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Cisco Systems' CEO Discusses F1Q13 Results - Earnings Call TranscriptWed, Nov 14, 2012 • 1 Comment
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Cisco Systems' CEO Discusses F4Q12 Results - Earnings Call TranscriptWed, Aug 15, 2012 • 13 Comments
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Cisco Systems Management Host Cisco Services Business Webinar (Transcript)Thu, May 31, 2012 • 1 Comment
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Cisco Systems, Inc. - Special CallTue, Feb 14, 2012
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Cisco Systems, Inc. - Shareholder/Analyst CallWed, Dec 7, 2011
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Cisco Systems' CEO Discusses Q1 2012 Results - Earnings Call TranscriptThu, Nov 10, 2011
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Cisco Systems, Inc. - Special CallThu, Oct 20, 2011
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Cisco Systems' CEO Discusses Q4 2011 Results - Earnings Call TranscriptWed, Aug 10, 2011 • 5 Comments
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Cisco Systems' CEO Discusses Q3 2011 Results - Earnings Call TranscriptWed, May 11, 2011 • 11 Comments
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Cisco Systems' CEO Discusses F2Q11 Results - Earnings Call TranscriptThu, Feb 10, 2011
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Cisco Systems Q3 2010 Earnings Call TranscriptThu, May 13, 2010
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Cisco Systems F2Q10 (Qtr End 1/23/10) Earnings Call TranscriptWed, Feb 3, 2010
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Cisco Systems F1Q10 (Qtr End 10/24/09) Earnings Call TranscriptThu, Nov 5, 2009
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Cisco Systems, Inc. F4Q09 (Qtr End 7/25/09) Earnings Call TranscriptThu, Aug 6, 2009
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Marketwire (Fri, 8:00AM)
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Marketwire (Thu, 2:41PM)
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at MarketWatch.com (Thu, 10:39AM)
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Marketwire (Thu, 8:00AM)
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at MarketWatch.com (Wed, 5:37PM)
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at MarketWatch.com (Wed, 4:21PM)
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at CNBC.com (Wed, 4:08PM)
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at Fox Business (Tue, 3:30PM)
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at CNBC.com (May 17, 2013)
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at CNBC.com (May 17, 2013)
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at MarketWatch.com (May 16, 2013)
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at CNBC.com (May 16, 2013)
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at MarketWatch.com (May 16, 2013)
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at MarketWatch.com (May 16, 2013)
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at CNBC.com (May 16, 2013)
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at Fox Business (May 16, 2013)
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at Fox Business (May 16, 2013)
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at CNBC.com (May 16, 2013)
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at CNBC.com (May 16, 2013)
CSCO vs. ETF Alternatives
Company Description
We design, manufacture, and sell Internet Protocol (IP)-based networking and other products related to the communications and information technology (IT) industry and provide services associated with these products and their use. We provide a broad line of products for transporting data, voice,... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Thursday, May 23, 7:14 AM Cisco (CSCO) is reaffirmed a Buy with $26 price target at Citigroup which says the firm's economic leverage is under-appreciated. More earnings surprises could drive the shares to $30, says the team. Cisco off 1% premarket, inline with the Nasdaq 100. Comment! [Tech]
- Friday, May 17, 12:14 PM A revenue miss and light guidance lead Brocade (BRCD -4.2%) to slump. On its earnings call, Brocade guided for FQ3 revenue of $510M-$530M and EPS of $0.11-$0.13, below a consensus of $556M and $0.15. The company partly blames soft storage array sales from OEM partners (IBM, H-P, and Dell appear to be culprits, NetApp could be another). Brocade's storage switch division sales (69% of total) fell 10% Q/Q and 6% Y/Y in FQ2, in spite of growing demand for 16G Fibre Channel switches (Brocade has had a big lead on Cisco (CSCO) here, but Cisco is finally catching up). Ethernet switch division sales -4% Q/Q and +15% Y/Y. Comment! [Tech, On the Move, Earnings]
- Friday, May 17, 10:16 AM Aruba (ARUN -26.8%) is slammed with 9 downgrades after providing light guidance to go with its FQ3 results. Aruba is "likely dealing with a multi-quarter, if not structural, change in its competitive landscape and growth rate," writes Needham, cutting shares to Hold. Wells Fargo, downgrading to Market Perform, notes Cisco (CSCO - 27% Y/Y Wi-Fi growth in FQ3) is extending its efforts to bundle Wi-Fi hardware with other enterprise gear to Europe/Asia, and that Aruba plans to invest more to compete better. Along with the report, Aruba announced it's buying Meridian Apps, a developer of mapping/navigation software for hotels, subways, hospitals, etc. (transcript) Comment! [Tech, On the Move]
- Thursday, May 16, 5:38 PM Aruba (ARUN) -16.2% AH after guiding on its FQ3 call for FQ4 revenue $148M-$150M and EPS of $0.10-$0.12, below a consensus of $157.1M and $0.17. Management admits it's seeing tougher competition from Cisco (CSCO), which is now bundling its Wi-Fi solutions with its routers and data center products - Cisco just reported 27% Y/Y growth for April quarter Wi-Fi sales. Aruba now -34% since its May 7 warning. Comment! [Tech, Earnings, On the Move]
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Thursday, May 16, 9:14 AM
Premarket gainers: RGDX +24%. EGLE +23%. EFUT +19%. TSLA +13%. CSCO +13%. SCTY +11%. DQ +9%. HALO +8%. DANG +7%. AV +7%. YRCW +8%. NBG +7%. KSS +7%. SPWR +6%.
Losers: NCT -53%. SNFCA -24%. AMD -10%. NQ -7%. CYCC -5%. Comment! [On the Move] - Thursday, May 16, 7:38 AM Cisco (CSCO) is now up 9.4% premarket following last night's earnings and guidance. Lazard's Ryan Hitchinson notes guidance was light, but likely beat a lot of the whispers out there. He also believes management is remaining conservative amid improving demand trends. A bellwether no more, Cisco's moonshot is having little effect on the QQQs, which are barely green at the moment. 6 Comments [Tech, On the Move]
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Wednesday, May 15, 5:53 PM
After-hours top gainers, as of 5:30 p.m.: CSCO +8.5%. TSLA +5.1%. LMCA +4.9%. ABX +3.7%. GOLD +3.7%.
After-hours top losers: NQ -8.3%. CASH -4.9%. ACXM -3.9%. MBTF -3.3%. CTSH -3.2%. Comment! [On the Move] - Wednesday, May 15, 5:32 PM More from Cisco's (CSCO) call: Orders +4% Y/Y, better than FQ2's flat growth. Americas +7% (+2% in FQ2) with U.S. public sector +5% after many quarters of weakness. EMEA flat, better than FQ2's -6%. Asia-Pac/Japan +1%, down from +3% due to tough comps and China issues. "Emerging countries" +13%, aided by India's +29%. Book-to-bill around 1. Switch revenue -2% Y/Y as campus weakness (share loss?) offsets data center/10G strength. Routers flat. Wi-Fi +27% in spite of warnings from ARUN and RKUS; carrier Wi-Fi +100%. Data center +77% as UCS servers keep gaining share. Security -4%. The carrier capex environment is still soft, but Cisco claims share gains. Product mix impacted gross margin guidance. (previous) Comment! [Tech, Earnings]
- Wednesday, May 15, 5:00 PM Cisco (CSCO) guides on FQ3 call (webcast) for FQ4 EPS of $0.50-$0.52 and revenue growth of 4%-7%, which compares with a consensus of $0.51 and 6.9%. Revenue growth will take a 1% hit from the Linksys sale. Gross margin is expected to drop to 61%-62% from FQ3's 63%. Shares +7.9% AH. JNPR +1.6%. BRCD +1.1% CIEN +1.5%. 1 Comment [Tech, Earnings, On the Move, Breaking News]
- Wednesday, May 15, 4:24 PM Cisco (CSCO) +5.3% AH in response to its FQ3 beat. John Chambers says the networking giant is seeing a "slow, but steady economic environment." Product sales (78% of total) +5% Y/Y (+3% in FQ2), services sales +7% (+10% in FQ2). $860M in buybacks took place, up from FQ2's $500M and boosting EPS. Non-GAAP gross margin was 63%, down slightly Y/Y but up from FQ2's 62.3% and above a guidance range of 61%-62%. R&D spend +14% Y/Y, no doubt thanks to heavy software investments. Sales/marketing spend roughly flat. CC at 4:30PM ET (webcast), guidance should be provided. 1 Comment [Tech, Earnings, On the Move]
- Wednesday, May 15, 4:05 PM Cisco Systems (CSCO): FQ3 EPS of $0.51 beats by $0.02. Revenue of $12.2B beats by $0.02B. (PR) 1 Comment [Earnings, Breaking News, Tech]
- Wednesday, May 15, 1:23 AM IDC cuts its 2013 IT spending growth forecast to 4.9% from 5.5%, citing macro issues and weak PC demand; 2012 growth was 5.6%. Gartner, which includes a bigger array of products/services in its numbers, forecast 4.1% growth last month. IDC now sees U.S. software spending (MSFT, ORCL) growing 6%, down from a prior 7%. Storage hardware revenue (EMC, NTAP) is only expected to grow 2.4%, down from 2012's 6.1%, and carrier spending on networking gear (CSCO, JNPR, ALU, CIEN) is expected to grow just 1.1% vs. 5.8% in 2012. Recent earnings reports and warnings (I, II, III, IV) help explain the subdued outlook. 2 Comments [Tech]
- Wednesday, May 15, 12:10 AM Notable earnings after Wednesday’s close: ANW, CSCO, EGLE, JACK, NTES, SB, SKX, SVM, THMC, YOKU Comment! [Earnings]
- Tuesday, May 14, 5:35 PM Notable earnings after Wednesday’s close: ANW, CSCO, EGLE, JACK, NTES, SB, SKX, SVM, THMC, YOKU Comment! [Earnings]
- Monday, May 13, 12:53 PM FBR has upgraded Cisco (CSCO +0.3%) to Market Perform ahead of Wednesday's FQ3 report. Less than 2 months after downgrading Cisco and Juniper (JNPR -0.5%) on a belief software-defined networking (SDN) will drastically lower switch/router demand, the firm says talks suggest SDN overlay solutions - Cisco, Juniper, and VMware (VMW) are pushing them - are gaining traction relative to products requiring big hardware changes, and that this should limit near-term sales pressure. Though rivals doubtlessly disagree, Cisco has been arguing its SDN solution can offer superior intelligence, thanks to its integration with Cisco hardware. (switch competition) 1 Comment [Tech]
- Monday, May 13, 1:36 AM Plenty of companies are taking aim at Cisco's (CSCO) Nexus data center switch business. 1) H-P (HPQ) has updated its networking lineup to include a "virtual router" running on commodity hardware, to offload tasks handled by server virtualization software (Cisco also supports this), and to embrace software-defined networking. 2) Startup Arista has launched a high-density switch that (aided by FNSR optics) can handle 96 100G or 1152 10G ports in an 8-slot chassis. 3) Huawei has launched 16-slot switches that can handle 192 10G ports, and can be clustered. 4) Facebook's Open Compute Project is now working on a data center switch meant to handle virtually any software. Cisco is hoping to return fire via its Insieme unit (I, II). Comment! [Tech]
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The Wall Street Transcript
Cisco Systems, Inc. ($CSCO), Juniper Networks, Inc. ($JNPR) Can Gain Cybersecurity Market Share with Small Acquisitions- http://su.pr/2Bas1d - View all 0 replies
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Michael D.
I swung out of $CSCO last week on the bump and look to get back in at 22.50. What is your re-entry, your buy price? - View all 3 replies
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skywola: I bought CSCO this morning, near yesterdays price, based on research I did this weekend, CSCO is going to give some healthy returns! -
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jumpnjoey77: I'm eating that cooking. All ready got Jun 22, $23s lock and loaded.
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skywola: With a current volume around 4x the average volume, chances are pretty good there will be late-comers buying it tomorrow.
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Quinton Hobdy: I retract the comment about wal-mart it is a good pick, but not for me.
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jumpnjoey77: I got Jun 22 $23.00 puts and figure they will strike tomorrow or Monday.
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jumpnjoey77: Keep coming to Momma. You know you want to....cha ching will go the strike.
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LATEST REPLIES
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Michael D.
I swung out of $CSCO last week on the bump and look to get back in at 22.50. What is your re-entry, your buy price? - View all 3 replies
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skywola: I bought CSCO this morning, near yesterdays price, based on research I did this weekend, CSCO is going to give some healthy returns!
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jumpnjoey77: I'm eating that cooking. All ready got Jun 22, $23s lock and loaded.
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Quinton Hobdy: I retract the comment about wal-mart it is a good pick, but not for me.
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skywola: With a current volume around 4x the average volume, chances are pretty good there will be late-comers buying it tomorrow.
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jumpnjoey77: I got Jun 22 $23.00 puts and figure they will strike tomorrow or Monday.
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jumpnjoey77: Keep coming to Momma. You know you want to....cha ching will go the strike.
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Dhierin Bechai
Somehow my $CSCO long position decided to close itself today, let's see if I can buy some tomorrow and hope on a mid term period uptrend - View all 2 replies
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rodh7858: Not sure if I understand "decided to close itself today". Do you mean some stops got triggered? -
Dhierin Bechai: Somehow there was a stop, that I wouldn't have set there in the first place. I misclicked and set a stop loss. Better luck next time.
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inandoutnevertoolate: actually Sprasad they did barely. EPS 2 C beat, Revs inline, and guidance actually under I was being generous. Let's see tomorrows action GL
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Dhierin Bechai
$CSCO closed above its 55 day SMA, with a 10 day SMA that curls up and 3 green candles in a row things look quite good for an upward move. - View all 5 replies
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rodh7858: Have held CSCO for over 2.5 yrs when I bought it at $20. Has gone nowhere. Only way made money is by collecting div + selling covered calls.
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Dhierin Bechai: Quite sure that if you would go for the shorter rides, it could give a nice gain. Additionally you could short the stock when it goes down.
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Derek A. Barrett
Sold $CSCO puts, Jan 2014 at 18, Jan 2015 at 15, anything below $20 is value. Graham price for $CSCO currently at $20.21, - View all 5 replies
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Derek A. Barrett: Nice jumpnjoey! Thanks for the additional info, I think it's a solid pickup.
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jumpnjoey77: Good luck. $20.96 is over head resistance and $20.50 is support. I got stops @20.95 and @$20.45 on 19000 shares.
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