CSCO · News · 20261014N
Revenue Performance and Mix
CISCO SYSTEMS, INC. · 2026-10-14 · Importance 54 · Surprise 40 · No source text
Cisco reported quarterly revenue of $17.25 billion, exceeding estimates. Revenue increased 17.6% year over year, indicating substantial acceleration versus the prior-year period. Analysts cited strong networking demand, AI infrastructure investment and cybersecurity adoption as contributors to the performance.
Key facts
- Consensus revenue estimate for the upcoming quarter is $18.09 billion, reflecting a 21.54% rise year-over-year. source
- Fiscal-2026 net income increased 30% to $13.3 billion. source
- Consensus EPS projection for the upcoming quarter is $1.33, a 33% increase from the same quarter last year. source
- Cisco exceeded Q3 earnings expectations with $17.25 billion in revenue. source
- KMG Fiduciary Partners LLC reduced its stake in Cisco by 12% in the third quarter, selling 10,586 shares and retaining 77,267 shares valued at $8.3 million. source
- First Citizens Bank & Trust Co. increased its stake in Cisco by 8.1% in the third quarter, acquiring 23,485 shares to bring total holdings to 312,280 shares valued at $33.6 million. source
- Cisco shares have surged 68% over the past year. source
- Cisco reported adjusted EPS of $1.22 for the quarter that beat expectations. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | +4.8% | Fiscal-2026 net income increased 30% to $13.3 billion. |
| revenue | positive | contingent | — | Consensus revenue estimate for the upcoming quarter is $18.09 billion, reflecting a 21.54% rise year-over-year. |
| revenue | positive | realized | — | Cisco exceeded Q3 earnings expectations with $17.25 billion in revenue. |