Group 1 - Cisco (CSCO.US) shares fell 7.74% to $78.92 in pre-market trading [1] - In Q2, Cisco's revenue increased by 10% year-over-year, exceeding expectations [1] - Orders for AI infrastructure from large cloud providers accelerated significantly to $2.1 billion [1] Group 2 - The revenue guidance for the current fiscal year has been raised by at least 1% [1] - The revenue guidance for Q3 is above expectations, but the gross margin guidance is expected to decline by over 3 percentage points year-over-year to 65.5% [1]

| CSCO 思科 | | | | --- | --- | --- | | 85.540 4 -0.750 -0.87% | | 收盘价 02/11 16:00 美东 | | 78.920 + -6.620 -7.74% | | 盘前价 02/12 04:08 美东 | | 三 71 24 华 S 9 日 ♥ 自选 | | ● 快捷交易 | | 最高价 87.140 | 开盘价 86.060 | 成交量 3445.58万 | | 最低价 85.125 | 昨收价 86.290 | 成交额 29.4亿 | | 平均价 85.337 | 市盈率TM 30.77 | 总市值 3379.77亿(…) | | 振 幅 2.34% | 市盈率(静) 33.54 | 总股本 39.51亿 | | 换手率 0.87% | 市净率 7.082 | 流通值 3373.79亿 | | 52周最高 88.185 | 委 比 94.18% | 流通股 39.44亿 | | 52周最低 51.214 | 量 比 1.13 | 每 手 1股 | | 历史最高 88.185 | 股息TTM 1.630 | | | 历史最低 3.253 | ...

Core Viewpoint - Cisco, as the world's largest manufacturer of computer networking and internet equipment, has released an optimistic earnings forecast for the upcoming quarter, indicating strong demand from clients building artificial intelligence systems [1] Group 1: Earnings Forecast - For the fiscal quarter ending in April, Cisco expects revenue to reach between $15.4 billion and $15.6 billion, surpassing Wall Street's average expectation of $15.2 billion [1] - The company is adjusting its chips and networking equipment to handle the massive data required by artificial intelligence data centers [1] Group 2: Market Demand - Analyst Woo Jin Ho noted that artificial intelligence remains a strong sales growth driver, with large data center operators continuing to expand their AI infrastructure deployments, thereby increasing demand for higher-capacity networks [1] - Cisco's stock price increased by 30% last year, reflecting positive market sentiment [1]

智通财经APP获悉，美东时间周三，网络设备巨头思科(CSCO.US)公布了截至1月24日的第二财季财报。尽 管季度业绩与全年营收指引均超出市场预期，并展现出人工智能(AI)业务带来的增长动力，但由于当前季 度的盈利预测平平，且利润率指引显著低于分析师预估，公司股价在盘后交易中大幅下挫。 财报显示，思科第二财季营收同比增长10%至153亿美元，市场预期为151亿美元，净利润从上年同期的 24.3亿美元增至31.8亿美元，调整后每股收益为1.04美元，优于市场预期的1.02美元。 在AI基础设施需求的强力拉动下，思科核心网络业务增长已有所提速。第二财季，来自超大规模数据中心 提供商的AI基础设施订单达到21亿美元，较前一季度的13亿美元显著增长。公司核心网络业务营收同比增 长21%至83亿美元，超越分析师预测的79亿美元。 虽然行业竞争在不断加剧——博通(AVGO.US)及收购了瞻博网络的慧与科技(HPE.US)等传统网络设备商， 也试图从开发及运行AI模型所需的硬件投资热潮中分得一杯羹。 但首席执行官Chuck Robbins表示，公司正处于"为AI时代提供可信基础设施"的独特位置，并预计整个2026 财年来自 ...

Core Insights - Cisco's quarterly performance exceeded expectations, but the stock fell approximately 7% in after-hours trading due to guidance that only met market expectations [2][8] Financial Performance - Adjusted earnings per share (EPS) were $1.04, compared to the expected $1.02; revenue reached $15.35 billion, surpassing the expected $15.12 billion [3][9] - Year-over-year revenue growth was approximately 10%, increasing from $14 billion to the current level [3][9] - Net profit rose from $2.43 billion ($0.61 per share) in the same quarter last year to $3.18 billion ($0.80 per share) [3][9] Future Guidance - For the current quarter, Cisco expects adjusted EPS of $1.02–$1.04 and revenue between $15.4 billion and $15.6 billion, while analysts expect EPS of $1.03 and revenue of $15.18 billion [3][9] - For fiscal year 2026, Cisco targets adjusted EPS of $4.13–$4.17 and revenue of $61.2 billion–$61.7 billion, representing a year-over-year growth of approximately 8.5% [5][11] Business Segments - Cisco's core networking business revenue grew by 21% year-over-year to $8.3 billion, exceeding analyst expectations of $7.9 billion [4][10] - The company announced a partnership with AMD to provide products for an AI infrastructure project in Saudi Arabia and launched a network switch featuring NVIDIA chips [4][10] Market Trends - There is increasing investor interest in Cisco's role in the AI boom, with AI infrastructure orders from hyperscale cloud providers reaching $2.1 billion this quarter [3][9] - CEO Chuck Robbins indicated that revenue growth from new cloud providers will begin in the second half of the fiscal year and become more significant in fiscal year 2027 [4][10] - Rising memory prices due to increased demand for NVIDIA GPUs have impacted various equipment manufacturers, prompting Cisco to raise prices and adjust contracts with channel partners [4][10][11]

Group 1 - Cisco (CSCO.O) projects Q3 revenue for fiscal year 2026 to be between $15.4 billion and $15.6 billion [1]

思科股价盘后下跌4%。消息面上，第三财季调整后毛利率预期令人失望。 来源：滚动播报 ...

本文源自：金融界AI电报 思科(CSCO.O)2026财年Q2营收153亿美元，市场预期为151.13亿美元。 ...

思科：将股息提高至每股42美分。 来源：滚动播报 ...

风险提示及免责条款 思科第二财季营收153亿美元，分析师预期151.2亿美元。第二财季来自人工智能超大规模云服务商（AI HyperScaler）的订单加速至21亿美元。预计全年营收612亿-617亿美元，公司原本预计602亿-610亿美 元。 预计第三财季营收154亿-156亿美元，分析师预期151.8亿美元。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...