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The Long Case For CiscoBrett Wilson • Sun, Jun 16 -
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These Tech Stocks Are Breaking The CurseFusion Research • Tue, Jun 11
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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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Marketwire (Wed, 8:00AM)
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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, February 9, 2012, 10:38 AM Cisco (CSCO -2.2%) shares sag under the weight of doubts about the strength of its FQ2 and two analyst downgrades. MKM Partners notes Y/Y product order growth decelerated significantly, raising concerns about demand and explaining the "flattish sequential revenue guidance better than the ‘they are just being conservative’ line of reasoning we expect many will take.” 1 Comment [Tech, On the Move]
- Wednesday, February 8, 2012, 5:09 PM Cisco (CSCO) guides on its FQ2 earnings call (webcast) for FQ3 revenue growth of 5%-7% and EPS of $0.45-$0.47 (consensus of 5.5% and $0.45). Investors seem disappointed, shares are now -0.2% AH. Also mentioned: Cisco's switching revenue rose 8% Y/Y in FQ2, while routing revenue rose 11% (market share gains claimed). Data center revenue (UCS servers) rose 88%. Product gross margin fell slightly, due to a mix shift. (more) 1 Comment [Tech, On the Move, Earnings]
- Wednesday, February 8, 2012, 4:55 PM Cisco (CSCO) CEO John Chambers: "We are executing well on our three-year plan to drive earnings faster than revenue ... we hit our billion dollar expense reduction a quarter early." Translation (h/t ZH): "We fired a ton of people early." Operating expenses (net of amortization) were off 3.3% Q/Q. (more) 1 Comment [Tech]
- Wednesday, February 8, 2012, 4:31 PM More on Cisco's FQ2: $466M worth of shares repurchased at average price of $17.84. The company is boosting its quarterly dividend by $0.02 to $0.08/share. Revenue growth represents a sharp acceleration from FQ1's 4.7% increase. Operating cash flow rose 19% Y/Y to $3.1B. Gross margin was 62.4%, roughly flat Y/Y. R&D expenses fell 9%. (CC webcast). CSCO +3% AH. (PR) Comment! [Tech, Earnings, On the Move]
- Wednesday, February 8, 2012, 4:14 PM Cisco Systems (CSCO): FQ2 EPS of $0.47 beats by $0.03. Revenue of $11.5B (+10.6% Y/Y) beats by $270M. Shares +3.1% AH. (PR) 3 Comments [Earnings, On the Move, Tech]
- Wednesday, February 8, 2012, 11:30 AM Cisco (CSCO) has staged an impressive turnaround since unveiling a restructuring plan in July, stabilizing margins and winning back share with the help of new product launches. But the Street is on edge over whether today's FQ2 report will show the ill effects of weak U.S. carrier capex and choppy enterprise IT spending. Stifel, like other sell-side firms, claims its checks indicate Cisco's switch and router sales are strong. Comment! [Tech]
- Wednesday, February 8, 2012, 9:40 AM Cisco (CSCO) is expected to report continued progress in its turnaround when it releases its FQ2 results after the bell today, with analysts predicting that EPS climbed 16% to $0.43 and that revenue increased 7.9% to $11.23B. (previous I, II) Comment! [Earnings, Tech]
- Wednesday, February 8, 2012, 12:10 AM Notable earnings after Wednesday's close: AKAM, ATML, BDN, BMR, CBL, CINF, CSCO, CVA, CXW, EFX, FMC, FNF, GGP, GRPN, ILMN, KIM, MTD, NWSA, ONNN, ORLY, PAA, PRU, RE, TCO, V, WFM 1 Comment [Earnings]
- Tuesday, February 7, 2012, 5:35 PM Notable earnings after Wednesday 's close: AKAM, ATML, BDN, BMR, CBL, CINF, CSCO, CVA, CXW, EFX, FMC, FNF, GGP, GRPN, ILMN, KIM, MTD, NWSA, ONNN, ORLY, PAA, PRU, RE, TCO, V, WFM 2 Comments [Earnings]
- Tuesday, February 7, 2012, 4:08 PM Credit Suisse joins JPMorgan in arguing Cisco (CSCO) will report solid earnings tomorrow on the back of relatively healthy enterprise IT spending. The firm also asserts Cisco won't be as badly affected as Juniper and others by weak spending among top North American carriers, given lower exposure and the strength of the company's ASR5000 and ASR9000 routers. Comment! [Tech, Quick Ideas]
- Monday, February 6, 2012, 12:12 PM JPMorgan makes a bullish call on Cisco (CSCO) ahead of Wednesday's FQ2 report. Like Auriga, the firm thinks a reinvigorated sales force will give a Cisco a boost, and sees product refreshes translating into market share gains. It also believes the company's restructuring moves will yield margin improvements. 2 Comments [Tech, Quick Ideas]
- Monday, February 6, 2012, 9:49 AM Cisco (CSCO) and Juniper (JNPR) could face a long-term challenge from startups such as Nicira, who use a combination of third-party chips and network virtualization technology to enable switching solutions they tout as both cheaper than traditional offerings, and more flexible from a software/services standpoint. However, Cisco and Juniper assert their proprietary solutions still offer major performance benefits. Comment! [Tech]
- Monday, January 30, 2012, 7:01 PM Cisco (CSCO) shareholder Ralph Nader continues to be frustrated with the networking giant's failure to boost its quarterly dividend above a current, paltry $0.06/share (1.2% annual yield). Cisco's massive spending on stock buybacks hasn't kept its shares from languishing, Nader asserts, and a future dividend hike shouldn't be dependent on an offshore tax holiday that's unlikely to materialize. (previously) 5 Comments [Tech]
- Friday, January 27, 2012, 2:57 PM The ASP for 10-gigabit Ethernet switches fell 53% in 2011, according to research firm Dell'Oro, and that's contributed to a surge in demand. Cisco (CSCO), estimated to have 76% of the 10-gig market, is hoping this demand offsets the weak sales and price competition it's seeing for less powerful switches. Chipmakers BRCM and MRVL are also hoping the 10-gig market gives them a lift. (previously) Comment! [Tech]
- Friday, January 27, 2012, 10:27 AM Weak Q1 guidance from Juniper (JNPR -9%) is taking a toll on networking equipment makers, as investors fear a broad-based slowdown in service provider spending is underway. CSCO -1.9%. ARUN -1.4%. APKT -1.7%. CIEN -2.5%. ALLT -3%. (JNPR transcript) 1 Comment [Tech, On the Move]
- Thursday, January 26, 2012, 4:05 PM Cisco (CSCO) trumpets the strong uptake seen by its UCS server platform, which has drawn praise for its networking hardware integration and simplified management. Cisco claims UCS has obtained over 10K customers since its 2009 launch, and accounted for 12.1% of the x86 blade server market in Q3 (per IDC). Though as Julie Bort points out, bitter rival HPQ is still dominant in the blade server space. Comment! [Tech]
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westcoastinvests: I'll let you b but I definitely believe your strategy helps 2 maximize number of trades closed for wins but works against maximizing profits -
gcrain: There are always 2 ways to get there. People choose the methods that are most comfortable and successful individually.
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nasdaqczar
HLIT Upgraded to BUY Target $20 well oversold buyout by a larger telco equipment vendor ALU or CSCO - View all 2 replies
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John R. Conway: Not going to get to many down days like this in CSCO. If those calls go under 2 this could be a steal given the timeframe -
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Robert Weinstein
looking to long $CSCO at $17.18 and lower for next 30 mins. profit target 40 cents of average. may raise max price of entry - View all 6 replies
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Robert Weinstein: Yeah, not adding here, will wait until Monday and maybe add on the second day down after the gap. Jumped the gun a little bit
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Garthilk: I've gambled a few hundred dollars on it, just for giggles. Markets set for a small rebound either Mon/Tue barring bad Europe/Bank news.
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Charles Margolis: At least they have a div. now, -- their Cost of Revenue is going up compared to their gross profit (16% / 3.8%) from 2010 - 2011 I believe.
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TruffelPig: Yes, just like AAPL suffered from that. They are just having one in common: better competitors.
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