Cisco Systems, Inc. (CSCO)
Cisco Systems, Inc. (CSCO) Q4 2025 Earnings Call Transcript
Cisco Systems, Inc. (NASDAQ:CSCO ) Q4 2025 Earnings Conference Call August 13, 2025 4:30 PM ET Company Participants Ahmed Sami Badri - Head of Investor Relations Charles H. Robbins - Chairman & CEO Mark Patterson - Executive VP & CFO Conference Call Participants Aaron Christopher Rakers - Unidentified Company W - Division e - Unidentified Company l - Unidentified Company l - Unidentified Company s - Unidentified Company F - Unidentified Company a - Unidentified Company r - Unidentified Company g - Unidentified Company o - Unidentified Company e - Unidentified Company c - Unidentified Company u - Unidentified Company r - Unidentified Company i - Unidentified Company t - Unidentified Company i - Unidentified Company e - Unidentified Company s - Unidentified Company L - Unidentified Company L - Unidentified Company R - Unidentified Company e - Unidentified Company s - Unidentified Company e - Unidentified Company a - Unidentified Company r - Unidentified Company c - Unidentified Company h - Unidentified Company Adrienne Eleanor Colby - Citigroup Inc., Research Division Amit Jawaharlaz Daryanani - Unidentified Company.
Compared to Estimates, Cisco (CSCO) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Cisco (CSCO) give a sense of how the business performed in the quarter ended July 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Cisco Systems (CSCO) Tops Q4 Earnings and Revenue Estimates
Cisco Systems (CSCO) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $0.87 per share a year ago.
Cisco's CEO Sees 'Massive Opportunity' as AI Infrastructure Orders Grow
Cisco (CSCO) reported fiscal fourth-quarter earnings that narrowly topped analysts' expectations. Its CEO suggested bigger gains could be ahead as the company looks to capitalize on growing AI demand.
Cisco's growing AI demand sparks earnings beat, but the stock is falling
Higher-than-expected AI infrastructure orders boosted Cisco's revenues, with the company beating earnings expectations and cheering a “massive opportunity ahead.”
Cisco reports narrow earnings beat, issues inline forecast for the year
Cisco beat by a penny on earnings and reported revenue that was slightly above projections. The forecast for the new fiscal year was about inline with estimates.
Cisco Systems Earnings Preview: Will AI Help The Company Grow?
Cisco Systems Inc. is scheduled to report earnings after Wednesday's close. The stock hit a record high of $82/share in March 2000 and is currently trading near $70/share.
Cisco: Same Bearish Setup As 2007, Going Into Another Recession Dump?
Cisco has delivered a strong +60% total return over the past year, outperforming many Big Tech peers, but operating results have lagged. The recent surge in Cisco's stock price mirrors patterns seen before major downturns, notably in 2006-07. Current valuation ratios are at their most expensive in 18 years, raising concerns about downside risk if history repeats/rhymes.
Options Corner: CSCO
Cisco (CSCO) highlights Wednesday's postmarket earnings slate. Rick Ducat joins Morning Movers to diagnose the technical formations on the CSCO chart, with current areas of resistance and support circled on its chart.
Cisco Earnings Preview: AI Momentum Meets 63% Odds Of A Stock Jump
Note: Cisco's FY 2025 concluded in July 2025
Cisco: Stagnant Growth, Fierce Competition, And High Valuation Make It A Sell
Cisco shares have surged to near all-time highs, driven by strong AI infrastructure demand and robust prior earnings, but expectations are now elevated. Insider selling has accelerated as the stock price climbed, raising concerns about management's confidence and future growth prospects amid intensifying competition. Cisco is overvalued by all major metrics versus its history and sector peers; dividend yield and modest revenue growth do not justify the current premium.
Cisco Earnings Preview: Stock Price Nearing Its April 2000 All-Time High
Analyst consensus is expecting $0.98 in earnings per share on $14.6 billion in revenue as well as 4.97 billion in operating income, for expected year-over-year (y-o-y) growth of 13%, 7% and 14% respectively. Cisco's last big acquisition, Splunk, will now be in Cisco's organic numbers with fiscal Q4 '25. In terms of AI, Cisco appears to have a relatively small AI offering for now, just $1 billion versus the $56–$59 billion in annual revenue, but the AI revenue did look to have beaten expectations in fiscal Q3 '25.
