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Cisco Earnings Preview: Microsoft Integration, Security Growth And Switching Revenue Decline

CRN breaks down six key areas that channel partners should be watching during Cisco’s fiscal fourth quarter earnings report this week.

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Plenty Of Questions For Cisco

The networking giant has been making waves in the industry over the past few months with Cisco’s stock hitting a 9-year high in August at over $31 per share. The company’s significant push around security, which partners say could include the acquisition of Imperva, and the debut of a new server that integrates with systems from collaboration rival Microsoft, sets the stage for an interesting fiscal 2016 fourth quarter earnings call this week.

Questions include whether Cisco’s bread-and-butter switching business can bounce back after two consecutive quarters of declines and what is the company's current position in the hyper-converged systems market. Wall Street expects the San Jose, Calif.-based network leader to post revenues of $12.57 billion and earnings at $0.60 per share for the quarter, which ended July 30.

CRN breaks down the six most important questions on channel partners' minds ahead of Cisco’s earnings call on Aug. 17 at 4:30 p.m. EST.

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