Cisco CEO Chuck Robbins speaks at the Business Roundtable CEO Workforce Forum in Washington on June 17, 2025.
Cisco reported results on Wednesday that narrowly exceeded analysts' expectations and issued quarterly guidance that was also better than expected.
Here's how the company did in its fiscal fourth quarter comparison with LSEG consensus:
Earnings per share: 99 cents adjusted vs. 98 cents expected
99 cents adjusted vs. 98 cents expected Revenue: $14.67 billion vs. $14.62 billion expected
Revenue increased 7.6% year over year in the quarter, which ended on July 26, according to a statement. Net income rose to $2.82 billion, or 71 cents per share, from $2.16 billion, or 54 cents per share, in the same quarter a year ago.
Management called for 97 cents to 99 cents in fiscal first-quarter adjusted earnings per share on $14.65 billion to $14.85 billion in revenue. Analysts surveyed by LSEG were expecting 97 cents per share on $14.62 billion in revenue.
For the full 2026 fiscal year, Cisco forecast $4 to $4.06 in adjusted earnings per share and $59 billion to $60 billion in revenue. The LSEG consensus was for earnings of $4.03 a share and $59.53 billion in revenue.
"While we have some clarity on tariffs, we are still operating in a complex environment," Mark Patterson, Cisco's finance chief, said on a conference call with analysts.
In the fiscal fourth quarter, Cisco generated $7.63 billion in networking revenue, up 12%. Analysts polled by StreetAccount were looking for $7.34 billion.
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