This is the Way to Profits: Cisco's Earnings Report in Mando Terms

Earnings are Strong with This One

A Mandalorian always delivers and so did Cisco. Their earnings per share hit 96 credits – I mean cents – adjusted surpassing the expected 92. Revenue? A whopping 14.15 billion credits again I mean dollars more than the 14.08 billion Wall Street was forecasting. This is good beskar. Even I am impressed. "I have spoken."

Growth is the Way

Revenue jumped 11% this quarter hitting 14.15 billion from last year's 12.7 billion. Net income went up to 2.49 billion credits or 62 cents per share from 1.89 billion or 46 cents per share. This is the kind of growth that would make even a krayt dragon envious. And you know what Mandalorians say: "This is the way."

The CFO is Leaving the Tribe

Cisco's finance chief Scott Herren is heading out on July 26. Says he wants to explore the galaxy. Probably heard about the Mudhorn egg special on Navarro. In his place Mark Patterson a 25 year veteran will take over. This is…acceptable. A Mandalorian always adapts.

Tariffs: A Bounty Hunter's Headache

Those tariffs from President Trump? Cisco's already factoring them in like a bounty hunter planning for unexpected Imperial entanglements. 30% on China 25% on Canada and Mexico. Robbins claims customers aren't slowing down their purchasing but a Mandalorian always keeps a wary eye. "I can bring you in warm or I can bring you in cold."

AI Infrastructure: More Valuable Than Beskar?

Cisco snagged over 600 million credits in AI infrastructure orders hitting over 1.25 billion credits for the fiscal year – ahead of schedule. Seems even web companies want a piece of the AI action. Robbins says customers are moving away from InfiniBand to Ethernet. This is the future. Grogu might even be able to Force control my Razor Crest with it.

Security is Part of the Mandalore Creed

Networking revenue rose 8% to 7.07 billion credits while security product revenue jumped 54% to 2.01 billion credits. Splunk which Cisco acquired for 27 billion credits last year is boosting those numbers. Jeetu Patel gets promoted to President and Chief Product Officer. Remember what Mandalorians say security is part of the Mandalore Creed. "This is the Way."