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Cisco's Q2'FY12 switching, routing, collaboration revenues and product gross margin sequentially declined
Cisco's very important Q2'FY12 switching and collaboration revenues sequentially declined from the previous 2 quarters.
Thu, 2/9/12 - 8:35pm View comments
 Cisco's very important Q2'FY12 switching and collaboration revenues both sequentially declined over the previous 2 quarters, Q1'FY12 and Q4'FY11.
Additionally, Cisco's important Q2'FY12 router revenue sequentially declined from Q1'FY12.
Finally, Cisco's Q2'FY12 product gross margin sequentially declined.
View Cisco's Q2'FY12 earnings press release, earnings slide presentation and earnings call transcript as well as Cisco's historical financial statements.
Cisco's sequential quarterly operating cash flow declines (highlighted in yellow)
| Millions |
Q1'FY10 |
Q2'FY10 |
Q3'FY10 |
Q4'FY10 |
Q1'FY11 |
Q2'FY11 |
Q3'FY11 |
Q4'FY11 |
Q1'FY12 |
Q2'FY12 |
| OCF |
$1,488 |
$2,486 |
$2,967 |
$3,232 |
$1,667 |
$2,609 |
$2,979 |
$2,824 |
$2,333 |
$3,101 |
Source: U.S. Securities and Exchange Commission
Cisco's sequential quarterly gross margin (GM) declines (highlighted in yellow)
| |
Q1'FY10 |
Q2'FY10 |
Q3'FY10 |
Q4'FY10 |
Q1'FY11 |
Q2'FY11 |
Q3'FY11 |
Q4'FY11 |
Q1'FY12 |
Q2'FY12 |
| Product |
65.47% |
64.70% |
64.31% |
62.43% |
62.65% |
58.93% |
60.35% |
59.88% |
60.19% |
59.96% |
| Service |
64.47% |
63.67% |
62.31% |
63.80% |
63.60% |
64.80% |
64.95% |
66.79% |
65.14% |
66.29% |
| GM |
65.26% |
64.51% |
63.94% |
62.68% |
62.83% |
60.16% |
61.28% |
61.28% |
61.21% |
61.29% |
Source: U.S. Securities and Exchange Commission
Cisco's sequential quarterly sales declines (highlighted in yellow)
Cisco's Sales
(in millions) |
Q1'FY10 |
Q2'FY10 |
Q3'FY10 |
Q4'FY10 |
Q1'FY11 |
Q2'FY11 |
Q3'FY11 |
Q4'FY11 |
Q1'FY12 |
Q2'FY12 |
| Switching |
$2,968 |
$3,555 |
$3,814 |
$3,737 |
$3,689 |
$3,341 |
$3,480 |
$3,620 |
$3,675 |
$3,607 |
| NGN Routing |
1,901 |
1,873 |
2,019 |
2,075 |
2,177 |
1,919 |
2,150 |
2,018 |
2,108 |
2,077 |
| Collaboration |
658 |
666 |
706 |
951 |
977 |
952 |
1,008 |
1,076 |
1,093 |
1,047 |
| SP Video |
682 |
844 |
887 |
881 |
778 |
825 |
898 |
982 |
879 |
1,015 |
| Wireless |
309 |
253 |
269 |
303 |
334 |
335 |
353 |
405 |
362 |
418 |
| Security |
296 |
291 |
300 |
415 |
290 |
270 |
316 |
324 |
320 |
334 |
| Data Center |
19 |
25 |
53 |
99 |
125 |
177 |
173 |
219 |
259 |
333 |
| Other |
367 |
469 |
388 |
347 |
330 |
417 |
291 |
277 |
256 |
287 |
| Services |
1,821 |
1,839 |
1,932 |
2,028 |
2,050 |
2,171 |
2,197 |
2,274 |
2,304 |
2,409 |
| TOTAL |
$9,021 |
$9,815 |
$10,368 |
$10,836 |
$10,750 |
$10,407 |
$10,866 |
$11,195 |
$11,256 |
$11,527 |
Source: Cisco Systems
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