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Earnings Call Summary | Cisco(CSCO.US) Q3 2024 Earnings Conference

Earnings Call Summary | Cisco(CSCO.US) Q3 2024 Earnings Conference

業績電話會議摘要 | 思科 (CSCO.US) 2024 年第三季度業績會議
富途資訊 ·  05/16 09:36  · 電話會議

The following is a summary of the Cisco Systems, Inc. (CSCO) Q3 2024 Earnings Call Transcript:

以下是思科系統公司(CSCO)2024年第三季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Cisco Systems reported Q3 total revenue of $12.7 billion, down 13% year-over-year. Total product revenue was $9 billion, down 19%, and service revenue was $3.7 billion, up 6%.

  • Non-GAAP net income was $3.6 billion, down 14%, and non-GAAP earnings per share was $0.88, down 12%.

  • The Q3 operating cash flow was $4 billion, down 24%.

  • Cisco returned $2.9 billion to shareholders via share repurchases and dividends in Q3, with a total return of $8.5 billion year-to-date.

  • 思科系統公佈的第三季度總收入爲127億美元,同比下降13%。產品總收入爲90億美元,下降19%,服務收入爲37億美元,增長6%。

  • 非公認會計准則淨收入爲36億美元,下降14%,非公認會計准則每股收益爲0.88美元,下降12%。

  • 第三季度運營現金流爲40億美元,下降24%。

  • 思科在第三季度通過股票回購和分紅向股東返還了29億美元,今年迄今爲止的總回報率爲85億美元。

Business Progress:

業務進展:

  • Cisco's third quarter marked the successful acquisition of Splunk which contributed over $4 billion in annualized recurring revenue.

  • The company saw product order growth in two of its significant product portfolios - data center and campus switching - and also in security and collaboration product categories.

  • Future growth in fiscal '25 is expected to be driven by the benefits from the acquisition of Splunk and the successful integration of their AI capabilities.

  • The company plans to accelerate their AI efforts as a part of their strategy.

  • 思科的第三季度標誌着對Splunk的成功收購,Splunk貢獻了超過40億美元的年化經常性收入。

  • 該公司的兩個重要產品組合(數據中心和園區交換)以及安全和協作產品類別的產品訂單均有所增長。

  • 收購Splunk及其人工智能能力的成功整合所帶來的好處預計將推動25財年的未來增長。

  • 作爲其戰略的一部分,該公司計劃加快其人工智能工作。

More details: Cisco IR

更多詳情: 思科 IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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