{"symbol":"CSCO","fiscalQuarter":"Q4-2026","reportDate":"2026-08-12","reportTime":"AMC","status":"upcoming","company":{"name":"Cisco Systems, Inc.","sector":"Information Technology","industry":"Communications Equipment"},"tier":"free","webUrl":"https://earningsnxt.ai/ticker/CSCO/earnings/Q4-2026","preBrief":{"companySnapshot":"Cisco Systems, Inc. (CSCO) is a leading technology company that designs and sells networking hardware, software, and telecommunications equipment. As a key player in the Information Technology sector, Cisco is crucial for businesses transitioning to cloud-based solutions and enhancing their cybersecurity measures.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a critical indicator of profitability and helps investors gauge the company's financial health.","consensus":"Expected to be around $1.06."},{"name":"Revenue Growth","why":"Revenue growth reflects demand for Cisco's products and services, especially in a competitive tech landscape.","consensus":"Expected to show continued growth, though specific estimates are not available."},{"name":"Gross Margin","why":"Gross margin indicates how efficiently Cisco is producing its products and can impact overall profitability.","consensus":"Expected to remain stable or improve."}],"lastQuarterRecap":{"summary":"In Q3-2026, Cisco reported an EPS of $1.06, exceeding expectations by nearly 24%. The stock reacted positively, increasing by 2.60% the following day.","promises":["Focus on enhancing cybersecurity offerings.","Commitment to expanding cloud services.","Plans to improve supply chain efficiency."]},"wallStreetExpectations":{"summary":"Overall, analysts expect Cisco to continue its trend of beating EPS estimates, driven by strong demand for its networking and security solutions.","bullCase":"If Cisco can demonstrate robust revenue growth and maintain or improve gross margins, it could signal strong market positioning and investor confidence.","bearCase":"Conversely, if revenue growth slows or margins decline, it could raise concerns about competitive pressures and market share erosion."},"optionsSignal":{"impliedMove":"11.15%","context":"The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report."},"earningsTrackRecord":[{"quarter":"Q3-2026","epsSurprise":"+23.98%","reaction":"+2.60%"},{"quarter":"Q2-2026","epsSurprise":"+26.83%","reaction":"-0.87%"},{"quarter":"Q1-2026","epsSurprise":"+25.16%","reaction":"+3.14%"},{"quarter":"Q4-2025","epsSurprise":"+24.22%","reaction":"-1.37%"},{"quarter":"Q3-2025","epsSurprise":"+28.00%","reaction":"-0.79%"}],"pivotalQuestions":[{"question":"What will the EPS be this quarter, and how does it compare to previous quarters?","whyItMatters":"Given Cisco's strong track record of beating EPS estimates, this figure will be crucial for investor sentiment."},{"question":"How is Cisco addressing supply chain challenges and their impact on revenue?","whyItMatters":"Supply chain efficiency is critical for maintaining growth and meeting customer demand, especially in the current market."}],"thesisBreakLevels":{"bullTrigger":"EPS growth of +20% YoY or better, with gross margins exceeding 65%.","bearTrigger":"Any decline in revenue growth below 5% could confirm bearish sentiment.","context":"This quarter's performance will hinge on Cisco's ability to sustain growth amidst competitive pressures and supply chain issues."},"scenarioPlaybook":{"beatAndRaise":"If Cisco beats expectations, history suggests a potential stock increase of around +0.48%, confirming strong market demand.","inLineCautious":"An in-line report may lead to muted reactions, as investors await further guidance on future growth.","miss":"If Cisco misses expectations, history suggests a potential decline, as seen in past quarters where misses led to negative reactions."},"peerReadThroughs":[],"setupPatternInsight":{"pattern":"Prior-quarter beat + options rich in Information Technology","sampleSize":30,"fadeRate":"4 of 9 (44%)","insight":"This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held \u2014 no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias)."},"whatTheStreetIsMissing":{"thesis":"The Street may underestimate Cisco's ability to leverage its cybersecurity offerings, which could drive higher-than-expected growth despite macro challenges.","supportingPoints":["Cisco's consistent EPS beats indicate strong operational execution.","Recent insider buying suggests confidence in the company's future performance.","Options pricing indicates expectations for significant movement, highlighting investor uncertainty."],"riskToConsensus":"If Cisco's cybersecurity revenue exceeds $2 billion, it could shift market sentiment significantly."},"whatToListenFor":["Any updates on cybersecurity product demand and sales growth.","Details on supply chain management and its impact on future revenue.","Insights into customer adoption rates of cloud services.","Guidance on expected revenue growth for the upcoming quarters.","Any commentary on competitive pressures in the networking space."],"metaDescription":"Cisco (CSCO) reports Q4 2026 earnings August 12. Analysts expect strong EPS growth amid competitive pressures."}}