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Cisco posted record revenue of $18.5 billion, up 24%, and non-GAAP earnings per share of $1.40, up 40%, while raising fiscal year 27 revenue guidance to $74.8 billion-$75.8 billion and AI infrastructure revenue guidance to $9 billion.
Cisco Systems, Inc. reported revenue of $18.5 billion, up 24% year over year, and non-GAAP EPS of $1.40, up 40%. It raised FY 2027 revenue guidance to $74.8 billion to $75.8 billion and hyperscaler AI infrastructure revenue expectations to $9B.
Cisco reported fiscal 2026 record revenue of $63.3 billion, up 12% year over year, GAAP and non-GAAP earnings per share of $3.33 and $4.33, and over $9 billion in AI infrastructure orders from hyperscale customers.
Cisco reported record fiscal 2026 revenue of $63.3 billion, up 12% year-over-year, and returned $12.7 billion through dividends and share repurchases. Stockholders will vote on ten director nominees, executive compensation, and PricewaterhouseCoopers LLP at the December 15, 2026 meeting.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Cisco delivered record Q1 revenue and earnings, raised FY27 revenue guidance, lifted its FY27 AI infrastructure revenue expectation to $9 billion, and reported broad-based order growth and strong cash generation. Gross margin declined, services growth remained modest, and AI orders, second-half visibility, and concentrated hyperscaler spending remain risks.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Channel partner financing volume | $29.9B | fiscal 2026 filing | +20.1% |
|
|
|||
| AI infrastructure orders | 9.3B | FY 2026 | — |
| AI infrastructure orders taken | 4B | Q4 FY 2026 | — |
| AI infrastructure revenue delivered | 4B | FY 2026 | — |
| Networking product orders year over year growth | 40% | Q4 FY 2026 | — |
| Non-GAAP Operating Income non-GAAP | $22B | fiscal 2026 | — |
| Non-GAAP operating margin non-GAAP | 34.8% | FY 2026 | — |
| Product RPO year over year growth | 9% | Q4 FY 2026 | — |
| RPO total year over year growth | 7% | Q4 FY 2026 | — |
| Services RPO year over year growth | 6% | Q4 FY 2026 | — |
| Total product orders year over year growth | 35% | Q4 FY 2026 | — |
| Total product orders year over year growth excluding hyperscalers | 25% | Q4 FY 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CSCO
this stock
Cisco Systems, Inc.
|
$377.07B | +24.2% | +2.8% | 28.7 | 1.5% |
|
MSI
Motorola Solutions, Inc.
|
$87.83B | +38.6% | +5.7% | 42.8 | 2.1% |
|
HPE
Hewlett Packard Enterprise Co
|
$64.10B | +101.0% | +13.8% | 24.9 | 3.5% |
|
LITE
Lumentum Holdings Inc.
|
$54.11B | +61.9% | +24.6% | — | 8.9% |
|
NOK
Nokia Corp
|
$45.67B | +24.7% | — | — | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Cisco Systems, Inc. reported revenue of $18.5 billion, up 24% year over year, and non-GAAP EPS of $1.40, up 40%. It raised FY 2027 revenue guidance to $74.8 billion to $75.8 billion and hyperscaler AI infrastructure revenue expectations to $9B.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CSCO | +1.9% | -10.9% | -19.2% | -8.5% | +24.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -0.7% | -9.8% | -19.7% | -8.3% | +13.5% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
