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Csco

All articles tagged with #csco

business1 month ago•19 min saved

Cisco Beats Revenue, but Margin Pressures Dim Outlook as AI Infra Grows

Cisco beat Q4 revenue and non-GAAP EPS estimates ($17.3B and $1.22) and AI infrastructure orders reached $4B, lifting fiscal 2026 AI revenue to $9.3B, but gross margins declined to 66.3% overall and 64.8% for products, prompting a Q1 margin guide of 65–66%. Inventories rose to $5.69B from $3.16B and cash flow was flat at $14.2B, while Cisco guided fiscal 2027 revenue of $72.2–$73.4B and non-GAAP EPS of $5.05–$5.11 with about $7.5B in AI infrastructure revenue; the stock fell about 6% premarket on the news.

via Yahoo Finance|

#ai-infrastructure #business #cisco

business1 month ago•12 min saved

Cisco rides AI hardware surge to Q4 beat, yet shares slip after hours

Cisco reported FY4Q net income of $3.86B on $17.25B in revenue, with adjusted EPS of $1.22, topping expectations. The quarter benefited from about $4B in AI infrastructure orders from hyperscalers, bringing its full-year AI orders to $9.3B. Management guided FY27 revenue of $72.2–$73.4B and adjusted EPS of $5.05–$5.11, with Q1 above consensus. Despite the strong results and upbeat outlook, CSCO edged lower in after-hours trading.

via Yahoo Finance|

#ai #business #cisco-systems

business4 months ago•12 min saved

Cisco’s AI Infrastructure Pivot Triggers a Market Breakout

Cisco stock surged after its Q3 2026 results as revenue beat and full-year guidance was raised, with the standout driver being a near-doubling of AI infrastructure orders from hyperscalers to $9 billion, signaling a strategic shift from legacy hardware to high‑speed silicon, optics, and data‑center networking, backed by a robust backlog and a $1 billion restructuring to fund growth; management also points to ecosystem plays with Nvidia and potential bundling, though execution in hyperscale deals remains a key risk.

via Trefis|

#ai #ai-infrastructure #business

business4 months ago•12 min saved

Cisco climbs on AI-driven demand as Q3 beats lift outlook

Cisco posted a strong Q3 beat with revenue of $15.84B and adjusted EPS of $1.06, driven by 12% revenue growth and a 17% rise in product revenue (Networking +25%, Observability), while services slipped. The company raised full-year guidance to about $62.8B-$63B in revenue and $4.27-$4.29 in adjusted EPS, plus Q4 revenue guidance of $16.7B-$16.9B and orders outlook of $9B. After-hours, CSCO jumped roughly 14%.

via Yahoo Finance|

#ai #business #cisco