CSCO Earnings Prediction
The chart below shows how CSCO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CSCO sees a +0.30% change in stock price 10 days leading up to the earnings, and a +0.77% change 10 days following the report. On the earnings day itself, the stock moves by -0.19%. This data can give you a slight idea of what to expect for the next quarter's release.
CSCO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
13.84B
--
1.46%
Gross Margin
63.98%
--
2.53%
Operating Margin
21.91%
--
8.52%
Net Margin
19.59%
--
23.60%
EPS
0.68
--
25.93%
No Data Available
CSCO Earnings Analysis
Cisco Systems, Inc. Common Stock (DE) Corporation (CSCO.O) Earnings Conference Call
Positive
Strong Q1 Revenue Performance: Cisco delivered a strong start to fiscal '25, generating $13.8 billion in revenue for the first quarter, coming in at the high end of guidance range.
Recurring Revenue Growth: Annualized recurring revenue accounted for 57% of total revenue, indicating solid growth in this segment.
Strong Non-GAAP EPS Performance: Non-GAAP EPS of $0.91 exceeded the high end of guidance range, driven by the highest non-GAAP gross margin seen in over 20 years.
Product Orders Growth: Product orders grew 20% year-over-year in Q1, with a 9% organic growth, indicating a strong demand for Cisco's innovations.
Subscription Revenue Growth: Total subscription revenue increased 21% to $7.8 billion, representing 57% of Cisco's total revenue, showcasing the company's successful transition to a subscription-based model.
Negative
Revenue Performance Update: Total revenue was at the high end of our guidance range at $13.8 billion, down 6% year-over-year.
Product Revenue Decline: Total product revenue was $10.1 billion, down 9%.
Net Working Decline: Net working was down 23%, primarily driven by the elevated level of shipment we saw a year ago.
Gross Margin Improvement: Total non-GAAP gross margin came in at 69.3%, up 220 basis points year-over-year and exceeding the high end of our guidance range.
Net Income and EPS: Net income was $3.7 billion, and earnings per share were $0.91.
CSCO FAQs
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CSCO Earning Call Sentiment
Cisco Systems, Inc. (CSCO) Q1 2025 Earnings Call Transcript
1.0x
00:00
00:00
CSCO.O
-5.06%Positive
The earnings call summary indicates strong financial metrics, such as record-high non-GAAP gross margins and substantial cash flow, alongside optimistic guidance for fiscal 2025. The company's strategic focus on AI, cloud, and cybersecurity, coupled with significant shareholder returns, suggests a positive outlook. While there are regulatory challenges, the overall sentiment from the Q&A highlights robust demand and growth potential in cloud and AI sectors. The positive contributions of Splunk and a promising Nvidia partnership further bolster the outlook, leading to a predicted stock price increase of 2% to 8% over the next two weeks.