Cisco Systems, Inc. (CSCO) – Will the strategic acquisition of Splunk refine Cisco’s competitiveness?

Cisco Systems, Inc. (CSCO) (Q4FY23)

Stock performance: Cisco stock price showed an upward trend in the past 3-month period and gave a 4% return. The price rose by 29% in the past 1-year. The stock has a 52-week high of $58.19 and a 52-week low of $38.60.

Quarter Performance : In Q4FY23, revenue increased 16% to $15.2bn as compared to $13.1bn in Q4FY22. In FY23, revenue rose 11% to $57bn from $51.6bn in the prior period due to an increase in product revenue by 13% Y/Y to $43.14bn.

Guidance for FY24: Revenue is expected to be in the range of $57bn to $58.2bn. Non-GAAP earnings per share are expected to range from $4.01 to $4.08.

Highlights

Cisco recently made headlines with its announcement to acquire Splunk, a cybersecurity company renowned for its software designed to search and analyze machine-generated
data. Splunk’s software is instrumental in detecting data patterns, offering valuable metrics, and diagnosing issues.

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Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– CrispIdea Segment Forecast
– Economic Value Added Analysis
– PE Band Comparison
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– Key Development
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages: 40

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