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  1. Cisco unveils big overhaul of UCS server line


    Thu, 4 Sep 2014

    emerging markets switch/router sales: IDC estimates Cisco's server revenue rose 35% Y/Y in Q2, leading its share to rise 140 bps to 5.8%. John Chambers recently mentioned UCS is now on a $3B/year run rate. Post your comment!

  2. Cisco Hopes Less Staff Means More Revenues


    Sat, 16 Aug 2014

    close to 8% of its global workforce, compared with cuts of about 4,000 positions a year ago. Chief Executive Officer John Chambers made it very clear, however, that the job cuts were not aimed at reducing costs, but to free up resources to invest in

  3. New Morningstar Analyst Report for Cisco Systems Inc

    Stock Reports

    Fri, 15 Aug 2014

    from HP, Brocade, and Juniper. The status quo is still the first option for mission-critical switch installations. CEO John Chambers has been with the firm since 1991, CEO since 1995, and chairman since 2006. Longtime CFO Dennis Powell stepped down in

  4. Cisco slumps in spite of target hikes; peers also off


    Thu, 14 Aug 2014

    on healthy enterprise orders and strong early uptake for the Nexus 9000/ACI SDN and networking virtualization platform. John Chambers mentioned on the CC ( transcript ) the platform's customer count more than tripled in FQ4 to 580+, and that there are

  5. Cisco's guidance mixed; more job cuts planned


    Wed, 13 Aug 2014

    Cisco plans to cut another 6K jobs (8% of the workforce), and to record a $0.14-$0.18 FQ1 GAAP EPS charge. John Chambers has offered cautious remarks about service provider and emerging markets demand. Carrier sales are expected to be weak for

  6. Cisco Systems CSCO Q3 2014 Earnings Call Transcript


    Wed, 14 May 2014

    Good afternoon, everyone, and welcome to our 97th quarterly conference call. This is Melissa Selcher, and I am joined by John Chambers , our Chairman and Chief Executive Officer; Frank Calderoni, Executive Vice President and Chief Financial Officer; Rob

  7. From Barron’s, April 21, 2014 (Part 2)


    Sat, 19 Apr 2014

    story; pg 31]; golf course and country club operator ClubCorp Holdings [ MYCC ; pg 41]; Cisco [ CSCO ; CEO spotlight on John Chambers who may retire in late 2016; pg 42]. RTN story http://online.barrons.com/news/articles/SB50001424053111904223604579493542520352008

  8. Investing’s Goal: Ownership


    Tue, 8 Oct 2013

    1 core router in late 2005, Cisco has turned the corner and has been rapidly gaining back share. The company's CEO, John Chambers , has likened its current positioning in the service provider market to where the company was in the enterprise market in

  9. A ‘Sigh of Relief’ at Davos: Confidence and Caution Shared Center Stage


    Wed, 30 Jan 2013

    had to manage,” but now, he continued, “I know it’s all about [managing] uncertainty.” Cisco Systems CEO John Chambers offered much the same assessment. “If you are risk averse, you get left behind,” he warned, especially in difficult

  10. Fight the Inflation Boogeyman


    Wed, 3 Oct 2012

    Insight: Bernanke Put ). For example, how many investors buy Cisco 1 shares because of the great management skills of CEO John Chambers as compared to those who buy because of QE3? We pose this question because stocks are rather volatile; not only are stocks volatile, but the volatility

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