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

Capital Senior Living

Intuit

Tech stocks continue to outperform. The Nasdaq index is up nearly 10% this year compared to an 8% increase in the benchmark S&P 500 index and a 3% gain in the blue-chip Dow Jones Industrial Average.

Stealth Mode Standouts: 3 Under-the-Radar Tech Stocks Set to Soar

Splunk

Cisco has partnered with Nvidia to help enterprises deploy AI infrastructures more rapidly while its acquisition of Splunk could be completed by the middle of this year. Nvidia's witnessing high demand for its H100 GPUs also plays to the advantage of Cisco's hyperscale-over-Ethernet AI switch and I identify around $3 billion of sales opportunities. The Splunk acquisition should help grow the topline as the cybersecurity market adapts to new dynamics because of the high cost of capital.

Cisco: AI And Splunk-Related Opportunities To Counter Soft Demand

Cisco Systems has been left behind in the market dominated by AI, but it is a misunderstood company with potential. Despite facing competition and being perceived as "dead money," CSCO has a solid financial foundation and strong operational performance. CSCO is like a technology utility, offering a low-single-digit yield, dividend growth, and potential for future growth.

Cisco Systems: The Tech Utility You Didn't Know You Needed Yielding 3.27%

Alexander & Baldwin

Nexstar Media Group

ALEX, CSCO and NXST have been added to the Zacks Rank #5 (Strong Sell) List on March 11, 2024.

New Strong Sell Stocks for March 11th

NVIDIA

Taiwan Semiconductor Manufacturing

Tech stocks have been on a tear for the past 15 months. That was especially apparent throughout 2023 when the tech heavy Nasdaq increased by 43%, presenting opportunities in underpriced tech stocks to buy.

Buy Alert: 3 Underpriced and Undervalued Tech Stocks to Grab Now

ST. LOUIS--(BUSINESS WIRE)--World Wide Technology (WWT), a global technology solutions provider with $20 billion in annual revenue, today announced it has been recognised as a Cisco Multinational Certified EURO Partner. The achievement of Multinational Certified EURO Partner status demonstrates WWT's deep expertise in delivering and supporting Cisco solutions, strong sales growth, and notable customer success in the EURO region. WWT is one of Cisco's largest global partners with more than $6 bi.

World Wide Technology Achieves Cisco Multinational Certified Partner Status in Europe

News Summary: The global financial services group Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) signs a Strategic Whole Portfolio Agreement with Cisco.

BBVA and Cisco Strengthen its Strategic Partnership to Accelerate Digital Transformation and Foster Innovation

Amgen

Verizon

Cisco's recent results look relatively weak, but there's a noteworthy reason. There's also hope on the horizon.

Is It Time to Buy February's 3 Worst-Performing Dow Jones Stocks?

Cisco Systems Inc (NASDAQ: CSCO) is in focus today following a report that the European Commission is set to unconditionally approve its $28 billion deal with Splunk Inc (NASDAQ: SPLK).

Cisco-Splunk deal to reportedly receive unconditional EU approval

Cisco Systems is set to secure unconditional EU antitrust approval for its $28 billion bid for cybersecurity firm Splunk , two people with direct knowledge of the matter said on Tuesday.

Cisco's Splunk deal set to win unconditional EU antitrust OK, sources say

Cisco Systems, Inc. (NASDAQ:CSCO ) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 12:30 PM ET Company Participants Greg Dorai – SVP/GM, Networking Experiences, Campus Connectivity Conference Call Participants Meta Marshall – Morgan Stanley Meta Marshall Welcome, everybody. I'm Meta Marshall.

Cisco Systems, Inc. (CSCO) Morgan Stanley Technology, Media & Telecom Conference - Transcript

Amazon

American Express

Boeing

Caterpillar

Salesforce

Chevron

Disney

Dow Inc

Goldman Sachs

Intel

Johnson & Johnson

Coca-Cola

McDonald's

Microsoft

NIKE

UnitedHealth Group

"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.”–DowJones&Co. The highest-yield 10 stocks are March's Dogs of the Dow: GS, JNJ, KO, AMGN, CSCO, IBM, CVX, DOW, MMM, and VZ. They only averaged a 4.15% annual yield. Thirty Dow stocks represent nine of eleven sectors. DowJones tracks utilities as a separate index and omits real estate. Broker top-ten target-estimated March net-gains ranged 12.35%-25.79%, topped by BA 2/29/24.

March Dogs Of The Dow: Buy 1; Watch 4

The outlook for CSCO stock depends on trends for cloud computing, plus corporate and telecom networks amid the shift to remote work.

Is Cisco Stock A Buy As Splunk Closing Approaches?

Allstate

American Tower

Best Buy

Colgate-Palmolive

Dollar General

General Dynamics

Genuine Parts

Home Depot

Realty Income Corp

Oracle

PepsiCo

Sherwin-Williams

T. Rowe Price Group

Walmart

Williams-Sonoma

Actual dividend increases in February 2024 compared to five-year average growth rates.

8 Dividend Increases Expected In March 2024

Albemarle

Expedia

Macy's

Rivian Automotive

Tough times require tough cost-cutting decisions, including job layoffs. However, to get a company back on the right track, reach profitability, and increase margins, they're often required.

7 Stocks Set to Bounce Back Post-Layoffs

SAN JOSE, Calif. , Feb. 28, 2024 /PRNewswire/ -- Cisco today announced that it will participate in the following events with the financial community.

Cisco Announces Two Upcoming Events with the Financial Community

Apple

QUALCOMM

Skyworks Solutions

Generally speaking, investors buy tech stocks for their exposure to growth and not dividends. When the tech sector gets hot, it grows very quickly producing rapid returns.

7 High-Upside Tech Stocks to Buy That Also Pay Dividends

SPDR Bloomberg 1-3 Month T-Bill ETF

SPDR Dow Jones Industrial Average ETF

Invesco Russell 1000 Equal Weight ETF

Entergy

Gilead Sciences

iShares 7-10 Year Treasury Bond ETF

International Paper

ARK Israel Innovative Technology ETF

Invesco QQQ

Invesco S&P 500 Equal Weight ETF

SPDR S&P 500 ETF Trust

iShares 20+ Year Treasury Bond ETF

Rob Isbitts discusses his ROAR Score, which measures reward opportunity and risk in the market.

Don't Rely On Past Performance

News for Cisco Systems Stock (CSCO)