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 ...

思科第二财季营收同比超预期增10%，超大规模云厂商的AI基础设施订单增长"显著加速"至21亿美元；本财年营收指引至少上调逾1%、第三财季营收指 引高于预期，但第三财季毛利率指引不升反降，同比最高降逾3个百分点至65.5%，较第二财季降幅扩大。 全球最大网络设备制造商思科上一财季营收和盈利均两位数增长，营收还创单季最高纪录，并上调本财年的指引，但疲软的当前财季毛利率指引令投资 者担心，人工智能（AI）需求固然能提高收入，相关支出却侵蚀盈利能力。 美东时间11日周三思科公布后，当天收跌逾0.8%的思科股价未能扭转跌势，反而在盘后交易中跌幅扩大到7%以上。作为AI热潮的赢家之一，思科股价 2025年累涨约30%。 从经营质量看，上一财季思科的毛利率整体稳定、经营利润率好于预期，均位于公司此前给出的区间高端之上。同时，公司宣布季度股息上调2%至每 股0.42美元。 需求侧的信号更为积极。思科披露，产品订单同比增长18%，且在所有地区均实现加速增长；其中网络（Networking）相关产品订单增速加快至同比 20%以上。AI方面，思科称来自超大规模云厂商（hyperscalers）的AI基础设施订单达到21亿美元，增长 ...

US stock futures rose on Thursday as investors assessed the latest earnings and looked ahead to Friday's inflation reading to guide rate-cut bets, already dampened by a strong January jobs report. Dow Jones Industrial Average futures (YM=F) moved up roughly 0.3%, after the blue-chip benchmark snapped a three-day win streak. Contracts on the S&P 500 (ES=F) and the tech-heavy Nasdaq 100 (NQ=F) also added 0.3%. The small gains follow a choppy session that saw the major stock indexes end little changed. Cis ...

Market Overview - The trading day ended with the S&P 500 finishing flat, the Nasdaq down by approximately 0.2%, and the Dow Jones down by about 0.1% [7] - Small-cap stocks were the biggest losers, with the index down about 0.4% as expectations for Fed rate cuts were pushed out [7] Sector Performance - In the S&P 500, 285 stocks were higher while 218 were lower, indicating a slight positive sentiment [8] - The energy sector saw a gain of 2.6%, while consumer staples and materials rose by 1.4% and 1.3%, respectively [9] - Financials, communication services, and consumer discretionary sectors lagged behind [9] Company Earnings - McDonald's reported a 5.7% increase in comparable sales for Q4, exceeding the estimate of 3.76%, with total revenue slightly above $7 billion compared to the expected $6.83 billion [10][11] - The company's focus on value has resonated with cost-conscious consumers, leading to an 8% increase in global systemwide sales [12][13] - Cisco's second-quarter adjusted earnings per share beat estimates, with total revenue also surpassing expectations at $5.3 billion [20][22] Notable Gainers - GENERAC Holdings saw a significant gain of about 18% after forecasting a 2026 EBITDA margin above analyst consensus, despite missing Q4 net sales estimates [15][16] - Smurfit Westrock gained nearly 10% after reporting adjusted EBITDA that beat analyst estimates, with the stock up about 30% year-to-date [18] - Micron Technology rose almost 10% as the company assured investors of high-volume production of its new memory chips [19] Notable Decliners - Mattel's shares plummeted by 25%, marking the largest drop since 1999, after holiday results fell short of analyst expectations [24] - Robinhood's stock fell by 8.8% due to lower fourth-quarter profits linked to declines in cryptocurrency values [25] - Lyft's shares dropped by 17% following a disappointing forecast and missed Wall Street estimates [29]

1、美国总统特朗普与以色列总理内塔尼亚胡会晤，表示坚持与伊朗的谈判继续进行，同伊朗达成协议 将是"首选"，此次会晤未达成其他确定性结果。 2、美国国防部已指示第二个航空母舰打击群做好部署 到中东的准备，美军正在为可能对伊朗发动的袭击做准备，部署命令可能在数小时内下达。 3、美国能 源部长赖特将访问委内瑞拉，期间将直接与委内瑞拉临时领导层接触，并访问部分 油田。 4、美国1月 非农就业人数增加13万人，远 超市场预期，失业率降至4.3%，美国财长贝森特表示非农就业数据超过 预期。 5、美联储理事米兰表示，如果获得提名，乐意继续留在美联储。 6、Meta宣布在印第安纳州黎 巴嫩市投资超100亿美元建设新的1吉瓦 数据中心项目，将支持4000多个 建筑岗位和300个运营岗位。 Meta同时将价值270亿美元的Hyperion数据中心项目剥离出表，审计机构安永将该财务安排列为关键审 计事项。 7、美国国会预算办公室警告，美国正走在不可持续的财政道路上，将未来十年的赤字预测上 调1.4万亿美元，特朗普2025年税法预计使赤字增加4.7万亿美元，移民执法行动增加5000亿美元成本， 关税带来的额外收入预计减少3万亿美元赤 ...

Cisco Systems (CSCO) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.94 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.96%. A quarter ago, it was expected that this seller of routers, switches, software and services would post earnings of $0.98 per share when it actually produced earnings of $1, delivering a surprise of +2.04%.Ove ...

调整后每股收益：1.04 美元，预期 1.02 美元； 营收：153.5 亿美元，预期 151.2 亿美元。 公告显示，思科营收同比增长约 10%，从去年同期的 140 亿美元增至当前水平。净利润从去年同期的 24.3 亿美元（每股 0.61 美元）增至 31.8 亿美元（每股 0.80 美元）。调整后数据剔除了股权激励成本。 对于本季度，思科预计调整后每股收益为 1.02–1.04 美元，营收为 154 亿–156 亿美元。路孚特调查的分 析师预期为每股 1.03 美元、营收 151.8 亿美元。 投资者一直期待思科在人工智能热潮中扮演更核心的角色，本轮 AI 热潮已带动芯片厂商及其他数据中 心技术提供商股价上涨。思科增长有所提速，本季度来自超大规模云厂商的 AI 基础设施订单达 21 亿 美元。 思科核心网络业务营收同比增长 21%，至 83 亿美元，StreetAccount 调查的分析师预期为 79 亿美元。 本季度，思科宣布将与AMD合作，为沙特阿拉伯的一项 AI 基础设施项目提供产品。思科还发布了一款 搭载英伟达芯片的网络交换机。 思科首席执行官 思科周三公布的季度业绩好于预期，但因当期盈利指引仅 ...

Cisco Systems (NasdaqGS:CSCO) Q2 2026 Earnings call February 11, 2026 04:30 PM ET Company ParticipantsAaron Rakers - Managing DirectorAmit Daryanani - Senior Managing DirectorBen Reitzes - Managing Director and Head of Technology ResearchChuck Robbins - Chairman and CEOJames Fish - Managing DirectorKarl Ackerman - Managing DirectorMark Patterson - CFOMeta Marshall - Managing DirectorMichael Ng - Managing DirectorSami Badri - Head of Investor RelationsSamik Chatterjee - Managing DirectorConference Call Parti ...

Cisco Systems (NasdaqGS:CSCO) Q2 2026 Earnings call February 11, 2026 04:30 PM ET Company ParticipantsAaron Rakers - Managing DirectorAmit Daryanani - Senior Managing DirectorBen Reitzes - Managing Director and Head of Technology ResearchChuck Robbins - Chairman and CEOJames Fish - Managing DirectorKarl Ackerman - Managing DirectorMark Patterson - CFOMeta Marshall - Managing DirectorMichael Ng - Managing DirectorSami Badri - Head of Investor RelationsSamik Chatterjee - Managing DirectorConference Call Parti ...

Cisco Systems (NasdaqGS:CSCO) Q2 2026 Earnings call February 11, 2026 04:30 PM ET Speaker7Welcome to Cisco's second quarter fiscal year 2026 financial results conference call. At the request of Cisco, today's conference is being recorded. If you have any objections, you may disconnect. Now I would like to introduce Sami Badri, Head of Investor Relations. Sir, you may begin.Speaker9Good afternoon, everyone. This is Sami Badri, Cisco's Head of Investor Relations. I'm joined by Chuck Robbins, our Chair and CEO ...