Don't Overlook Cisco (CSCO) International Revenue Trends While Assessing the Stock

Core Insights - Cisco Systems' international operations are crucial for assessing its financial strength and growth potential, especially given its global presence in routers, switches, software, and services [1][2][3] Financial Performance - For the quarter ending April 2025, Cisco reported total revenue of $14.15 billion, reflecting an increase of 11.4% year over year [4] - EMEA contributed $3.74 billion, accounting for 26.40% of total revenue, with a slight decrease of -0.02% compared to analyst expectations [5] - APJC generated $2.03 billion, representing 14.38% of total revenue, also showing a surprise of -0.35% against expectations [6] Revenue Forecasts - Analysts project Cisco's total revenue for the current fiscal quarter to be $14.6 billion, indicating a 7% increase from the prior year, with EMEA and APJC expected to contribute $3.83 billion (26.2%) and $2.1 billion (14.4%) respectively [7] - For the full year, total revenue is anticipated to reach $56.47 billion, a 5% increase year over year, with EMEA and APJC projected to contribute $15.01 billion (26.6%) and $8.07 billion (14.3%) respectively [8] Market Dynamics - Cisco's reliance on international markets presents both opportunities and challenges, necessitating close monitoring of international revenue trends to forecast future directions [9] - The current global economic landscape, characterized by interdependencies and geopolitical tensions, influences earnings predictions for companies with a global footprint [10]