{"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. is a leading technology company that specializes in communications equipment and networking solutions. With a market cap of $447 billion, Cisco plays a crucial role in the growing demand for cloud services and cybersecurity, making it a significant player in the Information Technology sector.","keyMetrics":[{"name":"Earnings Per Share (EPS)","why":"EPS is a key indicator of profitability and will help gauge how well Cisco is managing costs and generating revenue.","consensus":"Expected to be around $1.06"},{"name":"Revenue Growth","why":"Revenue growth will indicate the company's ability to capture market share and respond to demand in the tech sector.","consensus":"Not available"},{"name":"Gross Margin","why":"Gross margin reflects the efficiency of Cisco's operations and pricing strategy, which is vital in a competitive market.","consensus":"Not available"}],"lastQuarterRecap":{"summary":"In Q3-2026, Cisco reported an EPS of $1.06, exceeding expectations by nearly 24%. The stock reacted positively, gaining 2.60% the following day.","promises":["Focus on expanding cloud services.","Commitment to enhancing cybersecurity offerings.","Plans to improve operational efficiency."]},"wallStreetExpectations":{"summary":"Overall, investors are cautiously optimistic about Cisco's upcoming earnings, especially given its strong track record of beating EPS estimates.","bullCase":"If Cisco continues to show strong EPS growth and positive revenue trends, it could signal robust demand for its products and services.","bearCase":"Conversely, any signs of slowing revenue growth or margin compression could lead to a negative market reaction."},"optionsSignal":{"impliedMove":"11.15%","context":"The options market is pricing in a significant move, suggesting that investors expect 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 for Q4-2026, and how does it compare to previous quarters?","whyItMatters":"Given Cisco's history of beating EPS estimates, this will be a critical measure of its performance and market expectations."},{"question":"What are the growth projections for Cisco's cloud and cybersecurity segments?","whyItMatters":"These segments are key to Cisco's future growth, and any guidance on their performance will heavily influence investor sentiment."}],"thesisBreakLevels":{"bullTrigger":"An EPS of $1.10 or higher would confirm strong operational performance and market demand.","bearTrigger":"An EPS below $1.00 could signal potential issues with revenue growth or cost management.","context":"The market is focused on Cisco's ability to maintain its growth trajectory amidst increasing competition in the tech sector."},"scenarioPlaybook":{"beatAndRaise":"If Cisco beats expectations, history suggests a positive stock reaction of around +0.48%, confirming strong demand and operational efficiency.","inLineCautious":"If results are in line with expectations, the stock may experience muted movement as investors await further guidance.","miss":"A miss could lead to a decline, with historical data suggesting an average drop of around -0.5% in similar situations."},"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 potential for revenue growth in its cloud and cybersecurity segments, which could be stronger than anticipated due to increased demand.","supportingPoints":["Cisco has consistently beaten EPS estimates, indicating strong underlying performance.","Options pricing suggests a larger move than historical averages, hinting at potential surprises.","Recent insider buying could indicate confidence in the company's future performance."],"riskToConsensus":"If cloud revenue exceeds expectations significantly, it could shift market sentiment positively."},"whatToListenFor":["Any specific numbers on cloud revenue growth.","Updates on new cybersecurity product launches.","Management's outlook on market conditions and competition.","Details on cost management strategies.","Insights into customer demand trends."],"metaDescription":"Cisco (CSCO) reports Q4 2026 earnings August 12. Analysts expect $1.06 EPS. Here's what to watch."}}