CSCO Fair Price
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My Notes
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🗓️Následující week in the world of investment: key news and events!
This week I'll be watching mainly macroeconomic data from the US. 📊 Of course there will be a few companies worth watching!
Here's an overview of what's to come:
🚬On Monday, I'll be watching British American Tobacco's earnings before the markets open $BTI.
💬 On Tuesday, we'll have data on PPI inflation in theUS...
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European regulators approve Cisco's acquisition of Splunk
EU officials on Wednesday ruled that the Cisco-Splunk transaction does not raise competition concerns. $CSCO+0.1% $SPLK I looked up the company about 3 months ago and it was discussed here and is quite popular. So I want to bring this topic up today for the weekend. 😊
![](https://media.bulios.com/media/statuses/inside/cb84b2a1-8fa4-472c-976d-6a70c99f0eed.jpg?w=600&h=300&mode=fill&fill=blur)
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The acquisition seems unnecessarily expensive to me, even if it makes sense strategically.
Interesting events coming up in the coming week! 🌐📈
US Inflation (Tuesday):
On Tuesday, we will hear important data on inflation in the US. This data may influence the Fed' s decision . The expectation for the annual rate is 2,9 % and for month-on-month,
growth of 0,2 %.
Coca-Cola $KO-0.4%Results (Tuesday):
The beverage giant tends to be an indicator of economic activity. What...
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Thanks for the info, it's going to be quite an interesting week that will give the Fed the numbers again and investors speculation on where this could go. 😊
Fortinet $FTNT+0.4% 🖥️📡
Another company I like at the moment is Fortinet. Their cybersecurity is one of the top in the world. 🚀
The company is headquartered in Sunnyvale, California. With the potential to take advantage of increased spending on cybersecurity, they seem poised for nice growth this year. 🌟
![FTNT](https://media.bulios.com/media/ticker/015fba18-ca50-4d1f-87f5-7e76da7fcc96.png)
Fortinet
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What about the $PANW-0.5% and the drop, isn't that too much? ...I'm wondering if there is something more behind it and possibly take advantage of the drop with the purchase. 🤔
Does anyone here have $CSCO+0.1% in their portfolio?
![CSCO](https://media.bulios.com/media/ticker/d525ec4d-f6a3-43a0-a5e8-2538c86d35f3.png)
Cisco
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What do you think about Cisco Systems $CSCO+0.1% results for Q2 2023? Revenue grew 16% year-over-year to $15.2 billion, with product revenue up 20% and services revenue up 4%. Net income on a GAAP basis grew 41% year-over-year to $4 billion, and the company earned $0.97 per share. On a non-GAAP basis, net income rose 36% to $4.7 billion and the company earned $1.14 per share....
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AI! The most talked about topic in the investment world lately. We had a crazy tech rally during covid. When the pandemic ended, inflation and interest rates rose and the tech. mega rally was extinguished.
Now we have a new rally!
ChatGPT has left investors feeling exuberant. And a new rally is in full swing as all sorts of future AI opportunities are priced in.
That's why I've...
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Nicely summed up and I'll join the Applaks here 😂 I also think they'll come up with something later when it's a blast
Who else is waiting for the $CSCO+0.1% result?
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That doesn't look bad at all:
Cisco press release (NASDAQ:CSCO): Q3 Non-GAAP EPS of $1.00 beats by $0.03.
Revenue of $14.57B (+13.5% Y/Y) beats by $210M.
Total software revenue up 18% year over year and software subscription revenue up 17% year over year
Total annualized recurring revenue at $23.8B, up 6% year over year and product ARR up 10% year over year
Remaining performance obligations at $32.1 billion, up 6% year over year and product RPO up 9% year over year.
Q4 FY 2023 Guidance: Revenue: 14% to 16% growth year over year
Earnings per Share: GAAP: $0.82 to $0.87; Non-GAAP: $1.05 to $1.07 vs. consensus of $1.04.
FY 2023 Guidance: Revenue: 10% to 10.5% growth year over year
Earnings per Share: GAAP: $2.93 to $2.98; Non-GAAP: $3.80 to $3.82 vs. consensus of $3.75
I will definitely be interested in inflation and would like to see the results of $BABA-0.5%, $WMT-0.3% and $DE-0.5%. Thanks for the overview.