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$CSCO (+0,68ย %) | Cisco Q4'24 Earnings Highlights


๐Ÿ”น Non-GAAP EPS: $0.87 (Est. $0.85) ๐ŸŸข

๐Ÿ”น Revenue: $13.6B (Est. $13.53B) ๐ŸŸก; DOWN -10% YoY


Q1'25 Guidance

๐Ÿ”น Revenue: $13.65 billion - $13.85 billion (Est. $13.71 billion) ๐ŸŸก

๐Ÿ”น Non-GAAP EPS: $0.86 - $0.88 (Est. $0.85) ๐ŸŸข


FY'25 Guidance

๐Ÿ”น Revenue: $55.0 billion - $56.2 billion (Est. $55.68 billion) ๐Ÿ˜‘

๐Ÿ”น Non-GAAP EPS: $3.52 - $3.58 (Est. $3.56) ๐ŸŸก


Segment Revenue:

๐Ÿ”น Product Revenue: DOWN -15% YoY

๐Ÿ”น Services Revenue: UP +6% YoY

๐Ÿ”น Security Revenue: UP +81% YoY

๐Ÿ”น Observability Revenue: UP +41% YoY

๐Ÿ”น Networking Revenue: DOWN -28% YoY


Geographic Revenue:

๐Ÿ”น Americas: DOWN -11% YoY

๐Ÿ”น EMEA: DOWN -11% YoY

๐Ÿ”น APJC: DOWN -6% YoY


Margins:

๐Ÿ”น GAAP Gross Margin: 64.4% (Prev. 64.1%)

๐Ÿ”น Non-GAAP Gross Margin: 67.9% (Prev. 65.9%)

๐Ÿ”น GAAP Operating Margin: 19.2% (DOWN from 25.8% YoY)

๐Ÿ”น Non-GAAP Operating Margin: 32.5% (DOWN from 38.5% YoY)


Operational Metrics:

๐Ÿ”น Total Annualized Recurring Revenue (ARR): $29.6 billion; UP +22% YoY

๐Ÿ”น Total Software Revenue: $18.4 billion; UP +9% YoY

๐Ÿ”น Software Subscription Revenue: $16.4 billion; UP +15% YoY

๐Ÿ”น Cash Flow from Operations: $3.7 billion; DOWN -37% YoY


Other Metrics:

๐Ÿ”น Total Subscription Revenue: $27.4 billion

๐Ÿ”น Cash Flow from Operations: $10.9 billion; DOWN -45% YoY


CEO Chuck Robbins' Commentary:

๐Ÿ”ธ "We delivered a strong close to fiscal 2024, seeing steady customer demand with order growth across the business as customers rely on Cisco to connect and protect all aspects of their organizations in the era of AI."


CFO Scott Herren's Insight:

๐Ÿ”ธ "Revenue, gross margin, and EPS in Q4 were at the high end or above our guidance range, demonstrating our operating discipline. We remain focused on growth and consistent execution as we invest in AI, cloud, and cybersecurity, while maintaining capital returns."


Dividend Update:

๐Ÿ”น Quarterly Dividend: $0.40 per share, payable on October 23, 2024.

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