Cisco Systems, Inc. (CSCO) Q2 2026 Earnings Call Transcript
The headline numbers for Cisco (CSCO) give insight into how the company performed in the quarter ended January 2026, 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 $1.04 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.94 per share a year ago.
The networking company sported AI momentum and delivered a rosy revenue outlook, but that wasn't enough for Wall Street.
Cisco's fiscal second quarter results came in stronger than analysts had expected, but quarterly earnings guidance was in line with estimates. Networking revenue increased 21% in the period.
Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS) shares fell about 4% after Wednesday's closing bell as investors weighed up the global technology firm's better-than-expected quarterly report and guidance for the current quarter, which was slightly above consensus estimates. For the quarter, Cisco reported record revenue of $15.3 billion, up 10% year-over-year, compared with Wall Street expectations of $15.1 billion.
The company posted a second-quarter profit of $3.18 billion, up from $2.43 billion a year earlier.
Cisco (CSCO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
CSCO heads into its fiscal Q2 report with revenues seen at $15-$15.2B, rising AI networking demand, and shares up 35% year over year.
Get a deeper insight into the potential performance of Cisco (CSCO) for the quarter ended January 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Cisco Systems, Inc. (CSCO) Presents at Second Annual AI Summit Prepared Remarks Transcript
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?