- Cisco's (NASDAQ:CSCO +1.1%) FQ2 report will arrive after the close on Wednesday, Feb. 11. CC (likely to feature guidance) at 4:30PM ET.
- Consensus is for revenue of $11.8B (+5.7% Y/Y) and EPS of $0.51. The networking giant is up 9% since providing an FQ1 beat and light FQ2 guidance on Nov. 12.
- Separately, Cisco has unveiled its ONE software licensing program, which (echoing programs from Microsoft, VMware, and others) places a variety of products previously sold piecemeal into bundles created for managing corporate campus, data center, and WAN hardware. A cloud management bundle is also launching, as is an option to buy the bundles via subscriptions.
- "Most people don't think of Cisco as a software company per se, but we'd be the fifth largest software company in the world based on revenue," says exec Don Lohmeyer. Back in 2012, Cisco set a goal of doubling software sales by 2017.