Cisco Q3 Earnings: Revenue Beat, EPS Beat, Splunk Tailwinds, 'Stabilization Of Demand' And More
Cisco Q3 Earnings: Revenue Beat, EPS Beat, Splunk Tailwinds, 'Stabilization Of Demand' And More
Cisco Systems Inc (NASDAQ:CSCO) reported financial results for the third quarter of fiscal 2024 after the market close on Wednesday. Here's a look at the key metrics from the quarter.
思科系統公司（納斯達克股票代碼：CSCO）在週三收盤後公佈了2024財年第三季度的財務業績。以下是本季度的關鍵指標。
Q3 Earnings: Cisco's third-quarter revenue decreased 13% year-over-year to $12.7 billion, which beat the consensus estimate of $12.531 billion, according to Benzinga Pro. The company reported quarterly earnings of 88 cents per share, which beat analyst estimates of 82 cents per share.
第三季度收益：根據Benzinga Pro的數據，思科第三季度收入同比下降13％，至127億美元，超過了市場普遍預期的125.31億美元。該公司公佈的季度收益爲每股88美分，超過了分析師預期的每股82美分。
Total subscription revenue came in at $6.9 billion. Total annualized recurring revenue came in at $29.2 billion, up 22% year-over-year. Cisco noted that its Splunk acquisition contributed $413 million to total revenue in the quarter.
訂閱總收入爲69億美元。年化經常性收入總額爲292億美元，同比增長22％。思科指出，其對Splunk的收購爲本季度的總收入貢獻了4.13億美元。
"We delivered a solid Q3 performance in what remains a dynamic environment. Our unique ability to bring together networking, security, observability, and data enables Cisco to offer our customers unrivaled digital resilience for the AI era," said Chuck Robbins, chair and CEO of Cisco.
“我們在仍然充滿活力的環境中實現了穩健的第三季度業績。思科董事長兼首席執行官查克·羅賓斯說，我們具有將網絡、安全、可觀測性和數據相結合的獨特能力，使思科能夠爲我們的客戶提供人工智能時代無與倫比的數字彈性。
Management Update: Cisco announced that it has named Splunk chief Gary Steele president of Go-to-Market, effective immediately. The company also announced that Jeff Sharritts, Cisco's chief customer and partner officer, will depart the company after 24 years. Sharritts will remain with Cisco until mid-July to help with the transition.
管理層最新消息：思科宣佈已任命Splunk首席執行官加里·斯蒂爾爲Go-to-Market總裁，立即生效。該公司還宣佈，思科首席客戶兼合作伙伴官傑夫·夏裏茨將在24年後離開公司。Sharritts將在思科工作至7月中旬，以幫助他們完成過渡。
Outlook: Cisco expects fiscal fourth-quarter revenue to be between $13.4 billion and $13.6 billion versus estimates of $13.23 billion. Cisco sees fourth-quarter adjusted earnings in the range of 84 cents to 86 cents per share versus estimates of 85 cents per share.
展望：思科預計第四財季收入將在134億美元至136億美元之間，而估計爲132.3億美元。思科預計，第四季度調整後的每股收益在84美分至86美分之間，而預期的每股收益爲85美分。
Cisco also guided for full-year revenue of $53.6 billion to $53.8 billion versus estimates of $53.14 billion. The company sees full-year adjusted earnings in the range of $3.69 to $3.71 per share versus estimates of $3.67 per share.
思科還預計，全年收入爲536億美元至538億美元，而預期爲531.4億美元。該公司預計全年調整後每股收益在3.69美元至3.71美元之間，而預期爲每股3.67美元。
"Customers are consuming the equipment shipped over the last few quarters in line with our expectations and we are seeing stabilization of demand as a result. The addition of Splunk to our product line will be a catalyst for further growth," said Scott Herren, CFO of Cisco.
“客戶消費了過去幾個季度出貨的設備，符合我們的預期，因此我們看到需求趨於穩定。思科首席財務官斯科特·赫倫說，將Splunk加入我們的產品線將成爲進一步增長的催化劑。
Management will hold a conference call to discuss these results at 4:30 p.m. ET.
管理層將在美國東部時間下午 4:30 舉行電話會議，討論這些結果。
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CSCO Price Action: Cisco shares closed Wednesday up 1.47%. The stock was up another 5.29% after hours at $52.33 at the time of publication, according to Benzinga Pro.
CSCO價格走勢：思科股價週三收盤上漲1.47％。根據Benzinga Pro的數據，該股盤後又上漲了5.29％，至發佈時的52.33美元。
Photo: Anucha Cheechang from Shutterstock.
照片：來自 Shutterstock 的 Anucha Cheechang。
譯文內容由第三人軟體翻譯。