance range GAAP EPS of $0.68 and non-GAAP EPS of $0.91, above our guidance range Q1 FY 2025 Results: Revenue: $13.8 billion De ...

Cisco Systems is scheduled to report earnings after Wednesday’s close. In 2000, the stock hit a record high near $82/share and is currently trading near $60/share. The stock is prone to big moves after reporting earnings and can easily gap up if the numbers are strong. Conversely, if the numbers disappoint, the stock can easily gap down. To help you prepare, here is what the Street is expecting:Signage with logo at the Silicon Valley headquarters of networking company Cisco, San Jose, ... [+] California, Au ...

核心观点 - CoreWeave是一家出租英伟达人工智能芯片的初创公司 周三完成6.5亿美元二次售股 现有股东向外部投资者出售股票 公司目标估值从5月的190亿美元提升到230亿美元[1] - CoreWeave与亚马逊和谷歌等大型云基础设施提供商竞争 为企业提供英伟达GPU用于AI工作负载 得到英伟达投资和微软认可[2] - 投资者热衷于向生成式AI相关公司投资 自ChatGPT走红后对计算能力需求飙升[3] - CoreWeave称能提供所需规模的基础设施 CoreWeave是首个提供英伟达H200 GPU的云提供商[4] - CoreWeave已融资140亿美元 5月筹集75亿美元新债务 10月宣布6.5亿美元信贷额度 与Core Scientific达成价值87亿美元的数据中心容量协议 多家投资公司参与二次售股[5] 融资情况 - CoreWeave完成6.5亿美元二次售股 现有股东向外部投资者出售股票 目标估值从190亿美元提升到230亿美元 已融资140亿美元[1][5] - 5月筹集75亿美元新债务 10月宣布6.5亿美元信贷额度[5] - 与Core Scientific达成价值87亿美元的数据中心容量协议[5] - 多家投资公司包括BlackRock Coatue和Fidelity参与二次售股[5] 业务竞争 - CoreWeave与亚马逊和谷歌等竞争 为企业提供英伟达GPU用于AI工作负载[2] - 得到英伟达投资和微软认可[2] - 是首个提供英伟达H200 GPU的云提供商[4] 行业背景 - 投资者热衷于向生成式AI相关公司投资 因ChatGPT走红后计算能力需求飙升[3]

News Summary: LTIMindtree will leverage Cisco Secure Access as its new security service edge (SSE) solution to protect its 80,000 hybrid workers with secure internet access, advanced zero trust network access and embedded AI. Extending its networking partnership with Cisco, LTIMindtree now offers next-generation SSE to its global clients via Cisco Secure Access. Clients can work jointly with both companies to adopt a broad set of cloud security functions in a single, easy-to-use dashboard with Cisco Secure ...

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 ...