A great quarter and bright outlook in many areas led by AI Infrastructure have even the doubters changing their tune
25 replies (most recent on top)
Hard lessons learned in the past have started to take hold and love what I’m seeing everyday
And a lot of haters from inside like broadsofties, sociopaths, slidoffs, appDuh, and now spunks are cast off the island.
If you exclude Splunk (Since it has not yet been a year), the YoY figures:
Security up 4%
Observability up 3%
Collaboration up 1%
Networking down 3%
So... declining in core business, and growing less than inflation in the other businesses. The only growth is from acquisition.
Pipe down $700M in Q3 for US Commercial. Don't get your hopes up, OP.
If you look at the figures:
Security up 117%
Observability up 47%
Collaboration up 1%
Networking down 3%
We are a networking house and we are losing our core continuously
Not back but not done either
Quarterly earnings growth yoy was negative 7.80% and operating margins which were over 30% a few quarters back are now 22.34%. Keep inflation adjusting the $57B annual revenue in FY2023 and compare the current $54.18B ttm revenue with Cisco's predicted revenue growth and it could easily be three years before you break even with FY2023 not accounting for Splunk.
It won't be until Q4FY2025 (June-August 2025) that the revenue and earnings YoY values are computed against fully include the revenue and earnings of Splunk where their last pre-Cisco reported annual revenue was around $4B and the last reported annual earnings was around $1B. Add those numbers into the breakeven point in the revenue calculations above and it's going to be far more than 3 years to a real break even.
If Cisco is back, what changed? Still overpaid for Splunk-nik, has the same old tired hardware, no increase renewable earnings. Yea baby there back right where they started 2 years ago. Wot Wot!! LMAO is right
No LRs planned for this year! Good to go until end of 2026. So glad to at Cisco.
They stored their Cisco password in their Chrome browser profile sync'd between their work and personal computers and it got compromised
I love how the Cisco training video tried to pin the blame on Chrome
why not tell the truth? these id--ts probably downloaded some malware extension to Chrome offering them free online gambling credits or free credits on some adult cam site
I forecast Cisco reaches 84 and CR resigns and J2 takes over. The moment it happens stock falls
Cisco is killin it! Let’s go baby!!
Good earnings, good guidance, no layoff. What are you Debbie Downer losers going to complain about now?
😂😂😂
To the poster who asked why the stock flew up and back, it's not hard. Buncha people bought soon as they heard the reports and a bunch of other people turned around and sold when they saw the stock was at 67. Many of those folks probably had standing orders to sell once the stock hit 65 or 66.
Do Engineers really need a training video on passwords?
Apparently someone at Cisco needs it. They stored their Cisco password in their Chrome browser profile sync'd between their work and personal computers and it got compromised and caused everyone to have to change their passwords multiple times, change system account and generic user account passwords, etc back in '23. It was a real sh-tshow.
back or not, who knows, but I made a mad dash to sell RSUs this morning
I want what you’re smoking OP
Gary was suppose to bring the change and was open about what that change would mean. Guess people felt called out because Internally the company is a mess, all things jeetu has worked on have declined, except his copy cat image satya n that is improving.
All you are seeing is the death bounce of the cuck and jiiztu show.
LMFAO
Why did the stock crash back down early this morning? Don't see any bad news
If it was back, the stock would have held onto the after market gains from yesterday. Nope, same ole same ole.
One quarter is not a trend. It was only a few short months ago that our bonus was cut in half because of poor company performance. We need to wait a few quarters before we pop the champagne
Cisco needs an office of DOGE!! Do Engineers really need a training video on passwords?
Back is a strong word.
Long term it's a dying company, but it's not going to completely disappear. It's going to have some good quarters here and there.
It's a decent place to be in if you're just looking for a paycheck but not the place to be in if you're career focused.
only because 1 quarter was good after several bad ones doesn’t mean anything.. bright future what? let‘s see what will happen in a mid and long term.