Q4 FY2026 EarningsFY26 Q4 beat consensus across major line items, with revenue of $17.3B exceeding the $15.7B expected and diluted EPS of $0.97 significantly ahead of estimates. Networking revenue surged 28% YoY, primarily driven by AI infrastructure demand from hyperscalers, which now represents 6% of total revenue. Despite a 3.4 pct YoY reduction in OpEx intensity, gross margins were pressured by product mix and higher memory costs, landing at 64.1% vs. 66.4% expected. Management's shift towards recurring software and AI-ready data centers remains a critical driver for FY27.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Cisco(CSCO) the Revenue is 17.25 B (+17.58%), Beat estimate;the EBIT is 6.198 B (+23.25%), Beat estimate;the EPS is 0.97 (+36.62%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
17.25B17.58%
16.83B14.68%
+0.42B2.90%
EBITExceed expectations
6.20B23.25%
5.84B16.19%
+0.36B7.06%
EPSExceed expectations
0.9736.62%
0.864321.73%
+0.105714.89%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
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Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
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