tiprankstipranks
Trending News
More News >
Cisco (CSCO)
:CSCO
US Market
Advertisement

Cisco Systems (CSCO) Earnings Dates, Call Summary & Reports

Compare
22,879 Followers

Earnings Data

Report Date
Feb 18, 2026
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
1.02
Last Year’s EPS
0.94
Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Nov 13, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted significant growth in revenue and strong demand for AI infrastructure and networking solutions, with impressive capital returns to shareholders. However, some challenges were noted, particularly in the security and collaboration segments, and cost pressures from DRAM pricing.
Company Guidance
In Cisco's first quarter of fiscal year 2026, the company exceeded expectations, with revenue reaching $14.9 billion, marking an 8% year-over-year increase, and non-GAAP earnings per share growing by 10% to $1. Strong demand for AI infrastructure and campus networking solutions drove a 10% increase in product revenue, while total product orders rose 13% year-over-year. The company returned $3 billion to shareholders, representing 125% of free cash flow, and noted significant growth in annualized recurring revenue and remaining performance obligations. Cisco's guidance for fiscal year 2026 projects revenue between $60.2 billion and $61 billion, with non-GAAP EPS ranging from $4.08 to $4.14. For Q2, expected revenue is between $15 billion and $15.2 billion, with non-GAAP EPS between $1.10 and $1.13. The company anticipates that AI infrastructure orders will generate approximately $3 billion in revenue from hyperscalers this fiscal year.
Record-Breaking Q1 Revenue and EPS
Q1 revenue increased 8% year over year, with product revenue up 10%. Non-GAAP earnings per share grew by 10%, exceeding guidance.
Strong AI Infrastructure Demand
Total product orders grew 13% year over year, with AI infrastructure orders totaling $1.3 billion in Q1. Expecting $3 billion in AI infrastructure revenue for fiscal year 2026.
Growth in Networking and Public Sector
Networking product orders accelerated to high teens growth in Q1. Public sector orders were up 12% year over year.
Strong Capital Returns
Returned $3 billion to shareholders through dividends and share repurchases, representing 125% of free cash flow in Q1.
Robust Cash Position
Operating cash flow was $3.2 billion, with total cash, cash equivalents, and investments of $15.7 billion.

Cisco Systems (CSCO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CSCO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 18, 2026
2026 (Q2)
1.02 / -
0.94
Nov 13, 2025
2026 (Q1)
0.98 / 1.00
0.919.89% (+0.09)
Aug 14, 2025
2025 (Q4)
0.98 / 0.99
0.8713.79% (+0.12)
May 14, 2025
2025 (Q3)
0.92 / 0.96
0.889.09% (+0.08)
Feb 12, 2025
2025 (Q2)
0.91 / 0.94
0.878.05% (+0.07)
Nov 13, 2024
2025 (Q1)
0.87 / 0.91
1.11-18.02% (-0.20)
Aug 14, 2024
2024 (Q4)
0.85 / 0.87
1.14-23.68% (-0.27)
May 15, 2024
2024 (Q3)
0.83 / 0.88
1-12.00% (-0.12)
Feb 14, 2024
2024 (Q2)
0.84 / 0.87
0.88-1.14% (-0.01)
Nov 15, 2023
2024 (Q1)
1.03 / 1.11
0.8629.07% (+0.25)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

CSCO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 13, 2025
$77.38$78.00+0.80%
Aug 14, 2025
$68.88$65.80-4.47%
May 14, 2025
$60.56$63.49+4.84%
Feb 12, 2025
$61.37$62.66+2.10%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Cisco (CSCO) report earnings?
Cisco (CSCO) is schdueled to report earning on Feb 18, 2026, After Close (Confirmed).
    What is Cisco (CSCO) earnings time?
    Cisco (CSCO) earnings time is at Feb 18, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is CSCO EPS forecast?
          CSCO EPS forecast for the fiscal quarter 2026 (Q2) is 1.02.

            Cisco Systems (CSCO) Earnings News

            Cisco (CSCO) Is About to Report Q1 Earnings. Option Traders Gear Up for a 5.67% Swing
            Premium
            Market News
            Cisco (CSCO) Is About to Report Q1 Earnings. Option Traders Gear Up for a 5.67% Swing
            17d ago
            Cisco (CSCO) Is About to Report Q4 Earnings. Here’s What to Expect
            Premium
            Market News
            Cisco (CSCO) Is About to Report Q4 Earnings. Here’s What to Expect
            4M ago
            Most Anticipated Earnings this Week – Week of August 11, 2025
            Premium
            Market News
            Most Anticipated Earnings this Week – Week of August 11, 2025
            4M ago
            Cisco Systems (CSCO) Is About to Report Q3 Earnings. Here’s What to Expect
            Premium
            Market News
            Cisco Systems (CSCO) Is About to Report Q3 Earnings. Here’s What to Expect
            7M ago
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis