$CSCO | 𝐂𝐢𝐬𝐜𝐨 𝐐𝟑 𝐅𝐘𝟐𝟎𝟐𝟔 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐑𝐞𝐩𝐨𝐫𝐭: Revenue: $15.8B (↑ 12% YoY) | GAAP EPS: $0.85 | Adjusted EPS: $1.06
👉 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐬:
➤ 𝐓𝐨𝐭𝐚𝐥 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 𝐨𝐫𝐝𝐞𝐫𝐬 increased 𝟑𝟓% year over year.
➤ 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 𝐨𝐫𝐝𝐞𝐫𝐬 accelerated more than 𝟓𝟎% year over year.
➤ 𝐀𝐈 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 orders reached 𝐚𝐛𝐨𝐯𝐞 $𝟓.𝟑𝐁 year-to-date.
➤ Cisco raised expected FY26 𝐀𝐈 𝐨𝐫𝐝𝐞𝐫𝐬 to $𝟗𝐁 from $𝟓𝐁.
➤ Cisco increased expected FY26 𝐀𝐈 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 to $𝟒𝐁 from $𝟑𝐁.
➤ 𝐂𝐚𝐦𝐩𝐮𝐬 𝐧𝐞𝐭𝐰𝐨𝐫𝐤𝐢𝐧𝐠 orders grew more than 𝟐𝟓% year over year.
➤ 𝐃𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫 𝐬𝐰𝐢𝐭𝐜𝐡𝐢𝐧𝐠 orders increased more than 𝟒𝟎% year over year.
➤ Geographic revenue growth: 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐬 ↑𝟏𝟒%, 𝐄𝐌𝐄𝐀 ↑𝟗%, 𝐀𝐏𝐉𝐂 ↑𝟗%.
➤ Cisco declared a quarterly 𝐝𝐢𝐯𝐢𝐝𝐞𝐧𝐝 of $𝟎.𝟒𝟐 per share.
👉 𝐂𝐄𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:
“Cisco delivered record quarterly revenue in Q3 and we saw very strong, broad-based demand for our products, demonstrating the relevance of our technology for connecting and securing AI,” said Chuck Robbins, chair and CEO of Cisco.
👉 𝐂𝐅𝐎 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:
“In Q3, we once again delivered double-digit growth on both the top and bottom lines which exceeded the high end of our guidance, coupled with record non-GAAP operating income,” said Mark Patterson, CFO of Cisco.
Another day of screening another idea.
$VINE is looking ‘tasty’…risk penny so size properly and don’t ape but I see $1.31+ on this from $0.55 current. Stop is break of 4hr structure at $0.44
Was scanning the market for tomorrow and came across an interesting chart. $MGRM is a relatively new IPO opened at $11 and ran to $48 back in May. It’s been basing around $3.7. Risk is $4. Initial PT $7 but can be a nice multi-bagger and go to $12+.
Was scanning the market for tomorrow and came across an interesting chart. $MGRM is a relatively new IPO opened at $11 and ran to $48 back in May. It’s been basing around $3.7. Risk is $4. Initial PT $7 but can be a nice multi-bagger and go to $12+.