思科系统(CSCO)2月12日夜盘大涨7.15%,引发市场热议。公司当日发布的财报和前景指引主导了这一涨幅。
据财报显示,思科上一财季营收139.9亿美元,超过分析师预期的138.7亿美元。调整后每股盈利0.94美元,也高于预期0.91美元。公司上调了全年营收指引,从原先预期的553亿至563亿美元上调至560亿至565亿美元,高于市场预期559.9亿美元。
推动业绩增长和指引上调的主因,是人工智能(AI)等新兴技术蓬勃发展催生了企业对网络设备和云基础设施的大量需求。作为网络设备龙头,思科在这一趋势中获益匪浅,公司还推出多款AI相关产品满足需求。与此同时,思科不断向软件和服务转型,订阅模式带来稳定收入。
财报预期向好加上股票回购计划的支撑,提振市场对思科长期增长前景的信心。分析师认为思科业绩持续向好,将持续受益于AI热潮和产业数字化转型带来的网络需求增长,业务有望持续向好。
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