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Cisco Systems, Inc. is a leading global technology company focused on designing, producing, and marketing Internet Protocol (IP)-based networking equipment, software, and associated products within the communications and information technology industries. The company operates extensively across major regions including the Americas, Europe, the Middle East, Africa, and the Asia Pacific, specifically covering Japan and China. Its comprehensive product lineup features switching solutions for both enterprise campuses and data centers. Cisco's enterprise routing segment is crucial for securely and…
Evaluate the expected performance of Cisco (CSCO) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Cisco expects about $9 billion of AI infrastructure orders from hyperscalers in fiscal 2026, up from its earlier $5 billion forecast. The company expects to recognize about $4 billion of AI infrastructure revenue from hyperscalers in fiscal 2026, against total guided revenue of $62.8 billion to $63.0 billion.
Cisco, Intrusion and RADCOM face a mixed earnings setup as AI networking demand rises, while cautious IT spending, costs and deployment delays weigh.
SAN JOSE, Calif., Aug. 5, 2026 /PRNewswire/ -- Cisco (NASDAQ: CSCO) has scheduled a conference call for Wednesday, Aug 12, 2026, at 1:30 PM (PT); 4:30 PM (ET) to announce its fourth quarter fiscal year 2026 financial results for the period ending Saturday, July 25, 2026.
Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS) is set to report quarterly results after the market close on August 12, with UBS expecting the networking equipment maker to deliver revenue and earnings above consensus estimates, supported by accelerating demand for AI infrastructure and resilient campus networking spending. UBS wrote that industry checks and commentary from hyperscale cloud providers and neocloud companies indicate demand for AI infrastructure strengthened over the past three months, supporting upside to both networking revenue and product orders in the July quarter.