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Cisco's much ballyhooed data center sales sequentially declined during Q3FY11
Wed, 5/11/11 - 7:49pm    View comments

CiscoPadmasree WarriorStunningly in my opinion, sales of the ultimate "phoenix" in Cisco's new product reporting category - data center sales, sequentially declined by -$41 million (a -9.6% drop) during Q3'FY11.

Cisco's data center sales include the Application Networking, Storage and Unified Computing Systems (UCS) products.

This is noteworthy (again in my opinion), because it's the first sequential quarterly data center sales decline since Cisco began reporting its new product category, which started with Q1'FY10.

Until Q3'FY11, data center and services had been the only 2 sales categories at Cisco (since it reorganized its sales reporting), to never of had a sequential quarterly sales decline.

Perhaps Cisco's Padmasree Warrior has now begun to deliver her special blend of business destroying magic!

Cisco's sequential quarterly sales declines (highlighted in yellow)

Cisco's Sales
(in millions)
Q1'FY10 Q2'FY10 Q3'FY10 Q4'FY10 Q1'FY11 Q2'FY11 Q3'FY11
Routers $1,600 $1,586 $1,714 $1,731 $1,804 $1,672 $1,860
Switches 2,851 3,409 3,661 3,608 3,551 3,151 3,299
New Products 2,545 2,784 2,837 3,246 3,114 3,202 3,262
Other 204 197 224 223 231 211 248
Services 1,821 1,839 1,932 2,028 2,050 2,171 2,197
TOTAL $9,021 $9,815 $10,368 $10,836 $10,750 $10,407 $10,866

Cisco's New
Product Sales

(in millions)
Q1'FY10 Q2'FY10 Q3'FY10 Q4'FY10 Q1'FY11 Q2'FY11 Q3'FY11
Video Home $901 $1,153 $1,115 $1,095 $1,000 $1,097 $1,060
Collaboration 703 715 752 993 1,019 980 1,046
Security 403 394 405 526 395 359 413
Wireless 310 254 271 307 338 340 358
Data Center 228 268 294 325 362 426 385
TOTAL $2,545 $2,784 $2,837 $3,246 $3,114 $3,202 $3,262

Source: Cisco Systems

View Cisco's Q3'FY11 earnings call transcript.

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