谋求向AI转型，思科新财年首份季报环比增长

第一财经11-14

北京时间11月14日，思科（CSCO.O）发布新财年的一季度财报。财报显示，该季度的营收138.41亿美元，环比上升1.45%，同比减少6%。净利润27.11亿美元，环比上升25%，同比下降25%。　　虽然业绩出现同比下滑，但是好于市场给予的预期，此前分析师预期当季营收137.7亿美元。从财报数据看，思科已逐渐从一年多来下滑的财务表现中逐渐走了出来。关于本财年的营收预测，思科预计营收区间位于553...

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report in the new fiscal year increased quarter-on-quarter","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CSCO":1},"content_text":"北京时间11月14日，思科（CSCO.O）发布新财年的一季度财报。财报显示，该季度的营收138.41亿美元，环比上升1.45%，同比减少6%。净利润27.11亿美元，环比上升25%，同比下降25%。　　虽然业绩出现同比下滑，但是好于市场给予的预期，此前分析师预期当季营收137.7亿美元。从财报数据看，思科已逐渐从一年多来下滑的财务表现中逐渐走了出来。关于本财年的营收预测，思科预计营收区间位于553亿美元和563亿美元之间，而此前估计营收位于550亿美元和562亿美元之间，营收区间上扬。摩根大通在近期上调了思科的评级，由中性调整至增持评级。　　上一财季的公司订单量大幅增加，同比增长20%，并预计这一财季增长14%。公司CEO Chuck Robbins表示，加大在人工智能投入助力思科的业绩增长。“思科在2025财年迎来了一个很好的开端，我们的客户正加大对AI关键基础设施的投入。”　　思科称AI在三个方面促进公司的业绩增长。在AI训练基础设施方面，公司在该季度获得3亿美元订单，并预期全年相关订单达10亿美元。在AI网络连接方面，相关订单在当季度呈现两位数增长，包括交换机、路由器、无线设备及安全设备等。在AI推理及企业云方面，公司称数据中心交换机业务已经连续三季度呈现双位数增长。近期，公司宣布成立了10亿美元投资基金，主投生成式人工智能。此外，它还投资了CoreWeave，该公司主要为AI公司提供可靠和高性能的数据中心，而这些数据中心专门配备英伟达GPU产品。　　思科成立于1984年，以网络设备路由器起家，随着包括华为在内的入局者增加，网络设备市场竞争渐趋激烈。思科最主要的整体网络业务（包括路由器、交换机、运维平台等）不佳，业绩下滑。公司上一财年（2023年7月至2024年6月）的第二财季开始，占营收比重最大的网络业务开始出现同比大幅下滑的态势，导致公司的营业收入和净利润均出现同比下降。　　今年8月，思科宣布全球裁员，裁员幅度约为7%，涉及6300多个岗位。思科表示，关于本次裁员并非为了减少开支，提升利润，而是进行公司资源的重新配置，并将公司业务方向重点朝向网络安全、云服务和人工智能。　　近期，思科在谋求转型方面的动作频频。今年，思科宣布完成28亿美元收购网络安全公司Splunk，该起收购是公司成立以来，金额最大的一次交易。Splunk产品可向企业提供防范网络安全风险的工具和软件，思科认为本次交易可加强总体网络安全业务方面的实力。　　思科认为，AI数据中心的快速发展，将为公司的网络软硬件产品提供新的市场契机，以及新的业务增长点。ResearchAndMarkets.com研究报告显示，数据中心交换机市场规模将从2023年291亿美元扩展至404亿美元，年复合增长率5.2%，而思科是该市场的主要参与者之一。（文章来源：第一财经）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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