CSCO
Cisco Systems, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Cisco Systems, Inc..
Coverage
Cisco's AI Networking Bet Is Paying Off — Wall Street Doesn't Care
Cisco posted record revenue, $2.1B in AI orders, and beat on every line. The stock dropped 7%. Here's why the market is missing the story.
Cisco Q1 FY2026 beats estimates
Revenue $14.9B (+7.5% YoY), EPS $0.72. Splunk integration driving growth.
Cisco announces layoffs affecting 7% of workforce
Second round of layoffs in 2024 as company refocuses on AI and security.
Cisco completes $28B Splunk acquisition
Largest acquisition in Cisco history. Creates security and observability powerhouse.
Earnings release dates
| Quarter | End date | Publication date | Release |
|---|---|---|---|
| FY2026 Q4 | 2026-07-25 | 2026-08-12 | Details → |
| FY2026 Q3 | 2026-04-25 | 2026-05-13 | Details → |
| FY2026 Q2 | 2026-01-24 | 2026-02-11 | Details → |
| FY2026 Q1 | 2025-10-25 | 2025-11-12 | Details → |
| FY2025 Q4 | 2025-07-26 | 2025-08-13 | Details → |
| FY2025 Q3 | 2025-04-26 | 2025-05-14 | Details → |
| FY2025 Q2 | 2025-01-25 | 2025-02-12 | Details → |
| FY2025 Q1 | 2024-10-26 | 2024-11-13 | Details → |
| FY2024 Q4 | 2024-07-27 | 2024-08-14 | Details → |
| FY2024 Q3 | 2024-04-27 | 2024-05-15 | Details → |
| FY2024 Q2 | 2024-01-27 | 2024-02-14 | Details → |
| FY2024 Q1 | 2023-10-28 | 2023-11-15 | Details → |
Company History
Founded in San Francisco by Stanford computer scientists Leonard Bosack and Sandy Lerner, who pioneered multi-protocol routers to connect disparate networks.
Ships its first multi-protocol router (AGS), becoming the first company to commercialize this technology, based on Stanford's 'Blue Box' design.
John Morgridge appointed as president and CEO, with venture capital from Sequoia bringing professional management.
Goes public on NASDAQ with a $224M valuation, fueling rapid expansion; founders Lerner and Bosack depart shortly after.
Acquires Crescendo Communications, launching the Catalyst switching line and marking diversification beyond routers.
John T. Chambers becomes CEO, ushering in an era of aggressive growth and acquisitions.
Briefly becomes the world's most valuable company with over $500B market cap during the internet boom.
Launches Unified Computing System (UCS); added to the Dow Jones Industrial Average.
Chuck Robbins succeeds John Chambers as CEO, shifting focus to software, subscriptions, and cloud; divests consumer set-top box business.
Completes $28B acquisition of Splunk, the largest in company history, enhancing data analytics and security capabilities amid AI push.
