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Cisco's much ballyhooed data center sales sequentially declined during Q3FY11
Wed, 5/11/11 - 7:49pm View comments
Stunningly in my opinion, sales of the ultimate "phoenix " in Cisco's new product reporting category - data center sales, sequentially declined by -$41 million (a -9.6% drop) during Q3'FY11.
Cisco's data center sales include the Application Networking , Storage
and Unified Computing Systems (UCS) products.
This is noteworthy (again in my opinion), because it's the first sequential quarterly data center sales decline since Cisco began reporting its new product category , which started with Q1'FY10.
Until Q3'FY11, data center and services had been the only 2 sales categories at Cisco (since it reorganized its sales reporting), to never of had a sequential quarterly sales decline.
Perhaps Cisco's Padmasree Warrior has now begun to deliver her special blend of business destroying magic!
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
Routers
$1,600
$1,586
$1,714
$1,731
$1,804
$1,672
$1,860
Switches
2,851
3,409
3,661
3,608
3,551
3,151
3,299
New Products
2,545
2,784
2,837
3,246
3,114
3,202
3,262
Other
204
197
224
223
231
211
248
Services
1,821
1,839
1,932
2,028
2,050
2,171
2,197
TOTAL
$9,021
$9,815
$10,368
$10,836
$10,750
$10,407
$10,866
Cisco's New Product Sales (in millions)
Q1'FY10
Q2'FY10
Q3'FY10
Q4'FY10
Q1'FY11
Q2'FY11
Q3'FY11
Video Home
$901
$1,153
$1,115
$1,095
$1,000
$1,097
$1,060
Collaboration
703
715
752
993
1,019
980
1,046
Security
403
394
405
526
395
359
413
Wireless
310
254
271
307
338
340
358
Data Center
228
268
294
325
362
426
385
TOTAL
$2,545
$2,784
$2,837
$3,246
$3,114
$3,202
$3,262
Source: Cisco Systems
View Cisco's Q3'FY11 earnings call transcript .
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