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santafe2

02/16/23 2:29 PM

#27320 RE: DewDiligence #27318

That was a pleasantly surprising report. CSCO is a long term holding for me.
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n4807g

02/16/23 3:56 PM

#27321 RE: DewDiligence #27318

I don't follow CSCO. Does revenue growth reflect increase unit volume or increased pricing power?
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jbog

02/16/23 7:16 PM

#27324 RE: DewDiligence #27318

Cisco now expects revenue to rise between 9% and 10.5% year-over-year.

Last year they increase 10% across the board. I'd expect the same since then at a min.

In early January 2022, Cisco announced a material across-the-board base price increase, effective January 30, 2022. In partner communications, Cisco claimed the hike will be an “average” of 10% across its entire portfolio.Feb 2, 2022