Cisco (CSCO) Earnings Q4 2026
November 10 @ 4:05 pm - 5:05 pm
Cisco (CSCO) Earnings Q4 2026
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
- Non-GAAP EPS $1.22 vs $1.17 expected
- Actual
- Pending
Updated
Cisco Systems (NASDAQ: CSCO) is scheduled to report its next quarterly financial results on Tuesday, November 10, 2026, with the earnings release expected around 4:05pm ET (9:05pm London). Cisco’s investor relations team publishes the exact date and conference call details a few weeks in advance, so the schedule below should be treated as indicative until Cisco confirms it. Full background on Cisco’s reporting calendar and past quarters can be found on the hub page for Cisco earnings dates.
Cisco is the world’s largest maker of networking hardware, selling routers, switches, wireless equipment, security software and, increasingly, artificial intelligence (AI) data centre infrastructure to businesses, telecoms operators and governments. Because its equipment sits inside the internet’s plumbing and inside most large companies’ data centres, its results are widely watched as a barometer of corporate technology spending and, more recently, of the pace of AI infrastructure build-out by big cloud computing firms known as hyperscalers.
What is Cisco’s quarterly earnings report?
Every quarter, Cisco publishes a results statement covering revenue, profit, gross margin and forward guidance for the following quarter and, once a year, the full fiscal year ahead. Cisco’s fiscal year runs to the end of July, so a report released in November typically covers the company’s fiscal first quarter, the three months to around late October. Chief executive Chuck Robbins and chief financial officer Mark Patterson host a conference call with analysts shortly after the numbers are released, taking questions on order trends, AI-related demand and competitive pressure from rivals such as Arista Networks and Juniper Networks (owned by HPE).
When is Cisco’s earnings report and how to follow it
The release is expected after the US market closes, around 4:05pm ET (9:05pm London time), followed by a conference call roughly 30 minutes later. Cisco streams the call live and posts a replay on its investor relations website, which also carries the press release, the slide deck and the reconciliation of GAAP to non-GAAP figures. As the date has not yet been formally confirmed by Cisco, readers should note that the company generally reports its fiscal first-quarter results in mid-November, a pattern that has held for several years.
What to expect
A consensus forecast for this specific report has not yet been published, since Wall Street analysts typically update their estimates only a few weeks before the release date. However, Cisco’s own guidance, issued alongside its fiscal fourth-quarter 2026 results on August 12, 2026, gives an early indication of what the company itself expects. Cisco guided for fiscal first-quarter 2027 revenue of $18.0 billion to $18.2 billion and non-GAAP earnings per share (EPS, profit divided by the number of shares in issue) of $1.32 to $1.34, according to the company’s official results release. Analysts will be watching whether AI-related orders, which totalled $9.3 billion for fiscal 2026, keep accelerating, and whether the core networking segment, switches, routers and wireless gear, sustains the growth seen in the prior quarter.
| Quarter | Revenue | Non-GAAP EPS | vs estimate |
|---|---|---|---|
| Q4 FY2026 (reported Aug 12, 2026) | $17.25 billion | $1.22 | Beat ($16.82bn / $1.17 expected) |
Cisco has not yet published fiscal first-quarter 2027 results, so only the most recently reported quarter is shown above with verified consensus figures.
Cisco’s stock has been particularly sensitive to AI infrastructure headlines in 2026. The company’s fiscal fourth-quarter 2026 results showed AI-related orders reaching $4.0 billion in a single quarter, bringing the full fiscal year total to $9.3 billion, according to Cisco’s own disclosures. Management has pointed to a partnership with Supermicro, announced around the fourth-quarter results, to integrate liquid-cooled GPU systems into Cisco’s Secure AI Factory offering, a sign of how central AI data centre spending has become to the company’s growth story. Investors in the November report will likely press management on whether this order momentum is holding up, and whether hyperscaler capital spending plans for 2027 remain intact.
What the outcome could mean
| Scenario | Likely market read | Plain-English meaning |
|---|---|---|
| Beat on revenue and EPS, guidance raised | Shares could rise if AI order growth continues to accelerate, though gains are not guaranteed even on a beat | Cisco is selling more equipment and making more profit per share than analysts expected, and expects the trend to continue |
| In line with guidance | Muted reaction, focus shifts to commentary on AI infrastructure demand and enterprise IT budgets | Cisco performed broadly as it said it would, with no major surprise either way |
| Miss or guidance cut | Shares could fall, particularly if hyperscaler AI spending commentary disappoints | Demand for Cisco’s networking or AI infrastructure products is weaker than the company itself had signalled |
What It Means for Your Money
Cisco is a large component of major US indices including the S&P 500 and Nasdaq 100, so its results feed into the value of pension funds, workplace pensions and index-tracking funds held by millions of savers in the UK, Europe and beyond, even for people who have never bought a Cisco share directly. A strong report tends to lift sentiment across the wider technology and AI infrastructure sector, including chipmakers and data centre suppliers; a weak one can drag on those same names. Because Cisco’s customers include telecoms firms and large enterprises worldwide, its order trends offer an early signal on corporate technology budgets, which can hint at future hiring and capital spending decisions. Currency moves are a secondary factor: Cisco earns a meaningful share of revenue outside the US, so a stronger dollar against the pound or euro can dent reported growth when translated back into dollars, while a weaker dollar can flatter it.
Related events
- US Nonfarm Payrolls report, released monthly and closely watched alongside big-tech earnings for signs of economic strength
- Federal Reserve interest rate decisions, which influence technology stock valuations broadly
- Earnings from networking and AI infrastructure peers such as Arista Networks and Hewlett Packard Enterprise
Frequently Asked Questions
What time does Cisco report earnings?
Cisco is expected to release results after market close, around 4:05pm ET (9:05pm London time), with a conference call to follow.
Is the November 10, 2026 date confirmed?
No, Cisco has not yet formally confirmed the date. The company typically reports fiscal first-quarter results in mid-November.
What was Cisco’s most recent EPS result?
In its fiscal fourth-quarter 2026 results, released August 12, 2026, Cisco reported non-GAAP EPS of $1.22, beating the $1.17 consensus estimate, according to Cisco’s own results release.
What guidance has Cisco already given for this quarter?
Cisco guided for fiscal first-quarter 2027 revenue of $18.0 billion to $18.2 billion and non-GAAP EPS of $1.32 to $1.34, as stated in its August 2026 earnings release.
Where can I watch the earnings call live?
Cisco streams its earnings conference call and posts a replay on its investor relations website.