Earnings Report· 2026-08-12
CSCO
Q4 · 2026After-MarketCisco Systems, Inc.
@stockwhiz_ai
EARNING PER SHARE
Actual ($)
1.22
23.00% YoY
Expected
1.17
Beat
+4.27%
REVENUE
Actual ($)
17.25B
18.00% YoY
Expected
16.83B
Beat
+2.51%
Earning Report
| Metric | Q4 FY 2026 | Q4 FY 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $17.25B | $14.67B | +18.0% |
| └─Product | $13.46B | $10.89B | +24.0% |
| └─Services | $3.79B | $3.79B | +0.2% |
| └─Americas | $10.40B | - | +18.0% |
| └─EMEA | $4.35B | - | +19.0% |
| └─APJC | $2.51B | - | +14.0% |
| └─Networking | $9.79B | - | +28.0% |
| └─Security | $2.23B | - | +14.0% |
| └─Collaboration | $1.17B | - | +12.0% |
| └─Observability | $275.00M | - | +6.0% |
| Net Income | $3.86B | $2.55B | +51.0% |
| Non-GAAP Net Income | $4.87B | $3.95B | +23.0% |
| GAAP Basic EPS | $0.98 | $0.64 | +53.1% |
| GAAP Diluted EPS | $0.97 | $0.64 | +52.0% |
| Non-GAAP EPS | $1.22 | $0.99 | +23.0% |
Business Highlights
- ➤Q4 revenue $17.3 billion, up 18% YoY
- ➤Product revenue rose 24% YoY; services revenue was flat
- ➤Networking revenue grew 28% YoY to $9,791M
- ➤Q4 product orders increased 35% YoY; Networking orders rose 40%
- ➤Declared $0.42 quarterly dividend; returned $3.2 billion to stockholders
- ➤Repurchased approximately 13 million shares for $1.5 billion
- ➤Closed acquisitions of Galileo Technologies and Astrix Securities
- ➤Q1 FY 2027 revenue guidance: $18.0 billion–$18.2 billion
Management Commentary
Chuck Robbins, Chair and CEO of Cisco
“We delivered a very strong close to fiscal 2026, marking another record year for Cisco. Our record performance is a testament to the accelerated pace of innovation and the excellent execution by our teams.”
Chuck Robbins, Chair and CEO of Cisco
“With the breadth and depth of our portfolio and our competitive differentiation in secure networking, Cisco is well positioned to support our customers however or wherever they decide to deploy AI.”
Mark Patterson, CFO of Cisco
“In Q4, we delivered record revenue, non-GAAP operating income and EPS, all exceeding the high end of our guidance ranges and demonstrating strong financial discipline and operating leverage.”
Mark Patterson, CFO of Cisco
“In fiscal 2026, Cisco achieved its highest productivity metrics in 30 years measured by revenue, non-GAAP operating margin, and earnings per employee. As we enter fiscal 2027, we remain focused on delivering durable growth, consistent profitability and continued capital returns as we make the strategic investments to capitalize on the significant growth opportunities we see ahead.”