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.

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Cost of revenue

Gross profit

Operating expenses

SG&A

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EBITDA

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Receivables

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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. is the latest addition to my YARP dividend stock portfolio. At a time when tech stocks are exciting, this formerly exciting business is now a mature, high quality company at a nice valuation.

Cisco Systems: Tech Stocks Don't Have To Be Pretty

Boeing

Salesforce

Chevron

Disney

Dow Inc

Goldman Sachs

Honeywell

Intel

Johnson & Johnson

JPMorgan Chase & Co

Coca-Cola

NIKE

UnitedHealth Group

Verizon

Walgreens

"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 February's Dogs of the Dow: GS, JNJ, KO, CSCO, IBM, CVX, WBA, DOW, VZ, and MMM. They only averaged a 4.19% annual yield, as prices. Thirty Dow stocks represent nine of eleven sectors. DowJones tracks utilities as a separate index and omits real estate. Broker top-ten target-estimated February net-gains ranged 10.99%-23.09%, topped by MMM 2/2/24.

February Dogs Of The Dow: Buy 2, Watch 5

Allstate

Genuine Parts

Home Depot

PepsiCo

Sherwin-Williams

T. Rowe Price Group

Walmart

11 expected dividend increases in February 2024, featuring high-quality companies.

11 Dividend Increases Expected In February 2024

SAN JOSE, Calif. , Jan. 31, 2024 /PRNewswire/ -- Cisco has scheduled a conference call for Wednesday, February 14, 2024, at 1:30 PM (PT); 4:30 PM (ET) to announce its second quarter fiscal year 2024 financial results for the period ending Saturday, January 27, 2024.

Cisco Schedules Conference Call for Q2 Fiscal Year 2024 Financial Results

Hitachi EverFlex with Cisco Powered Hybrid Cloud addresses critical challenges in cloud adoption, focusing on cost optimization, flexibility, and security SANTA CLARA, Calif. , Jan. 31, 2024  Hitachi Vantara, the data storage, infrastructure, and hybrid cloud management subsidiary of Hitachi, Ltd.

Hitachi Vantara and Cisco Unveil Next-Gen Hybrid Cloud Managed Services to Address Complexity, Cost Challenges

The narrative around Cisco Systems, Inc. has worsened following the most recent earnings release, and this is likely justified in the short term. There are risks involved with the company's recently announced acquisitions, but the business is on a long path towards transformation. While most investors remain focused on the short-term revenue growth, Cisco is improving its profitability profile.

Cisco: Short-Term Volatility Expected, But Ignore The Current Narrative

Microsoft

Integrated video solutions for seamless and inclusive hybrid meetings that are easy to use and deploy at scale News Summary: New integrated video collaboration solutions for Cisco Room series will feature Microsoft Teams Rooms with Front Row, and Samsung's Smart Signage displays. The partnership will give all meeting participants—remote or in person—an inclusive hybrid meeting experience with the best view of each attendee.

Cisco Collaborates with Microsoft and Samsung to Deliver Superior Meeting Room Experiences

Advanced Micro Devices

Dell Technologies

ServiceNow

In 2023, the AI winners and losers were largely defined by how they found ways to make money from the technology. Nvidia NVDA, +2.35% emerged as the clear leader, its products powering the growth of large language models.

Salesforce, AMD and other Big Tech stocks not named Nvidia that look smart as AI goes mainstream

The tech sector is reaching new highs, with the S&P 500 and Nasdaq Composite being led by mega-cap tech. Cisco, a prominent tech stock from the late 90s, is lagging in the current market, however. Despite its weak growth prospects, Cisco is undervalued and offers a high dividend yield, making it a potential buy.

Cisco: Sluggish Growth Ahead, But Shares Priced For Pessimism

NVIDIA

Is it possible that the meltup phase of the bull market (which started on Oct. 12, 2022) has begun already — having started following the correction low on Oct 27, 2023? Yes, it is possible.

Stock investors are partying like it's 1999 — and maybe it is, Yardeni says

Cisco presents a mixed investment proposition with concerns about its 2024 outlook and historical lackluster dividend growth. The company's recent earnings report showed impressive revenue growth, but its long-term average growth rate falls short of industry standards. Heightened inventory levels, pose a risk of delayed growth resumption. The price may stay suppressed for longer here.

Cisco: Losing It's Steam But Still Provides Value

News Summary The Cisco 2024 Data Privacy Benchmark Study reveals that most organizations are limiting the use of Generative AI (GenAI) over data privacy and security issues. 27% had banned its use, at least temporarily.

More than 1 in 4 Organizations Banned Use of GenAI Over Privacy and Data Security Risks - New Cisco Study

New Smart Agent for Cisco AppDynamics Dramatically Simplifies the Installation, Configuration and Upgrade of Application and Infrastructure Agents. News Summary:   Simplifies full-stack application instrumentation and centralized agent lifecycle management.

Cisco Transforms Application Instrumentation with Smart Agent for Cisco AppDynamics

Splunk

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 Amid Splunk Deal, With Fiscal Q2 Earnings Due?

Impinj

The internet of things (IoT) is a network of physical machines, devices, or "things" outfitted with sensors, applications, and connectivity, enabling them to collect and exchange data with other machines and systems over the internet.

2 IoT stocks staging a 2024 tipping-point year

Broadcom

Crown Castle International

QUALCOMM

T-Mobile US

Wipro Limited Sponsored ADR

As we look upon the New Year, we see that the landscape for 5G stocks is ripe for an exciting journey. The ongoing rollout of 5G networks globally presents an enticing opportunity for investors.

7 Stocks to Buy for the Age of 5G Connectivity

Last year was a great one for stocks, with the Nasdaq having one of its best calendar year gains in the recent past and the S&P 500 performing well, too. However, with 2023 behind us, it is time to look forward and potentially add to existing holdings.

3 Dogs of the Dow Picks for the New Year

SANTA CLARA, Calif.--(BUSINESS WIRE)-- #BGProuter--IP Infusion, the market leader in carrier-grade networking software systems, announced today that Madeo Consultant, a systems integrator based in France, has chosen OcNOS as an alternative to Cisco and SONiC for deployment in a Data Center environment. OcNOS serves as a core network switch and public BGP router with transit partners in its Data Center Interconnect use case. Madeo Consultant is a software provider and Data Center systems integrator, providin.

Madeo Consultant Replaces Cisco Switches with IP Infusion Software and Open Networking

Apple

American Express

Visa

The Dow Jones Industrial Average is widely expected to continue to perform well in 2024. The index represents 30 of the most prominent U.S. firms that are considered to be the most important Equities within the New York Stock Exchange and the nasdaq.

7 Dow Stocks Poised to Shine in a Strong 2024 U.S. Economy

LITTLE ROCK, Ark.--(BUSINESS WIRE)--Windstream Wholesale (Windstream), an optical technology leader in fast and flexible advanced solutions, and Cisco (NASDAQ: CSCO), the worldwide technology leader of secure connections, today announced the industry's first successful transmission of a 1 terabit per second (Tbps) wavelength over a 1,100-kilometer link across multiple routes on Windstream's Intelligent Converged Optical Network (ICON). This transport achievement was enabled by the Cisco NCS 101.

Windstream Wholesale and Cisco Further Unlock the Potential of Coherent Optics with the Industry's First 1Tbps Wavelength Over 1,100 Kilometers

The valuations of some private companies are "going nuts again," returning to highs not seen since the pandemic, according to Cisco's chief executive.

Private company valuations 'going nuts again' amid AI boom, Cisco CEO says

Cisco to co-develop with the OECD WISE Centre an interactive knowledge hub to help understand technology's role in fostering inclusion and improving well-being News Summary: The rapid pace of digital transformation and advancements in AI merit a global discussion on how people experience technological change. Technology can be a force for good, but it can also pose risks to well-being through unintended consequences on mental health and social connectedness, digital divides, threats to cybersecurity and disinformation.

Cisco and OECD Launch Pioneering Research Initiative on Digital Well-being

Zscaler

While seemingly everyone loves talking about the dramatic advancements in technology in recent years, investors ought to consider the caboose of this freight train: cybersecurity stocks. No, it's not the sexiest idea to bring to the table.

3 Cybersecurity Stocks to Buy as Digital Threats Continue to Grow

A rockstar of yesteryear, Cisco has seen some negative news from analysts.

Bear of the Day: Cisco Systems (CSCO)

With the Dow Industrial Average underperforming the S&P 500 in 2023, now is a great time to consider the best Dow stocks to buy. The Dow, a benchmark index of 30 prominent companies, is often a barometer for strength of the U.S. stock market.

News for Cisco Systems Stock (CSCO)