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2021-11-17

Will it beat estimate?

Cisco Reports Earnings Wednesday. What to Expect.<blockquote>思科周三公布财报。期待什么。</blockquote>

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What to Expect.<blockquote>思科周三公布财报。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":"Cisco Systems&nbsp;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.<blockquote>思科系统公司的业绩将于周三收盘后公布，该业绩将提供有关企业 IT 支出强度以及硬件制造商在供应链出现问题的情况下满足需求的能力的数据。</blockquote> 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.<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%。在该范围的中间，这一数字将是 129 亿美元，而华尔街的普遍观点是评级为 130 亿美元。思科的非美国通用会计准则每股利润指导评级为 79 至 81 美分，与华尔街一致预测的 80 美分一致。</blockquote> Management forecast non-GAAP gross margin for the quarter of 63.5% to 64.5%, down from 65.6% in the July quarter.<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> In 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.<blockquote>在接受采访时巴伦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，一些零部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，它可能会在 7 月份季度产生更高的收入，并指出较高的运输成本仍然是一个因素。</blockquote> 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&nbsp;Juniper Networkr&nbsp;(JNPR),Arista Networks&nbsp;(ANET), and&nbsp;F5 Networks&nbsp;(FFIV). A recent Barclays survey found that resellers expect double-digit growth in spending on networking gear in calendar 2022.<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 Juniper Networkr (JNPR)、Arista Networks (ANET) 等同行的强劲业绩，他认为结果可能符合略微积极的预期。和 F5 Networks (FFIV)。巴克莱最近的一项调查发现，经销商预计 2022 年网络设备支出将出现两位数增长。</blockquote> 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.<blockquote>朗表示，随着 IT 支出前景的改善，该股的情绪有所改善。上季度，思科报告订单增长 31%，高于 4 月份季度的 10%。</blockquote> Cisco shares have rallied 34% for the year through Monday, compared with a bit less than 25% for the&nbsp;S&amp;P 500.On Tuesday, the stock was up a few pennies at $57.29.<blockquote>截至周一，思科股价今年上涨了 34%，而标普500股价仅略低于 25%。周二，该股上涨几美分，至 57.29 美元。</blockquote> Evercore ISI analyst Amit Daryanani wrote recently that he thinks the company will beat expectations, saying gross margins could surprise investors.<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> “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.”<blockquote>“他写道：”我们的检查继续表明，随着客户扩大'混合工作'规模，企业复苏势头加快，导致对园区、协作和安全产品的广泛需求。“强劲的需求趋势应该会推动收入小幅上升，我们预计积压订单的增长将保持在高位，因为短缺继续限制思科满足需求的能力。”</blockquote> The Wall Street consensus expectation for the January quarter is for revenue of $12.85 billion and a profit of 82 cents a share.<blockquote>华尔街对一月份季度的普遍预期是收入为 128.5 亿美元，每股利润为 82 美分。</blockquote>","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. 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What to Expect.<blockquote>思科周三公布财报。期待什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-11-17 22:32\n\n</h4>\n</header>\n<article>\nCisco Systems&nbsp;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.<blockquote>思科系统公司的业绩将于周三收盘后公布，该业绩将提供有关企业 IT 支出强度以及硬件制造商在供应链出现问题的情况下满足需求的能力的数据。</blockquote> 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.<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%。在该范围的中间，这一数字将是 129 亿美元，而华尔街的普遍观点是评级为 130 亿美元。思科的非美国通用会计准则每股利润指导评级为 79 至 81 美分，与华尔街一致预测的 80 美分一致。</blockquote> Management forecast non-GAAP gross margin for the quarter of 63.5% to 64.5%, down from 65.6% in the July quarter.<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> In 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.<blockquote>在接受采访时巴伦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，一些零部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，它可能会在 7 月份季度产生更高的收入，并指出较高的运输成本仍然是一个因素。</blockquote> 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&nbsp;Juniper Networkr&nbsp;(JNPR),Arista Networks&nbsp;(ANET), and&nbsp;F5 Networks&nbsp;(FFIV). A recent Barclays survey found that resellers expect double-digit growth in spending on networking gear in calendar 2022.<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 Juniper Networkr (JNPR)、Arista Networks (ANET) 等同行的强劲业绩，他认为结果可能符合略微积极的预期。和 F5 Networks (FFIV)。巴克莱最近的一项调查发现，经销商预计 2022 年网络设备支出将出现两位数增长。</blockquote> 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.<blockquote>朗表示，随着 IT 支出前景的改善，该股的情绪有所改善。上季度，思科报告订单增长 31%，高于 4 月份季度的 10%。</blockquote> Cisco shares have rallied 34% for the year through Monday, compared with a bit less than 25% for the&nbsp;S&amp;P 500.On Tuesday, the stock was up a few pennies at $57.29.<blockquote>截至周一，思科股价今年上涨了 34%，而标普500股价仅略低于 25%。周二，该股上涨几美分，至 57.29 美元。</blockquote> Evercore ISI analyst Amit Daryanani wrote recently that he thinks the company will beat expectations, saying gross margins could surprise investors.<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> “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.”<blockquote>“他写道：”我们的检查继续表明，随着客户扩大'混合工作'规模，企业复苏势头加快，导致对园区、协作和安全产品的广泛需求。“强劲的需求趋势应该会推动收入小幅上升，我们预计积压订单的增长将保持在高位，因为短缺继续限制思科满足需求的能力。”</blockquote> The Wall Street consensus expectation for the January quarter is for revenue of $12.85 billion and a profit of 82 cents a share.<blockquote>华尔街对一月份季度的普遍预期是收入为 128.5 亿美元，每股利润为 82 美分。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/cisco-stock-price-earnings-preview-51637083571?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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":982,"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":19,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/878187240"}