2022年11月17日

思科首席执行官查克·罗宾斯(Chuck Robbins)周三宣布，在今年第一财季表现强劲之后，该公司表示将“重新平衡”某些业务部门，包括思科协作业务部门，为进一步投资战略增长领域让路。据思科董事长兼首席执行官查克·罗宾斯称，思科系统在2023年第一个财季削减了破纪录的积压，并公布了公司历史上最大的季度总营收。这家科技巨头在2023年第一季度看到了供应链限制和组件短缺的缓解，这一转变使思科能够交付硬件，而这反过来又发布了“积压”的软件订阅，该公司首席执行官在周三晚上的公司2023年第一季度财报电话会议上表示。尽管本财年开局不错，但罗宾斯还是在财报电话会议上确认了“再平衡”某些业务部门的计划，其中包括思科的协作业务部门。罗宾斯说，员工将在周四接到裁员通知。他说:“对人民的影响是困难的……这总是一个艰难的决定，但我们有很多机会。”“没有比这更不重要的事情了，但我们正在调整某些业务的规模。”与2022年第一季度相比，思科协作业务的营收同比下降2%，至10.9亿美元，该公司将其归因于会议业务的下降，但被云呼叫和呼叫中心业务的增长抵消。罗宾斯表示，思科将对有望增长的战略领域进行再投资，比如公司的安全部门。思科的端到端安全部门在第一季度增长了9%，达到9.71亿美元，思科首席财务官R. Scott Herren将其归因于公司的零信任和统一管理安全方法的优势，以及对公司Duo产品的高需求。 Robbins said it continues to make progress on its business transformation to software and subscriptions. The company’s total annual recurring revenue (ARR) was up 7 percent year-over-year, to $23.2 billion. Both total software revenue and software subscription revenue climbed up 5 percent and up 11 percent year over year, respectively. Cisco’s product revenues climbed 8 percent and service revenues stayed flat during Q1 2022, said Herren. Cisco’s Secure, Agile Networks segment, which includes the core switching and routing businesses, posted revenues of $6.68 billion during the quarter, a 12 percent incline compared to Q1 2021’s result. The Secure, Agile Networks segment was impacted by supply chain constraints during the last quarter of Cisco’s fiscal 2022 year, but this quarter, the segment was buoyed by strength in the company’s popular Catalyst and Meraki product lines, while data center switching saw a modest decline, Herren said. Cisco’s Internet for the Future segment, which includes the company’s telecommunications, cloud, and optical networking products, declined 5 percent year over year with revenues of $1.31 billion. Cisco’s Webscale businesses, on the other hand, saw a double-digit increase in orders during the quarter, according to the company. For fiscal Q1 2023 which ended October 29, Cisco’s revenue climbed 6 percent to $13.63 billion compared to $12.90 billion in the same period a year ago. Cisco posted diluted earnings per share of 65 cents, a 7 percent decline compared to 70 cents a year ago and net income of $2.7 billion in the first fiscal quarter of the year, a decline of 10 percent compared to the same quarter a year ago. The company’s earnings beat Wall Street’s predictions of revenues of $13.31 billion but fell short on net income, which was expected to be $2.84 billion. Cisco’s stock was up more than 4 percent in after-hours trading Wednesday to $46.13.