earnings
confidence high
sentiment positive
materiality 0.90
Cisco Q4 FY26 revenue $17.3B up 18%, EPS beat; FY27 guidance above estimates
CISCO SYSTEMS, INC.
- Q4 revenue $17.3B (+18% YoY); GAAP EPS $0.97 (+52%), non-GAAP $1.22 (+23%).
- FY26 revenue $63.3B (+12%); GAAP EPS $3.33 (+31%), non-GAAP $4.33 (+14%).
- Q4 product orders up 35% YoY; AI orders $4B in Q4, $9.3B FY26; $7.5B AI revenue expected FY27.
- Q1 FY27 guide: revenue $18.0-18.2B, non-GAAP EPS $1.32-1.34; FY27 revenue $72.2-73.4B, non-GAAP EPS $5.05-5.11.
- Quarterly dividend raised to $0.42/share, payable Oct 21, 2026 to holders of record Oct 2.