earnings
confidence high
sentiment positive
materiality 0.80
Cisco Q1 FY2026: Rev $14.9B (+8% YoY), Non-GAAP EPS $1.00 (+10%), beats guidance
CISCO SYSTEMS, INC.
2026-Q1 EPS
reported $0.72
vs consensus $1.04
▼ miss
(-30.9%)
- Product orders up 13% YoY; AI infra orders from hyperscalers total $1.3B.
- Networking revenue $7.77B (+15%); Security -2%, Collaboration -3%, Observability +6%.
- GAAP EPS $0.72 (+6%); Non-GAAP EPS $1.00 (+10%); GAAP operating margin 22.6%.
- Q2 guidance: rev $15.0-15.2B, non-GAAP EPS $1.01-1.03. FY2026 rev $60.2-61.0B.
- Dividend $0.41/share, payable Jan 21, 2026; $3.6B returned to shareholders in Q1.