Analysts see $16.8 billion. Will Cisco's quarterly revenue top that when it reports Aug 12?
100% of users predicted YES — the community got this one right. 1 predictions cast.
Cisco Systems reported fiscal fourth-quarter revenue of $17.25 billion when it announced earnings on August 12, 2026, topping the $16.8 billion analysts had expected and marking 18% year-over-year growth, according to CNBC and Bloomberg. Adjusted earnings per share of $1.22 also beat the $1.17 consensus estimate, and GAAP net income jumped 51% to $3.9 billion.
Growth was broad-based: networking product revenue rose 28%, security climbed 14%, and total product orders increased 35% year over year, marking an eighth straight quarter of double-digit order growth. Demand from hyperscale cloud customers building AI data centers was a key driver, with that group placing $4 billion in orders in the quarter alone, pushing its full fiscal-year total to $9.3 billion.
Despite clearing the revenue bar, Cisco shares fell nearly 10% in the days after the report. Investors focused on gross-margin guidance of 65% to 66%, below expectations and reflecting a hardware-heavy sales mix, and on AI-related sales guidance of $7.5 billion for the coming fiscal year that fell short of some bullish forecasts.
The single Predict Six voter on this question correctly called the revenue beat, though the market's negative reaction shows that topping the headline number did not translate into investor enthusiasm.