Huge growth
30 replies (most recent on top)
Let's not be d-mb here, can we compare the size of each of these
Company TickerMarket Capitalization Cisco $488.3 Billion
In 2000 Cisco peaked near $550B ($1.07B in today's dollars) so $488B 26 years later isn't as impressive as it might seem.
Cisco's revenue is just about what the inflation adjusted 2023 Cisco and last ttm report from Splunk revenues were so it took three years just to break even with inflation.
As for the health and long term picture of all these companies you need to look at a lot more than capitalization and revenue.
@OP Huge growth.. un-impressed investors.
@ck `Its right the stock is down. Cisco grew 12% year-over-year but the TAM has grown significantly more.
Look at what other vendors are doing?
Arista ~40% growth year-over-year
Fortinet ~33% growth year-over-year
PAN ~31% growth year-over-year
Dell ~36% growth year-over-year
HPE ~40% growth year-over-year
Supermicro ~93% growth year-over-year
Every other vendor is growing at twice the rate Cisco is`
Let's not be d-mb here, can we compare the size of each of these
Company TickerMarket Capitalization Cisco $488.3 Billion
Palo Alto Networks PANW $315.4 Billion
Dell Technologies DELL $314.1 Billion
Arista Networks ANET $265.1 Billion
Fortinet FTNT $117.8 Billion
Hewlett Packard Enterprise HPE $77.8 Billion
Super Micro Computer SMCI $22.6 Billion
Best quarter in the company's history! Rocketship! Hold on!
Its right the stock is down. Cisco grew 12% year-over-year but the TAM has grown significantly more.
Look at what other vendors are doing?
Arista ~40% growth year-over-year
Fortinet ~33% growth year-over-year
PAN ~31% growth year-over-year
Dell ~36% growth year-over-year
HPE ~40% growth year-over-year
Supermicro ~93% growth year-over-year
Every other vendor is growing at twice the rate Cisco is
Wasn’t cpf 1.44 last year? I would have expected it to be higher than that this year.
@a5 yeppers! 14%!
CPF 122%!!!! show me da money! Yes!
Cisco dropping like a rock, down by almost $6.
@aj so strong of a FY theyre bringing back those they let go!
@ag 122
Ohohoho Cisco fu---d big time after hours, down about $5. Sell, sell, sell
Cisco Crushes Earnings
Read it and weep all you haters!
Stock will keep moving forward on growth
Wall Street doesn’t buy the ai vaporware.
Csco down by more than $4
CPF??
Record revenue. $9.3B in AI orders. Obviously, the ELT needs more RSUs and another $250K watch.
The worker bees can have a heartfelt “sorry, no budget — thank you for giving your sweat and blood”
Thanks to Datacenter buildup across all over the world!
Cisco datacenter switch revenues are up.
All depends upon GROSS margins !!
66% !!
Stock dropped after earning reports, f**k Wall Street, throw all of these criminals into a valcano
that is decreased interest in buying the stock for getting the dividends (quick money)
the stok should go back to the support like that is ~120USD
Stock dropped after earning reports, f**k Wall Street, throw all of these criminals into a valcano
oh hold on this was a few years in the making (7?)
7Y ago not even God knew what AI would do to our industries and societies
wtf
The future looks bright! Let's go!
we grew by price rises
Triple digit growth in AI Infrastructure
@a6 the stock being down after hours is not due to a negative reaction to ciscos earnings
@OP not enough for wallstreet down 3 points
Did I hear correctly, Security had a strong quarter???
This means nothing, are you actually that d-mb?
wondering if this is for them a strong signal not to reduce the numbers in order to sustain the support work required by selling so much gear
yes the stock dropped a bit in the after market
Wow
“Networking Super-cycle”
Impressive