Cisco - Nasdaq
Os lucros aumentaram. Cai mais de 8% no after-hours.
JCS
JCS
---Tudo o que for por mim escrito expressa apenas a minha opinião pessoal e não é uma recomendação de investimento de qualquer tipo---
https://twitter.com/JCSTrendTrading
"We can confidently predict yesterdays price. Everything else is unknown."
"Every trade is a test"
"Price is the aggregation of everyone's expectations"
"I don't define a good trade as a trade that makes money. I define a good trade as a trade where I did the right thing". (Trend Follower Kevin Bruce, $5000 to $100.000.000 in 25 years).
https://twitter.com/JCSTrendTrading
"We can confidently predict yesterdays price. Everything else is unknown."
"Every trade is a test"
"Price is the aggregation of everyone's expectations"
"I don't define a good trade as a trade that makes money. I define a good trade as a trade where I did the right thing". (Trend Follower Kevin Bruce, $5000 to $100.000.000 in 25 years).
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- Localização: Lisboa
Elias Escreveu:O rectângulo passou à história - Cisco acima dos 21 dólares em máximos de 13 meses.
Concordo com o Elias, o rectângulo já era...abstenho-me de o voltar a traçar.
Entretanto, constato que estamos dentro da zona de forte resistência que identifiquei há dois meses atrás e que, em minha opinião, se situa, grosso modo, entre os 20,8 e os 22,50.
Se conseguir superar esta zona teremos dois sinais de força muito importantes, por um lado a eventual quebra da resistência e o fecho do gap gigantesco que ocorreu no inicio de Fevereiro de 2011.
Por ora, vai resistindo aos últimos dias menos bons das bolsas em geral.
Fica o boneco semanal.
Cumprimentos,
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lfhm Escreveu:Só para se ter uma visão do potencial da Cisco no longo prazo veja-se o aumento de tráfego que vai ocorrer com os telemóveis. Embora não tenha influência directa sobre a Cisco a rede global vai ter de aumentar e muito a capacidade da Internet ou seja negócio para a Cisco.
Atenção que a Cisco já tem equipamentos para o Core das redes móveis, nomeadamente GGSN's, que ao fim ao cabo são routers, e nisso eles sempre foram os melhores.
Ou seja, além de benefeciarem indirectamente também beneficiam directamente, isto assumindo que ganham quota de mercado na área de Core IP MPBN, aos grandes dominadores de mercado nesta área (Ericsson, Nokia Siemens, etc)
Abraço,
Life is short, ride hard!!!
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Só para se ter uma visão do potencial da Cisco no longo prazo veja-se o aumento de tráfego que vai ocorrer com os telemóveis. Embora não tenha influência directa sobre a Cisco a rede global vai ter de aumentar e muito a capacidade da Internet ou seja negócio para a Cisco. quem abra um posição longa para uns 4 anos tem muito potencial de retorno até porque a Cisco para além de não ter grande concorrência é muito boa no que faz.
[url="http://www.cisco.com/en/US/solutions/collateral/ns341/ns525/ns537/ns705/ns827/white_paper_c11-520862.html"]source[/url]
[url="http://www.cisco.com/en/US/solutions/collateral/ns341/ns525/ns537/ns705/ns827/white_paper_c11-520862.html"]source[/url]
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Cisco slips as outlook fails to impress
Thu Feb 9, 2012 8:33am EST
(Reuters) - Shares of Cisco Systems Inc (CSCO.O) was down a percent in premarket trade, after the network equipment maker's estimate-beating forecast failed to impress, suggesting that investors may still be wary of the company's recent restructuring efforts paying off so early.
The company, once a Wall Street darling, had been struggling with a business that had grown too big and unwieldy over the years, and issued bleak outlooks and profit warnings through several quarters.
But Chief John Chambers, who led the company for 17 years, finally scaled back on consumer businesses and laid off thousands in a sweeping overhaul, aiming to cut expenses by $1 billion.
"There were some pockets of concern, notably product GM, Europe, public sector and carrier spending. While none of these concerns are new, they continue to linger," BMO Capital Markets wrote in a research note.
The brokerage said though the forecast looked like it reflected a conservative macro view, overall growth still seemed unimpressive.
Shares of the company fell to $20.15 before markets opened on Thursday. They closed at $20.43 on Wednesday on the Nasdaq.
(Reporting by Sayantani Ghosh in Bangalore)
Thu Feb 9, 2012 8:33am EST
(Reuters) - Shares of Cisco Systems Inc (CSCO.O) was down a percent in premarket trade, after the network equipment maker's estimate-beating forecast failed to impress, suggesting that investors may still be wary of the company's recent restructuring efforts paying off so early.
The company, once a Wall Street darling, had been struggling with a business that had grown too big and unwieldy over the years, and issued bleak outlooks and profit warnings through several quarters.
But Chief John Chambers, who led the company for 17 years, finally scaled back on consumer businesses and laid off thousands in a sweeping overhaul, aiming to cut expenses by $1 billion.
"There were some pockets of concern, notably product GM, Europe, public sector and carrier spending. While none of these concerns are new, they continue to linger," BMO Capital Markets wrote in a research note.
The brokerage said though the forecast looked like it reflected a conservative macro view, overall growth still seemed unimpressive.
Shares of the company fell to $20.15 before markets opened on Thursday. They closed at $20.43 on Wednesday on the Nasdaq.
(Reporting by Sayantani Ghosh in Bangalore)
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Cisco Up 3%: FYQ2 Beats; Q3 View Tops Consensus
FEBRUARY 8, 2012, 4:07 PM ET
Cisco Systems (CSCO) this afternoon reported fiscal Q2 revenue and profit ahead of analysts’ expectations. The company forecast Q3 revenue and profit per share view ahead of consensus.
Revenue in the three months ended in January rose 11%, year over year, to $11.5 billion, yielding EPS of 47 cents.
Analysts on average were modeling $11.23 billion and 43 cents a share.
Cisco also raised its dividend to 8 cents a share per quarter from a prior 6 cents a share with the next dividend, payable on April 25th.
CEO John Chambers remarked that the company was “”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.”
Cisco ended the quarter with $46.7 billion in cash and equivalents and investments.
Cisco shares are up 72 cents, or almost 4%, at $21.18.
Cisco management will host a conference call with analysts at 4:30 pm, Eastern time, and you can catch the webcast of it here.
Update: During the conference call, management reviewed its various lines of business in the quarter.
Switching revenue rose 8%, year over year, to $3.61 billion. Cisco’s next-generation-routing revenue rose 8% to $2.1 billion, and revenue from so-called “high end” routing products was up 11%, helping routing gross margin to expand by 3 percentage points.
Data center revenue was up 88%, at $333 million. Other areas with double-digit revenue growth were collaboration (up 10%), service provider video (up 23%), security (up 24%), and wireless (up 25%). Services revenue was up 11%.
Switching made up 31% of revenue in the quarter, while routing made up 18%.
Cisco saw 5% growth in the Americas, 7% in Europe, the Middle East and Africa, and 14% in Asia-Pacific.
The company’s unified compute server product line saw 91% growth in revenue. Cisco added 1,786 customers for the UCS, at it’s known, to end the quarter with 10,763 customers for the product line.
Update 2: Cisco forecast revenue to rise 5% to 7% this quarter from last year’s level. With year-ago revenue of $10.87 billion, that would equate to $11.41 billion to $11.63 billion. That is comfortably ahead of the average $11.46 billion estimate.
The company expects 45 cents to 47 cents a share in profit this quarter, ahead of the average 45-cent estimate.
Cisco shares are down 3 cents at $20.40 in late trading.
FEBRUARY 8, 2012, 4:07 PM ET
Cisco Systems (CSCO) this afternoon reported fiscal Q2 revenue and profit ahead of analysts’ expectations. The company forecast Q3 revenue and profit per share view ahead of consensus.
Revenue in the three months ended in January rose 11%, year over year, to $11.5 billion, yielding EPS of 47 cents.
Analysts on average were modeling $11.23 billion and 43 cents a share.
Cisco also raised its dividend to 8 cents a share per quarter from a prior 6 cents a share with the next dividend, payable on April 25th.
CEO John Chambers remarked that the company was “”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.”
Cisco ended the quarter with $46.7 billion in cash and equivalents and investments.
Cisco shares are up 72 cents, or almost 4%, at $21.18.
Cisco management will host a conference call with analysts at 4:30 pm, Eastern time, and you can catch the webcast of it here.
Update: During the conference call, management reviewed its various lines of business in the quarter.
Switching revenue rose 8%, year over year, to $3.61 billion. Cisco’s next-generation-routing revenue rose 8% to $2.1 billion, and revenue from so-called “high end” routing products was up 11%, helping routing gross margin to expand by 3 percentage points.
Data center revenue was up 88%, at $333 million. Other areas with double-digit revenue growth were collaboration (up 10%), service provider video (up 23%), security (up 24%), and wireless (up 25%). Services revenue was up 11%.
Switching made up 31% of revenue in the quarter, while routing made up 18%.
Cisco saw 5% growth in the Americas, 7% in Europe, the Middle East and Africa, and 14% in Asia-Pacific.
The company’s unified compute server product line saw 91% growth in revenue. Cisco added 1,786 customers for the UCS, at it’s known, to end the quarter with 10,763 customers for the product line.
Update 2: Cisco forecast revenue to rise 5% to 7% this quarter from last year’s level. With year-ago revenue of $10.87 billion, that would equate to $11.41 billion to $11.63 billion. That is comfortably ahead of the average $11.46 billion estimate.
The company expects 45 cents to 47 cents a share in profit this quarter, ahead of the average 45-cent estimate.
Cisco shares are down 3 cents at $20.40 in late trading.
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Conquistador Escreveu:Elias Escreveu:Resultados: 47c versus 43c esp.
Sobe 3,3% no after
Olá Elias,
Onde é que consultas as cotações no after?
Cumprimentos
http://data.cnbc.com/quotes/CSCO
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UPDATE 1-Optimism springs eternal in Cisco shares ahead of results
By Angela Moon and Doris Frankel
NEW YORK/CHICAGO, Feb 8 (Reuters) - Cisco's earnings have had a way of crushing the dreams of optimists in the last two years.
Shares of the computer networking giant have often rallied ahead of its earnings report, sparking bullish sentiment among options players, only to fall sharply after the company fails to meet lofty expectations.
There are fears this will happen again when the company reports results after the close of trading on Wednesday. The stock has been on a roll, rising more than 50 percent from a 52-week low to levels not seen in a year.
"There is a lot of optimism from option traders heading into earnings," said Joe Bell, senior equity analyst at Schaeffer's Investor Research in Cincinnati. "If the results do not meet expectations, there may be a lot of downside."
The day after five of the last six earnings reports, Cisco Systems Inc shares have been hit hard. The stock fell 10 percent on Aug. 12, 2010, 16 percent on Nov. 11, 2010 and 14 percent on Feb. 10, 2011, according to Reuters data.
The one exception in the last six quarters was in August 2011, when the shares gained 16 percent the day after results.
Wall Street expects Cisco to report a stable quarter, buoyed in part by improving enterprise demand in the United States.
Cisco has outperformed its peers this year, rallying 11.7 percent, and options activity has been tilted to the bullish side.
Heading into Wednesday's earnings report, investors bought 3.61 calls for every put on three U.S. options exchanges as new positions over the past 10 trading sessions, according to Schaeffer's data. That gauge clocked in higher than 79 percent of the readings taken during the past year.
Sentiment in Cisco is among the most optimistic in the S&P 1500 index, "so even a slight disappointment in earnings could whack the stock," said Jason Goepfert, president of SentimenTrader.com in Minneapolis.
Goepfert's sentiment score for Cisco is at 84 percent. He views 80 percent as extremely optimistic and under 20 percent as extremely pessimistic.
The score is derived by averaging seven measures of sentiment in each stock, which includes the put-and-call open interest and put-and-call volume over the past week.
Other tech giants, such as Microsoft Corp and Apple Inc, have hit 52-week highs as market sentiment has improved.
Goldman Sachs Group's derivative strategists recommended that investors consider Cisco calls "to benefit from strong underlying fundamentals this quarter," they said in a report on Wednesday.
But a closer look at the options market suggests some worry. The put skew - a measure of the relative cost of bearish put options versus bullish call options - is elevated. That suggests that even though call activity is dominating, investors are spending more money to protect against a possible negative surprise.
Ryan Detrick, senior technical strategist at Schaeffer's, said there is "definitely a big skew currently, as puts are more expensive than calls by the widest margin since August 2011. There's no doubt investors are paying up for puts in front of this earnings report, but what is interesting is we've also seen a good deal of call buying relative to put buying over the previous two weeks."
Expectations are for a post-earnings move of about 6 percent for Cisco shares, up or down, based on Tuesday's activity of weekly options that expire on Friday. This is below the average 10 percent move for the past four quarters.
Cisco shares were flat at $20.20 in morning trading on Wednesday .
Option volume was double the average daily turnover on Tuesday, with about 152,000 calls and 60,000 puts traded, according to options analytics firm Trade Alert. Its most active options was February $22 strike calls, followed by February $21 calls.
By Angela Moon and Doris Frankel
NEW YORK/CHICAGO, Feb 8 (Reuters) - Cisco's earnings have had a way of crushing the dreams of optimists in the last two years.
Shares of the computer networking giant have often rallied ahead of its earnings report, sparking bullish sentiment among options players, only to fall sharply after the company fails to meet lofty expectations.
There are fears this will happen again when the company reports results after the close of trading on Wednesday. The stock has been on a roll, rising more than 50 percent from a 52-week low to levels not seen in a year.
"There is a lot of optimism from option traders heading into earnings," said Joe Bell, senior equity analyst at Schaeffer's Investor Research in Cincinnati. "If the results do not meet expectations, there may be a lot of downside."
The day after five of the last six earnings reports, Cisco Systems Inc shares have been hit hard. The stock fell 10 percent on Aug. 12, 2010, 16 percent on Nov. 11, 2010 and 14 percent on Feb. 10, 2011, according to Reuters data.
The one exception in the last six quarters was in August 2011, when the shares gained 16 percent the day after results.
Wall Street expects Cisco to report a stable quarter, buoyed in part by improving enterprise demand in the United States.
Cisco has outperformed its peers this year, rallying 11.7 percent, and options activity has been tilted to the bullish side.
Heading into Wednesday's earnings report, investors bought 3.61 calls for every put on three U.S. options exchanges as new positions over the past 10 trading sessions, according to Schaeffer's data. That gauge clocked in higher than 79 percent of the readings taken during the past year.
Sentiment in Cisco is among the most optimistic in the S&P 1500 index, "so even a slight disappointment in earnings could whack the stock," said Jason Goepfert, president of SentimenTrader.com in Minneapolis.
Goepfert's sentiment score for Cisco is at 84 percent. He views 80 percent as extremely optimistic and under 20 percent as extremely pessimistic.
The score is derived by averaging seven measures of sentiment in each stock, which includes the put-and-call open interest and put-and-call volume over the past week.
Other tech giants, such as Microsoft Corp and Apple Inc, have hit 52-week highs as market sentiment has improved.
Goldman Sachs Group's derivative strategists recommended that investors consider Cisco calls "to benefit from strong underlying fundamentals this quarter," they said in a report on Wednesday.
But a closer look at the options market suggests some worry. The put skew - a measure of the relative cost of bearish put options versus bullish call options - is elevated. That suggests that even though call activity is dominating, investors are spending more money to protect against a possible negative surprise.
Ryan Detrick, senior technical strategist at Schaeffer's, said there is "definitely a big skew currently, as puts are more expensive than calls by the widest margin since August 2011. There's no doubt investors are paying up for puts in front of this earnings report, but what is interesting is we've also seen a good deal of call buying relative to put buying over the previous two weeks."
Expectations are for a post-earnings move of about 6 percent for Cisco shares, up or down, based on Tuesday's activity of weekly options that expire on Friday. This is below the average 10 percent move for the past four quarters.
Cisco shares were flat at $20.20 in morning trading on Wednesday .
Option volume was double the average daily turnover on Tuesday, with about 152,000 calls and 60,000 puts traded, according to options analytics firm Trade Alert. Its most active options was February $22 strike calls, followed by February $21 calls.
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Ontem a Cisco teve o seu fecho mais alto em 12 meses ao terminar a sessão nos 20,19.
Há um ano andava pelos 22, no dia 9 de Fevereiro apresentou resultados e no dia seguinte caiu 15%.
Os resultados saem amanhã após o fecho.
Há um ano andava pelos 22, no dia 9 de Fevereiro apresentou resultados e no dia seguinte caiu 15%.
Os resultados saem amanhã após o fecho.
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- CISCO SYSTEMS INC..png (19.26 KiB) Visualizado 7497 vezes
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