Bo Haug's Contributor Page
Cisco Systems Inc (NASDAQ:CSCO)
Latest Update: May 18, 2016.
Model Summary: This model disaggregates Cisco's earnings between the companies primary products and segments: Switching, NGN Routing, Collaboration, Service Provider Video, Data Centers, Wireless, and Security. Future period earnings are projected using assumptions for revenue growth rates by segment and ratio analysis for margins and operating expenses.
Cisco Surprises with Strong Results; Switching Deceleration Continues
Overall Cisco Systems (NASDAQ:CSCO) reported results which beat the street’s expectations, with a particularly strong gross margin, due in part to the extra week of results included in this quarter (approximately +50bp impact on gross margin). Management’s cloud-based platform focus continued to improve collaboration results with revenue up 10% year over year. While Cisco’s switching business has held up relatively well, given the recent macroeconomic headwinds, white box switches still pose a significant threat in the future. Click to continue reading
Weak Hardware Spending Will Likely Drive Cisco's F3Q16 Results
Cisco Systems (NASDAQ:CSCO) will report fiscal third quarter results on Wednesday, which will likely show continued weakness in enterprise spending as many of the company's peers have already reported soft results across the board. In addition, management discussed a slowdown in spending at the close of the fiscal second quarter in January on last quarter’s earnings call, which have continued into the third quarter. Click to continue reading
Bo Haug is a student from Barry University double majoring in Finance and International Business with a 3.9 GPA. Bo is currently a Fund Analyst covering the Tech & Telecom Sector for the Student Managed Investment Fund (SMIF) at Barry.
Contributor Type: Intern, Level 1 Junior Research Associate.
Team: Bo is the Sector Team Leader for Barry University.
Prospective employers may contact Bo to discuss opportunities using LinkedIn.