earnings call is still may 13. that hasn't changed.
but g2's thing on may 21 canceled, beyond the numbers moved into that timeslot, and a beat scheduled for the original timeslot of beyond the numbers on the same day now? they're doing a beat and beyond the numbers back to back?
Private credit where black rock has lost money and so has cisco, so the recoup by laying off employees to recoup losses while using AI to say we are efficiently using ai
You are giving them too much credit. You think they can read a calendar?
Just because schedules change doesn't automatically translate to something amiss; no need to set the alarms.
There's no correlation between Beat and BTN. The latter is tied to the earnings call. If there were a major LR planned I'd have expected a Beat within two days after earnings....but this does not necessarily mean there is or isn't anything planned. ELT is obviously not going to go around dropping obvious hints.
Sigh...first order thinker. LR and cost reductions are not "the Force"; they are a result of it.
Have you met Black Rock, Vanguard, State Street, and Schwab? The Force is any metric the $Trillion institutional investors care about at any one time: profit margin, growth, blah blah blah. As a public company, Cisco is held hostage to those metrics and must run its business to satisfy them - each and every quarter, in perpetuity.
If you don't like it, go work for a private company where they have more flexibility and control.
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Having a Beat on the same day as a Beyond the Numbers is suspicious, but less so given that it's 8 days after earnings. So probably not LR, but maybe something else that would be viewed as a hot topic...ELT change, BU consolidation/divestiture, major product strategy announcement, who knows...
At Cisco, the LR is the Force. It’s the invisible field created by every org chart, every deck, and every headcount number. It surrounds us, penetrates us, and binds the entire company together. Everything else, strategy, innovation, culture, is just background noise. We don’t build products. We optimize for the LR.
That doesn’t mean anything much! Great they figured it would be worth saving waistless time.