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思科股價因前瞻指引黯淡暴跌 

思科2024年第一季營收和利潤雙雙超過預期 

思科系統 (CSCO.US) 第一季​​業績強勁,每股盈餘 (EPS) 為 1.11 美元,比分析師預期高出 0.08 美元。 這家科技巨頭的營收亦超出預估,達到 147 億美元,而市場普遍預期為 146.2 億美元。 總體而言,對於思科這是一個相當出色的季度,獲利和收入都超過分析師預測。 

儘管如此,這家總部位於聖荷西的網路設備製造商還是表達了擔憂,並表示:「思科在本季度發現新產品訂單有所放緩,他們將其歸因於客戶優先考慮前幾季度產品的安裝施作。” 當季,思科宣佈意向以總合 280 億美元收購數據分析軟體製造商 Splunk。 執行長 Chuck Robbins 表示,思科對其在2025財年從雲端供應商獲得價值超過10億美元的人工智慧基礎設施訂單的能力充滿信心。 他也提到,思科在與雲端供應商的合作中展現了靈活性,使該公司能夠恢復穩定。 

論及前瞻指引,思科系統公司預計 2024 年第二季EPS將在 0.82 美元至 0.84 美元之間,低於市場普遍預期的 0.99 美元。 此外,預估同一季度的營收約為 126 億美元至 128 億美元,低於市場普遍預期的 141.9 億美元。 

對於 2024 年整個財年,公司預期每股盈餘將在 3.87 美元至 3.93 美元之間,略低於普遍預期的 4.05 美元。 另外,公司預估該財年營收約538億美元至550億美元,低於市場普遍預期的577.6億美元。 

隨下調業績指引,思科股價大幅下跌,週三盤後交易中收錄超過10%跌幅。 

(思科股價日線圖) 

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