bit.fanBit.FanWeb3 News · Betting Reviews · Market Insights
‹ BackNewsCisco

Cisco

Cisco
2026-08-13 09:43:02

Cisco 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
Cisco earnings preview: how much of its $9 billion AI order target will show up as revenue?
Cisco
2026-08-13 00:09:15

Cisco shares fall about 4% after hours as AI outlook misses investor expectations

Cisco Systems gave investors its first full-year revenue view for artificial intelligence, but the forecast did not satisfy the market. According to the company’s earnings release, AI-related sales are expected to account for about 10% of Cisco’s total revenue in fiscal 2027, while full-year revenue is projected at $72.2 billion to $73.4 billion. Some analysts viewed that target as too conservative, especially because Cisco had already booked roughly $4 billion in AI-related orders in the quarter through July 25. After the results were released, Cisco shares fell about 4% in after-hours trading. Chief Executive Officer Chuck Robbins said AI-related revenue for fiscal 2026 was about $4 billion, while orders topped $9 billion. He said large AI orders are often placed well ahead of revenue recognition, creating a time lag between bookings and reported sales. For the same period, Cisco reported fourth-quarter revenue of $17.3 billion, up 18% from a year earlier and above the $16.8 billion expected by the market. Adjusted earnings per share came in at $1.22, also ahead of the $1.17 consensus estimate, according to Bloomberg.

1550
Cisco shares fall about 4% after hours as AI outlook misses investor expectations
Cisco
2026-08-12 23:00:04

Cisco Beats Q4 Revenue Estimates, Guides FY2027 EPS Above Consensus; Stock Slides 4.1% After Hours

On 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.

1610
Cisco Beats Q4 Revenue Estimates, Guides FY2027 EPS Above Consensus; Stock Slides 4.1% After Hours
Federal Reser
2026-08-08 11:39:45

US July CPI in focus as September rate-hike odds ease; semiconductor earnings season nears its end

Markets head into the new week with inflation data back at the center of the Federal Reserve debate after a sharp repricing in rate expectations. Over the past week, signs that shipping could resume through the Strait of Hormuz helped push oil prices sharply lower. At the same time, weaker-than-expected US July nonfarm payrolls and downward revisions to the prior two months drove the market-implied probability of a September Fed rate hike down from about 55% to 44%. That shift coincided with the biggest weekly gains for the three major US stock indexes since mid-April, while spot gold climbed above $4,370 an ounce. The coming week now turns on US inflation readings, with July CPI and core CPI due Wednesday, followed by PPI on Thursday and retail sales plus the University of Michigan consumer sentiment data on Friday. Investors are also tracking the final stretch of the semiconductor earnings season and AI-linked names. Upcoming reports from Applied Materials, Cisco and CoreWeave are among the releases in focus. BlockBeats said market participants will keep watching remarks from Fed officials ahead of Jackson Hole, as internal divisions at the central bank remain and Chair Warsh has stayed silent.

2030
US July CPI in focus as September rate-hike odds ease; semiconductor earnings season nears its end
NVIDIA
2026-07-21 07:04:27

NVIDIA’s reported U.S. dark fiber buying spree puts Ciena, Corning and Cisco in focus

NVIDIA is reportedly buying large amounts of long-haul dark fiber across the United States, a project Wolfe Research said it verified in a July 20 note after investor inquiries. The firm cited an earlier disclosure from Needham, which said NVIDIA was pursuing a large telecom network buildout that could involve $5 billion to $10 billion in spending over the next three years. According to the report, the buildout could include as many as 100 fiber pairs, or 200 individual fibers. Based on a conservative estimate using dense wavelength division multiplexing, or DWDM, Wccftech said the network’s theoretical capacity could reach 7.68 Pbps, far above the scale of a single major subsea cable system. The publication outlined three possible reasons for the move: linking distributed data centers into a massive GPU compute cluster, giving NeoCloud customers better network infrastructure, and allowing NVIDIA to push deeper into the GPU-as-a-Service market without relying as heavily on hyperscalers. Wolfe Research named Ciena, Corning and Cisco as stocks that could benefit. It called Ciena its favorite play, while Corning and Cisco were highlighted for their positions in fiber and networking infrastructure.

2050
NVIDIA’s reported U.S. dark fiber buying spree puts Ciena, Corning and Cisco in focus