由于進(jìn)行重大重組,思科最近一個(gè)財(cái)季的利潤同比下降了36.3%。該公司及整個(gè)行業(yè)均面臨困難局面,這家網(wǎng)絡(luò)巨頭預(yù)測下個(gè)季度的營業(yè)收入增長1-4%,利潤將進(jìn)一步下降。
思科上個(gè)季度的營業(yè)收入比上年同期增長3.3%至112億美元,但利潤下降至12億美元。在截止于7月30日的財(cái)年,思科營業(yè)收入為432億美元,比2010財(cái)年增長7.9%,但利潤下降16.4%至65億美元。
思科預(yù)測下一個(gè)季度利潤可能持平至最多下滑20%。Juniper Networks和阿爾卡特-朗訊等同業(yè)也預(yù)測下個(gè)季度業(yè)績下降。
思科曾是華爾街的寵兒,但連續(xù)三四個(gè)季度令人失望的業(yè)績,使其受到重挫。該公司的財(cái)報(bào)使其越來越像PC巨頭:出貨量巨大,但利潤微薄。
思科迅速采取斷然行動(dòng),7月份宣布將在未來一年削減10億美元成本,包括6500人將被裁撤或者提前退休。它在年初曾經(jīng)暗示縮減業(yè)務(wù),拋棄Flip視頻業(yè)務(wù)。一般認(rèn)為,思科過快地進(jìn)入非核心消費(fèi)市場是其面臨困境的主要原因。
“雖然我不希望我們這樣做,但思科顯然到了做出根本改變的時(shí)候,”首席執(zhí)行官John Chambers在報(bào)告業(yè)績與展望的電話會議上表示。
Chambers表示,形勢充滿挑戰(zhàn),主要是因?yàn)檎N售下降和通信市場競爭激烈。他暗示,在與歐洲阿爾卡特-朗訊和中國華為等主要對手進(jìn)行價(jià)格戰(zhàn)的情況下,削減成本將使思科能夠擴(kuò)大市場份額。
Chambers表示,上個(gè)季度“我們在其母國市場挑戰(zhàn)一些最強(qiáng)硬的競爭對手,可以想像,為了贏得那些生意,需要打一些折扣?!?
本文下一頁:思科重組工程部門
本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載
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思科重組工程部門
Chambers承諾,思科將做出困難決定,以在未來一年贏得市場份額。他說:“我們明年將成為目標(biāo)專注、行動(dòng)敏捷和隊(duì)伍精干的公司?!?
它必須這樣。在其核心市場,思科的交換與路由營業(yè)收入上個(gè)季度分別下降了4%和2%,盡管訂單增加了。
每個(gè)路由器端口的平均價(jià)格下滑。公共領(lǐng)域的銷售下降,全球而言減少了4%,在美國下降7%,在美國聯(lián)邦部門銳減18%。Chambers表示,由于全球經(jīng)濟(jì)形勢脆弱,“我們預(yù)計(jì)未來幾個(gè)季度將在該領(lǐng)域繼續(xù)面臨挑戰(zhàn)。”
思科沒有打盹,繼續(xù)實(shí)施重組。Chambers表示:“這是持續(xù)進(jìn)行的過程,不是持續(xù)幾個(gè)季度,而是要持續(xù)幾年?!?
思科把工程領(lǐng)導(dǎo)團(tuán)隊(duì)從七人縮減到了兩人。多個(gè)交換、路由和光學(xué)網(wǎng)絡(luò)工程部門現(xiàn)已合并為一個(gè)部門。同樣,四個(gè)軟件部門現(xiàn)在也合而為一。此外,原來在消費(fèi)機(jī)頂盒與商用視頻部門分別單獨(dú)設(shè)立的視頻業(yè)務(wù),也正在合歸一處,由一人領(lǐng)導(dǎo),具體人選尚未確定。
“這種新的工程架構(gòu)具有積極意義,將降低銷售與服務(wù)的復(fù)雜性,從而節(jié)省解決服務(wù)問題的時(shí)間,”思科最近任命的首席運(yùn)營官Gary Moore表示。他負(fù)責(zé)重組工作。
重組將影響23000名員工。裁員涉及17%的副總裁級或更高級別的經(jīng)理。此外,下個(gè)季度將解雇大約1200名合同工。
Moore表示,思科已完成對其產(chǎn)品組合的戰(zhàn)略評估。他說,公司目前沒有任何計(jì)劃退出的、對公司業(yè)績有重大影響的領(lǐng)域。
編譯:
Luffy Liu
本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載
參考英文原文:Cisco profits sag amid price war, reorg,by Rick Merritt
相關(guān)閱讀:
• 思科瘋狂裁員6500人,墨西哥廠轉(zhuǎn)讓給富士康
• 其他設(shè)備互聯(lián)網(wǎng)流量激增,預(yù)示傳統(tǒng)PC將遭遺棄?
• Mosaid起訴思科侵權(quán),要求美國封殺其產(chǎn)品RtFesmc
{pagination}
Cisco profits sag amid price war, reorg,
Rick Merritt
Profits sunk 36.3 percent in Cisco Systems' latest quarter as the company grinds through a major reorganization. The networking giant projected revenue growth of one to four percent and further profit declines for the next three months amid conditions that look challenging both for the company and the overall tech sector.
Sales rose 3.3 percent in Cisco's last quarter to $11.2 billion compared to the same period last year, but profits slid to $1.2 billion. For its fiscal year ending July 30, Cisco reported revenues of $43.2 billion, up 7.9 percent from its 2010 year, but profits sagged 16.4 percent to $6.5 billion.
Looking ahead, Cisco projected profits could be flat to down as much as 20 percent in the next quarter. Competitors such as Juniper Networks and Alcatel-Lucent also guided toward lower results in the next quarter.
Once a Wall Street darling, Cisco has been getting hammered after three or four disappointing quarters in a row. Increasingly the company's financials make it look similar to the giant PC companies living on high volumes and razor-thin margins.
Taking quick and deep actions, Cisco announced in July it will cut $1 billion from its costs over the next year including 6,500 in layoffs or early retirements. It had signaled a retrenchment, jettisoning the high profile Flip video business earlier this year. Much of its troubles have been blamed on jumping too quickly into non-core consumer markets.
"While I wish we didn't have to go through this, it clearly is a time for fundamental change at Cisco," said chief executive John Chambers in a conference call reporting the results and outlook.
Chambers said overall tough times primarily are due to declining government sales and a hyper-competitive communications market. He suggested that Cisco's cost cuts will position it to gain market share in a climate of price wars with top rivals including Alca-Lu in Europe and Huawei in China.
In the last quarter "we took on some of our toughest competitors right in their own countries and as you can expect that takes a little discounting to win those deals," Chambers said.
Cisco reorgs engineering
Chamber pledged the company will make hard decisions to gain market share in the coming year. "We will be a very focused, agile and lean company next year," he said.
It will need to be. In its core markets, Cisco saw its revenues in switching and routing decline four and two percent respectively in the last quarter, despite rising orders.
The average price per port of switches declined. So did sales to the public sector, slipping four percent globally, seven percent in the U.S. and a whopping 18 percent in federal U.S. business. Given the shaky global economy, "we expect continued challenges in this sector for the next several quarters," Chambers said.
Far from asleep at the wheel, the company's reorg continues. "This is an ongoing process, not lasting several quarters but several years," said Chambers in a pledge of vigilance.
Cisco cut its engineering leadership to two executives, down from seven. Multiple switching, routing and optical network engineering groups have now been combined in to one unit. Similarly, four software groups have now been united into one. In addition, separate video groups in consumer set-top boxes and business video are getting merged into one under a leader yet to be named.
"The positive impact of this new engineering structure will reduce complexity for sales and services and save time resolving service issues," said Gary Moore, Cisco's newly named chief operating officer who is leading the reorg.
A total of 23,000 people are being affected in some way by the reorg. The cuts included 17 percent of managers at the vice president level or above. In addition, about 1,200 contractors will be discharged in the next quarter.
Moore said Cisco has completed a strategic review of its product portfolio. It currently does not have any areas material to its corporate results it plans to exit, he said.
責(zé)編:Quentin