Cisco Systems Q4 25 Earnings Conference Call Scheduled for August 13, 2025

Cisco Systems will host a conference call on August 13, 2025, at 4:30 PM ET to discuss Q4 25 earnings results. The live webcast can be accessed at https://newsroom.cisco.com, and the call can be dialed into at 888-848-6507 (US) or 212-519-0847 (International). A replay call can be accessed at 800-391-9853 (US) or 203-369-3269 (International).

Cisco Systems (CSCO) will host a conference call on August 13, 2025, at 4:30 PM ET to discuss its fiscal fourth-quarter 2025 earnings results. The live webcast can be accessed at [https://newsroom.cisco.com](https://newsroom.cisco.com), and the call can be dialed into at 888-848-6507 (US) or 212-519-0847 (International). A replay call can be accessed at 800-391-9853 (US) or 203-369-3269 (International).

Analysts estimate that Cisco Systems will report earnings per share (EPS) of $0.91 for the quarter ending July 31, 2025, with revenue expected to be approximately $14.63 billion. This represents a 7.3% year-over-year revenue growth and about a 16% year-on-year free cash flow growth to just under $4.1 billion [2].

The company's performance has been influenced by trends in artificial intelligence (AI) infrastructure, cybersecurity demand, and enterprise digital transformation. Cisco's year-to-date total return is nearly 23%, outperforming the QQQ by approximately 11% as of Friday [2].

Cisco has "three pillars" in its AI opportunity: AI training infrastructure for webscale AI inference/enterprise clouds, AI network connectivity, and a partnership with Nvidia to create a unified architecture and secure AI solutions. The company's valuation remains relatively attractive, trading at 18.9x FY estimates and 17.8x forward adjusted earnings estimates [2].

However, Cisco's traditional networking hardware faces commoditization risks, and while AI orders are promising, they represent only 2%-3% of the company's total FY-to-date revenues [2]. The stock's significant year-to-date outperformance may reflect significant optimism, and the cost of revenue from the product/hardware side could lead to margin compression in the event of inventory overstocking.

Cisco Systems is set to give its latest quarterly earnings report on Wednesday, August 13, 2025. The consensus rating for Cisco Systems is Outperform, based on 15 analyst ratings, with an average one-year price target of $72.27, suggesting a potential 2.26% upside [3].

Investors will be closely watching for any positive guidance or forecasted growth for the next quarter. Cisco's revenue growth over a period of 3 months has been noteworthy, achieving a revenue growth rate of approximately 11.39% as of 30 April, 2025 [3].

The company's net margin surpasses industry standards, highlighting its exceptional financial performance, with an impressive 17.61% net margin. Cisco's return on equity (ROE) is a standout performer, exceeding industry averages [3].

References:
[1] https://investor.cisco.com/events/event-details/2025/Cisco-Q4FY25-Earnings-Results/default.aspx
[2] https://www.cnbc.com/2025/08/11/betting-on-a-bullish-earnings-move-in-cisco-systems-using-options.html
[3] https://www.benzinga.com/insights/earnings/25/08/47059994/a-look-ahead-cisco-systemss-earnings-forecast