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) stock is up +6% in late trading largely on improved guidance, both for next quarter and the full year on the top line.

Markets Up, Revert Back to Blue Chips, CSCO Beats in Q4

Although the revenue and EPS for Cisco (CSCO) give a sense of how its business performed in the quarter ended July 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Cisco (CSCO) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Cisco Systems (CSCO) is cutting about 7% of its workforce as it pivots to higher-growth areas like cybersecurity and artificial intelligence (AI), the company announced in an SEC filing alongside its fiscal fourth-quarter results.

Cisco's Stock Rallied After It Announced Earnings — and More Layoffs

The cuts could amount to about 6,000 jobs for the San Jose, Calif., maker of computer networking technology.

Cisco to Lay Off More Staff in Second Round of Job Cuts This Year

Cisco Systems (CSCO) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $1.14 per share a year ago.

Cisco Systems (CSCO) Tops Q4 Earnings and Revenue Estimates

Cisco Systems Inc (NASDAQ:CSCO, ETR:CIS) shares jumped more than 6% afterhours as the networking, security and cloud firm posted better-than-expected financial results for the fiscal fourth quarter and guidance above Street estimates. For Q4, Cisco said revenue decreased 10% year-over-year to $13.6 billion, above the high end of the company's guidance range and ahead of estimates of $13.52 billion.

Cisco shares jump as Q4 sales and profits beat estimates

Cisco reported fiscal Q4 earnings and revenue that fell from a year earlier but topped Wall Street estimates.

Cisco Earnings, Revenue Top Estimates Amid Low Expectations

Cisco Systems announced a restructuring plan on Wednesday to invest in key growth opportunities and drive more efficiencies.

Cisco announces new restructuring plan

Cisco reported its third straight quarter of declining revenue, wrapping up its first full fiscal year drop since 2020. Earnings and revenue topped analysts' estimates.

Cisco reports better-than-expected results and issues optimistic forecast

Cisco Systems Inc. exceeded expectations with its latest quarterly results, while calling out demand related to artificial intelligence.

Cisco's stock pops as AI spurs order growth, earnings beat

SAN JOSE, Calif. , Aug. 14, 2024 /PRNewswire/ -- News Summary : Product order growth of 14% year over year; up 6% excluding Splunk Revenue of $13.6 billion in Q4 FY 2024, above the high end of our guidance range Strong margins: Q4 FY 2024 GAAP gross margin of 64.4% and Non-GAAP gross margin of 67.9% FY 2024 GAAP gross margin of 64.7% and Non-GAAP gross margin of 67.5%, the highest in 20 years Solid growth in software and recurring metrics in FY 2024, enhanced by Splunk Total subscription revenue of $27.4 billion including Splunk, representing 51% of total revenue Total annualized recurring revenue (ARR) at $29.6 billion, including $4.3 billion from Splunk, up 22% year over year Total software revenue at $18.4 billion, up 9% year over year, with software subscription revenue of $16.4 billion, up 15% year over year, making up 89% of total software revenue Q4 FY 2024 Results: Revenue: $13.6 billion Decrease of 10% year over year Earnings per Share: GAAP: $0.54; Non-GAAP: $0.87 GAAP EPS decreased 44% year over year Non-GAAP EPS decreased 24% year over year FY 2024 Results: Revenue: $53.8 billion  Decrease of 6% year over year Earnings per Share: GAAP: $2.54; Non-GAAP: $3.73 GAAP EPS decreased 17% year over year Non-GAAP EPS decreased 4% year over year Q1 FY 2025 Guidance: Revenue: $13.65 billion to $13.85 billion Earnings per Share: GAAP: $0.35 to $0.42; Non-GAAP: $0.86 to $0.88 FY 2025 Guidance: Revenue: $55.0 billion to $56.2 billion Earnings per Share: GAAP: $1.93 to $2.05; Non-GAAP: $3.52 to $3.58 Cisco today reported fourth quarter and fiscal year results for the period ended July 27, 2024.

CISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2024 EARNINGS

Cisco Systems, Inc. CSCO is expected to release earnings results for its fourth quarter, after the closing bell on Wednesday, Aug. 14.

How To Earn $500 A Month From Cisco Stock Ahead Of Q4 Earnings

Cisco's valuation is an attractive buying opportunity, according to Morgan Stanley.

Cisco Stock Is Too Cheap Heading Into Earnings

Cisco (NASDAQ: CSCO ) is among the large-cap tech stocks that investors may not necessarily pay as close attention to as, say, others in the so-called “Magnificent Seven.” However, the company is seeing significant attention today, with the latest round of Cisco layoffs reportedly set to be carried out soon.

Cisco Layoffs 2024: What to Know About the Latest Job Cuts at CSCO

The outlook for Cisco stock depends on share gains in cloud computing infrastructure as well as how the Splunk deal turns out.

Fiscal Q4 Earnings On Tap For Cisco Stock Amid Low Expectations

Cisco Systems Inc CSCO is set to report its fourth-quarter earnings after market hours on Wednesday.

Cisco Stock Faces Bearish Trends Ahead Of Q4 Earnings

Cisco's (CSCO) fourth-quarter fiscal 2024 performance is likely to reflect sluggishness in the networking domain, partially offset by growth in the Security business.

Should Cisco (CSCO) Stock be in Your Portfolio Pre-Q4 Earnings?

Dell Technologies

Both companies are reportedly planning significant layoffs even as they gain from a boom in spending on artificial-intelligence infrastructure.

Cisco and Dell Are Set to Benefit From AI. Why That Means Job Cuts.

Cisco Systems is set to report earnings this Wednesday. I have low expectations for this quarter given recent layoffs and the weak IT spending cycle. I remain optimistic in the longer term thanks to a high-quality business model, attractive valuation, and growing software and cybersecurity operations.

Cisco: Remaining Bullish Despite Low Expectations For Q4 Earnings

Cisco (CSCO) has been suffering from sluggish networking sales due to lackluster demand and stiff competition offset by a strong and innovative portfolio as well as partner base.

Can Cisco (CSCO) Stock Regain Momentum After 9.3% YTD Dip?

The layoffs are the latest in the tech industry, which has been cutting costs this year to offset big investments in AI.

Cisco axing thousands of jobs in second round of layoffs amid shift to AI: report

Cisco will cut thousands of jobs in a second round of layoffs this year as the U.S. networking equipment maker shifts focus to higher-growth areas, including cybersecurity and AI, people familiar with the matter said.

Exclusive: Cisco to lay off thousands more in second job cut this year, sources say

Beyond analysts' top -and-bottom-line estimates for Cisco (CSCO), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2024.

Countdown to Cisco (CSCO) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS

Snowflake

Zoom Video

The tech sector has been an area of strength for many years. It's propelled the S&P 500 and the Nasdaq Composite to new heights.

3 Tech Stocks to Sell in August Before They Crash & Burn

Starbucks

In my opinion, it's likely both companies can achieve analysts' growth estimates despite recent headwinds. Both companies have been aggressively pursuing additional investments, CSCO in AI and SBUX with partnerships. I recently purchased shares in Cisco Systems and Starbucks due to their attractive valuations and double-digit upside potential over the next 12-18 months. Both companies have strong fundamentals, strong earnings growth potential, and undervalued compared to their 5-year averages, presenting buying opportunities.

News for Cisco Systems Stock (CSCO)