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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Cisco Systems, Inc. (CSCO) is 9/10.
Cisco posted record Q3 revenue of $15.8 billion, up 12% year-over-year, with non-GAAP EPS of $1.06, up 10%, and total product orders growing 35%. FY2026 guidance was raised significantly with revenue now expected at $62.8 to $63.0 billion and EPS at $4.27 to $4.29, representing a 3.13% EPS midpoint increase. AI infrastructure orders surged toward a $9 billion FY2026 target, and broad-based enterprise and public sector strength complemented the AI buildout.
Scored from Cisco Systems, Inc.’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $13.84B | -5.6% | $0.68 | -23.6% | 65.9% | 17.0% | 19.6% | $3.44B |
| FY2025 Q2 | $13.99B | +9.4% | $0.61 | -6.2% | 65.1% | 22.3% | 17.4% | $2.03B |
| FY2025 Q3 | $14.15B | +11.4% | $0.62 |
| +34.8% |
| 65.6% |
| 22.6% |
| 17.6% |
| $3.80B |
| FY2025 Q4 | $14.67B | +7.6% | $0.64 | +18.5% | 63.2% | 21.0% | 17.4% | $4.02B |
| FY2026 Q1 | $14.88B | +7.5% | $0.72 | +5.9% | 65.5% | 22.6% | 19.2% | $2.89B |
| FY2026 Q2 | $15.35B | +9.7% | $0.79 | +29.5% | 65.0% | 24.6% | 20.7% | $2.15B |
| FY2026 Q3 | $15.84B | +12.0% | $0.85 | +37.1% | 63.6% | 25.0% | 21.3% | $3.56B |
| FY2026 Q4 | $17.25B | +17.6% | $0.97 | +51.6% | 64.1% | 24.7% | 22.4% | $5.39B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $57.00B | +10.6% | $3.07 | +8.9% | 62.7% | 26.4% | 22.1% | $19.04B |
| FY2024 | $53.80B | -5.6% | $2.54 | -17.3% | 64.7% | 22.6% | 19.2% | $10.21B |
| FY2025 | $56.65B | +5.3% | $2.55 | +0.4% | 64.9% | 20.8% | 18.0% | $13.29B |
| FY2026 | $63.33B | +11.8% | $3.33 | +30.6% | 64.5% | 24.3% | 21.0% | $13.98B |