After markets closed, Cisco Systems (CSCO) added 5% to its stock price. CSCO stock should rise this morning after posting strong results.
The telecom giant reported revenue of $13.99 billion, up by 9.4% Y/Y. Revenue guidance of up to $14.1 billion for FY 2025 is above Wall Street’s estimates. In addition, Cisco increased its dividend by around 3% to $0.41. The forward yield of 2.62% excludes the impact of shares rallying by at least 6% this morning.
In the advertisement platform space, The Trade Desk (TTD) may lose around 25% of its value when markets open. It reported revenue of $741 million (+22.3% Y/Y). Unfortunately, adjusted EBITDA of $145 million for Q1/2025 and revenue of at least $575 million is below forecast.
Markets did not expect TTD’s disappointing results and guidance. This is contrary to strong results from Alphabet (GOOG), Meta Platforms (META), and Amazon (AMZN).
AppLovin (APP) may open at least 15% higher. It reported a GAAP EPS of $1.73 in the fourth quarter. Revenue jumped by 43.7% Y/Y to $1.37 billion. The business added $701 million in net cash from operating activities.
Vertiv (VRT) might bounce back after losing 9.74% yesterday. The firm may report better visibility for its orders in late 2025. However, investors are unwilling to buy the stock amid such uncertain conditions.
