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 (CSCO) is expanding its security portfolio with the launch of a new security service edge (SSE) solution that helps in providing an efficient hybrid working environment.

Cisco (CSCO) Expands Security Portfolio With New SSE Offering

AT&T

News Summary: Webex Calling is natively integrating with the AT&T mobile network to provide a powerful, mobile-first, and unified collaboration experience via a single business mobile number. AT&T and Cisco are working together to bring SD-WAN connectivity with add-on services such as 5G and broadband to deliver an optimized experience for businesses of all sizes.

Cisco and AT&T Join Forces to Help Businesses Expand Connectivity for a Growing Mobile-First Workforce

News Summary: Powerful new generative AI features across Cisco's Collaboration and Security portfolios will drive productivity and simplicity across the enterprise. New generative AI-powered summarization capabilities in Webex by Cisco will increase productivity and help people do their best work.

Cisco Unveils Next-Gen Solutions that Empower Security and Productivity with Generative AI

Cisco Systems, Inc. (NASDAQ:CSCO ) Technology Strategy Investor Briefing June 6, 2023 4:00 PM ET Company Participants Marilyn Mora - Head of Investor Relations Scott Herren - EVP & Chief Financial Officer Liz Centoni - EVP, Chief Strategy Officer & GM, Applications Jonathan Davidson - EVP and GM, Cisco Networking Jeetu Patel - EVP & GM, Security and Collaboration Tom Gillis - SVP & GM, Security Business Group Rakesh Chopra - Cisco Fellow, Common Hardware Group Conference Call Participants Simon Leopold - Raymond James Aaron Rakers - Wells Fargo Erik Suppiger - JMP Marilyn Mora All right! Let's go ahead and get started.

Cisco Systems, Inc. (CSCO) Hosts Technology Strategy Investor Briefing Brokers Conference (Transcript)

Amgen

Chevron

Disney

Dow Inc

Goldman Sachs

Intel

Coca-Cola

NIKE

UnitedHealth Group

Visa

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.” - Dow Jones & Co. The highest-yield 10 stocks are June's Dogs of the Dow: KO, CSCO, GS, AMGN, CVX, IBM, DOW, MMM, WBA, and VZ, averaged a 4.79% annual yield. Thirty Dow stocks represent nine of eleven sectors. Dow Jones tracks utilities as a separate index and omits real estate. Broker top-ten target-estimated June net-gains ranged 17.45%-35.7%, topped by WBA 6/5/23.

Buy 3 June Dogs Of The Dow, Watch 4

Agilent Technologies

Analog Devices

Autodesk

Aspen Technology Inc

Bank of America

Bank of New York Mellon

Blackrock Inc

Comcast

CME Group

Compass Minerals

Campbell Soup

Cheniere Energy Partners

Corteva Inc

Domino's Pizza

Ecolab

Equifax

Estee Lauder

Emerson Electric

Etsy

General Dynamics

Gilead Sciences

Alphabet

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further analysis.

U.S. Wide-Moat Stocks On Sale - The June 2023 Heat Map

News Summary: The company's vision for Cisco Networking Cloud will create a simpler network management platform experience to help customers easily access and manage all Cisco networking products from one place. New innovations include SSO, API key exchange/repository, sustainable data center networking solutions and expanded network assurance with Cisco ThousandEyes.

Cisco Showcases Vision to Simplify Networking and Securely Connect the World

Ecosystem of Partners Enable New, Extensible Observability Use Cases to Unify and Secure Digital Experiences News Summary: New vendor-agnostic Cisco Full-Stack Observability (FSO) Platform brings data together from multiple domains at scale. Ecosystem of partners, including CloudFabrix, Evolutio, and Kanari, enable meaningful new use cases to rapidly deliver customer value from observable telemetry.

Cisco Launches Full-Stack Observability Platform

News Summary: Cisco launches new security service edge (SSE) solution to enable superior hybrid work experiences and dramatically simplify access across any location, any device, and any application. Cisco is previewing the first generative AI capabilities in the Security Cloud to simplify security operations and increase efficiency.

Cisco Shows Breakthrough Innovation Towards AI-First Security Cloud

SAN FRANCISCO--(BUSINESS WIRE)-- #cio--Elevate Security, a leading provider of user risk solutions and intelligence, today announced the release of out-of-the-box integrations with Cisco Duo, Secure Email, Secure Endpoint, and Umbrella. These integrations add Elevate's high-confidence user risk quantification and management capabilities to Cisco's core cyber security offerings, enabling defenders to predict which users are more likely to fall victim to social engineering and other user targeted attack.

Elevate Security's New Cisco Integrations Deliver Deeper Visibility and Better Protection Against User Risk

Microsoft

Rockwell Automation

The article discusses the potential overvaluation of AI-related stocks, specifically Microsoft and Rockwell Automation, despite their solid fundamentals. It highlights the importance of considering the cost of capital and risk-adjusted return outlook when evaluating stocks in the current market environment. Investors should be cautious with tech stocks like Microsoft and Rockwell Automation, as their forward expected returns may be limited at current valuation levels.

Where Fundamentals Meet Technicals: Cautious Of The AI Craze

QUALCOMM

Taiwan Semiconductor Manufacturing

Investors typically think of growth companies as purely playing on a rising stock price. And the technology sector is indeed known for delivering home run share price appreciation when things go according to plan.

3 Undervalued Tech Stocks With Dividends to Buy Now

Bandwidth

Expansion of longtime partnership with Cisco enables enterprises to move to the cloud while leveraging their existing investments in Cisco workflows, integrations and devices LAS VEGAS , June 5, 2023 /PRNewswire/ -- At CiscoLive! US today, Bandwidth Inc.  (NASDAQ: BAND), a leading global enterprise cloud communications company, announced the expansion of its longtime partnership with Cisco to enable global enterprise cloud migration via Cloud Connect for Webex by Cisco's cloud-based phone system, Webex Calling , powered by Bandwidth's award-winning Maestro TM platform.

Bandwidth Announces Maestro Integration With Webex Calling To Simplify Cloud Migration

CMS Energy

Genuine Parts

Mondelez

Merck

Exxon Mobil

Do you ever wonder how large companies keep posting solid numbers despite the fact the economy is slowing and the consumer price index has hung right near the 5% year-over-year level?

Big Companies Keep Raising Prices: 7 ‘Strong Buy' Dividend Stocks Offer Inflation Protection

Salesforce

Salesforce jumped double-digits as it promised new AI products. Microsoft Azure's OpenAI customers nearly doubled in the month.

Can You Still Buy the Dow Jones' Best-Performing May Stocks?

Boeing

Walmart

This long/short strategy is producing profitable results. Here is what to do now.

Dow Stocks To Trade In June

American Electric Power Company

ConocoPhillips

CVS Health

Johnson & Johnson

Medtronic

Morgan Stanley

Pfizer

PNC Financial Services

Phillips 66

Sempra Energy

Target

U.S. Bancorp

Vanguard High Dividend Yield ETF

There are 20 stocks on my high yield watchlist for June 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory. An equally weighted portfolio of these stocks underperformed the Vanguard High Yield Dividend ETF by about 1.5% during the month of May.

High Yield Stock Watchlist: June 2023

News for Cisco Systems Stock (CSCO)