Cisco Systems Inc. (CSCO) reports earnings

The report was filed on November 19, 2024

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Cisco Systems, Inc. has submitted its 10-Q filing for the quarterly period ended October 26, 2024.

The filing reports a decrease in total revenue to $13.8 billion from $14.7 billion in the same quarter the previous year, with a 9% decline in product revenue and a 6% increase in services revenue.

Product gross margin increased by 0.6 percentage points, driven by favorable product mix and productivity improvements, despite pricing erosion.

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Operating expenses rose by 15% to $5.8 billion, primarily due to higher R&D, sales and marketing, and general and administrative expenses.

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Operating income decreased by 45% to $2.4 billion, with operating income as a percentage of revenue declining from 29.2% to 17.0%.

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Net income for the quarter was $2.7 billion, down from $3.6 billion in the previous year, with diluted earnings per share decreasing from $0.89 to $0.68.

Cash provided by operating activities was $3.7 billion, while cash used for acquisitions, stock repurchases, and dividends totaled $3.8 billion.

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Total cash, cash equivalents, and investments increased to $18.7 billion from $17.9 billion at the end of the previous fiscal year.

Cisco's remaining performance obligations decreased to $40.0 billion, and deferred revenue decreased to $27.5 billion.

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The company announced a restructuring plan impacting approximately 7% of its global workforce, with estimated pre-tax charges of up to $1 billion.

The filing also highlights risks related to market conditions, competition, supply chain challenges, and regulatory changes that could impact future performance.

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This content was summarized by generative artificial intelligence using public filings retrieved from SEC.gov. The original data was derived from the Cisco Systems Inc. quarterly 10-Q report dated November 19, 2024. To report an error, please email earnings@qz.com.