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Sam Badawi
@Sam_Badawi
Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube | Beta opens Dec 1 ⤵️
가입 March 2020
699 팔로잉 중    56.7K 팬
Cisco - FY2027 Q1 Earnings $CSCO $105.80 [+3.72% AH] ✅ Revenue: $18.5B (Est: $18.1B) [+24% YoY] ✅ EPS: $1.40 (Est: $1.33), non-GAAP, GAAP $1.14 Additional Metrics: Non-GAAP Gross Margin: 65.6% Non-GAAP Operating Income: $7.0B [+37% YoY] Non-GAAP Operating Margin: 37.8% GAAP Operating Income: $5.6B [+66% YoY] Non-GAAP Net Income: $5.6B [+39% YoY] GAAP Net Income: $4.6B [+59% YoY] Operating Cash Flow: $4.4B [+36% YoY] Cash and Investments: $15.8B RPO: $46.2B [+8% YoY] Capital Returned: $3.7B Product Revenue: $14.7B [+32% YoY] Services Revenue: $3.9B [+1% YoY] Product Category Revenue: Networking: $11.1B [+43% YoY] Security: $2.1B [+7% YoY] Collaboration: $1.1B [+8% YoY] Observability: $279M [+2% YoY] Geographic Revenue: Americas: $11.5B [+28% YoY] EMEA: $4.5B [+18% YoY] APJC: $2.6B [+21% YoY] Q2 FY2027 Guidance: ✅ Revenue: $18.0-18.2B (Est: $17.8B) ✅ Non-GAAP EPS: $1.34-1.36 (Est: $1.24) FY2027 Guidance: ✅ Revenue: $74.8-75.8B (Est: $73.3B) (Prior: $72.2-73.4B) ✅ Non-GAAP EPS: $5.47-5.53 (Est: $5.17) (Prior: $5.05-5.11) Hyperscaler AI Infrastructure Revenue: $9B (raised)
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