US Edition
Cisco Systems Earnings Preview: Will AI Help The Company Grow?
Cisco surpassed $2 billion in AI infrastructure orders for fiscal 2025 and projects revenue between $59 billion and $60 billion for fiscal 2026, driven by strong enterprise demand.
- Following the market close on Wednesday, Cisco Systems Inc reported fiscal fourth-quarter 2025 results with $14.7 billion in revenue and non-GAAP EPS of $0.99.
- More than $1 billion in year-to-date AI infrastructure orders surpassed initial targets, driven by cybersecurity demand, Cisco said.
- Cisco's networking revenue grew 12% to $7.63 billion, and security revenue increased 9% to $1.95 billion in the quarter.
- Shares dipped 2.27% to $68.83 in after-hours trading as Morgan Stanley maintained a $70 target and Evercore ISI downgraded Cisco to in line.
- Looking ahead, Cisco expects fiscal 2026 revenue of $59 billion to $60 billion and first-quarter revenue of $14.65 billion to $14.85 billion.
37 Articles
37 Articles
Cisco Q4 Tops Revenue, EPS; Issues Strong Guidance, Eyes Massive AI Opportunity - Cisco Systems (NASDAQ:CSCO)
Cisco Systems Inc (NASDAQ:CSCO) reported fourth-quarter financial results for fiscal 2025 after the market close on Wednesday. Here’s a rundown of the report. CSCO shares are down after-hours. See what the experts say here. Earnings Highlights: Cisco reported fiscal fourth-quarter revenue of $14.67 billion, beating the consensus estimate of $14.62 billion. The networking equipment maker reported fourth-quarter adjusted earnings of 99 cents per s…
Cisco Sees AI Sales Picking Up But Sticks to Cautious Outlook
Cisco Systems Inc., the largest maker of machines that run computer networks and the internet, gave a cautious forecast for the current fiscal year, even as sales from artificial intelligence projects begin to pick up.
Will Cisco (CSCO) Pop After Tonight’s Earnings?
Live Updates Live Coverage Updates appear automatically as they are published. AI In Focus on Cisco's Earnings Call 5:08 pm We’re on Cisco’s earnings call right now, and one area of focus is their disclosures around AI. We highlighted earlier how the company disclosed greater than $2 billion in AI orders, but the word to watch there is orders. Wall Street wants to know how that translates into actual revenue. Here’s the key exchange to watc…
Coverage Details
Bias Distribution
- 75% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
