|
February 12, 2012
|
| 10:58 EDT |  | CSCO |
|
|
February 10, 2012
|
| 14:36 EDT |  | CSCO |
|
| 07:37 EDT | | CSCO |
| theflyonthewall.com: | Tablet sales could reach 248.6M units, smartphones 1B by 2015, BGR reports | | Global tablet sales, which hit 67M in 2011, could grow to 248.6M by 2015, with smartphones projected to hit 1B during the same period, according to BGR. Reference Link :theflyonthewall.com |
|
|
February 9, 2012
|
| 23:16 EDT |  | CSCO |
|
| 16:42 EDT | | CSCO |
|
| 16:03 EDT |  | CSCO |
| theflyonthewall.com: | Options Update; February 9, 2012 | | CBOE Volatility Index-VIX up 39c to 18.55. Option volume leaders today: C BAC CSCO AAPL according to Track Data. :theflyonthewall.com |
|
| 12:09 EDT | | CSCO |
|
| 09:49 EDT | | CSCO |
|
| 09:04 EDT |  | CSCO |
|
| 07:57 EDT |  | CSCO |
| theflyonthewall.com: | Cisco price target raised to $27 from $25 at FBN Securities | | FBN Securities raised its price target for Cisco (CSCO) shares citing the company's strong quarter and retains an Outperform rating on the stock. The firm believes Cisco is outperforming Juniper (JNPR) with service providers. :theflyonthewall.com |
|
| 07:39 EDT | | CSCO |
|
| 06:57 EDT |  | CSCO |
|
| 06:57 EDT | | CSCO |
| theflyonthewall.com: | Cisco downgraded to Hold from Buy at ISI Group | | ISI Group downgraded Cisco and recommends taking profits in shares. :theflyonthewall.com |
|
| 06:33 EDT | | CSCO |
|
|
February 8, 2012
|
| 17:40 EDT | | CSCO |
|
| 17:25 EDT | | CSCO |
| theflyonthewall.com: | Cisco still sees challenges in public sector | | Still maintains a leadership position in that sector. :theflyonthewall.com |
|
| 17:15 EDT | | CSCO |
| theflyonthewall.com: | Cisco says "significant uncertainty" remains in broader macro-environment | | Says it's conservative in its outlook for 2H12. :theflyonthewall.com |
|
| 17:13 EDT | | CSCO |
| theflyonthewall.com: | Cisco says relationships with customers is "the strongest its ever been" | | Says demand for products and services is "healthy." :theflyonthewall.com |
|
| 17:10 EDT | | CSCO |
|
| 17:09 EDT |  | CSCO |
|
| 17:08 EDT | | CSCO |
| theflyonthewall.com: | Cisco sees Q3 adjusted gross margin approximately 61.5%-62% | | Sees Q3 adjusted operating margin in the range of 27%-28%. :theflyonthewall.com |
|
| 17:02 EDT | | CSCO |
|
| 17:01 EDT | | CSCO |
| theflyonthewall.com: | Cisco reports Q2 adjusted gross margin 62.4% | | For product only, adjusted gross margin for the second quarter was 60.9% :theflyonthewall.com |
|
| 16:58 EDT | | CSCO |
|
| 16:56 EDT | | CSCO |
|
| 16:55 EDT | | CSCO |
| theflyonthewall.com: | Cisco says innovation is the "heart of the company" | | Can expect more in coming quarters and years. :theflyonthewall.com |
|
| 16:53 EDT | | CSCO |
|
| 16:52 EDT | | CSCO |
|
| 16:10 EDT | | CSCO |
|
| 16:10 EDT | | CSCO |
| theflyonthewall.com: | Cisco Q2 inventory turns on GAAP basis 11.1 vs. 11.2 in Q1 | | Cisco said inventory turns on a GAAP basis were 11.1 in Q2, compared with 11.2 in Q1, and compared with 10.6 in Q2 of FY11. Non-GAAP inventory turns were 10.8 in Q2, compared with 10.9 in Q1, and compared with 10.0 in Q2 of FY11. :theflyonthewall.com |
|
| 16:09 EDT | | CSCO |
|
| 16:08 EDT | | CSCO |
| theflyonthewall.com: | Cisco says billion dollar expense reduction hit quarter early | | The company said, "We are executing well on our three-year plan to drive earnings faster than revenue. Our operational focus continues to yield positive results -- we hit our billion dollar expense reduction a quarter early -- and our ongoing innovation enables our customers to solve their critical business needs." :theflyonthewall.com |
|
| 16:07 EDT | | CSCO |
| theflyonthewall.com: | Cisco raises quarterly dividend to 8c from 6c | | Cisco announced its board declared a quarterly dividend of 8c per common share, a 2c increase over the previous quarter's dividend, to be paid on April 25 to all shareholders of record as of the close of business on April 5. :theflyonthewall.com |
|
| 16:06 EDT | | CSCO |
| theflyonthewall.com: | Cisco reports Q2 EPS 47c vs. consensus 43c | | Reports Q2 revenue $11.5B vs. consensus $11.23B. :theflyonthewall.com |
|
| 15:08 EDT | | CSCO |
|
| 14:55 EDT | | CSCO |
|
| 13:31 EDT | | CSCO |
| theflyonthewall.com: | Earnings Preview: Cisco could offer better-than-expected Q2 and outlook | | Cisco Systems (CSCO) is expected to report Q2 earnings after the market close on Wednesday, February 8, with a conference call scheduled for 4:30 pm ET. The consensus estimate is 43c for EPS and $11.23B for revenue, according to First Call. Cisco underwent a massive corporate overhaul last year, which involved layoffs and widespread restructuring, in an attempt to get back on track. Now leaner, Cisco says all the upheaval is paying off. Optimists await what they expect will be further signs of recovery from the networking giant. Wall Street expects Cisco to report a stable quarter, buoyed in part by improving enterprise demand in the U.S. Options activity also hints at high expectations for Cisco's quarterly report. But, in five of the past six quarters, Cisco stock has been hit hard after not living up to expectations. The whisper number is set a bit higher, arriving at earnings of 46c per share. Investors will be closely monitoring Cisco's results for evidence that the switch maker is fighting off rivals such as Juniper Networks (JNPR), which cut its Q4 forecast last month on weakness in the U.S. service provider market, and from Hewlett-Packard (HPQ). Guidance from its last earning calls is for Q2 revenue of approximately $11.14B-$11.24B, or 7%-8% growth year-over-year. Cisco also sees Q2 GAAP pre-tax charges of up to $100M, adjusted operating margin 26%-27%, and a non-GAAP tax provision rate of approximately 22%. Sterne Agee's Shaw Wu also expects good Q2 numbers as, "Checks indicate stable demand trends -- in terms of product segments." Wu explained that product refreshes, such as the new versions of Cisco's Catalyst and Nexus switches, are helping boost sales. Consensus for Q3: 45c on $11.46B in revenue. Consensus for FY12: $1.677/$45.83B. Consensus for FY13: $1.94/$48.65B. Expectations are for a post-earnings move of about 6% for Cisco shares, up or down, based on Tuesday's activity of weekly options that expire on Friday. This is below the average 10% move for the past four quarters. Some speculate, that even if Cisco posts a strong profit, we could see a "sell on the news" -- as the stock closed Tuesday just 10% shy of the consensus' 12-month price target of $22. :theflyonthewall.com |
|
| 06:39 EDT | | CSCO |
|
|
February 7, 2012
|
| 08:31 EDT | | CSCO |
| theflyonthewall.com: | Cisco risk/reward favorable, says Credit Suisse | | Credit Suisse believes Cisco's gross margins and operating margins will improve near-term as the company benefits from staff reductions and improvement in switching and routing margins. Shares are Outperform rated with a $26 price target. :theflyonthewall.com |
|
| 06:29 EDT | | CSCO |
|
|
February 6, 2012
|
| 07:47 EDT | | CSCO |
| theflyonthewall.com: | ADP partners with Cisco to bring tablets to car buyers, Business Insider says |
 Subscribe for More Information :theflyonthewall.com |
|
|
February 5, 2012
|
| 16:01 EDT | | CSCO |
|
|
February 3, 2012
|
| 09:14 EDT | | CSCO |
| theflyonthewall.com: | Cisco Q2 sales, gross margins likely to exceed guidance, says Stifel Nicolaus |
Subscribe for More Information :theflyonthewall.com |
|
|
February 2, 2012
|
| 12:06 EDT | | CSCO |
|
| 09:02 EDT | | CSCO |
|
|
January 31, 2012
|
| 11:02 EDT | | CSCO |
|
| 06:31 EDT | | CSCO |
| theflyonthewall.com: | Rapid growth, emerging markets drive tablet demand, Digitimes reports | | Tablet PC shipments are expected to grow from 72.7M units in 2011 to 383.3M by 2017, with growth driven by emerging markets as well as steady demand in mature markets, according to DisplaySearch and reported in Digitimes. Reference Link :theflyonthewall.com |
|
|
January 30, 2012
|
| 22:01 EDT | | CSCO |
|
| 09:50 EDT | | CSCO |
|
