思科盈利稳健，但收入再次下滑

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思科（Cisco Systems Inc.）公布了稳健的第一财季财报，业绩超出预期，并上调了2025 财年全年收入展望，但仍无法阻止收入连续第四个季度下滑，盘后股价走低。这家网络巨头公布的未计入股票投资收入等特定成本的每股收益为91美分，高于华尔街分析师一致预期的87美分。收入达到138.4亿美元，比去年同期下降6%，但高于分析师预期的137.7亿美元。收入的减少对思科的净利润产生了影响，净利润从...

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财年全年收入展望，但仍无法阻止收入连续第四个季度下滑，盘后股价走低。这家网络巨头公布的未计入股票投资收入等特定成本的每股收益为91美分，高于华尔街分析师一致预期的87美分。收入达到138.4亿美元，比去年同期下降6%，但高于分析师预期的137.7亿美元。收入的减少对思科的净利润产生了影响，净利润从去年同期的36.4亿美元下降到本季度末的27.1亿美元。思科表示，网络业务是收入下降的主要原因。该业务的收入比去年同期下降了23%，仅为67.5 亿美元，略低于市场一致预期的68亿美元。该公司还报告了20.2亿美元的安全收入，增长了50%，大大超过了市场一致预期的19.3亿美元，而协作软件和工具的销售额为10.9亿美元，略低于分析师预期的10.4亿美元。其他方面，服务收入增长了6%，达到37.2亿美元，而可观测性（一个规模较小但增长迅速的部门）销售额增长了36%，达到2.58亿美元。思科首席执行官Chuck Robbins（如图）在电话会议上表示，公司从“大型客户”的人工智能基础设施订单中获得了超过3亿美元的收入。同样，思科的竞争对手戴尔和慧与也非常重视人工智能相关硬件的销售。Robbins在电话会议上对分析师们表示：“我们已经赢得了更多的设计订单，并且仍然有信心在本财年从网络规模客户那里获得10亿美元的人工智能订单，超过我们的目标。”Robbins补充表示，最近几个月，思科发布了由英伟达GPU支持的、新的数据中心硬件，英伟达的GPU是人工智能工作负载最常用的处理器。他承诺，思科未来将根据市场需求开始支持其他类型的图形处理器，比如英伟达的主要竞争对手AMD的产品。他补充表示，更好的是，思科才刚刚开始看到人工智能投资的成果。Robbins补充表示：“（与英伟达的）合作仍在顺利进行，现在还为时尚早。”“我认为2025年才是我们开始看到企业真正部署其中一些技术的时候。”Robbins对分析师们表示，目前，大多数企业仍在争先恐后地升级数据中心基础设施，为更广泛地部署人工智能支持的应用程序做准备。思科首席财务官Scott Herren谈到了与美国政府机构的某些交易被推迟而不是取消的情况。据他介绍，这是因为最近通过的《财政责任法案（Fiscal Responsibility Act）》，该法案削减了政府在信息技术领域的支出。不过，最近的选举结果可能会改变这种状况。Herren表示：“看起来共和党将赢得国会参众两院和白宫，因此我希望预算能尽快出台。”Constellation Research Inc.的分析师Holger Mueller表示，投资者可能会注意到，思科在人工智能时代的增长困境，与它在云时代兴起时的增长乏力如出一辙。这位分析师表示：“亮点是产品收入的增长，本季度增长了20%，但其中一半来自于早些时候对Splint的收购，所以情况并没有那么好。”“如果对这一数字进行通胀调整，实际增长可能是中等个位数，看起来并不理想。因此，投资者理所当然地会问，思科何时何地才能再次实现增长。”这位分析师还表示，投资者也不可能太在意Herren有关政府合同的说法，因为这些“并不代表长期可持续的增长战略”。在本季度，思科宣布收购了几家初创公司。其中最重要的是聚焦人工智能的安全公司 Robust Intelligence Inc.，该公司销售的工具可保护大语言模型及其使用的数据，还有另一家名为DeepFactor Inc.的安全公司，该公司提供容器安全和安全访问工具。思科还在本季度推出了新的Wi-Fi 7解决方案，并为其Webex协作平台推出了一系列人工智能代理，通过自动执行一系列呼叫中心任务来帮助员工提高工作效率。展望下一季度，思科预计每股收益为89到91美分，营收在137.5亿美元到139.5亿美元之间。这两个数字都略高于华尔街的预期，分析师预计每股收益为87美分，销售额为138亿美元。思科将全年的盈利预期从之前的每股3.52美元至3.58美元提高到3.60美元到3.66美元。在收入方面，思科现在预计销售额为553亿至563亿美元，高于之前预计的550亿至562亿美元。新的指引表明公司将恢复增长，预计收入将同比增长约3%。新目标均高于华尔街的预期，分析师预计全年每股收益为 3.58 美元，销售额为558.9亿美元。尽管数据喜人，但投资者似乎对公司没有取得更好的业绩感到失望。思科股价在延时交易中下跌了2%多一点，不过今年迄今为止仍然上涨了17%。","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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