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The Week Ahead: Will The Rally Continue?Alexander Pottmeyer • Sun, May 12 -
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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 MarketWatch.com (Mon, 9:56AM)
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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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at CNBC.com (Thu, 7:33AM)
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at MarketWatch.com (Wed, 6:10PM)
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
- Friday, February 15, 12:44 PM "If the majority of our money remains outside the U.S. .... that's where you'll see us acquire going forward," says John Chambers, suggesting Cisco (CSCO) won't make a major U.S. acquisition unless it can repatriate offshore cash (currently 80% of its balance) at a lower tax rate. Both of Cisco's 2013 acquisitions - Cognitive Security and Intucell - have involved foreign companies, and so did its largest 2012 acquisition (the $5B purchase of NDS). (previous) 12 Comments [Tech, M&A]
- Thursday, February 14, 11:05 AM Up strongly over the last 3 months, Cisco (CSCO -1.5%) is off modestly after beating FQ2 estimates, issuing in-line guidance, and offering mixed commentary about product sales and demand trends. Nomura (Buy) thinks there's upside to gross margin guidance, and is encouraged by Cisco's aggressive software-defined networking product launches. The firm also notes commentary on EMEA was "more constructive than in prior quarters," even if regional orders fell 6% Y/Y. However, China (orders -4%) is expected to remain challenging for a few quarters. (transcript) Comment! [Tech]
- Wednesday, February 13, 6:05 PM More from Cisco's (CSCO) call: FQ2 router sales -6% Y/Y, partly blamed on lumpy service provider orders. Switches were better, +3%. Service provider video (-1% exc. NDS) and security (+1%) were ho-hum, and collaboration (-11%) remains weak. Data center (UCS server) sales soared 65%. Wi-Fi was strong (+27%), but growth slowed from FQ1's +38%. Services +10% and still growing as a % of sales. Americas orders +2% (enterprise strength, federal weakness) and Asia-Pac +3%, but EMEA -6%. Cisco and EMC's VCE JV is on a $1B+ run rate. Shares -1.8% AH. (FQ1 data) (earlier) Comment! [Tech, Earnings]
- Wednesday, February 13, 5:02 PM Cisco (CSCO) guides on its FQ2 call for 4%-6% Y/Y FQ3 revenue growth and EPS of $0.48-$0.50, in-line with.a consensus of 5.5% growth and EPS of $0.49. Gross margin is expected to fall to 61%-62% from FQ2's 62.3%. Orders were flat Y/Y in FQ2, and book-to-bill slightly below 1. Investors are taking the news in stride, shares +0.1% AH. (webcast) Comment! [Tech, Earnings, Breaking News]
- Wednesday, February 13, 4:08 PM Cisco Systems (CSCO): FQ2 EPS of $0.51 beats by $0.03. Revenue of $12.10B (+5% Y/Y) beats by $40M. $500M worth of shares repurchased at average price of $20.15. Shares +0.5% AH. CC at 4:30PM ET (webcast), guidance should be provided. (PR) 7 Comments [Tech, Earnings, Breaking News]
- Wednesday, February 13, 2:42 PM Cisco (CSCO +0.1%) is barely changed heading into today's FQ2 report. Shares are up 25% since a market-pleasing FQ1 beat was delivered and near their 52-week high, but still only trade at ~7.5x FY13E EPS exc. net cash. Street sentiment is split between those worried about higher expectations and soft IT spending, and those optimistic about margin improvements, rising software sales and the performance of faster-growing hardware segments, such as UCS servers. 1 Comment [Tech]
- Wednesday, February 13, 12:10 AM Notable earnings after Wednesday’s close: AEM, AMAT, ANGI, CAR, CJES, CLD, CSCO, CTL, CXW, ENOC, EOG, EQIX, IO, IPI, ITRI, KGC, MDLZ, MET, NPSP, NTAP, NVDA, OII, PSE, PXD, ROVI, SKX, SMSI, TAL, TNGO, TRGT, TRIP, VCLK, WFM, WRE, WTW, Z Comment! [Earnings]
- Tuesday, February 12, 5:35 PM Notable earnings after Wednesday’s close: AEM, AMAT, ANGI, CAR, CJES, CLD, CSCO, CTL, CXW, ENOC, EOG, EQIX, IO, IPI, ITRI, KGC, MDLZ, MET, NPSP, NTAP, NVDA, OII, PSE, PXD, ROVI, SKX, SMSI, TAL, TNGO, TRGT, TRIP, VCLK, WFM, WRE, WTW, Z 2 Comments [Earnings]
- Friday, February 8, 5:40 PM Raymond James and Citi have issued bullish notes on Cisco (CSCO) ahead of Wednesday's FQ2 report: both see Cisco meeting FQ2 estimates and possibly issuing favorable FQ3 guidance. RJ says its checks suggest "a stabilizing environment," and is pleased with Cisco's growing focus on software. The comments shortly follow a major update to Cisco's ONE software-defined networking platform, replete with a new controller on top of which Cisco apps can be deployed. A software platform for connecting public and private clouds was also announced. Comment! [Tech]
- Wednesday, February 6, 12:51 PM The average mobile user gobbled up 201MB of data/month in 2012, more than twice the 92MB/month consumed in 2011, according to this year's update to Cisco's (CSCO) Visual Networking Index. Cisco predicts mobile data traffic will post a 66% CAGR from 2012-2017, with 47% of 2017 traffic coming from Asia-Pac, 46% being offloaded onto Wi-Fi gear and femtocells, and 66% stemming from mobile video (YouTube dominates). Key mobile infrastructure players: ERIC, ALU, FFIV, ALLT, PKT, RKUS, DRWI, CRNT (last year: I, II) 2 Comments [Tech]
- Monday, February 4, 12:28 PM Cisco (CSCO +0.3%) has given up most of its early gains, but is still outperforming after Oppenheimer's Ittai Kidron argues the company could beat FQ2 estimates when it reports on Feb 13. Kidron's checks indicate switch and router sales are "holding up against a challenging macro," and that momentum is strong for Cisco's share-gaining UCS server line. Peers are higher in response to the Oracle/Acme Packet deal. (previous) 1 Comment [Tech]
- Friday, February 1, 11:33 AM Cisco (CSCO) has appointed Motorola Solutions (MSI) chairman/CEO Greg Brown to its board. The addition of Brown, who headed Motorola prior to its breakup, increases the size of Cisco's board to 14. He arrives shortly after the retirement of Yahoo co-founder Jerry Yang, and the addition of Salesforce.com CEO Marc Benioff and former DOE Under Secretary Kristina Johnson. (PR) 1 Comment [Tech]
- Wednesday, January 30, 10:57 AM Though VMware, EMC, and BMC Software's Q1 guidance hasn't exactly stoked enthusiasm about the IT spending environment, Gartner is forecasting global IT spending will grow a healthy 4.2% in 2013 to $3.7T, after rising just 1.2% last year. A re-accelerating China, a stabilizing Europe, and a resolution (for now) of the fiscal cliff drama are all seen lifting demand. Needham thinks growth could hit 5%. (previous) Comment! [Tech]
- Tuesday, January 29, 5:23 PM Cisco (CSCO) is acquiring Czech software firm Cognitive Security. Cognitive's products use artificial intelligence techniques and the real-time analysis of network traffic to detect cyber threats. Like Intucell and NDS, Cognitive can be paid for with Cisco's giant overseas cash hoard. EMC acquired a cyber threat-detection software firm in October. John Chambers has made it clear Cisco is on the lookout for security purchases. Comment! [Tech, M&A]
- Thursday, January 24, 5:43 PM Cisco (CSCO) is selling its Linksys home networking unit to rival Belkin for an undisclosed sum. The price tag is likely well below the $500M Cisco paid for Linksys in '03. Belkin says it will maintain the Linksys brand - both brands compete with NetGear (NTGR). The deal is another step in Cisco's efforts to cut its dependence on low-margin hardware, and increase its reliance on software and services. (previous) Update: PrivCo thinks the price may be around $275M, given Linksys' revenue and multiples for comparable deals. 3 Comments [Tech, M&A]
- Wednesday, January 23, 9:49 AM Cisco (CSCO) makes another big network management software purchase, snapping up Israel's Intucell for $475M in cash and incentives. Intucell's products analyze mobile radio networks in order to optimize performance (e.g. more capacity, fewer dropped calls, better coverage) and automate management tasks. The company also offers small cell solutions, an area of focus for Cisco. The acquisition follows deals to buy management software firms BroadHop and Cariden. Cisco recently said it wants to double software sales in the next 5 years. Comment! [Tech, M&A]
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Paul Zimbardo
6 High Yield Large Cap #Dividends To Now http://seekingalpha.com/a/s44f $BMY $CMCSA, $CSCO $RTN $SYY $TD #Stocks #News #Saturday #Investing - View all 0 replies
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Michael Eisenberg
This is interesting; NTT picks Compass EOS router for next gen optical network ($CSCO $JNPR) http://yhoo.it/14H1EdT - View all 0 replies
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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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SKS1586: sprasad03: Congratulations for $QCOM Buy- per Ashraf's Article-http://seekingalpha.com/a/rfyp
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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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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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PeterPlan: A lie so that they can buy on a discount? Is it really that simple?
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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.
LATEST REPLIES
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x oil -field
Mr.David White At $CSCO This has to be the longest post | thread ever at SA. http://seekingalpha.com/s/7yzv9 - View all 7 replies
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westcoastinvests: yes I was genuinely worried about him but got frustrated after realizing there seemed to be no way to get through to him here. -
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David White
One of the really bad things about working at CSCO was that the bureaucrats new how to use their gossip system to perfection -- lots of lies - View all 243 replies
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David White: are the one losing touch with reality. I was just now trying to be polite. I can see you are not worth my trouble.
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Jim Van Meerten
CSCO - 64% Barchart technical buy signal - 6 new highs and up 9.42% in the last month - Relative Strength Index 60.28% - View all 7 replies
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David Jackson: Thanks Alan! Which of the stocks are least exposed to Europe, in terms of % of revenue? -
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Michael Terry: HPQ is a death of a thousand cuts. They want to be IBM but still want to make white boxes and printers. The EDS writedown surprised me.
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Joshua Hayes
Volume Slips Despite the Market Finding Support at Session Lows; CSCO Soars in After-Hours Trade http://bit.ly/N4l5jL CSCO IWM FLT - View all 2 replies
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Joshua Hayes: My commentary guy is not the best with grammar, sometimes. I am sometimes not a great editor. Overall...who cares? You know what he meant.
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DAG1996: lol i actually think it's true. i just hate that "is the new" saying. no, 50 isn't the new 30 -- 50 is the same as it ever was -- 49 + 1
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Julius Ferraro: Hey great call... Where were u yesterday and when it was 16? -
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J. A. Saglimbeni
Chambers saying that dividends will important going forward for CSCO makes me re-think the networking giant... - View all 2 replies
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J. A. Saglimbeni: Of the five, I guess you can say that CSCO is the best, but sales growth has been in the single digits and the moat no longer holds..IMHO
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1980XLS-2.0: Getting rid of expensive unnecessary employees, is good for the bottom line. -