Cisco (CSCO) Earnings Q1 2027
February 9, 2027 @ 4:05 pm - 5:05 pm
Cisco (CSCO) Earnings Q1 2027
Next CSCO Quarterly Earnings: Tuesday, at 4:05 pm ET (9:05 pm London).
Date to be confirmed by the publisher; this is the scheduled date.
- Consensus
- Not yet published
- Prior
- $1.22 EPS
- Actual
- Pending
Updated
Cisco Systems (NASDAQ: CSCO) is scheduled to report its quarterly earnings on Tuesday, February 9, 2027, with the results expected after US markets close at 4:05 pm ET (9:05 pm London). The exact date has not yet been confirmed by the company, so treat it as provisional until Cisco issues an official notice. Full schedule and background: Cisco earnings calendar. Markets watch this release closely because Cisco is the world’s largest maker of networking hardware and a bellwether for corporate technology spending, including the build-out of artificial intelligence infrastructure.
What is the Cisco earnings release?
Cisco’s quarterly earnings release is a formal update to shareholders and analysts covering revenue, profit, and forward guidance for its networking, security, collaboration and AI infrastructure businesses. The company publishes a press release through its investor relations site, followed by a conference call where chief executive Chuck Robbins and chief financial officer Scott Herren discuss results and answer analyst questions. Because Cisco sells to large enterprises, telecoms operators and data centre owners worldwide, its commentary is often read as a proxy for broader corporate IT and cloud spending, including demand from hyperscale cloud providers building AI data centres.
Cisco’s business spans four main areas: networking hardware and software (switches, routers and campus networking), security products, collaboration tools such as Webex, and, increasingly, infrastructure built for artificial intelligence workloads sold to hyperscale cloud operators. Investors tend to focus on orders and bookings growth as a leading indicator, since these show demand building before it shows up in reported revenue a quarter or two later. Management commentary on gross margin is also closely watched, because a shift toward lower-margin AI networking hardware for hyperscale customers can dilute overall profitability even as revenue grows quickly.
When is the Cisco Q1 2027 report and how to follow it
The release is expected around 4:05 pm ET (9:05 pm London), after the Nasdaq closes, with the earnings call typically starting around 30 minutes later. As this date is estimated, bear in mind that Cisco has historically reported in a fairly consistent window within each fiscal quarter, so the final confirmed date could shift by a few days either way. The press release and a live audio webcast of the call are published on Cisco’s investor relations website, where a replay is usually available within a few hours. No subscription is needed to listen.
What to expect
A specific consensus forecast for this particular report has not yet been published, since analyst models are typically updated closer to the release date. For context, when Cisco last reported results, for its fiscal fourth quarter, on August 12, 2026, it posted non-GAAP earnings of $1.22 a share, beating the $1.17 consensus estimate compiled by analysts, according to MarketBeat. Revenue of $17.25 billion also topped the roughly $16.82 billion analysts had expected. Alongside those results, Cisco guided the following quarter to non-GAAP earnings of $1.32 to $1.34 a share on revenue of $18.0 billion to $18.2 billion, according to the company’s own fourth-quarter earnings release. Analysts and investors will be watching whether that guidance was met, alongside updates on AI infrastructure orders (which hyperscale cloud customers are placing for Cisco’s networking gear), gross margin trends as hardware mix shifts, and any change to full-year guidance of $5.05 to $5.11 in non-GAAP earnings per share on revenue of $72.2 billion to $73.4 billion.
| Quarter | Revenue | Non-GAAP EPS | vs estimate |
|---|---|---|---|
| Q4 FY2026 (Aug 12, 2026) | $17.25 billion | $1.22 | Beat ($1.17 est.) |
| Q3 FY2026 | Not independently verified for this page | – | – |
| Q2 FY2026 | Not independently verified for this page | – | – |
| Q1 FY2026 | $14.88 billion | $1.00 | – |
Investors will also be listening for any update on the pace of AI infrastructure orders. Cisco said it booked $4 billion of AI infrastructure orders in its fiscal fourth quarter of 2026 alone, taking the running total for that fiscal year to $9.3 billion, and it has guided for AI infrastructure revenue to reach about $7.5 billion in fiscal 2027, according to Cisco’s own fourth-quarter release. Analysts at Barclays, cited by Yahoo Finance, noted that Cisco’s prior guidance implied core business growth of around 10% for the fiscal year, which they described as “impressive” given an already elevated valuation heading into results. Any slowdown in hyperscaler order growth, or a wider-than-expected dip in gross margin from AI hardware mix, would likely draw scrutiny on the call.
What the outcome could mean
| Scenario | Likely market read | Plain-English meaning |
|---|---|---|
| Beat on earnings and revenue, guidance raised | Shares could rise, especially if AI infrastructure orders accelerate | Cisco is selling more networking gear and software than expected, often a sign corporate and cloud spending on technology is holding up |
| In line with guidance | Muted reaction, though commentary on AI demand and margins still matters | Cisco is performing broadly as it said it would, with no major surprise for the wider technology sector |
| Miss or guidance cut | Shares likely fall, could weigh on other networking and hardware stocks | Enterprise or cloud customers may be pulling back on spending, which can be an early signal for the broader tech sector |
What It Means for Your Money
Cisco is one of the largest components of US technology indices, so its shares sit inside most global index funds, including those commonly held in workplace pensions and ISAs in the UK and across Europe. A sharp move in Cisco’s share price after earnings can nudge the value of diversified pension pots and tracker funds, even for investors who have never bought the stock directly. Because Cisco supplies networking equipment to banks, telecoms firms and cloud providers worldwide, weaker or stronger guidance can also hint at corporate spending trends that eventually affect jobs and investment in the technology supply chain, from component makers in Asia to data centre builders in Europe. For everyday consumers, the report has little direct effect on mortgages or savings rates, but it can move the dollar modestly against the pound and euro if the results shift expectations for US corporate health and interest rates.
Related events
- Cisco (CSCO) earnings, Q4 2026
- US non-farm payrolls report, typically released the first Friday of each month
- Other major technology and semiconductor earnings reported around the same week
Frequently Asked Questions
Is the February 9, 2027 date for Cisco’s earnings confirmed?
No. The date is estimated based on Cisco’s typical reporting pattern and will be confirmed by the company closer to the time.
What time does Cisco report earnings?
Cisco typically reports after the US market closes, expected around 4:05 pm ET (9:05 pm London), with a conference call shortly after.
What was Cisco’s most recent earnings result?
In its most recently reported quarter, Cisco posted non-GAAP earnings of $1.22 a share, beating the $1.17 consensus estimate, according to MarketBeat.
Where can I watch the Cisco earnings call live?
Cisco streams its earnings call live on its investor relations website, where a replay is usually posted afterwards.
Why does Cisco’s earnings report matter beyond its own stock?
Cisco’s results are widely used as an indicator of enterprise technology and cloud infrastructure spending, so they can influence sentiment toward the broader technology sector.