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Cisco Systems Inc. (CSCO): F4Q24 First Take: EPS beat with stronger-than-expected orders growth

CSCO’s F4Q24 EPS of $0.87 beat GS/consensus (Visible Alpha) of $0.85/$0.85on a slight EBIT beat and better taxes. Revenue of $13.6 bn beat GS/consensus of
海外研报

4Q24 review: Beat & raise on Enterprise & Public Sector order strength, workforce restructuring

CSCO’s F4Q24 EPS beat on slightly better EBIT – driven by arevenue beat and in-line margins - and below-the-line items.
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The Global Point Thursday, 15 August 2024

The global economy’s “digital transformation” has entailed a shift from ecosystems characterized primarily by flows of physical “stuff” to ecosystems
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GS EUROPEAN EXPRESS: Encore: Buy ISS, EON, Neste (all on CL); Sell Elekta

SS – upsized buyback supportive of our thesis – ISS 1H results were characterisedby headline numbers that were largely in-line with expectations, FY24 organic
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RWE: Uncertain Capital allocation a continued overhang // E.ON

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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BOJ watch: How will Kishida's successor get along with the central bank?

Prime Minister Fumio Kishida indicated in a 14 August press conference that he intendsto step aside at the end of his current term rather than seek re-election by his party
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Hardware Sector Update; DELL Add to Focus List; ALAB

My colleague Jack Atherton, who covers Comm, Internet, Media and Software, is on New Parent Leave until Labor Day. I’ll be backing him up - including sending this combined TMT morning daily, and providing his
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Lamenting party policy prescriptions for inflation

• The Biden/Harris administration has blamed greedy corporations
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Macro at a Glance: Latest views and forecasts

Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,
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Yen vs the World: Don’t get carried away

Nearly all Governor Ueda’s monetary policy press conferences has been on the dovish side. However, this
海外研报