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

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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

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

Splunk

A new mergers and acquisitions advisory firm launched last year by former Centerview Partners dealmakers has scored a big win by advising Cisco Systems Inc on its $28 billion acquisition of cybersecurity firm Splunk Inc.

Cisco taps new M&A firm Tidal for $28 billion Splunk deal

Another leading tech company is going all-in on artificial intelligence (AI). Cisco Systems (NASDAQ: CSCO ) has long been one of the most prominent names in the digital communications space.

CSCO Stock Alert: Cisco Is Buying Splunk

Cisco Systems said it will acquire software company Splunk for $28 billion in cash. Splunk stock jumped on the news.

Cisco To Acquire Software Maker Splunk In $28 Billion Cash Deal

Telecommunications and networking giant Cisco announced its largest acquisition ever on Thursday, a $28 billion cash deal to take over San Francisco-based cybersecurity and observability company Splunk.

Analyst: Cisco's $28B deal to buy Splunk a ‘poker move' to fend off Microsoft, Amazon, other giants

Cisco is buying software firm Splunk for $28 billion. The acquisition is designed to help clients bolster their security and observability efforts via artificial intelligence (AI), according to a Thursday (Sept.

Cisco Pays $28 Billion for Splunk to Bolster AI Cybersecurity

Cisco Systems (CSCO) will buy cybersecurity software company Splunk (SPLK) for $157 per share in cash, or approximately $28 billion in equity value, in a move that analysts see as an "aggressive strategic play in cybersecurity."

Cisco Buys Cybersecurity Provider Splunk for $28 Billion

Splunk Inc (NASDAQ: SPLK) opened more than 20% up on Thursday after Cisco Systems Inc (NASDAQ: CSCO) said it will buy the cybersecurity firm for about $28 billion. Cisco values Splunk stock at $157 The all-cash deal values each share of the Nasdaq-listed firm at $157.

Splunk stock jumps 20% on Cisco deal

Cisco Systems (NASDAQ:CSCO) premium-priced cash takeover of Splunk Inc (NASDAQ:SPLK) may be the first ripple in a ‘tidal wave' of software M&A heading for the market as AI-related catalysts drive deal-making, that's according to analysts at California-based stockbroker Wedbush. Cisco has agreed to pay Splunk shareholders $157 per share, versus Wednesday's closing price of $119.59.

Cisco's $28bn Splunk deal starts a tidal wave of AI driven M&A - broker

Layoffs continue apace after more than 136,000 employees were cut by major U.S. companies in the first quarter of 2023.

2023 Layoff Tracker: Cisco Cuts 350 Employees

Cisco is buying the cybersecurity firm Splunk in a $28 billion deal as it bolsters its defenses against potential security threats that may be heightened by the widening use of artificial intelligence.

Cisco buying cybersecurity firm Splunk for $28 billion, bolstering defenses as use of AI widens

Networking giant Cisco has bought Splunk to strengthen its cybersecurity and observability play for enterprises.

Cisco acquires cybersecurity firm Splunk for a jaw-dropping $28 billion

Cisco has a reputation of building the company through acquisitions, but it tends to stay away from the really huge ones. That changed this morning when the company announced it was acquiring Splunk for $28 billion.

Cisco to acquire Splunk in $28B mega deal

FedEx

Investors seem uncertain about the immediate future for stocks. FedEx reported solid gains in earnings in its most recent quarterly report.

FedEx Is Flying, but Cisco Just Made This Tech Stock Thursday's Big Winner

The acquisition positions Cisco to build the “next generation of AI-enabled security and observability,” according to its CEO.

Cisco Buys AI Firm Splunk In $28 Billion Cash Deal

Cisco announced Thursday it is buying Splunk in a deal valued at about $28 billion, or $157 per share in cash. It is expected to close in the third quarter of 2024.

Cisco to acquire cybersecurity company Splunk in $28B deal

Networking-equipment giant Cisco Systems has struck a $28 billion deal to buy analytics and security software company Splunk.

Cisco Systems to Buy Splunk in $28 Billion Deal

Splunk Inc (NASDAQ:SPLK) is to be bought by Cisco Systems (NASDAQ:CSCO) in a cash deal pitched at a big premium valuation. Cisco has agreed to pay Splunk shareholders $157 per share, versus Wednesday's closing price of $119.59.

Cisco to buy cybersecurity firm Splunk at a big premium

Cisco Systems Inc. plans to acquire Splunk Inc. in a deal valued at about $28 billion, the companies said Thursday.

Cisco to purchase Splunk in $28 billion deal

Cisco Systems will acquire the cybersecurity and data analytics company for $157 a share in cash.

Cisco to Acquire Splunk in Deal Valued at $28 Billion

Cisco Systems has agreed to buy cybersecurity firm Splunk for about $28 billion in its biggest-ever deal to beef up its software business and capitalize on the rising use of artificial intelligence, the companies said on Thursday.

Cisco beefs up cybersecurity play with $28 bln Splunk deal

Cisco is acquiring cybersecurity software company Splunk for $157 per share in a cash deal worth about $28 billion, the company said Thursday, in its largest acquisition ever. Splunk shares rose 21% in Thursday morning trading, while Cisco shares slipped 3.3%.

Cisco acquiring Splunk for $157 a share in cash

News Summary Together, Cisco and Splunk will help move organizations from threat detection and response to threat prediction and prevention Combined, Cisco and Splunk will become one of the world's largest software companies and will accelerate Cisco's business transformation to more recurring revenue Expected to be cash flow positive and gross margin accretive in first fiscal year post close, and non-GAAP EPS accretive in year 2. Will accelerate revenue growth and gross margin expansion Unites two "Great Places to Work" with similar values, strong cultures, and talented teams The combination of these two innovative leaders makes them well positioned to lead in security and observability in the age of AI SAN JOSE, Calif.

Cisco to Acquire Splunk, to Help Make Organizations More Secure and Resilient in an AI-Powered World

LONDON , Sept. 20, 2023 /PRNewswire/ -- Cisco (NASDAQ: CSCO), a global cloud communications platform (CPaaS) provider, has been named a Visionary in the inaugural 2023 Gartner Magic Quadrant for Communications Platform as a Service (CPaaS).

Cisco named a Visionary in the 2023 Gartner® Magic Quadrant™ for Communications Platform as a Service (CPaaS)

Apple

Walmart

The pandemic lockdown, escalating tensions between Washington and Beijing, as well as the latest semiconductor ban have prompted U.S. companies to seek manufacturing alternatives abroad to shield themselves from future geopolitical fallout and a slowing Chinese economy.

U.S. companies looking to move manufacturing from China turn to India

Gen Digital Inc

Corning

Hewlett Packard

Juniper Networks

NetApp

QUALCOMM

Seagate Technology Holdings PLC

Skyworks Solutions

Texas Instruments

You don't have to give up big dividends if you like S&P 500 tech stocks. It's possible to get both.

News for Cisco Systems Stock (CSCO)