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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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at CNBC.com (Fri, 11:27AM)
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at CNBC.com (Fri, 8:14AM)
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at MarketWatch.com (Thu, 5:07PM)
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at CNBC.com (Thu, 4:50PM)
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at MarketWatch.com (Thu, 4:43PM)
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at MarketWatch.com (Thu, 4:28PM)
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at CNBC.com (Thu, 4:21PM)
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at Fox Business (Thu, 1:25PM)
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at Fox Business (Thu, 1:25PM)
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at CNBC.com (Thu, 10:38AM)
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at CNBC.com (Thu, 10:15AM)
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at CNBC.com (Thu, 9:56AM)
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at CNBC.com (Thu, 9:12AM)
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at Fox Business (Thu, 9:03AM)
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Marketwire (Thu, 8:00AM)
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Marketwire (Thu, 8:00AM)
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at CNBC.com (Thu, 7:33AM)
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at Fox Business (Thu, 7:28AM)
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at MarketWatch.com (Wed, 6:10PM)
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at MarketWatch.com (Wed, 6:05PM)
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
- Tuesday, May 7, 9:33 AM Aruba Networks (ARUN -19.6%) dives after warning it expects FQ3 (April quarter) revenue of $144M-$147M and EPS of $0.11-$0.12, well below a consensus of $160.5M and $0.20. The enterprise/carrier Wi-Fi hardware maker says it "saw a push out in customer orders across the Americas, Europe and Asia," something it mostly blames on macro. The warning comes as rival Ruckus (RKUS -21.1%) gets crushed due to a Q1 miss and light Q2 guidance, and is hit with a downgrade to Neutral from Lazard. Aruba depends more on enterprise sales than Ruckus; both face strong competition from Cisco (CSCO -1.1%), which seems to be lower in sympathy. 1 Comment [Tech, Earnings, On the Move]
- Monday, May 6, 6:56 PM Prashant Gandhi, the head of project management for Cisco's (CSCO) software-defined networking (SDN) efforts, has left to join SDN startup Big Switch, which in March unveiled an open standards-based SDN solution declared an alternative to Cisco and VMware/Nicira's more proprietary offerings. Gandhi helped develop Cisco's ONE SDN controller. Tom Black, another key member of Cisco's SDN team, left last October for startup Arista. Meanwhile, leveraging the Contrail Systems acquisition, Juniper (JNPR) today unveiled an SDN controller that the company promises won't require major hardware changes; will this affect flexibility? 3 Comments [Tech]
- Tuesday, April 23, 7:56 PM Telecom equipment and optical component makers fall in AH trading in response to Juniper's revenue miss and light Q2 guidance, and (in what's arguably the bigger news) AT&T's $2B/year capex budget cuts for 2014 and 2015. CSCO -1.8% AH. CIEN -2.5%. RVBD -1.4%. JDSU -3.4%. FNSR -1.3%. TLAB -1.6%. Many of these companies had surged last November when AT&T set lofty 2014/2015 capex targets. Other names that could fall tomorrow: INFN. FN. OPLK. CALX. ADTN. 1 Comment [Tech, On the Move]
- Tuesday, April 23, 3:15 PM 'We are not interested in the U.S. market anymore," says Huawei VP Eric Xu. The U.S. government's hard-line stance towards the telecom equipment/IT giant (ostensibly due to to its Chinese military ties) is undoubtedly a major factor here. Xu also says Huawei is now aiming for 2017 enterprise sales of $10B, below a prior goal of $15B - its 2012 enterprise sales stood at $1.9B. Cisco (CSCO +1.4%), which has made it clear it considers Huawei a top rival, must be pleased with both remarks. 1 Comment [Tech]
- Thursday, April 18, 5:45 PM Once again this year, some enterprise IT names are falling in AH trading in response to a weak earnings report. This time, the culprit is IBM, which posted a huge revenue miss thanks in large part to a 17% Y/Y drop in hardware sales. Flat software sales didn't help either. Big Blue tried to put much of the blame on deal-closing/execution issues, but the fact U.S. federal and China were named as weak spots might have some investors an edge. EMC -1.3%. HPQ -1.1%. CSCO -0.7%. RHT -1.2%. Comment! [Tech, On the Move]
- Wednesday, April 10, 11:04 AM Adtran's (ADTN +13%) Q1 beat is contributing to strong gains in telecom equipment, chip, and component stocks, as investors take it as another sign of improving telecom capex going into earnings season. Adtran's remarks about strong demand from both U..S. and international carriers can't be hurting. CSCO +2.5%. CIEN +6.4%. JDSU +4.6%. ALU +4.6%. FN +4.8%. FNSR +6%. PKT +4.2%. RKUS +4.2%. JNPR +3.9%. CAVM +3%. INFN +2.9%. OCLR +4%. SONS +2.5%. 2013 has seen a string of rallies (I, II, III) tied to capex hopes. Comment! [Tech, On the Move]
- Tuesday, April 9, 5:42 PM John McCool, the sales chief for Cisco's (CSCO) Global Enterprise unit (though he was officially called the unit's CTO), is leaving the company. His position will be assumed by wireless sales VP Tom Wilburn. A 17-year-vet, McCool played a key role in the growth of Cisco's dominant Ethernet switching business. He was moved over to a sales role in 2011. Paul Mountford, another top enterprise sales exec, left last August. Comment! [Tech]
- Friday, April 5, 8:24 AM Lazard cuts its price target on F5 (FFIV) to $100 from $115 following yesterday's AH Q2 warning. The related commentary was somewhat upbeat however as analyst Ryan Hutchison says the profit warning wasn't "company-specific" and notes F5 should benefit from "several meaningful tailwinds" including a "major product refresh and Cisco's (CSCO) exit from the market." Nonetheless, shares are -17% premarket. Comment! [Tech, On the Move]
- Thursday, April 4, 4:38 PM F5 (FFIV) resumes trading and is currently at $75.85, down 16.1% AH in response to its FQ2 warning, which (in the wake of Oracle's results) is bound to heighten concerns about U.S./European enterprise IT demand. Rivals and peers are off in sympathy: CSCO -2.3%. RVBD -3.7% CTXS -3.7%. JNPR -5.1%. VMW -2.2%. EMC -0.9%. RHT -1.7%. Comment! [Tech, On the Move]
- Wednesday, April 3, 9:59 AM Though Cisco (CSCO) insists it has no intention of entering the traditional base station market (citing commoditization), its acquisition of small cell base station vendor Ubiquisys makes it more of a mobile infrastructure rival to Alcatel-Lucent (ALU) and Ericsson (ERIC) than ever. The combination of Ubiquisys' 3G/4G small cell solutions and Cisco's Wi-Fi hardware should eventually give it an end-to-end offering to take on market leader ALU's lightRadio line. Cisco is also pushing its new Quantum software suite (the result of the BroadHop/Cariden/Intucell deals) to mobile carriers. 2 Comments [Tech, M&A]
- Wednesday, April 3, 8:41 AM Cisco (CSCO) has agreed to acquire U.K.-based Ubiquisys for $310M and retention-based incentives in a deal that is designed to strengthen Cisco's femtocells offerings, which help improve connectivity on 3G and LTE networks. The transaction adds to Cisco's purchase of Intucell for $475M and of BroadHop in January, both of which also expanded Cisco's mobile infrastructure business. (PR) Comment! [Tech, M&A]
- Tuesday, April 2, 4:01 PM Juniper (JNPR -1.5%), Allot (ALLT -1.4%), Procera (PKT -1.9%), and BroadSoft (BSFT -0.1%) close lower after Pac Crest's Brent Bracelin cuts his estimates, citing European macro concerns. Though Pac Crest's research suggests the world's 15 biggest carriers (outside of China) could increase capex by 10% this year, it also indicates over half of the growth is expected to come from European carriers, and "there still appears to be a gap between talk and placing orders." Bracelin sees Cisco (CSCO - only 30% of revenue from carriers) as relatively insulated. (previous) Comment! [Tech, On the Move]
- Monday, April 1, 2:46 PM Though software-defined networking (SDN) will "shift some value to software," there will still be "hardware innovation, especially in network elements where performance, latency and resiliency matter," argues UBS in a defense of Cisco (CSCO). The firm also sees incumbent hardware vendors maintaining some software value-add - Cisco is moving aggressively here, but there's plenty of competition - and (in the wake of Oracle/Acme Packet and VMware/Nicira) predicts a pickup in "cross-sector M&A" in the networking space. (FBR) Comment! [Tech]
- Friday, March 29, 8:54 AM Cisco (CSCO) bumps its quarterly dividend 21% to $0.17/share. "We are increasing our dividend as part of our strategy to deliver a consistent return to shareholders in line with our capital allocation commitment." The annualized yield on the stock is now 3.25%. (PR) 12 Comments [Tech]
- Thursday, March 28, 6:30 PM Cisco (CSCO) cut ~500 jobs (less than 1% of its workforce) this week, something the networking giant calls "a limited restructuring." Sources tell Network World "officials involved in Cisco's alliance with EMC" and other data center initiatives were affected. Cisco blogger/critic Brad Reese reports hearing 3 execs tied to the EMC partnership were among those laid off. Both Cisco and EMC execs recently had good things to say about their VCE JV, but the business has seen big cumulative losses, and the Cisco/EMC partnership has become thornier as of late. Comment! [Tech]
- Tuesday, March 26, 2:29 PM Following the lead of VMware's (VMW) Nicira unit, startup Big Switch Networks is rolling out a software-defined networking (SDN) platform it argues will cut dependence on proprietary switches from the likes of Cisco (CSCO) and Juniper (JNPR). Big Switch's platform, called Switch Light, can be used either with commodity switches running on BRCM chips, or "virtual" switches running Linux (BRCD has ambitions here). Unlike Nicira, which only partly leverages the OpenFlow SDN standard, Big Switch is fully throwing its weight behind OpenFlow, and is offering an open-source version of Switch Light to drive its adoption. (FBR) 3 Comments [Tech]
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Alan Brochstein
$CSCO Chambers "The most important takeaway, however, for me in the quarter was the performance in the U.S. and emerging countries." - View all 0 replies
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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 lower, still above rising 55 and 120 day SMA, 10 SMA rising but below the 55 SMA, results will give decisive heading for CSCO - View all 0 replies
LATEST REPLIES
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Tom Shaughnessy
VirnetX's Response to Cisco's Reply to VHC's motion for a new trial reg infringement and JMOL on the '759 . http://bit.ly/ZY5poK $VHC $CSCO - View all 1 replies
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Tom Shaughnessy: Not sure if this is VHC's reply to Cisco's reply or whether it is a different legal response. If anyone knows for sure, please comment!
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UncleSam187: technicals show CSCO's chart doe not have bullish signs that INTC did. intc had selling and weeks of accumulation. csco peaked at 21.70 imho
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combatcorpsmanVN: $CF $185/sh may have bottomed. Prospects appear more to the upside after sliding approx $50/sh ($233).
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SKS1586: Minutemen: Thanks My friend. High or Low Buy Price is Buyer's decision. Therefore who is me & you in the middle (unwanted non-existent Zero)
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PeterPlan: A lie so that they can buy on a discount? Is it really that simple?
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SKS1586: sprasad03: Congratulations for $QCOM Buy- per Ashraf's Article-http://seekingalpha.com/a/rfyp
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Jennifer Lynn: @bigthinker Yes good points Also check out article on Oracle's Cloud Investments seekingalpha.com/article/1307661-oracle-s-cloud-investments
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ArturoVilla: Because they've lost many sectors where they were leaders and now they aren't. Strong competitors in Asia. And also technical analysis.
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Alan Brochstein: It was kind of odd, but they have now had positive price returns for three straight quarters - this helps them get #4 off to a good start
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SKS1586: techwonk: Results are good with Joel Greenblatt's MFI Stocks (Warren Buffett Formula). Magic Diligence works exclusively with these stocks.
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SKS1586: Robot2012: Thanks a million for distributing your priceless wisdom. You are 101% correct.
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Jim Warlick: I've seen a large amount of research on ORCL and largely expect them to achieve 10-15% earnings this year. Watch developing cloud tech. BUY
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Markos Kaminis
Looking for a stock to buy in an extended rally? Cisco looks good to me for multiple reasons. $CSCO http://seekingalpha.com/a/rda1 - View all 1 replies
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davidshelton: Thanks for the article. I like AAPL and INTC. Would buy some CSCO on a good selloff....
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Michael Eisenberg
Little Engine that could: Stealthy Israeli Start Up Compass-EOS takes on $CSCO & $JNPR http://on.wsj.com/ZK8KbD - View all 9 replies
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David Jackson: Wasn't saying they can't be disruptive; just that CSCO has proved it's happy to pay up by acquiring them. Reduces the long term threat. -
DaLatin: Chambers has hurt CSCO over an over buying all sorts of stuff.Some he hasactually shut down & lost selling others.Just saying !