Intelligence Feed event · Equity · 2026-09-12

    Cisco posts Q4 earnings of $1.22/sh on $17.25B revenue as networking jumps 28%

    Question

    Cisco posts Q4 earnings of $1.22/sh on $17.25B revenue as networking jumps 28%

    Direct answer

    Cisco Systems delivered strong fourth-quarter fiscal 2026 financial results, posting revenue of $17.252 billion (up 18% YoY) and EPS of $1.22 (up 23% YoY). Both figures surpassed consensus estimates. The core networking division surged 28% YoY, supported by AI data center switching and routing infrastructure deployments. However, the stock saw a 5.3% post-earnings dip amid broader market pressure.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-12
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Cisco posts Q4 earnings of $1.22/sh on $17.25B revenue as networking jumps 28%”, revision 1, evidence through 2026-09-12. https://marketontology.com/market-events/2026-09-12/cisco-posts-q4-earnings-of-1-22-sh-on-17-25b-revenue-as-networking-jumps-28-86079d

    EQUITY
    Cisco posts Q4 earnings of $1.22/sh on $17.25B revenue as networking jumps 28%
    Cisco Systems delivered strong fourth-quarter fiscal 2026 financial results, posting revenue of $17.252 billion (up 18% YoY) and EPS of $1.22 (up 23% YoY). Both figures surpassed consensus estimates. The core networking division surged 28% YoY, supported by AI data center switching and routing infrastructure deployments. However, the stock saw a 5.3% post-earnings dip amid broader market pressure.
    CSCO
    Impact
    71
    SEP 12
    SIG
    89%
    CSCO
    Cisco posts Q4 earnings of $1.22/sh on $17.25B revenue as networking jumps 28%
    Cisco Systems delivered strong fourth-quarter fiscal 2026 financial results, posting revenue of $17.252 billion (up 18% YoY) and EPS of $1.22 (up 23% YoY). Both figures surpassed consensus estimates. The core networking division surged 28% YoY, supported by AI data center switching and routing infrastructure deployments. However, the stock saw a 5.3% post-earnings dip amid broader market pressure.
    → Enterprise AI infrastructure order backlog conversion drives top-line hardware revenue growth for CSCO.
    Impact
    Cisco Systems delivered strong fourth-quarter fiscal 2026 financial results, posting revenue of $17.252 billion (up 18% YoY) and EPS of $1.22 (up 23% YoY). Both figures surpassed consensus estimates. The core networking division surged 28% YoY, supported by AI data center switching and routing infrastructure deployments. However, the stock saw a 5.3% post-earnings dip amid broader market pressure.
    Affected
    CSCO
    Transmission
    Enterprise AI infrastructure order backlog conversion drives top-line hardware revenue growth for CSCO.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    CSCOrevenue and cash flow growth via enterprise AI networking hardware shipmentsUp1-4wCSCO reported Q4 EPS of $1.22 (up 23% YoY) and revenue of $17.252B (up 18% YoY).

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    What happened next

    Price follow-up pending — no stored daily closes for these assets yet.

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