Cisco Systems, Inc. (CSCO) Q4 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Cisco (CSCO) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Cisco Systems, Inc. delivered record Q4 results, driven by 28% YoY networking revenue growth and robust AI infrastructure demand. CSCO's premium valuation—28x earnings—reflects strong execution, but the margin of safety is thin compared to historical averages and peers. AI-driven demand, especially from hyperscalers and enterprise clients, is boosting near-term growth, but normalization is expected post-2028.
Cisco Systems (CSCO) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.17 per share. This compares to earnings of $0.99 per share a year ago.
Cisco Systems NASDAQ: CSCO reported record fourth-quarter and fiscal 2026 results, citing broad demand for networking, AI infrastructure, security and collaboration products. The company also issued fiscal 2027 guidance that calls for continued revenue and earnings growth as it pursues what Chief Executive Officer Chuck Robbins described as a multiyear networking “super cycle” tied to AI deployment.
An 18% revenue surge and blowout 2027 forecast weren't enough to sustain Cisco's stock momentum.
Cisco's results topped estimates, but they weren't good enough to satisfy Wall Street. The company said it sees revenue this quarter of between $18 billion and $18.2 billion, way above analysts' expectations.
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Cisco is set to post earnings after the closing bell Wednesday, with traders anticipating a move that could bring the stock back near its June highs.
Cisco Systems (CSCO) is set to report its fiscal fourth-quarter results after the closing bell on Wednesday, Aug. 12, putting the networking giant back in the spotlight as investors assess whether its impressive momentum can continue.
Cisco Systems (CSCO) shares are inching lower ahead of the AI infrastructure giant's Q4 earnings scheduled to be released after the market closes on August 11. Consensus is for CSCO to record $1.17 a share of earnings (EPS) for its fourth quarter on $16.85 billion in revenue, representing mid-to-high teen gains in both the top and the bottom line.
CSCO's Q4 fiscal 2026 results may reflect strong networking and AI demand, while memory costs, Splunk???s cloud shift and competition remain key concerns.