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Cisco Systems (IT:1CSCO)
:1CSCO
Earnings Data
Report Date
Aug 13, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
0.86Last Year’s EPS
0.77Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 14, 2025
|% Change Since: 2.33%
|Next Earnings Date:Aug 13, 2025
Earnings Call Sentiment|Positive
Cisco's earnings call highlighted strong financial performance and significant growth in AI infrastructure orders, exceeding expectations. Strategic partnerships and shareholder returns were also positive points. However, ongoing tariff uncertainties and specific sector challenges, such as in servers and the public sector, present concerns.Company Guidance
During Cisco's Third Quarter Fiscal Year 2025 Financial Results Conference Call, the company provided guidance for its fourth quarter and fiscal year 2025. Cisco expects fourth-quarter revenue to be between $14.5 billion and $14.7 billion, with a non-GAAP gross margin ranging from 67.5% to 68.5%. The non-GAAP operating margin is projected to be between 33.5% and 34.5%, and non-GAAP earnings per share are expected to be between $0.96 and $0.98. For the full fiscal year 2025, Cisco anticipates revenue in the range of $56.5 billion to $56.7 billion, with non-GAAP earnings per share projected to range from $3.77 to $3.79. The guidance reflects assumptions about tariffs remaining in place and highlights uncertainties due to the macroeconomic environment.Record Order Growth
Total product orders grew 20% year-over-year, or 9% on an organic basis, demonstrating strong demand across various sectors despite an uncertain macro environment.
AI Infrastructure Orders Surpass Expectations
AI infrastructure orders from web-scale customers exceeded $600 million in Q3, bringing the year-to-date total to over $1 billion, surpassing the original fiscal year '25 target a quarter early.
Strong Shareholder Returns
Cisco returned $3.1 billion in capital to shareholders in Q3 through share repurchases and dividends, with a total of $9.6 billion returned year-to-date.
Security Orders Growth
Security orders grew in high double digits in Q3, including a large multiyear deal with a major financial services company for Splunk's security and observability platforms.
New Strategic Partnerships
Cisco announced new partnerships and investments in AI infrastructure, including collaborations with NVIDIA, Saudi Arabia's HUMAIN, and others to enhance AI capabilities.
Positive Financial Performance
Total revenue was $14.1 billion, up 11% year-over-year, with non-GAAP earnings per share at $0.96, exceeding guidance expectations.
IT:1CSCO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IT:1CSCO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2025 | €54.86 | €58.27 | +6.22% |
Feb 12, 2025 | €59.63 | €60.60 | +1.63% |
Nov 13, 2024 | €55.05 | €54.52 | -0.96% |
Aug 14, 2024 | €40.57 | €44.53 | +9.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cisco Systems (IT:1CSCO) report earnings?
Cisco Systems (IT:1CSCO) is schdueled to report earning on Aug 13, 2025, TBA Not Confirmed.
What is Cisco Systems (IT:1CSCO) earnings time?
Cisco Systems (IT:1CSCO) earnings time is at Aug 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Cisco Systems stock?
The P/E ratio of Cisco Systems is N/A.
What is IT:1CSCO EPS forecast?
IT:1CSCO EPS forecast for the fiscal quarter 2025 (Q4) is 0.86.
