Khoorious
2021-11-17
good earning!
Cisco Reports Earnings Wednesday. What to Expect.<blockquote>思科周三公布收益。期待什么。</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":878177070,"tweetId":"878177070","gmtCreate":1637162355039,"gmtModify":1637162355039,"author":{"id":4087782823320820,"idStr":"4087782823320820","authorId":4087782823320820,"authorIdStr":"4087782823320820","name":"Khoorious","avatar":"https://static.tigerbbs.com/bdd0156abf45f3dad60a67adc219ef5d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>good earning!</p></body></html>","htmlText":"<html><head></head><body><p>good earning!</p></body></html>","text":"good earning!","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/878177070","repostId":1199586924,"repostType":4,"repost":{"id":"1199586924","kind":"news","pubTimestamp":1637159549,"share":"https://www.laohu8.com/m/news/1199586924?lang=zh_CN&edition=full","pubTime":"2021-11-17 22:32","market":"us","language":"en","title":"Cisco Reports Earnings Wednesday. What to Expect.<blockquote>思科周三公布收益。期待什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199586924","media":"Barrons","summary":"Cisco Systems results, due after the close of trading on Wednesday, should provide data on both the ","content":"<p>Cisco Systems results, due after the close of trading on Wednesday, should provide data on both the strength of enterprise IT spending and the ability of hardware manufacturers to meet demand given problems with the supply chain.</p><p><blockquote>思科系统公司(Cisco Systems)的业绩将于周三收盘后公布,该业绩将提供有关企业IT支出实力以及硬件制造商在供应链问题下满足需求能力的数据。</blockquote></p><p> For its fiscal first quarter, ended Oct. 31, Cisco (ticker: CSCO) has projected revenue growth of 7.5% to 9.5%. At the middle of that range, the figure would be $12.9 billion, while the consensus view on Wall Street calls for $13 billion. Cisco’s guidance calls for non-GAAP profits of 79 to 81 cents a share, in line with the Street’s consensus forecast of 80 cents.</p><p><blockquote>思科(股票代码:CSCO)预计截至10月31日的第一财季收入增长7.5%至9.5%。在这个范围的中间,这个数字将是129亿美元,而华尔街评级的普遍观点是130亿美元。思科对非GAAP利润的指导评级为每股79至81美分,与华尔街普遍预测的80美分一致。</blockquote></p><p> Management forecast non-GAAP gross margin for the quarter of 63.5% to 64.5%, down from 65.6% in the July quarter.</p><p><blockquote>管理层预测本季度非GAAP毛利率为63.5%至64.5%,低于7月份季度的65.6%。</blockquote></p><p> In an interview with <i>Barron’s</i> following the July quarter results, Chief Financial Officer Scott Herren said that the company was seeing shortages of memory chips, other semiconductors and power supplies, among other things, and that lead times for some parts were stretching to 40 to 50 weeks. Cisco could have produced higher revenue in the July quarter if it had more parts, Herren said, also noting that higher shipping costs remained a factor.</p><p><blockquote>在接受采访时<i>巴伦周刊</i>7月份季度业绩公布后,首席财务官斯科特·赫伦(Scott Herren)表示,该公司面临存储芯片、其他半导体和电源等短缺,某些零件的交货时间延长至40至50周。赫伦表示,如果思科拥有更多零部件,它本可以在7月份季度产生更高的收入,并指出运输成本上升仍然是一个因素。</blockquote></p><p> Barclays analyst Tim Long wrote in a recent research note that he thinks results are likely to be in line with expectations to slightly positive, given a continued rebound in IT spending and strong results from peers like Juniper Networkr (JNPR),Arista Networks (ANET), and F5 Networks (FFIV). A recent Barclays survey found that resellers expect double-digit growth in spending on networking gear in calendar 2022.</p><p><blockquote>巴克莱分析师蒂姆·朗(Tim Long)在最近的一份研究报告中写道,鉴于IT支出持续反弹以及瞻博网络(JNPR)、Arista Networks(ANET)等同行的强劲业绩,他认为业绩可能符合预期,略有乐观。)和F 5 Networks(FFIV)。巴克莱最近的一项调查发现,经销商预计2022年网络设备支出将实现两位数增长。</blockquote></p><p> Sentiment on the stock has improved as the outlook for IT spending has brightened, Long said. Last quarter, Cisco reported 31% order growth, up from 10% in the April quarter.</p><p><blockquote>朗表示,随着IT支出前景的好转,该股的情绪有所改善。上个季度,思科报告订单增长31%,高于4月份季度的10%。</blockquote></p><p> Cisco shares have rallied 34% for the year through Monday, compared with a bit less than 25% for the S&P 500.On Tuesday, the stock was up a few pennies at $57.29.</p><p><blockquote>截至周一,思科股价今年以来已上涨34%,而标准普尔500指数的涨幅略低于25%。周二,该股上涨几美分,至57.29美元。</blockquote></p><p> Evercore ISI analyst Amit Daryanani wrote recently that he thinks the company will beat expectations, saying gross margins could surprise investors.</p><p><blockquote>Evercore ISI分析师Amit Daryanani最近写道,他认为该公司将超出预期,并表示毛利率可能会让投资者感到惊讶。</blockquote></p><p> “Our checks have continued to point towards enterprise recovery picking up momentum as customers scale their ‘hybrid work’ resulting in broad demand across campus, collaboration and security offerings,” he wrote. “The strong demand trends should drive modest revenue upside and we expect backlog growth to remain high as shortages continue to limit Cisco’s ability to fulfill demand.”</p><p><blockquote>他写道:“我们的检查继续表明,随着客户扩展其‘混合工作’,企业复苏势头强劲,从而对园区、协作和安全产品产生广泛需求。”“强劲的需求趋势应该会推动收入小幅增长,我们预计积压订单增长将保持在高位,因为短缺继续限制思科满足需求的能力。”</blockquote></p><p> The Wall Street consensus expectation for the January quarter is for revenue of $12.85 billion and a profit of 82 cents a share.</p><p><blockquote>华尔街对1月份季度的普遍预期是营收128.5亿美元,每股利润82美分。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cisco Reports Earnings Wednesday. What to Expect.<blockquote>思科周三公布收益。期待什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCisco Reports Earnings Wednesday. What to Expect.<blockquote>思科周三公布收益。期待什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-17 22:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Cisco Systems results, due after the close of trading on Wednesday, should provide data on both the strength of enterprise IT spending and the ability of hardware manufacturers to meet demand given problems with the supply chain.</p><p><blockquote>思科系统公司(Cisco Systems)的业绩将于周三收盘后公布,该业绩将提供有关企业IT支出实力以及硬件制造商在供应链问题下满足需求能力的数据。</blockquote></p><p> For its fiscal first quarter, ended Oct. 31, Cisco (ticker: CSCO) has projected revenue growth of 7.5% to 9.5%. At the middle of that range, the figure would be $12.9 billion, while the consensus view on Wall Street calls for $13 billion. Cisco’s guidance calls for non-GAAP profits of 79 to 81 cents a share, in line with the Street’s consensus forecast of 80 cents.</p><p><blockquote>思科(股票代码:CSCO)预计截至10月31日的第一财季收入增长7.5%至9.5%。在这个范围的中间,这个数字将是129亿美元,而华尔街评级的普遍观点是130亿美元。思科对非GAAP利润的指导评级为每股79至81美分,与华尔街普遍预测的80美分一致。</blockquote></p><p> Management forecast non-GAAP gross margin for the quarter of 63.5% to 64.5%, down from 65.6% in the July quarter.</p><p><blockquote>管理层预测本季度非GAAP毛利率为63.5%至64.5%,低于7月份季度的65.6%。</blockquote></p><p> In an interview with <i>Barron’s</i> following the July quarter results, Chief Financial Officer Scott Herren said that the company was seeing shortages of memory chips, other semiconductors and power supplies, among other things, and that lead times for some parts were stretching to 40 to 50 weeks. Cisco could have produced higher revenue in the July quarter if it had more parts, Herren said, also noting that higher shipping costs remained a factor.</p><p><blockquote>在接受采访时<i>巴伦周刊</i>7月份季度业绩公布后,首席财务官斯科特·赫伦(Scott Herren)表示,该公司面临存储芯片、其他半导体和电源等短缺,某些零件的交货时间延长至40至50周。赫伦表示,如果思科拥有更多零部件,它本可以在7月份季度产生更高的收入,并指出运输成本上升仍然是一个因素。</blockquote></p><p> Barclays analyst Tim Long wrote in a recent research note that he thinks results are likely to be in line with expectations to slightly positive, given a continued rebound in IT spending and strong results from peers like Juniper Networkr (JNPR),Arista Networks (ANET), and F5 Networks (FFIV). A recent Barclays survey found that resellers expect double-digit growth in spending on networking gear in calendar 2022.</p><p><blockquote>巴克莱分析师蒂姆·朗(Tim Long)在最近的一份研究报告中写道,鉴于IT支出持续反弹以及瞻博网络(JNPR)、Arista Networks(ANET)等同行的强劲业绩,他认为业绩可能符合预期,略有乐观。)和F 5 Networks(FFIV)。巴克莱最近的一项调查发现,经销商预计2022年网络设备支出将实现两位数增长。</blockquote></p><p> Sentiment on the stock has improved as the outlook for IT spending has brightened, Long said. Last quarter, Cisco reported 31% order growth, up from 10% in the April quarter.</p><p><blockquote>朗表示,随着IT支出前景的好转,该股的情绪有所改善。上个季度,思科报告订单增长31%,高于4月份季度的10%。</blockquote></p><p> Cisco shares have rallied 34% for the year through Monday, compared with a bit less than 25% for the S&P 500.On Tuesday, the stock was up a few pennies at $57.29.</p><p><blockquote>截至周一,思科股价今年以来已上涨34%,而标准普尔500指数的涨幅略低于25%。周二,该股上涨几美分,至57.29美元。</blockquote></p><p> Evercore ISI analyst Amit Daryanani wrote recently that he thinks the company will beat expectations, saying gross margins could surprise investors.</p><p><blockquote>Evercore ISI分析师Amit Daryanani最近写道,他认为该公司将超出预期,并表示毛利率可能会让投资者感到惊讶。</blockquote></p><p> “Our checks have continued to point towards enterprise recovery picking up momentum as customers scale their ‘hybrid work’ resulting in broad demand across campus, collaboration and security offerings,” he wrote. “The strong demand trends should drive modest revenue upside and we expect backlog growth to remain high as shortages continue to limit Cisco’s ability to fulfill demand.”</p><p><blockquote>他写道:“我们的检查继续表明,随着客户扩展其‘混合工作’,企业复苏势头强劲,从而对园区、协作和安全产品产生广泛需求。”“强劲的需求趋势应该会推动收入小幅增长,我们预计积压订单增长将保持在高位,因为短缺继续限制思科满足需求的能力。”</blockquote></p><p> The Wall Street consensus expectation for the January quarter is for revenue of $12.85 billion and a profit of 82 cents a share.</p><p><blockquote>华尔街对1月份季度的普遍预期是营收128.5亿美元,每股利润82美分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/cisco-stock-price-earnings-preview-51637083571?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CSCO":"思科"},"source_url":"https://www.barrons.com/articles/cisco-stock-price-earnings-preview-51637083571?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199586924","content_text":"Cisco Systems results, due after the close of trading on Wednesday, should provide data on both the strength of enterprise IT spending and the ability of hardware manufacturers to meet demand given problems with the supply chain.\nFor its fiscal first quarter, ended Oct. 31, Cisco (ticker: CSCO) has projected revenue growth of 7.5% to 9.5%. At the middle of that range, the figure would be $12.9 billion, while the consensus view on Wall Street calls for $13 billion. Cisco’s guidance calls for non-GAAP profits of 79 to 81 cents a share, in line with the Street’s consensus forecast of 80 cents.\nManagement forecast non-GAAP gross margin for the quarter of 63.5% to 64.5%, down from 65.6% in the July quarter.\nIn an interview with Barron’s following the July quarter results, Chief Financial Officer Scott Herren said that the company was seeing shortages of memory chips, other semiconductors and power supplies, among other things, and that lead times for some parts were stretching to 40 to 50 weeks. Cisco could have produced higher revenue in the July quarter if it had more parts, Herren said, also noting that higher shipping costs remained a factor.\nBarclays analyst Tim Long wrote in a recent research note that he thinks results are likely to be in line with expectations to slightly positive, given a continued rebound in IT spending and strong results from peers like Juniper Networkr (JNPR),Arista Networks (ANET), and F5 Networks (FFIV). A recent Barclays survey found that resellers expect double-digit growth in spending on networking gear in calendar 2022.\nSentiment on the stock has improved as the outlook for IT spending has brightened, Long said. Last quarter, Cisco reported 31% order growth, up from 10% in the April quarter.\nCisco shares have rallied 34% for the year through Monday, compared with a bit less than 25% for the S&P 500.On Tuesday, the stock was up a few pennies at $57.29.\nEvercore ISI analyst Amit Daryanani wrote recently that he thinks the company will beat expectations, saying gross margins could surprise investors.\n“Our checks have continued to point towards enterprise recovery picking up momentum as customers scale their ‘hybrid work’ resulting in broad demand across campus, collaboration and security offerings,” he wrote. “The strong demand trends should drive modest revenue upside and we expect backlog growth to remain high as shortages continue to limit Cisco’s ability to fulfill demand.”\nThe Wall Street consensus expectation for the January quarter is for revenue of $12.85 billion and a profit of 82 cents a share.","news_type":1,"symbols_score_info":{"CSCO":0.9}},"isVote":1,"tweetType":1,"viewCount":2403,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/878177070"}
精彩评论