Cisco (CSCO) Reports Q4: Everything You Need To Know Ahead Of Earnings

Cisco (CSCO) Reports Q4: Everything You Need To Know Ahead Of Earnings

Anthony Lee

Tue, February 10, 2026 at 12:01 PM GMT+9 2 min read

In this article:

CSCO

+2.31%

Networking technology giant Cisco (NASDAQ:CSCO) will be reporting results this Wednesday after market hours. Here’s what to expect.

Cisco beat analysts’ revenue expectations by 0.8% last quarter, reporting revenues of $14.88 billion, up 7.5% year on year. It was a very strong quarter for the company, with revenue guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EPS guidance for next quarter estimates.

Is Cisco a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Cisco’s revenue to grow 8% year on year to $15.12 billion, slowing from the 9.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.02 per share.

Cisco Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Cisco has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 0.7% on average.

Looking at Cisco’s peers in the it services & other tech segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Applied Digital delivered year-on-year revenue growth of 98.2%, beating analysts’ expectations by 14.8%, and Amdocs reported revenues up 4.1%, in line with consensus estimates. Applied Digital traded up 8.1% following the results while Amdocs was down 1.3%.

Read our full analysis of Applied Digital’s results here and Amdocs’s results here.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the it services & other tech stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.8% on average over the last month. Cisco is up 17.2% during the same time and is heading into earnings with an average analyst price target of $87.19 (compared to the current share price of $86.79).

Today’s young investors likely haven’t read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

Terms and Privacy Policy

Privacy Dashboard

More Info