Cisco Systems Inc

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SKU: CSCO-1 Category:

Description

Cisco Systems, Inc. delivered an all-around beat in the previous quarter. In terms of quarterly performance, Cisco reported strong revenues in Q1, driven by broad-based investments in generative AI, cloud, security, and full-stack observability. Market share gains were evident in key networking markets, including campus switching, wireless LAN, and SP routing. Notably, the company sees continued momentum in AI within web-scale deployments and has visibility to over $1 billion in orders for AI infrastructure from major cloud providers in fiscal year 2025. In security, Cisco continues to execute against its product roadmap, enhancing the unified security platform. New offers around XDR, Secure Access, and Multicloud Defense have generated over $500 million in the pipeline across more than 1,000 customers. Additionally, Cisco introduced a new security firewall solution in the quarter, anticipating meaningful positive results in the coming quarters. During the quarter, Cisco announced its intent to acquire Splunk in the first quarter of fiscal 2024, aiming to create an end-to-end data platform to enhance digital resilience. The combination of Cisco and Splunk aligns with the goal of driving higher growth, software capabilities, and ARR. Furthermore, Cisco unveiled game-changing AI capabilities across the Webex suite and introduced new devices for reimagined workspaces.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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