Cisco Earnings +12.5% Surge After AI Guidance Shock
Are Cisco Earnings signaling a true AI supercycle for networking, or is Wall Street getting ahead of itself again? Maik Kemper Editor in Chief Cisco delivered record quarterly…
Cisco Systems, Inc. designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company offers data center switching; network security, identity and access management, and secure access service edge; threat intelligence, detection, and response solutions; interconnects public and private wireline and mobile networks, delivering connectivity to campus, data center, and branch networks; WEBEX suite, collaboration devices, and contact center; communication platform as a service software, including perpetual licenses, subscription…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 Apr 2026 | $15.84B | — | $3.37B | $0.85 | — | 63.6% | 25.0% |
| Q 2026 Jan 2026 | $15.35B | — | $3.18B | $0.80 | — | 65.0% | 24.9% |
| Q 2025 Oct 2025 | $14.88B | — | $2.86B | $0.72 | — | 65.5% | 23.6% |
| Q 2025 Jul 2025 | $14.67B | — | $2.55B | $0.71 | — | 63.3% | 21.3% |
| Q 2025 Apr 2025 | $14.15B | — | $2.49B | $0.62 | — | 65.6% | 22.9% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Are Cisco Earnings signaling a true AI supercycle for networking, or is Wall Street getting ahead of itself again? Maik Kemper Editor in Chief Cisco delivered record quarterly…