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

Palo Alto Networks

Trade Desk

While the market is rebounding in November, with the S&P 500 up more than 5%, many great stocks continue to be battered and bruised. This mostly has to do with earnings reports.

3 Battered Growth Stocks With More Than 20% Upside

Broadcom

Citigroup

Dell Technologies

Merck

Simon Property Group

Exxon Mobil

2023 has been a much better year than 2022, as all major indices are higher. The tech-heavy Nasdaq is up a whopping 32.5%, while the venerable S&P 500 is up 15.36% and the Dow Jones Industrial just 3.5%, but it hasn't felt like a bull market, at least not yet.

7 Dividend Stocks To Buy For the Coming Bull Market

The rally for the S&P 500 continued into a third day as the index ticked 0.1% higher following a mix of analyst ratings upgrades and warnings about customer spending from several big firms. The Nasdaq also gained, but the Dow slipped.

S&P 500 Gains and Losses Today: Cisco Systems Sinks as Orders Slow

Walmart

Amazon

The Dow Jones Industrial Average dropped Thursday, as Cisco and Walmart plunged on earnings. Stock market leaders to watch include Amazon.

Dow Jones Falls As Cisco, Walmart Plunge On Earnings; 3 Stock Market Leaders In Tempting Charts

The S&P 500 and Nasdaq managed marginal gains Thursday.

Stock Market Today: Dow Drops After Cisco, Walmart Earnings

Cisco announced better-than-expected fiscal first-quarter 2024 results. However, the networking products leader also reduced its full-year outlook, citing a slowdown in new product orders during the quarter.

Why Cisco Stock Plunged 11% This Week

Analysts at two firms have lowered their price targets for Cisco Systems (NASDAQ:CSCO) after the networking, cloud and security solutions provider guided weaker-than-expected sales and profits for the December quarter and fiscal 2024 when handing down its 1Q earnings after Wednesday's closing bell. UBS analysts lowered their price target on the stock from US$55 to US$54 on downwardly revised estimates for revenue and earnings per share (EPS) and awarded it a ‘Neutral' rating.

Cisco price target lowered by analysts on excess inventory warning

Intel

The rally for U.S. equities stalled at midday as several big firms warned about customer spending. The Dow, S&P 500, and Nasdaq all lost ground.

Midday Movers: Cisco and Walmart Tumble, Intel Jumps

Cisco Systems (CSCO) beat first-quarter fiscal 2024 estimates on both counts but cut its revenue and earnings outlook for the fiscal year, which pulled down the stock price.

Cisco Beats on Earnings, Cuts Outlook: ETFs in Focus

Cisco's (CSCO) fiscal first-quarter results reflect strength across the Networking and Security segments, as well as gross margin expansion.

Cisco (CSCO) Q1 Earnings Top Estimates, Revenues Up Y/Y

Cisco Systems (CSCO) shares plummeted over 11% in early trading Thursday as the computer network equipment maker's current quarter guidance missed estimates, and it cut its full-year outlook as customers pulled back on spending.

Cisco Shares Tumble as Outlook Misses Estimates After a Pullback in Orders

The networking leader reported strong earnings results. However, management warned of slowing orders.

Why Cisco Systems Stock Was Falling on Thursday

Cisco shares fell Thursday after it lowered its revenue guidance for full-year 2024.

Cisco stock falls 12% on company's weak guidance

Cisco Systems Inc (NASDAQ:CSCO) stock is staging a steep bear gap today, despite the software concern's strong fiscal first-quarter results, as the company's current-quarter and full-year guidance weigh.

Cisco Systems Stock Crumbles on Forecast

After its latest downbeat forecast, Cisco Systems Inc. is firmly in Wall Street's penalty box, and analysts had some harsh words for the networking giant.

Cisco's stock is in Wall Street's penalty box as ‘strategic shortcomings' come into view

Stock futures fell in premarket trading Thursday, putting the major indexes on track to retreat from their highest levels in months after disappointing earnings reports from Walmart and Cisco.

Dow Jones Today: Stock Futures Slip After Walmart, Cisco Earnings

After U.S. markets closed on Wednesday, Cisco Systems Inc. (NASDAQ: CSCO) put up some pretty good numbers for its first quarter of fiscal 2024.

Cisco Systems (CSCO) Stock Punished by Weak Guidance

7:00am: Muted start expected with Cisco heading south US stocks are expected to make a subdued start consolidating recent gains which were sparked by favourable inflation readings.  In pre-market trading, futures for the Dow Jones Industrial Average were flat, while those for the S&P 500 were also little changed, and contracts for the Nasdaq 100 futures were down 0.2%.

Dow called lower as inflation-led euphoria wanes; Cisco tumbles

QUALCOMM

AT&T

Qualcomm has increased its annual dividend for 21 consecutive years. Cisco is beginning to emphasize its subscription-based offerings because of the reliable recurring revenue.

3 High-Yield Tech Stocks I'm Eyeing in November

Arista Networks

Opportunity still remains at Cisco but investors need to be patient, say analysts and wait for its integration of Splunk.

Cisco Earnings Weigh on Arista, Juniper Stocks. Why the Reaction Is Overdone.

Apple

Alerian MLP ETF

Microsoft

Oracle

iShares Mortgage Real Estate ETF

Schwab U.S. Large-Cap Growth ETF

SPDR S&P Dividend ETF

SPDR S&P 500 ETF Trust

Vanguard Real Estate ETF

Stock prices and returns are in part determined by net cash on the balance sheet and future expectations of free cash flow. Dividends are not a driver of valuation and actually decrease the value of a company because cash is paid out to investors. Over the past decade, dividend-paying stocks have underperformed compared to "growth" stocks with strong free cash flow generation and balance sheets.

The Underperformance Of Dividend-Only-Focused Strategies

Cisco Systems Inc.'s brutally disappointing forecast for its next two quarters and full year appears to be a company-specific issue and should not pour cold water on the tech sector's recent rebound.

Cisco's brutal forecast shouldn't end the tech sector's party

Cisco Systems, Inc. (NASDAQ:CSCO ) Q1 2024 Earnings Conference Call November 15, 2023 4:30 PM ET Company Participants Sami Badri - Head of Investor Relations Chuck Robbins - Chair and Chief Executive Officer Scott Herren - Executive Vice President and Chief Financial Officer Conference Call Participants Tal Liani - Bank of America Meta Marshall - Morgan Stanley Investment Research Amit Daryanani - Evercore Simon Leopold - Raymond James Ben Reitzes - Melius Research Samik Chatterjee - JPMorgan David Vogt - UBS Matt Niknam - Deutsche Bank George Notter - Jefferies Michael Ng - Goldman Sachs Operator Welcome to Cisco's First Quarter Fiscal Year 2024 Financial Results Conference Call. At the request of Cisco, today's conference is being recorded.

Cisco Systems, Inc. (CSCO) Q1 2024 Earnings Call Transcript

Although the revenue and EPS for Cisco (CSCO) give a sense of how its business performed in the quarter ended October 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Cisco (CSCO) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Yesterday was a hard act to follow; plenty of exuberance over peak interest rate levels has given away to something else today.

News for Cisco Systems Stock (CSCO)