Cisco umumkan rekor pendapatan di tengah pemutusan hubungan kerja 4.000 karyawan

Cisco melaporkan rekor pendapatan untuk kuartal ketiga tahun fiskalnya, sembari mengumumkan akan memangkas kurang dari 4.000 pekerjaan yang berlaku efektif segera. Langkah ini diambil seiring dengan upaya perusahaan mengalihkan sumber daya ke arah kecerdasan buatan dan teknologi terkait.

Kepala eksekutif Cisco, Chuck Robbins, mengatakan perusahaan mencapai pendapatan sebesar 15,8 miliar dolar AS pada kuartal tersebut, naik 12 persen dibandingkan tahun sebelumnya. Ia memuji para karyawan atas pertumbuhan tersebut, namun menambahkan bahwa perusahaan harus menyelaraskan kembali tenaga kerjanya untuk berfokus pada silikon, optik, keamanan, dan aplikasi AI.

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Illustration depicting Nvidia's Q4 earnings beat with $68.1B revenue from AI data centers, boosting Asian markets.
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Nvidia beats Q4 earnings expectations with AI-driven growth

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Nvidia Corporation reported stronger-than-expected results for its fiscal fourth quarter of 2026, with revenue rising 73% year-over-year to $68.1 billion. The company's data center segment, fueled by products like Blackwell and NVLink, now accounts for over 90% of total revenue. Asian markets climbed for a fourth straight day, boosted by Nvidia's upbeat sales forecast.

Europe's largest software maker SAP reported six percent revenue growth to 9.6 billion euros in Q1 2026, driven by cloud software revenues. CEO Christian Klein highlighted momentum in artificial intelligence. The company expects only moderate growth for the full year.

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Alibaba released its first-quarter results for the period ended March 31, missing revenue targets but showing robust expansion in artificial intelligence services. The company highlighted continued momentum in its cloud business driven by AI demand.

SoftBank reported a net income of 1.83 trillion yen for its fiscal fourth quarter, far exceeding the average analyst estimate of 295.2 billion yen.

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Accenture (NYSE:ACN) is viewed as undervalued following a price drop in early 2026 due to concerns over AI disruption in software and consulting. The company maintains strong liquidity with $9.6 billion in cash against $8.2 billion in debt. Analysts highlight its 8.75% free cash flow yield and 3% dividend as attractive compared to other blue-chip stocks.

Shanghai-listed Yuanjie Semiconductor Technology reported a 1,153% year-on-year jump in net profit for the three months ended March 31, reaching 179 million yuan (US$26.2 million), fueled by demand for laser chips in AI data centres. Revenue grew 321% to 355 million yuan. The company’s share price has risen elevenfold over the past year.

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Tapestry reported a 19% increase in revenues for its third quarter, reaching $1.9 billion on a constant currency basis. The growth was led by strong performance from the Coach brand and sales in Greater China.

 

 

 

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