思科上季营收下降6%仍优于预期,上调后全年指引略逊,盘后跌超2%

华尔街见闻
14 Nov 2024

思科2025财年第一财季营收同比下降6%、连降四季仍高于分析师预期,最大业务网络的营收超预期下降23%;思科全财年营收指引区间小幅上调,区间中值低于分析师预期;当季总体产品订单增长20%,不计3月完成收购的Splunk,订单则增长9%,当季大客户AI基础设施订单3亿美元,CEO称有信心全财年AI订单超过目标10亿美元。 新近财报显示,思科的季度营收已经持续一年下滑,在人工智能(AI)技术应用热潮的...

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