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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 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
- 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, 5:00 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]
- Tuesday, May 7, 7:02 PM Though Ruckus (RKUS -26.2%) claims its Q1 miss and soft guidance aren't tied to competition, "it is difficult to reconcile the implied disparity between Ruckus’ growth and that of the overall [carrier] Wi-Fi market," says Lazard, discussing its downgrade to Neutral. However, other companies, such as F5 and Fortinet, have also reported soft carrier demand for discretionary projects. Meanwhile, Raymond James thinks Ruckus and Aruba's (ARUN -22.8% - previous) warnings, along with Motorola Solutions' (MSI) guidance, suggests enterprise Wi-Fi growth is slowing. Market leader Cisco (CSCO -2%), whose Wi-Fi unit posted 27% Y/Y growth last quarter, reports on May 15. 2 Comments [Tech, Earnings, 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]
- 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]
- 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]
- 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 $75.85, down 16.1% AH in response to its FQ2 warning, which (in the wake of Oracle's results) is bound to heighten concerns about U.S./European enterprise IT demand. Rivals and peers are off in sympathy: CSCO -2.3%. RVBD -3.7% CTXS -3.7%. JNPR -5.1%. VMW -2.2%. EMC -0.9%. RHT -1.7%. Comment! [Tech, On the Move]
- Tuesday, April 2, 4:01 PM Juniper (JNPR -1.5%), Allot (ALLT -1.4%), Procera (PKT -1.9%), and BroadSoft (BSFT -0.1%) close lower after Pac Crest's Brent Bracelin cuts his estimates, citing European macro concerns. Though Pac Crest's research suggests the world's 15 biggest carriers (outside of China) could increase capex by 10% this year, it also indicates over half of the growth is expected to come from European carriers, and "there still appears to be a gap between talk and placing orders." Bracelin sees Cisco (CSCO - only 30% of revenue from carriers) as relatively insulated. (previous) Comment! [Tech, On the Move]
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The Wall Street Transcript
Cisco Systems, Inc. ($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 2 replies
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jumpnjoey77: I have $23 puts on CSCO to hedge my long side. Looking to buy more shares @$21.50 when it will fill the gap. -
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 2 replies
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jumpnjoey77: I have $23 puts on CSCO to hedge my long side. Looking to buy more shares @$21.50 when it will fill the gap.
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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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