Report
Mark Cash
EUR 100.00 For Business Accounts Only

Cisco Continues to Shift to Software and Services in a Multi-Cloud World

Cisco's record-setting fourth quarter closed out a strong 2018 fiscal year as both revenue and operating income for the quarter came in slightly ahead of consensus expectations. Cisco reported 6% year-over-year revenue growth in the quarter, and 3% growth for the fiscal year. We are maintaining our narrow moat and are raising our fair value estimate to $43 per share from $41 due to rolling our model. With shares trading in 3-star territory, investors should wait for a larger margin of safety.
Th...
Underlying
Cisco Systems Inc.

Cisco Systems designs and sells a range of technologies that power the Internet. The company's business is organized into the following three geographic segments: Americas; Europe, Middle East, and Africa; and Asia Pacific, Japan, and China. The company's products and technologies are grouped into the following categories: Infrastructure Platforms; Applications; Security and Other Products. In addition to its product offerings, the company provides a range of service offerings, including technical support services and other services. The company delivers its technologies through software and services. The company's customers include businesses of all sizes, public institutions, governments, and service providers.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Mark Cash

Other Reports on these Companies
Other Reports from Morningstar

ResearchPool Subscriptions

Get the most out of your insights

Get in touch