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Cisco (CSCO) Earnings Breakdown: Margin Issues But Bullish Outlook

Cisco (CSCO) Earnings Breakdown: Margin Issues But Bullish Outlook

Schwab Network · Schwab Network

February 12, 20267m 6s

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Show Notes

Adam Coons and Ron Westfall break down Cisco (CSCO) earnings as the stock falls more than 10% post-report. Ron thinks that they’re in a “solid position further out,” expecting them to take advantage of AI spending this year. Adam thinks the big story is margins, as they saw a decline in gross margins due to rising memory costs and expect this to be a continuing issue.


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