The teams have — at the Investor and Analyst Day on the 15th of September, we’re going to have our engineering leaders talking about what all they’ve done and what the future looks like and what the innovation pipeline looks like. So the adoption piece is really important. In both our Q1 and full-year outlook, we are assuming a non-GAAP effective tax rate of 19%. We are seeing IT budgets grow as companies begin to implement their critical future plans and business confidence increases. Act 0.52 Est 0.51 . Thanks for getting me in at the end. And there was really favorable product mix built into that. We achieved these results through the extraordinary efforts of our leadership team, our partners and most importantly, our people around the world who operated with incredible speed and at an unprecedented scale to deliver this growth. Cisco (CSCO) earnings Q1 2021. 80/20 provided approximately $2.9 million in . Financial results will be released over PR Newswire via US National and European Financial distribution, after the close of the market on Wednesday, August 18, 2021. We saw strength in a number of product areas and across all geographies. I’ll close and I’ll hand it to you. Scott? Infrastructure Platforms performed very well with revenues up 13%. Continue Reading Show full articles without "Continue Reading" button for … Total emerging markets were up 25%, with the BRICS plus Mexico up 37%. Q4 was a very strong quarter in a very dynamic environment. You mentioned the transformation, but also, how is the — how are the orders feeding into that visibility and what are you kind of baking in, in terms of supply chain in that full-year guide. I’ll start on the cost of goods sold. Hasbro's Q4 2013 Earnings Call Presentation. It’s almost $1 billion above the consensus number. Accel Entertainment Inc. (NYSE: ACEL), a, Shares of The Kroger Co. (NYSE: KR) dropped 7% on Friday despite the company reporting better-than-expected revenue and earnings for the second quarter of 2021 and boosting its guidance for. Q2 2020 Earnings Press Release 551.5 KB. Looking ahead, we’ve taken several steps to ensure that we can continue to have supply and deliver products to our customers. So, on the applications front, we expected that you guys might want to ask about that, and there’s a couple of things to keep in mind in both applications and security. Q4 2021 Cisco Systems, Inc. Earnings Call. Can you give us some idea of what you see as really the sustainable or more normalized level? So if you look at the orders, the overall order growth, commercial was up 41%, and I think where you might expect to see some of what you’re talking about is actually in the enterprise segment or NSP. There’s a little bit of unfavorable product mix headwind as well in Q1, as we have a good sense of the products that don’t have those same impacts that we will be able to ship that are sitting in backlog. 397.9 KB. Earnings Outlook Cisco is passing off higher costs to customers — what does that mean for earnings? We’ll take the next question please. Found inside – Page 1-40What are the third-party paid vendors used for the video conferencing in times of Corona? A. Cisco WebEx B. Free Conference.com C. GoToMeeting D. Zoom. Answers. to. MCQs. Q1: D Q2: B,C Q3: D Q4: A,C ... As we continue to increase our software subscriptions, we’re driving higher levels of recurring revenue. . Our security recurring subscription revenue grew 13% in Q4 and 18% for the full fiscal year. News, Key Wallstreet Revenue in the … And the engineering teams have been working really hard on continuing to evolve the offer to ensure that there is enough innovation going forward that will optimize our opportunity on the renewal side of it. It sounded pretty broad-based, but I’m assuming some of your peers also, to the last question, saw a little bit more advanced, more longer lead time orders or is there anything else in that huge cloud number? I’ll start with some color and then Scott, you can chime in. To Listen via the Internet:        We also had our third consecutive quarter of acceleration in our commercial, service provider and public sector businesses with all of these segments showing growth in excess of 20%. Earnings and loss overall Analysts expect Disney to report a loss of 90 cents per . They’re in the midst of their own transformations. House passes $2 billion . Cisco Systems last posted its earnings results on August 17th, 2021. Software revenue was $4 billion, an increase of 6%. Yes. We saw robust customer demand, demonstrating the third consecutive increase in product order growth and solid execution by our teams. Great. The matters we will be discussing today include forward-looking statements, including the guidance we will be providing for the first quarter and full year of fiscal 2022. And third, the power of our portfolio. So we have a good sense of that for a subset of our components. Cisco today reported fourth quarter and fiscal year results for the period ended July 25, 2020. The long term is anything beyond that. Enterprises are increasingly seeking digital and cloud-enabled services, which is driving demand for our solutions and leading to new and expansive market opportunities for Cisco. In A Dangerous Master, ethicist Wendell Wallach tackles such difficult questions with hard-earned authority, imploring both producers and consumers to face the moral ambiguities arising from our rapid technological growth. In terms of capital allocation, we returned $2.4 billion to shareholders during the quarter. And one of the things that I would say about that pipeline is, it’s one of the — it’s — we’ve seen year-on-year growth in the pipeline for Q1, better than we’ve ever seen in the last several years. Tim Long from Barclays. Does it include stock buyback or what are the components of the EPS growth that match sales growth? Software subscription revenue grew 9% in Q4 and 15% for the full fiscal year. That’s a great question, Jim. With that, I’ll now turn it over to Chuck. GAAP net … And so, we’re attacking it at that level. Thanks for that. Chuck, if I could ask you a big picture question. Before the call tomorrow here are three major things to expect from the Q4 and 2020 fiscal year earnings call. That is our expectation, Paul over time. Sami Badri from Credit Suisse. All comparisons made throughout this call will be made on a year-over-year basis. 212-519-0847 (for International Callers), RSVP:                 The groundbreaking innovation we are investing in today will serve as the foundation for our customers’ futures. Web scale comprised 30% of our service provider segment from an orders perspective for the quarter. By now, you should have seen our earnings press release. What we — when you look at the Q4, gross margin obviously came in better than what we had expected and what we had guided to. Service revenue was $3.4 billion, up 3%. You may go ahead, sir. I look forward to building on these insights with a more comprehensive deep dive on our multi-year vision and strategic growth drivers at our virtual Investor Day on September 15th and I hope you’ll join us. Date:                  Q4 2013 Cisco Systems Inc Earnings Conference call 09/10/2013 12:30 PM (EDT) CSCO. Cisco's stock is up 23% so far in 2021. And then second, I just did want to follow up on that cloud piece that was so strong in the quarter. So that’s the — that’s why we gave the full-year guide. They’re going to have to build adaptability in for future, because we could have the next variant six months from now and I think that’s what customers are thinking through right now. A corresponding webcast with slides, including supplemental information, will be made available on our website in the Investor Relations section following the call. Our team at Cisco ended fiscal 2021 with an incredibly strong finish. For more information on this and past annual general meetings, please go to this link. And so again, I don’t want to get into — Paul, I know what you’re poking at. Income statements, full GAAP to non-GAAP reconciliation information, balance sheets, cash flow statements and other financial information can also be found in the Financial Information section of our Investor Relations website. We continue to transition — we’ve transitioned a lot of our portfolio to subscription based even for the hardware side of the business. The seven-step map at the heart of this book allows you to chart your course toward your greatest goals. Sure, Sami. Revenue was $49.8 billion, up 1%. RSS. And then the last piece, how do you think about longer term, making sure you’re driving good utilization and consumption of the software licenses within the customer base? Rod Hall from Goldman Sachs. Thank you. Found insideThrough rich analysis and inspiring examples, this book shows how any leader—not only a founder—can instill and leverage a founder’s mentality throughout their organization and find lasting, profitable growth. Neither the information nor any opinion expressed in this transcript constitutes a solicitation of the purchase or sale of securities or commodities. I’ll give you a couple of stats on that, because someone is probably going to ask it. The company's Gaming and Data Center platforms achieved record revenue for the quarter and year. So that’s the first thing I would tell you. I believe we’re at a pivotal moment in our company’s history as we have a massive opportunity to transform what has been the traditional office and define the future of hybrid work. Q2 2014 Cisco Systems Inc Earnings Conference call. Cisco's Chairman and CEO Chuck Robbins. Thank you. 3-18-2021: Annual Report - 2020 PDF. Total non-GAAP gross margin was 66.1%, up 10 basis points. It achieved double-digit revenue growth across all its primary segments, which is not typical behavior. In addition to delivering strong financial results, our innovation engine continues to accelerate. And we saw significant growth in commercial. Investing.com. You asked a couple of questions there, Rod. Some of that being driven by a good quarter for software as you heard on the call earlier. Our normal practice is to send a press release . Our non-GAAP operating margin was 33.5% up 50 basis points. If you have any further questions, feel free to contact the Cisco Investor Relations group, and we thank you all very much for joining today’s call. And I think that will dictate when we’ve got a good view for updating. Microsoft Q4 pre-earnings call: what you need to know. Cisco announced earnings per share of $0.80 on revenue of $12.15B. Read the full earnings conference call transcript here. I think there’s a couple of things that I would say, we obviously can’t calculate that directly. Applications were down 1%, driven by a slight decline in our collaboration portfolio. Look, we expected to be asked about pull ahead. As successful transformation we’ve been executing around driving a higher proportion of our revenues from subscriptions, recurring and deferred revenue is affording us additional visibility into our outlook for future growth. So we’re not seeing it at any material level. As we discussed last quarter, we continue to manage through the supply chain constraints seen industry-wide due to component shortages. Dial-in details to be confirmed. You may go ahead. This is the kind of financial innovation we desperately need. I mean, if you think about what’s happened with 5G and Wi-Fi 6, this whole move now to hybrid work, the whole re-architecting of infrastructure to support hybrid cloud, this 400-gig transition that we spoke about earlier, I mean these are all things that we have been working on our portfolio. For perspective, software represented 31% of our business in Q4 and for the full year, when combined with our services business, they represent over 53% of revenue, clearly highlighting the success of our continued business transformation. I recognize, you’ve got mix and other factors that influence one way or the other from quarter-to-quarter, but as a general proposition, should we expect your gross margin structure return to what it was pre-COVID? We have the Investor Day coming up on the 15th, where we’re going to talk about the key growth drivers in our business and we’re also going to begin to share new metrics that will give you a flavor of the business in a different way. Do you all plan to update the annual guidance every quarter for us? Qualcomm is a global leader in the development and commercialization of foundational technologies and products used in mobile devices and other wireless products. This evolutionary guide resulted from the a-ha moment between these two influencers at the top of their fields—one, an academic researcher and consultant, and the other, a longtime analytics practitioner and chief product officer at ... Q4 2013 Cisco Systems Inc Earnings Conference call 09/18/2013 11:00 AM (EDT) CSCO. Revenue At Lower End Of Prior Guidance - Quick Facts, Quest Diagnostics Raises 2021 Guidance - Quick Facts, Swiss Re Sees Insurance Market Premium Growth To Continue, Spire Healthcare H1 Loss Narrows; Revenues Up 38.9%. And then most of all, I want to thank our teams for the incredible execution, not only in Q4, but over the last 12 to 18 months during a very complicated time. So I actually feel good about where we’re headed on that. Found inside – Page 30... CARL C CRANER US FOREST SERVICE CA CALL JANES EC CURRENS M STATION INDEX OBSERVATION TIME AND TABLES * S is SE ... VISTA 1750 SAN DIEGO CISCO RANGER STATION 1760 PLACER CLAREMONT POMONA COL 1779 LOS ANGELES CLARK SBURG CLEARLAKE ... Exploring Splunk shows you how to pinpoint answers and find patterns obscured by the flood of machinegenerated data. This book uses an engaging, visual presentation style that quickly familiarizes you with how to use Splunk. Dial In Live (Intl) 8081011573. Q4 fiscal year 2021 conference call to discuss Cisco's results along with its guidance will be held on Wednesday, August 18, 2021 at 1:30 p.m. Pacific Time. Q4. Key Priorities 2021. Q1'21. So scroll 30 days ahead from August 7th before the first orders come in with those higher prices and then, it takes a while for those orders to come in, get built and shipped back out to customers and for us to realize the benefit of that on the top line. Written by celebrated Australian personal finance author and consultant James Dunn, this book takes a no-nonsense approach to share investment. It shows readers what to do, how to do it, and what to never, ever do. SAN JOSE, Calif., August 4, 2021--- Cisco has scheduled a conference call for Wednesday, August 18, 2021, at 1:30 PM (PT); 4:30 PM (ET) to announce its fourth … Q4'20. So I think the refreshed portfolio and the new innovation that has been brought forward is just timely, because we’re on the front end of some of these big transitions that we’ve been talking about for several years. So it’s a bit early. Earnings Call Transcript Results in Excel Download all; Published on 13 August 2020: Q1 (Apr - Jun) Published on 12 November 2020: Q2 (July - Sep) Published on 12 February 2021: Q3 (Oct - Dec) Published on 24 May 2021: Q4 (Jan - Mar) As I think about our achievements over the past year, three things stand out to me. It sounds like it was a great year overall and the fourth quarter maybe didn’t close as well as you’d like. But it is our expectation that it gets back there and over the longer term as we continue to build a bigger mix of software into our revenue stream, that should also provide a bit of a tailwind to our margins. I would think most other companies would have said, this is — with the supply chain uncertainty, this is probably not the right time to get a full-year guide out. It’s slightly in line, but not meaningfully. I’ll start and Chuck, you may want to add on to this. Our fourth quarter reflects a strong close to our fiscal year with significant momentum across our business. Share Share Share Share Share Share. Investor relations. Non-GAAP total gross margins came in at 65.6%, up 60 basis points year-over-year. During Q4, we closed five acquisitions, Kenna Security, Socio Labs, Slido, Sedona Systems and Involvio. Any reproduction, redistribution or retransmission is expressly prohibited. So think of those price increases as being something that we will feel more of the benefit of in Q2 and Q3 versus what we see in Q1. We welcome the re-use, republication, and distribution of "The Newsroom" content. The long-term full year outlook of sales and EPS is greatly appreciated. A lot of port, Chuck, lot of port. While we strive to produce the best transcripts, it may contain misspellings and other inaccuracies. Thank you. It’s — I need to continue to have this kind of flexibility ahead. So I would think of that as being significantly driven by some of the factors that we’ve talked about, with the imbalance of supply and demand. Aaron, this is Chuck. You may go ahead, sir. Moving to the performance of our customer segments. Yeah. The remaining 2021 earnings calls are scheduled for: First-quarter 2021 - Thursday, April 15, 2021 at 8 a.m. Thank you. 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