CSCO posts strong fiscal Q1 with earnings and revenue beats, solid ARR gains and upbeat guidance for fiscal 2026.
Cisco Systems Inc (NASDAQ:CSCO, ETR:CIS) after Wednesday's close reported better than expected earnings and revenue for its fiscal first quarter 2026 and lifted its guidance on strong AI cloud demand. The networking equipment maker posted earnings per share for the quarter of $1, edging past the $0.98 Wall Street forecast.
Stock futures are slightly lower after the Dow Jones Industrial Average closed above 48,000 for the first time; President Donald Trump signed funding legislation to reopen the government through January, ending the 43-day shutdown; Walt Disney (DIS) shares are lower after the entertainment giant posted weaker-than-expected quarterly revenue; Cisco (CSCO) shares are soaring after the networking company's results topped Wall Street estimates; and Sealed Air (SEE) shares are moving higher on a report the packaging firm could be taken private. Here's what you need to know today.
Cisco jumped on strong earnings and upbeat guidance, driven by AI demand. Investors can explore ETFs like IYZ, CIBR, and HACK for exposure.
Cisco Systems, Inc. ( CSCO ) Q1 2026 Earnings Call November 12, 2025 4:30 PM EST Company Participants Ahmed Sami Badri - Head of Investor Relations Charles Robbins - Chairman & CEO Mark Patterson - Executive VP & CFO Conference Call Participants Aaron Rakers - Wells Fargo Securities, LLC, Research Division Meta Marshall - Morgan Stanley, Research Division Tal Liani - BofA Securities, Research Division Benjamin Reitzes - Melius Research LLC James Fish - Piper Sandler & Co., Research Division David Vogt - UBS Investment Bank, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division Karl Ackerman - BNP Paribas, Research Division Antoine Chkaiban - New Street Research LLP Simon Leopold - Raymond James & Associates, Inc., Research Division Benjamin Bollin - Cleveland Research Company LLC Presentation Operator Welcome to Cisco's First Quarter and Fiscal Year 2026 Financial Results Conference Call. At the request of Cisco, today's conference is being recorded.
The headline numbers for Cisco (CSCO) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cisco Systems (CSCO) came out with quarterly earnings of $1 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.91 per share a year ago.
Surging demand for Cisco's AI networking equipment and a ‘multi-billion-dollar' refresh in its legacy business sparked upbeat results and guidance.
Chief Executive Chuck Robbins said Cisco is on track for its strongest year yet after a solid start to the fiscal year due to strong artificial intelligence-driven demand.
Cisco (CSCO) is on the path to breaking its all-time high that it last touched in March 2000. Ali Mogharabi believes A.I.
Cisco Systems (CSCO) is positioned as one of the most compelling computer network providers, with results for its fiscal first quarter approaching on Wednesday, November 12.
CSCO's first-quarter fiscal 2026 results may reflect solid networking and security demand, but competition and valuation pressures loom large.