Cisco Systems Inc (CSCO) FY2026Q1 Earning Prediction

11/12 05:00:00

After Hours

Cisco Systems Inc (CSCO) is set to release its FY2026Q1 earnings performance on 11/12 05:00:00 in After Hours trading. Consensus forecasts predict a revenue of 14.78B and an earnings per share (EPS) of 0.98 for the FY2026Q1. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

14.78B

14.88B

+0.70%

EPSBEAT

0.98

1.00

+2.04%

AI Summary

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AI Earnings Prediction

Prediction for FY2026Q1

Earnings Date: Nov 12, 2025

Cisco is predicted to beat earnings expectations due to strong AI-driven growth, competitive advantages, and enhanced recurring revenue streams.

Beat

Last 0 quarters:

5 beats0 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

20%

+8-10%

Networking revenue growth >15%, EPS >$1.10, upward FY2026 guidance revision.

Beat

45%

+3-5%

Modest networking revenue growth (~12%), EPS ~$1.00, reiterate FY2026 guidance.

Neutral

25%

Flat

Networking growth <10%, EPS in line ($0.98), no guidance changes.

Miss

10%

-4-6%

Networking growth <5%, EPS <$0.95, downward FY2026 guidance revision.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

AI infrastructure demand ($2B+ orders), new product launches (N9100), and competitive tailwinds from TP-Link ban offset slowing networking growth.

EPS

Beat

Operating leverage from AI-driven revenue growth and cost efficiencies (e.g., partnerships reducing R&D burden).

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Prediction Logic & Rational

Logic & Justification

Fact Data Analysis:

AI-Driven Growth Catalyst:

Cisco secured $2B+ in AI orders (FY2025) from hyperscalers, per UBS. This aligns with new product launches (N9100 data center switch with Nvidia, AI-native wireless stack for 6G) and partnerships (Pure Storage, G42) to build AI infrastructure. These initiatives directly support networking revenue, which is critical for maintaining double-digit growth.
Partnerships: Collaborations with Comcast Business (Cisco Meraki platform) and NetApp (FlexPod AI) signal expanded enterprise adoption and recurring revenue streams.

Competitive Tailwinds:

The proposed U.S. ban on TP-Link products (competitor in networking equipment) could drive market share gains for Cisco.

Recurring Revenue Strength:

Cisco introduced Splunk Federated Search and Cisco Data Fabric, enhancing its recurring revenue ecosystem. This supports growth in Total RPO/ARR, a key stability metric.

Risk Factors:

HSBC downgrade notes slowing networking segment growth and reliance on AI to offset broader weakness. FY2026 guidance previously missed expectations, suggesting execution risks.

Prediction Logic & Rational

Tactical Strategy Recommendations

Trading Strategy

Directional Play:
- Long Stock/ATM Calls: If bullish on AI-driven networking momentum, buy shares or Nov $72.5 calls.
- Hedge with Puts: Given HSBC’s caution, consider protective puts (e.g., Nov $67.5 puts).
Pairs Trade:
- Long Cisco (CSCO) / Short TP-Link suppliers (e.g., Netgear) to capitalize on U.S. ban catalyst.
Post-Earnings:
- Sell volatility (iron condor) if neutral guidance; implied volatility is elevated pre-earnings.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

CSCO Transcript

Cisco Systems, Inc. (CSCO) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Neutral12-10

Cisco Systems, Inc. (CSCO) Presents at UBS Global Technology and AI Conference 2025 Transcript

Neutral12-2

Cisco Systems, Inc. (CSCO) Q1 2026 Earnings Call Transcript

Positive11-12

Cisco's earnings call highlights strong AI-related growth, strategic partnerships, and product innovation. Despite a decline in operating cash flow, the company is investing in AI infrastructure and returning significant capital to shareholders. The Q&A section reveals confidence in AI orders, multiyear product cycles, and a shift to cloud services. Although there are challenges, such as increased DRAM pricing and a one-time revenue timing issue, the overall sentiment is positive due to optimistic guidance, strategic partnerships, and a strong AI demand outlook.

Cisco Systems, Inc. (CSCO) Presents at Deutsche Bank's 2025 Technology Conference Transcript

Neutral8-28

CSCO Slides

Cisco Q4 FY 2025 slides: AI momentum drives 8% revenue growth, margins expand

2025-08-13

CSCO Report

CISCO SYSTEMS, INC. 10-K

10-K

2024-09-05

CISCO SYSTEMS, INC. 10-Q

10-Q

2024-05-21

CISCO SYSTEMS, INC. 10-Q

10-Q

2024-02-20

CISCO SYSTEMS, INC. 10-K

10-K

2023-09-07

Frequently Asked Questions

What is the Cisco Systems Inc FY2026Q1 Earnings Release Date and Time?

Cisco Systems Inc (CSCO) is scheduled to release its FY2026Q1 earnings report onNov 12, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Cisco Systems Inc FY2026Q1 Revenue and EPS?

Analysts' consensus predicts 14.78B in revenue and an EPS of 0.98 for Cisco Systems Inc's FY2026Q1.

What Does Intellectia's AI Predict for Cisco Systems Inc FY2026Q1 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forCisco Systems Inc's FY2026Q1 earnings, with a prediction date of Nov 12, 2025. Cisco Systems Inc Cisco is predicted to beat earnings expectations due to strong AI-driven growth, competitive advantages, and enhanced recurring revenue streams.

How Can I Use This Earnings Prediction to Trade CSCO Stock?

Leverage Intellectia's AI forecast to position trades ahead of theNov 12, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Cisco Systems Inc FY2026Q1?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!