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 ...

Cisco also highlighted its recurring revenue profile. Patterson said total subscription revenue was $7.8 billion , representing 51% of total revenue, while total software revenue was $5.7 billion , up 2% . Total RPO was $43.4 billion , up 5% , and total ARR ended the quarter at $31 billion , up 3% (product ARR up 6% ).By segment, Patterson said Networking grew 21% on AI infrastructure and a campus refresh, with double-digit growth in campus switching, data center switching, wireless, service provider routin ...

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 ...