文章核心观点 - 公司将在8月和9月期间参与多场投资者会议和会议 [1][2][3][4][5][6][7][8][9] - 公司将在这些会议上进行现场会议和网络直播 [3][4][5][6][7][8] - 公司将不会在这些会议上讨论任何新的财务信息 [2] - 公司是全球领先的技术公司,致力于为客户提供安全连接、混合办公、企业安全、基础设施转型和可持续发展等解决方案 [10] 会议信息总结 8月会议 - 8月27日,参加Jefferies Semiconductor, IT Hardware & Communications Technology Conference,由Rakesh Chopra主持现场会议 [3] - 8月28日,参加2024 Evercore ISI Semiconductor, IT Hardware & Networking Conference,由Rakesh Chopra主持现场会议 [4] - 8月29日,参加Deutsche Bank's 2024 Technology Conference,由Cisco Investor Relations团队主持现场会议 [5] 9月会议 - 9月4日,参加Citi 2024 Global TMT Conference,由Sami Badri主持网络直播 [6] - 9月9日,参加RBC Virtual Investor Meeting,由Gary Steele主持网络直播 [7] - 9月10日,参加Goldman Sachs Communacopia + Technology Conference,由Scott Herren主持网络直播 [8] - 9月17日,参加JP Morgan U.S All Stars Conference,由Gordon Thomson主持现场会议 [9]

SUQIAN, CHINA - AUGUST 15, 2024 - Illustration Cisco to cut 7% of its workforce, Suqian, Jiangsu ... [+] province, China, August 15, 2024. (Photo credit should read CFOTO/Future Publishing via Getty Images)CFOTO/Future Publishing via Getty ImagesIf you are a Cisco (NASDAQ:CSCO) investor and took advantage of its recent run-up following the company’s better-than-expected Q4 FY’24 results, it may be time to look elsewhere. As of this moment, we find TC Energy (NYSE:TRP) – an operator of energy infrastructure ...

IBM and Cisco are racking up AI-related sales.The artificial intelligence (AI) boom is reshuffling the technology industry, minting new winners and leaving others behind. International Business Machines (IBM 0.60%) and Cisco Systems (CSCO 0.42%) certainly looked like they were missing the AI boat over the past couple of years, but both companies now have AI strategies that are on track to bring in billions in annual revenue.International Business MachinesNot every company can slap ChatGPT into its employee- ...

报告公司投资评级 - 报告公司投资评级为"推荐"[54][55] 报告核心观点 - 2024财年第四季度公司业绩有所下滑,主要系库存消化以及Splunk的整合所致,营收为136亿美元,同比下降10%,Non-GAAP净利润为35亿美元,同比下降25% [3] - 2024财年全年公司营收为538亿美元,同比下降6%,Non-GAAP净利润为152亿美元,同比下降5% [3] - 公司将继续专注于AI、云和网络安全领域的投资,并通过重组计划优化资源配置 [3] 按产品和服务划分 - 2024财年第四季度,数据安全业务和可观察性业务增长显著,但网络产品收入下降28%,整体产品收入减少 [12] - 2024财年全年,公司网络硬件业务营收292亿美元,同比下滑15%;网络安全产品收入51亿美元,同比增长32%;协作产品收入41亿美元,同比增长2%;可观测业务营收8亿美元,同比增长27%;技术支持和服务部门营收146亿美元,同比增长5% [12] 按区域划分 - 2024财年公司美洲/欧洲、中东、非洲/亚太地区营收分别为320/141/77亿美元,同比分别下滑4%/7%/8% [15][16] - 2024财年第四季度,公司美洲/欧洲、中东、非洲/亚太地区营收分别为81/35/21亿美元,同比分别下滑11%/11%/6% [15][16] 2025财年业绩指引 - 公司预计2025财年第一季度收入将在136.5-138.5亿美元之间,非GAAP每股收益在0.86-0.88美元之间 [18] - 公司预计2025财年全年收入将在550-562亿美元之间,非GAAP每股收益在3.52-3.58美元之间 [18]

After tech giant Cisco announced plans for its second round of layoffs this year, employees tell TechCrunch that they will not know if they are affected for close to a month.Earlier this month, Reuters reported that Cisco was planning a second round of layoffs this year, after letting go of around 4,000 workers in February. Cisco confirmed last week in a SEC filing that it is cutting 7% of its workforce. While employees have now been informed that there will be a new round of job cuts, the company has refu ...

Dublin, Aug. 20, 2024 (GLOBE NEWSWIRE) -- The "Data Security Posture Management Market: Focus on Application, End-use, Type, and Region - Analysis and Forecast, 2024-2034" report has been added to ResearchAndMarkets.com's offering.The data security posture management market is undergoing significant growth, propelled by various key factors and market drivers. A primary driver for the growth in the data security posture management market is the escalating frequency and sophistication of cyber threats target ...

imaginima/E+ via Getty ImagesCisco Systems, Inc. (NASDAQ:CSCO) reported a strong end to fiscal year 2024 as the firm is beginning to realize sequential growth in their networking equipment sales paired with strength in cybersecurity. On the Q4’24 earnings call, management laid out the groundwork for the next generation of Cisco as the firm restructures for the future of networking. Despite the dimming macroeconomic environment, Cisco should be well-positioned as enterprises and hyperscalers invest in fa ...

Have you evaluated the performance of Cisco Systems' (CSCO) international operations during the quarter that concluded in July 2024? Considering the extensive worldwide presence of this seller of routers, switches, software and services, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its ...

Cisco Systems NASDAQ: CSCO is a U.S. technology firm and is the world’s largest company in the communications equipment industry. Shares have seen significant underperformance compared to its sector, down 4%. The Communication Services Select Sector SPDR Fund NYSEARCA: XLC is up nearly 19%.Cisco Systems TodayCSCOCisco Systems$49.46 +0.93 (+1.92%) 52-Week Range$44.50▼$58.19Dividend Yield3.23%P/E Ratio16.65Price Target$55.89Add to WatchlistThe company has underperformed as it struggles to keep up with competi ...

文章核心观点 - 思科股票当前有上涨潜力，但全球经济担忧和企业对 IT 支出的谨慎态度或限制其短期内的上涨空间，公司向经常性收入模式的转型和对网络安全的关注或有助于股价提升 [2][4] 思科股票现状 - 思科股票目前每股交易价格为 48.50 美元，较 2021 年 12 月 29 日通胀冲击前的高点 58.70 美元低约 17%，不过较 2022 年 9 月的低点 37.50 美元上涨了约 29% [2] - 2024 年第四季度，公司收入同比下降约 10% 至 136 亿美元，调整后每股收益下降 24%，但均好于预期，产品订单增长同比上升 14%，不包括收购 Splunk 则上升 6% [2] 思科股票长期表现 - 从 2021 年初约 40 美元涨至目前约 50 美元，涨幅 25%，而同期标准普尔 500 指数涨幅约 45%，且思科股票涨幅不稳定，2021 - 2023 年回报率分别为 46%、 - 22%、9%，表现逊于标准普尔 500 指数 [3] 投资组合表现对比 - Trefis 高质量投资组合中的 30 只股票在同期每年都跑赢标准普尔 500 指数，该组合股票作为一个整体，与基准指数相比，能提供更好的回报和更低的风险 [4] 通胀冲击时间线 - 2020 - 2021 年初：货币供应量增加导致商品需求高企，生产者难以满足；2021 年初：新冠疫情导致航运混乱和劳动力短缺影响供应；4 月：通胀率超过 4% 并迅速上升；2022 年初：俄乌冲突致能源和食品价格飙升，美联储开始加息；6 月：通胀率达到 9% 的 40 年高点，标准普尔 500 指数较峰值下跌超 20%；7 - 9 月：美联储激进加息，标准普尔 500 指数先反弹后再次大幅下跌；10 月：美联储继续加息，市场情绪改善使指数收复部分失地；2023 年 8 月以来：美联储维持利率不变，2024 年可能降息 [5][6] 2007 - 2008 年危机时间线 - 2007 年 10 月 1 日：标准普尔 500 指数接近危机前峰值；2008 年 9 月 1 日 - 10 月 1 日：市场加速下跌，对应雷曼兄弟破产申请；2009 年 3 月 1 日：标准普尔 500 指数接近触底；2009 年 12 月 31 日：初步恢复到加速下跌前水平 [6] 2007 - 2008 年危机中表现 - 思科股票从 2007 年 10 月近 22 美元跌至 2009 年 3 月 10 美元，跌幅约 55%，到 2010 年初反弹至超 16 美元，涨幅约 64%；标准普尔 500 指数从 2007 年 9 月 1540 点跌至 2009 年 3 月 757 点，跌幅 51%，2009 年 3 月至 2010 年 1 月反弹 48% 至 1124 点 [7] 思科近年基本面 - 公司收入从 2020 年 493 亿美元增至 2023 年约 570 亿美元，2024 年降至 538 亿美元；每股净利润从 2020 年 2.65 美元增至 2023 年 3.07 美元，2024 年因销售疲软和竞争压力降至约 2.54 美元 [8] 结论 - 随着美联储控制通胀的努力改善市场情绪，一旦对潜在衰退的担忧消除，思科股票有上涨潜力 [9]