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Cisco Systems Q4 FY2026 · Story

Read the quarter card by card, ready to share.

CSCOQ4 FY20261/5

Estimate vs Actual

Earnings per Share

$1.22

+ 4.0% vs Estimate

Surprise as recorded in the analysis; the estimate itself is not on the calendar.

CSCOQ4 FY20262/5

Guidance

Revenue (Q1 FY27)

Company Guidance
18.0 – 18.2 billion

Strong Growth · 21.5% YoY ▲

Revenue (Full Year FY27)

Company Guidance
72.2 – 73.4 billion

Double-Digit Growth · 15.0% YoY ▲

Gross Margin (Non-GAAP)

Company Guidance
65.5% – 66.5%

Slight Pressure · 0.3 pt Contraction ▼

CSCOQ4 FY20264/5

In 30 Seconds

Revenue rose 18% year over year to $17.3B; adjusted EPS of $1.22 beat expectations.

  • AI infrastructure orders reached $9.3B for the year, with $4B booked in the fourth quarter alone.
  • Shares fell about 4.5% after hours as investors focused on a slightly softer gross-margin outlook.

First point of the analysis's “In 30 Seconds”.

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