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Earnings transcript
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CSCO
Cisco Systems, Inc.
$120.36
-3.79
(-3.05%)
| Exchange: | NASDAQ |
| Market Cap: | 474.391B |
| Shares Outstanding: | 40M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Communication Equipment | |||||
| CEO: | Charles H. Robbins | |||||
| Full Time Employees: | 90400 | |||||
| Address: |
| |||||
| Website: | https://www.cisco.com |
Cisco Systems, Inc. is a leading global technology company focused on designing, producing, and marketing Internet Protocol (IP)-based networking equipment, software, and associated products within the communications and information technology industries. The company operates extensively across major regions including the Americas, Europe, the Middle East, Africa, and the Asia Pacific, specifically covering Japan and China. Its comprehensive product lineup features switching solutions for both enterprise campuses and data centers. Cisco’s enterprise routing segment is crucial for securely and reliably interconnecting public, private, wired, and mobile networks, ensuring vital connectivity across corporate campuses, data centers, and branch offices. Additionally, the company provides a range of wireless products offering seamless indoor and outdoor roaming for voice, video, and data applications. Security forms a significant pillar of its offerings, encompassing network defense, identity and access management, secure access service edge (SASE), alongside threat intelligence, detection, and response capabilities. For collaboration, Cisco delivers the Webex Suite, dedicated devices, contact center platforms, and communication platform-as-a-service (CPaaS). These end-to-end collaboration solutions are adaptable, available in cloud, on-premise, or hybrid environments, facilitating clients’ migration to cloud-based systems. Moreover, their observability suite provides network assurance, monitoring, and analytics. Beyond its product portfolio, Cisco offers extensive customer support and services, including technical assistance, advanced professional services, and advisory consulting. The company serves a broad clientele, from small and large businesses to public institutions, governmental agencies, and service providers. Products and services are distributed directly by Cisco, as well as through a diverse network of system integrators, service providers, other resellers, and distributors. Cisco Systems, Inc. also engages in strategic collaborations with other industry players. Founded in 1984, the company is headquartered in San Jose, California.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 56,998,000 | 53,803,000 | 56,654,000 |
| Gross Profit | 35,753,000 | 34,828,000 | 36,790,000 |
| EBITDA | 17,471,000 | 15,747,000 | 15,378,000 |
| Operating Income | 15,031,000 | 12,181,000 | 11,760,000 |
| Net Income | 12,613,000 | 10,320,000 | 10,180,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 101,852,000 | 124,413,000 | 122,564,000 |
| Total Liabilities | 57,499,000 | 78,956,000 | 75,448,000 |
| Total Stockholders Equity | 44,353,000 | 45,457,000 | 47,116,000 |
| Total Debt | 9,411,000 | 32,232,000 | 28,093,000 |
| Cash and Cash Equivalents | 10,314,000 | 9,023,000 | 8,346,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 19,886,000 | 10,880,000 | 14,193,000 |
| Capital Expenditure | -849,000 | -670,000 | -905,000 |
| Free Cash Flow | 19,037,000 | 10,210,000 | 13,288,000 |
| Net Income | 12,613,000 | 10,320,000 | 10,453,000 |
| Net Change in Cash | 3,048,000 | -2,785,000 | -677,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 65,580,012.107 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 65,612,275.882 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 65,596,143.995 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 19,899,060.794 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 19,908,850.650 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 19,903,955.722 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 16,016,227.884 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 19,652,328.924 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 17,834,278.404 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 15,137,399.293 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 15,144,846.527 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 15,141,122.910 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 4.510 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 4.920 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 4.010 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 10 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 4 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Cisco reported Q2 FY2025 revenue of $14 billion, supported by robust demand for AI and security solutions that positions the company to capitalize on high-growth technology segments.
- Management maintained a positive outlook in the earnings call, highlighting sustained momentum in core offerings despite macroeconomic pressures.
- Focus on AI-driven products and security infrastructure demonstrates effective alignment with industry innovation trends, as reflected in the earnings call emphasis on these areas.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates CSCO intrinsic value between $36.98 – $44.70 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about CSCO valuation
Is Cisco Systems, Inc. (CSCO) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Cisco Systems, Inc. (CSCO) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is CSCO a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether CSCO trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is CSCO’s P/E ratio?
You can see CSCO’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for CSCO?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is CSCO a good long-term investment?
Whether CSCO fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
CSCO
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-3.05
Trading Metrics:
| Open: | 123.26 | Previous Close: | 124.15 | |
| Day Low: | 117.1 | Day High: | 124.22 | |
| Year Low: | 63.87 | Year High: | 130.37 | |
| Price Avg 50: | 98.59 | Price Avg 200: | 80.58 | |
| Volume: | 22.719M | Average Volume: | 23.695M |
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Login — it's freeCSCO full analysis
Hey everyone, welcome back to the channel where we break down stocks like we're chatting over coffee about your portfolio. Today we're diving deep into Cisco Systems, ticker CSCO, and this is a full comprehensive analysis covering everything from their latest numbers to where the stock could head next. Cisco has been on an absolute tear lately, riding the massive wave of AI infrastructure spending that's pushing hyperscalers to upgrade their networks at record pace. The stock's been making new…
