Cisco Systems, Inc. (CSCO) Q1 2025 Earnings Call Transcript Summary
Cisco Systems, Inc. (CSCO) Q1 2025 Earnings Call Transcript Summary
Non-GAAP gross margin reached its highest in over 20 years at 69.3%, significantly impacted by a duty drawback and contributions from Splunk.The following is a summary of the Cisco Systems, Inc. (CSCO) Q1 2025 Earnings Call Transcript:
以下是思科系統公司（CSCO）2025財年第一季度業績會會議記錄的摘要：
Financial Performance:
財務表現：
Cisco reported Q1 FY25 revenue of $13.8 billion, witnessing a decline of 6% YoY.
Non-GAAP EPS stood at $0.91, which exceeded the high end of the guidance range.
Non-GAAP gross margin reached its highest in over 20 years at 69.3%, significantly impacted by a duty drawback and contributions from Splunk.
思科報告2025財年第一季度營業收入爲138億，同比下降6%。
非公認會計原則每股收益爲0.91，超過了指導區間的上限。
非公認會計原則毛利率達到了20年來的最高點69.3%，受到退稅和來自splunk的貢獻的顯著影響。
Business Progress:
業務進展：
Orders for AI infrastructure with hyperscale customers continued growth, with orders placed by webscale customers exceeding $300 million in Q1.
Cisco announced its intention to acquire companies like DeepFactor and Robust Intelligence, expanding its capabilities in security and AI.
The integration of Splunk continues to progress effectively, enhancing Cisco's security and observability capabilities.
與超大規模客戶的人工智能製造行業訂單持續增長，第一季度網絡規模客戶的訂單超過了30000萬。
思科宣佈其收購DeepFactor和Robust Intelligence等公司的意向，以擴展其在安防-半導體和人工智能方面的能力。
Splunk的整合持續有效推進，增強了思科的安防-半導體和可觀察性能力。
Opportunities:
機會：
Strong demand for Cisco's networking solutions intended to modernize and prepare enterprise networks for AI applications.
Opportunities in expanding AI training infrastructure for webscale customers, as reflected in substantial design wins in AI networking.
Continued strategic focus on security offerings, including the launch of innovative products like Hypershield.
思科的網絡解決方案需求強勁，旨在現代化併爲企業網絡的人工智能應用做好準備。
在爲網絡規模客戶擴展人工智能培訓製造行業方面存在機會，這反映在人工智能網絡的顯著設計勝利中。
持續戰略聚焦於安防-半導體產品，包括推出創新產品如Hypershield。
Risks:
風險：
Geographical and enterprise-specific pressures such as the decrease in federal spending in the U.S., which impeded the performance of its security segment.
地理和企業特定壓力，例如美國聯邦支出的減少，阻礙了其安防-半導體部門的表現。
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。
