Cisco2026-08-13 09:43:02Cisco earnings preview: how much of its $9 billion AI order target will show up as revenue?Cisco is set to report fourth-quarter results and full-year fiscal 2026 numbers after the U.S. market close on Aug. 12, 2026, with Wall Street looking for about $1.17 in earnings per share and roughly $16.83 billion in revenue. The larger issue going into the print is not whether the company can clear quarterly consensus, but how quickly its expanding artificial intelligence order book turns into recognized sales. Cisco has lifted its full-year AI infrastructure order expectation from $5 billion to about $9 billion, yet its AI infrastructure revenue outlook only moved from $3 billion to $4 billion. Against full-year revenue guidance of $62.8 billion to $63.0 billion, that implies AI revenue of only around 6% this fiscal year. Third-quarter results had already pushed the bar higher, with record revenue, stronger adjusted EPS, and product order growth across enterprise, public sector, service provider, and cloud customers. Investors are now likely to focus on fiscal 2027 guidance, AI order updates, gross margin trends, recurring software and subscription growth, backlog commentary, and any management discussion of tariff effects. The gap between bookings and revenue recognition remains the central issue in this report.1440
Cisco2026-08-12 23:00:04Cisco Beats Q4 Revenue Estimates, Guides FY2027 EPS Above Consensus; Stock Slides 4.1% After HoursOn August 13, Cisco published its fiscal fourth-quarter results. Revenue reached $17.3 billion, ahead of the $16.85 billion analysts had estimated. For fiscal 2027, management guided adjusted earnings per share of $5.05 to $5.11, versus a market consensus of $4.84. Cisco also said AI orders from hyperscale cloud service providers totaled $4 billion in the fiscal fourth quarter. Following the release, shares traded down 4.1% in after-hours trading, last seen at $118.80, per BIT (bit.com) market data.1620
