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 Systems, Inc. (NASDAQ:CSCO ) RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference November 20, 2024 11:20 AM ET Company Participants Scott Herren - Executive Vice President and Chief Financial Officer Conference Call Participants Matt Hedberg - RBC Matt Hedberg Please, I'll sit over here. All right.

Cisco Systems, Inc. (CSCO) RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference (Transcript)

Archer-Daniels-Midland Company

Avis Budget Group

Constellation Energy Corp

ConocoPhillips

CVS Health

Energy Transfer LP Unit

Halliburton

Johnson & Johnson

JPMorgan Chase & Co

Coca-Cola

Kroger

Altria

NIKE

Omnicom Group

PepsiCo

Prologis

Southern Company

AT&T

Exxon Mobil

AT&T, Altria Group, and Energy Transfer are top buys with dividends from $1K invested exceeding single share prices, meeting the dogcatcher ideal. Analysts forecast 15.47% to 28.33% net gains by November 2025 for top-ten F500IL dogs, with Energy Transfer as the standout “safer” choice. Eight F500IL stocks show negative free cash flow margins, making them unsafe buys; price drops or dividend increases could make top-yield F500IL fair-priced.

Of 63 Fortune 500 Industry Leaders, 57 Pay Dividends, 38 Are Cash Rich And 1 Is A Buy

Cisco awards AlgoSec with EMEA Co-Sell Partner of the Year and Cisco Meraki Marketplace Tech Partner of the Month based on the company's continued innovation and dedication to application security Cisco awards AlgoSec with EMEA Co-Sell Partner of the Year and Cisco Meraki Marketplace Tech Partner of the Month based on the company's continued innovation and dedication to application security

AlgoSec Wins Two Cisco Partnership Awards, Recognizing the Value for Securing Application Connectivity Across Hybrid Networks

Apple

AbbVie

AGNC Investment

Antero Midstream Partners

Ares Capital

Apollo Commercial Real Estate Finance

Broadcom

Boeing

Alibaba

Bank of America

BASF SE

Brookfield Renewable Partners

B&G Foods

bluebird bio

Bank of Montreal

Bank of Nova Scotia

BRT Apartments

Blackstone Group

Blackstone Secured Lending Fund

Colgate-Palmolive

Canadian Imperial Bank of Commerce

Investment activity in October focused on Business Development Companies, with $1,300 added to the market. Adjusted dividend income in October of $789, up 25% Y/Y and up 11% sequentially. Main picks included Blackstone Secured Lending, Goldman Sachs BDC, and Midcap Financial Investment Corporation.

My Dividend Stock Portfolio: New October Dividend Record - 100 Holdings With 15 Buys

Cisco (CSCO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Cisco Systems, Inc. (CSCO) is Attracting Investor Attention: Here is What You Should Know

Second annual report shows the race to get AI right is on, with a critical focus on networking infrastructure  News Summary: Leaders feel the pressure; 98% report increased urgency to deliver on AI and 85% believe they have less than 18 months to act. Networks are not equipped to meet AI workloads; only 21% of companies report having the necessary GPUs to meet current and future AI demands.

Cisco's 2024 AI Readiness Index: Urgency Rises, Readiness Falls

MGM Resorts

Bringing the Next Generation of Guest Experience to Las Vegas and Beyond News Summary:   Global gaming and entertainment company MGM Resorts International signs a Whole Portfolio Agreement with Cisco to deliver next-generation guest experiences. Agreement gives MGM Resorts access to much of Cisco's software portfolio and Customer Experience (CX) services.

Cisco and MGM Resorts International Sign Multi-Year Agreement

Explore how Cisco's (CSCO) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

International Markets and Cisco (CSCO): A Deep Dive for Investors

Note: Cisco's FY 2024 ended July 27, 2024

Buy, Sell Or Hold CSCO Stock?

SAN JOSE, Calif. , Nov. 15, 2024 /PRNewswire/ -- Cisco today announced that it will participate in the following event with the financial community.

Cisco to Participate in RBC Conference

Cisco Systems NASDAQ: CSCO is a long-term play on AI that investors should heed. Its AI abilities aren't rooted in GPUs, CPUs, and the training of AI but in the long-term application.

Cisco Systems Long-Term AI Play Turns a Corner: New Highs Likely

Despite the company's YoY revenue decline in fiscal Q1 2025, I remain extremely bullish on Cisco Systems, Inc. stock due to its strong value play and growth potential in AI and subscription services. Cisco is undervalued compared to peers, trading at 15.81 times this year's earnings, with a robust dividend and share repurchase program enhancing shareholder value. Cisco's sticky business model and diversified revenue streams, including a significant increase in annualized recurring revenue and remaining performance obligations, position it for future growth.

Cisco's Q1 Results Didn't Impress The Market, But It Remains A Strong Value Play

Melius Research analyst Ben Reitzes increases his price target on Cisco to $66 from $53.

AI Spending Remains a Focus. How Cisco Is Benefiting.

Famed investor Jim Cramer says insider confidence is reason enough to load up on Cisco Systems Inc (NASDAQ: CSCO) on the post-earnings weakness. Cisco stock is down 2% at writing after reporting its fourth straight quarter of revenue decline.

Cisco CEO remains ‘as bullish as ever,' but stock continues to fall

Cisco's first-quarter fiscal 2025 results reflect resilience amid networking sales challenges, with growth in AI, security and cloud partnerships.

CSCO Falls Despite Q1 Earnings Beat: Buy, Sell or Hold the Stock?

Cisco Systems Inc (NASDAQ:CSCO, ETR:CIS) saw better-than-expected performance in the first quarter, according to analysts at Bank of England. Although the software conglomerate reported a revenue decline of 5.6%, this was a better outcome than the 6.1% drop anticipated by BoE.

Cisco nets upgrade from Bank of American following solid first quarter

Shares of Cisco Systems Inc CSCO declined in early trading on Thursday, even after the company reported upbeat fiscal first-quarter earnings.

Cisco Systems Analysts Raise Forecasts On 'Meaningful Traction' Across 3 AI Investments

Cisco stock is lower Thursday despite the tech giant's beat-and-raise quarter, but analysts aren't concerned. Here's what you need to know.

Why Wall Street Is Bullish on Cisco Stock After Earnings

U.S. stocks traded slightly lower this morning, with the Dow Jones index falling by 0.1% on Thursday.

US Stocks Edge Lower; Cisco Earnings Top Views

Cisco (CSCO) was mixed but Beazer Homes (BZH) beat expectations Wednesday afternoon.

Mixed Session Gives Way to Mixed Cisco Q1 Results

Cisco's stock price has risen 21% since my 'Buy' rating in August 2024, driven by strong AI, cloud, and security market focus. Product orders grew 20% YoY, signalling the end of inventory destocking, with AI orders projected to reach $1 billion in FY25. Cisco's AI infrastructure investments and Splunk acquisition are expected to drive revenue growth, with a fair value of $65 per share.

Cisco: Q1, Targeting $1B AI Orders In FY 2025

Cisco Systems, Inc. (NASDAQ:CSCO ) Q1 2025 Earnings Conference Call November 13, 2024 4:30 PM ET Company Participants Sami Badri - Head, Investor Relations Chuck Robbins - Chair & Chief Executive Officer Scott Herren - Executive Vice President & Chief Financial Officer Conference Call Participants Tal Liani - Bank of America Matt Niknam - Deutsche Bank Michael Ng - Goldman Sachs David Vogt - UBS Samik Chatterjee - JPMorgan Simon Leopold - Raymond James James Fish - Piper Sandler Meta Marshall - Morgan Stanley Ben Reitzes - Melius Research Amit Daryanani - Evercore George Notter - Jefferies Aaron Rakers - Wells Fargo Karl Ackerman - BNP Paribas Operator Welcome to Cisco's First Quarter Fiscal Year 2025 Financial Results Conference Call. At the request of Cisco, today's conference is being recorded.

Cisco Systems, Inc. (CSCO) Q1 2025 Earnings Call Transcript

The headline numbers for Cisco (CSCO) give insight into how the company performed in the quarter ended October 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, Cisco (CSCO) Q1 Earnings: A Look at Key Metrics

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.

Cisco Systems (CSCO) Surpasses Q1 Earnings and Revenue Estimates

Cisco Systems (CSCO) reported fiscal first-quarter earnings that exceeded analysts' expectations and raised its full-year forecast, despite declining revenues.

News for Cisco Systems Stock (CSCO)