ຄໍາແນະນໍາທີ່ດີຂຶ້ນຂອງ Cisco ຊີ້ໃຫ້ເຫັນວ່າທັງຫມົດແມ່ນ "ດີຫຼາຍສໍາລັບພວກເຂົາ"

Shares of Cisco Systems Inc (NASDAQ: CSCO) jumped about 8.0% in extended trading after the networking equipment company reported market-beating results for the holiday quarter.

Cisco stock up on raised guidance

Investors are happy also because the management expects that strength to continue moving forward. Cisco expects its revenue to fall between $14.25 billion and $14.5 billion in the current quarter on 96 cents to 98 cents of adjusted per-share earnings.


ທ່ານ ກຳ ລັງຊອກຫາຂ່າວໄວ, ຄຳ ແນະ ນຳ ທີ່ຮ້ອນແລະການວິເຄາະຕະຫລາດບໍ?

ລົງທະບຽນ ສຳ ລັບຈົດ ໝາຍ ຂ່າວ Invezz, ມື້ນີ້.

In comparison, analysts had called for $13.58 billion and 89 cents a share, respectively. Discussing its quarterly update on Yahoo Finance, Morningstar analyst William Kerwin said:

[Guidance] clearly implies acceleration in second half. It shows that networking market’s proven to be a bit more resilient this year amid a backdrop of some weakening end markets elsewhere. So, definitely a positive for Cisco.

Cisco’s outlook for the full year

For the full year, Cisco is now calling for up to 10.5% annualised growth in revenue versus a much narrower 6.5% increase it had guided for earlier. Executives also raised their outlook of adjusted EPS to $3.73 to $3.78 on Wednesday.

Both product and services noted year-over-year growth and surpassed expectations in the recent quarter. In Q2, Cisco’s core networking division brought in $6.75 billion in revenue versus $5.9 billion last year and $6.52 billion expected. Kerwin added:

Cisco is a diversified story in terms of its end customers and end markets. China [reopening] is a factor but not the primary driver. They have a diversified amount of drivers that all look to be going really well for them.

ສຳ ລັບປີຄ. ສ. Cisco stock is now up close to 10%.

Cisco’s Q2 earnings snapshot

  • ລາຍໄດ້ສຸດທິພິມຢູ່ທີ່ 2.8 ຕື້ໂດລາ ທຽບກັບປີກ່ອນ 3.0 ຕື້ໂດລາ
  • Per-share earnings also declined from to 71 cents to 67 cents
  • ປັບ EPS ພິມຢູ່ທີ່ 88 ເຊັນຕາມ ຖະແຫຼງຂ່າວກ່ຽວກັບລາຍຮັບ
  • ລາຍຮັບເພີ່ມຂຶ້ນ 7.0% ເມື່ອທຽບໃສ່ປີກາຍມາເປັນ 13.6 ຕື້ໂດລາສະຫະລັດ
  • Consensus was 85 cents adjusted EPS on $13.42 billion revenue
  • Total annualised recurring revenue climbed 6.0% to $23.3 billion

Cisco increased its dividend too

The Nasdaq-listed firm also raised its quarterly dividend by 3.0% to 39 cents a share. Kerwin also reiterated that Cisco Systems has a wide moat.

They get into customers serving their core networking hardware needs. But then on top of that, they layer networking software, they can layer cybersecurity software collaboration, and it really creates a broad-based value proposition.

The supply picture is also improving faster than expected for the tech company, he added. The Morningstar analyst has a $54 price target on Cisco stock that suggests another 3.0% upside on top of the after-hours price action.

Source: https://invezz.com/news/2023/02/15/cisco-stock-upbeat-guidance-morningstar-analyst/