'Peb tsis muaj txoj kev npaj rau lub teb chaws kaw' - Cisco Tshuag plunges 13% raws li Tuam Tshoj lockdown cuam tshuam cov khoom siv thiab kev pom

Cisco kwv yees cov nyiaj tau los ntawm plaub lub hlis twg ntawm 76 xees rau 84 xees ib feem ntawm 5.5% mus rau 1% cov nyiaj tau los poob rau xyoo dhau los, lossis ntau ntawm $ 12.1 billion thiab $ 12.67 billion. Cov kws tshuaj ntsuam xyuas los ntawm FactSet tau kwv yees 92 xees ib feem ntawm cov nyiaj tau los ntawm $ 13.87 billion.

Cov kev taw qhia ntawd yuam Cisco txiav nws cov kev kwv yees txhua xyoo nrog tsuas yog ob peb lub hlis mus rau hauv nws cov nyiaj xyoo. Tom qab kwv yees cov nyiaj tau los tas li yuav nce 4.5% lossis zoo dua nyob rau xyoo no, Cisco cov thawj coj txo lawv txoj kev xav rau kev muag khoom loj hlob ntawm 2% mus rau 3% rau lub xyoo, thaum tseem txo lawv cov kev kwv yees txhua xyoo rau cov nyiaj tau los.

Hauv lub rooj sib tham hu rau hnub Wednesday yav tav su, cov thawj coj tau hais tias cov teeb meem kev xa khoom tau hnyav dua los ntawm COVID kev kaw haujlwm hauv Suav teb.

Chuck Robbins, Cisco tus thawj coj thiab tus thawj tswj hwm tau hais tias "Peb tsis muaj phiaj xwm rau lub tebchaws kaw,"

Ob Tus Thawj Saib Xyuas Nyiaj Txiag Scott Herren thiab Robbins tau hais tias qhov kev poob siab ntawm kev kwv yees yog "100% muab khoom." Robbins hais rau cov kws tshuaj ntsuam xyuas lub tuam txhab tau zaum ntawm cov ntaub ntawv rov qab thiab cov ntaub ntawv khaws tseg.

Robbins tau piav qhia tias txij li lub tuam txhab nyiaj txiag peb lub hlis twg tau xaus rau lub Plaub Hlis, nws tau ntsib tag nrho peb lub hlis twg ntawm kev kaw haujlwm hauv Suav teb uas tsis yog cov tuam txhab nrog peb lub hlis twg uas tau xaus rau lub Peb Hlis. Thaum Suav teb kaw cia Shanghai pib lub Peb Hlis 27, nws cuam ib tug liab wrench rau Cisco lub peev xwm kom tau cov khoom.

"Peb tab tom tham tiag tiag txog qhov xwm txheej Shanghai, yog li peb muaj $ 200 lab los ntawm Russia, thiab tom qab ntawd peb muaj $ 300 lab uas yog tag nrho vim tias peb tsis muaj peev xwm tau txais cov khoom siv hluav taws xob tawm ntawm Tuam Tshoj," Robbins tau hais. "Qhov ntawd yog qhov yooj yim ntawm qhov ua rau muaj teeb meem."

Robbins tau piav qhia tias "Hauv Shanghai, muaj ntau yam khoom nkag mus rau hauv peb lub zog, yog li peb tsis tuaj yeem tau txais cov khoom no," Robbins piav qhia. "Shanghai tam sim no tau hais tias lawv yuav qhib rau Lub Rau Hli 1."

Robbins tau hais tias "Peb tsis paub meej tias qhov ntawd txhais li cas, thiab qhov ntawd txhais tau li cas rau thaum twg peb yuav pib tau txais cov khoom tawm," Robbins tau hais. "Thiab qhov sib xws, peb ntseeg thaum lawv qhib thiab thaum lawv tso cai rau kev thauj mus los pib, peb ntseeg tias yuav muaj kev kub ntxhov ntau."

Thaum Robbins siv cov khoom siv hluav taws xob ua piv txwv, CFO Herren tau hais ntxiv tias cov teeb meem muab txuas mus rau ntau yam ntxiv.

Herren tau hais tias "Nws tsis yog cov khoom siv hluav taws xob nkaus xwb," “Peb muaj teeb meem hauv ntau qhov chaw sib txawv. Kuv tau sim muab qhov ntsuas rau koj vim kuv paub tias nws yog 41,000 yam khoom tshwj xeeb, qhov peb tau hais txog 350 muaj peev xwm muaj kev txhawj xeeb tam sim no. "

Cisco tau tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg ntawm $ 3.04 billion, lossis 73 xees ib feem, piv nrog $ 2.86 billion, lossis 68 xees ib feem, hauv lub xyoo dhau los. Cov nyiaj tau los hloov kho, uas tsis suav nrog cov nqi them nyiaj raws li cov nyiaj tau los thiab lwm yam khoom, yog 87 xees ib feem, piv nrog 83 xees ib feem ntawm lub xyoo dhau los. Cov nyiaj tau los tau zoo nyob ntawm $ 12.83 nphom piv nrog $ 12.8 nphom hauv lub xyoo dhau los.

Cov kws tshuaj ntsuam xyuas los ntawm FactSet tau kwv yees 86 xees ib feem ntawm cov nyiaj tau los hloov kho ntawm cov nyiaj tau los ntawm $ 13.37 billion, raws li Cisco qhov kev kwv yees ntawm 85 xees rau 87 xees ib feem ntawm cov nyiaj tau los ntawm $ 13.19 billion rau $ 13.44 billion.

Lub tuam txhab tau tshaj tawm tias "kev ruaj ntseg, agile tes hauj lwm" muag tau nce 4% rau $ 5.87 billion; hybrid ua hauj lwm, los yog kev sib koom tes, kev muag khoom poob 7% rau $ 1.13 billion; "Internet-for-the-Future" muag tau nce 6% rau $ 1.32 nphom; thiab qhov kawg-rau-kawg kev muag khoom ruaj ntseg tau nce 7% rau $ 938 lab los ntawm lub xyoo dhau los. Cov kws tshuaj ntsuam tau kwv yees "kev ruaj ntseg, agile tes hauj lwm" muag ntawm $ 6.1 billion, "kev ua haujlwm sib txuas" muag ntawm $ 1.13 billion, IftF muag ntawm $ 1.44 billion, thiab kev muag khoom ruaj ntseg kawg ntawm $ 930.8 lab.

Tag nrho cov khoom muag tau nce 3% rau $ 9.45 billion, piv nrog Txoj Kev kwv yees ntawm $ 9.81 billion, thiab cov nyiaj tau los ntawm kev pabcuam tau poob 8% rau $ 3.39 billion, thaum cov kws tshuaj ntsuam xav tau $ 3.54 billion.

Kev xa khoom teeb meem tshwm sim los ntawm Tuam Tshoj kev kaw haujlwm kuj cuam tshuam kev muag software ntawm Cisco, raws li CEO. Hnub Wednesday, Robbins tau hais tias lub tuam txhab muaj software backlog ntawm "zoo tshaj $ 2 nphom" uas tau "txuas mus rau ib qho khoom siv kho vajtse uas peb yuav tsis pib lees paub cov nyiaj tau los txog thaum lub nkoj kho vajtse."

Lub lim tiam dhau los, tsom mus rau Cisco kev ruaj ntseg lag luam hauv qab no tshaj tawm tias Shelly Blackburn, Cisco tus lwm thawj ntawm kev muag khoom ruaj ntseg thiab lub tuam txhab 22-xyoo qub tub rog, tau tawm hauv lub tuam txhab. Cisco tsis tau lees paub qhov kev txav no. Txog hnub Wednesday, Blackburn's Twitter thiab LinkedIn nplooj ntawv tseem teev nws ntawm Cisco.

Peb lub hlis dhau los, Robbins tau lees tias lub tuam txhab yuav tsum txhim kho nws txoj kev lag luam kev ruaj ntseg, thiab tag nrho lub tuam txhab tau hais rau MarketWatch qhov ntawd hos cov teeb meem ntawm kev xa khoom-chain tsis tau zoo dua lawv kuj tsis tau muaj qhov phem dua. Supply-chain teeb meem muaj dogged Cisco rau ntau tshaj ib xyoos Raws li lawv muaj feem ntau cov tuam txhab uas vam khom rau cov khoom siv semiconductors thaum lub ntiaj teb nti tsis txaus.

Robbins hais rau cov kws tshuaj ntsuam peb lub hlis dhau los, thaum nug tias vim li cas Cisco kev ruaj ntseg lag luam tsis loj hlob sai li Palo Alto Networks Inc.
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