思科公司给出的本季度销售预测超过了华尔街预期，并上调了全年展望，显示人工智能热潮继续推动其网络设备需求。
Systems Inc. gave a sales forecast for the current quarter that exceeded Wall Street estimates and raised its annual outlook, a sign the AI boom continues to fuel demand for its networking equipment.
公司周四在声明中表示，截至1月的2025财年第二季度销售额将达到约181亿美元。分析师平均预测为178亿美元。思科将2025财年营收指引上调至748亿至758亿美元，此前的展望为最高734亿美元。
Sales will be about $18.1 billion in the fiscal second quarter, which ends in January, the company said Thursday in a statement. Analysts predicted $17.8 billion on average. Cisco raised its fiscal year revenue guidance to $74.8 billion to $75.8 billion, compared with an earlier outlook of as much as $73.4 billion.
作为全球最大的网络设备制造商，思科一直受益于数据中心支出狂潮。该公司也在调整产品线，以更好地满足人工智能需求。但博通公司和惠普企业公司等竞争对手也在瞄准同一市场，而本月的美国中期选举表明，针对数据中心项目的反弹情绪正在升温。
As the world’s largest maker of networking equipment, Cisco has been benefiting from a data center spending frenzy. The company also has been revamping its lineup to better cater to artificial intelligence needs. But rivals like Broadcom Inc. and Hewlett Packard Enterprise Co. are aiming for the same markets, and this month’s US midterm elections signaled that a backlash against data center projects is growing.
除了人工智能带来的增长，思科的企业客户一直在升级其系统，为公司带来另一利好。
In addition to growth from AI, Cisco’s corporate customers have been upgrading their systems, providing another boon to the company.
彭博情报分析师Woo Jin Ho在财报发布前的报告中表示：“思科正受益于强劲的人工智能网络需求和多年的企业网络刷新周期。”
“Cisco is benefiting from strong AI-networking traction and a multiyear corporate network-refresh cycle,” Woo Jin Ho, an analyst at Bloomberg Intelligence, said in a note ahead of the earnings report.
股价在常规交易中收于102.01美元后，盘后交易中上涨约1%。截至收盘，该股今年已累计上涨32%，表现优于大多数主要科技股。
The shares climbed about 1% in late trading after closing at $102.01 in New York. The stock had already gained 32% this year through the close, outperforming most major tech stocks.
2025财年第一季度销售额增长24%至185亿美元。根据彭博汇编的数据，分析师平均预测为181亿美元。截至10月24日的季度中，每股利润（不含某些项目）为1.40美元，分析师平均预估为1.32美元。
Fiscal first-quarter sales rose 24% to $18.5 billion. Analysts predicted $18.1 billion on average, according to data compiled by Bloomberg. Profit was $1.40 a share, minus certain items, in the period ended Oct. 24, compared with an average estimate of $1.32.
在本季度，每股收益将约为1.35美元。分析师平均预估为1.23美元。
In the current period, earnings will be about $1.35 a share. Analysts, on average, estimated $1.23.
公司表示，预计2025财年将从超大规模数据中心运营商（即全球最大的数据中心运营商）获得90亿美元的人工智能相关收入，较上一财年翻倍以上。
The company said it expects $9 billion in AI-related revenue from hyperscalers, the world’s largest data center operators, in the fiscal year, more than double the previous year.
总部位于加利福尼亚州圣何塞的该公司一直在改进其产品并推出新产品，以更好地服务于处理 AI 任务的数据中心客户。该公司还宣布计划今年裁减数千个职位，以更好地专注于 AI。
The San Jose, California-based company has been revamping its products and introducing new ones to better serve data center customers handling AI tasks. It also announced plans to cut thousands of jobs this year to better focus on AI.