CSCO
Cisco Systems·NASDAQ
--
--(--)
--
--(--)
CSCO fundamentals
Cisco Systems (CSCO) released its earnings on Feb 11, 2026: revenue was 15.35B (YoY +9.71%), beat estimates; EPS was 1.04 (YoY +10.64%), beat estimates.
Revenue / YoY
15.35B
+9.71%
EPS / YoY
1.04
+10.64%
Report date
Feb 11, 2026
CSCO Earnings Call Summary for Q2,2026
- Record Q2 Revenue: $15.3 billion (+10% YoY), with AI infrastructure orders from hyperscalers surging to $2.1 billion Q2 vs. $1.3 billion Q1.
- AI Growth Ambitions: FY26 AI orders target exceeds $5 billion, driven by 65% YoY growth in service provider/cloud orders and 20%+ networking product orders.
- Dividend Expansion: $0.01 increase to $0.42 per quarter, signaling confidence in cash flow generation despite gross margin headwinds.
- Strategic Differentiation: G300 chip and 100 terabit switches position Cisco for leadership in programmable silicon, with 1 million Silicon One chips shipped in Q2.
- Customer Momentum: 1,000 new customers for AI-native security products in Q2, and 4,000 total since launch, offsetting legacy firewall declines.
EPS
Actual | 0.77 | 0.79 | 0.8 | 0.76 | 0.79 | 0.83 | 0.84 | 0.82 | 0.84 | 0.87 | 0.83 | 0.86 | 0.88 | 1 | 1.14 | 1.11 | 0.87 | 0.88 | 0.87 | 0.91 | 0.94 | 0.96 | 0.99 | 1 | 1.04 | |||||||||||||||
Forecast | 0.7585 | 0.7102 | 0.7372 | 0.7049 | 0.7567 | 0.8219 | 0.8285 | 0.8042 | 0.81 | 0.8626 | 0.8162 | 0.8352 | 0.8549 | 0.9725 | 1.0576 | 1.031 | 0.8388 | 0.8283 | 0.8485 | 0.8715 | 0.9096 | 0.9171 | 0.9771 | 0.9818 | 1.0216 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.52% | +11.24% | +8.52% | +7.82% | +4.40% | +0.99% | +1.39% | +1.96% | +3.70% | +0.86% | +1.69% | +2.97% | +2.94% | +2.83% | +7.79% | +7.66% | +3.72% | +6.24% | +2.53% | +4.42% | +3.34% | +4.68% | +1.32% | +1.85% | +1.80% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 12.01B | 11.98B | 12.15B | 11.93B | 11.96B | 12.80B | 13.13B | 12.90B | 12.72B | 12.84B | 13.10B | 13.63B | 13.59B | 14.57B | 15.20B | 14.67B | 12.79B | 12.70B | 13.64B | 13.84B | 13.99B | 14.15B | 14.67B | 14.88B | 15.35B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 11.97B | 11.88B | 12.09B | 11.85B | 11.92B | 12.57B | 13.04B | 12.98B | 12.66B | 13.37B | 12.73B | 13.31B | 13.42B | 14.40B | 15.05B | 14.63B | 12.71B | 12.53B | 13.53B | 13.78B | 13.87B | 14.05B | 14.62B | 14.78B | 15.11B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.26% | +0.87% | +0.57% | +0.69% | +0.30% | +1.84% | +0.67% | -0.65% | +0.44% | -3.98% | +2.91% | +2.40% | +1.29% | +1.22% | +1.02% | +0.29% | +0.67% | +1.34% | +0.79% | +0.48% | +0.87% | +0.72% | +0.39% | +0.73% | +1.57% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for Cisco Systems next quarter?Did Cisco Systems beat or miss consensus estimates last quarter?What is Cisco Systems's gross profit margin?What factors drove the changes in Cisco Systems's revenue and profit?What were the key takeaways from Cisco Systems’s earnings call?What guidance did Cisco Systems's management provide for the next earnings period?What is Cisco Systems's latest dividend and current dividend yield?What is the revenue and EPS growth rate for Cisco Systems year over year?
ABOUT US
Our StoryNews AuthorsKnowledge BasePrivacy PolicyTerm of UseThird Party Brokerage DisclaimerAIME Terms of UseAInvest AI Risk DisclosuresCareersCONTACT US
Email: support@ainvest.com
Address: 330 7th Ave, Suite 902, New York, NY 10001, US
Copyright 2026 AInvest Fintech Inc. All rights reserved.
