Cisco: dobrze, ale będzie gorzej
W swoim I kw. finansowym 2016 Cisco odnotowało niezły wynik, ale prognoza na kolejny okres jest kiepska. Pojawiły się pogłoski o możliwym przejęciu Ericssona.

Przychody Cisco w minionym kwartale wyniosły 12,7 mld dol., o 3,6 proc. więcej niż rok wcześniej. Zysk netto poprawił się o 33 proc., z 1,8 mld dol. przed rokiem do 2,4 mld dol. Wyniki są lepsze, niż oczekiwali analitycy. Największy w firmie biznes związany z przełącznikami urósł o 5 proc., do 4,02 mld dol. W dwucyfrowej skali poprawiła się sprzedaż rozwiązań do wideokonferencji (+17 proc.) oraz przeznaczonych dla centrów danych (+24 proc.).
W kolejnym kwartale zdaniem firmy nie będzie już jednak tak dobrze – przychody wzrosną co najwyżej o 2 proc., a możliwa jest także stagnacja. CEO spółki, Chuck Robbins, jako przyczynę wskazuje słabą koniunkturę na świecie i w konsekwencji spadek wartości kontraktów. Firma tak jak i inne amerykańskie korporacje odczuwa także skutki drogiego dolara. Szef Cisco pociesza jednak, że w kolejnych okresach będzie lepiej, ponieważ portfolio koncernu jeszcze nigdy według niego nie było tak dobre. Pozytywne efekty powinna przynieść także nawiązana niedawno współpraca partnerska z Apple’m i Ericssonem.
Zdaniem analityków inwestorów zaniepokoiły plotki o możliwym przejęciu Ericssona przez Cisco. Obie firmy zaprzeczyły jednak, że są takie plany. Na początku listopada ogłoszono natomiast zawarcie umowy partnerskiej, która ma przynieść ponad 1 mld dol. dodatkowych wpływów do 2018 r.
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Firmy mają jeden spory problem z bezpieczeństwem
Ransomware stanowił aż 40 proc. cyberzagrożeń wykrytych w III kw. br. Niektóre ofiary ułatwiają przestępcom robotę.
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Firewalle pozostaną niezastąpione
"Nie przewidujemy żadnego rozwiązania, które całkowicie zastąpi firewalle w ciągu najbliższych 5 lat" - prognozuje analityk.