Evaluate the expected performance of Cisco (CSCO) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Cisco expects about $9 billion of AI infrastructure orders from hyperscalers in fiscal 2026, up from its earlier $5 billion forecast. The company expects to recognize about $4 billion of AI infrastructure revenue from hyperscalers in fiscal 2026, against total guided revenue of $62.8 billion to $63.0 billion.
Cisco, Intrusion and RADCOM face a mixed earnings setup as AI networking demand rises, while cautious IT spending, costs and deployment delays weigh.
It was another active quarter for changes to our investment portfolio. We sold three stocks (SMPL, OSW, and OPCH) and added four new investments (INDI, EXTR, BDC, and MAIR). Indie Semiconductor is an industrial semiconductor company (market capitalization of ~$1 billion) that is largely focused on the automotive market.
SAN JOSE, Calif., Aug. 5, 2026 /PRNewswire/ -- Cisco (NASDAQ: CSCO) has scheduled a conference call for Wednesday, Aug 12, 2026, at 1:30 PM (PT); 4:30 PM (ET) to announce its fourth quarter fiscal year 2026 financial results for the period ending Saturday, July 25, 2026.
Cisco Systems Inc (NASDAQ:CSCO, XETRA:CIS) is set to report quarterly results after the market close on August 12, with UBS expecting the networking equipment maker to deliver revenue and earnings above consensus estimates, supported by accelerating demand for AI infrastructure and resilient campus networking spending. UBS wrote that industry checks and commentary from hyperscale cloud providers and neocloud companies indicate demand for AI infrastructure strengthened over the past three months, supporting upside to both networking revenue and product orders in the July quarter.
Cisco Systems stock is in a strong bull run this year and is the best-performing company in the Dow Jones Index. It has jumped by 60%, beating other top companies like Caterpillar, Travelers, Chevron, and Coca-Cola.
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) has become one of 2026's surprising mega-cap winners, riding an AI infrastructure order book that expands each quarter.
Recently, Zacks.com users have been paying close attention to Cisco (CSCO). This makes it worthwhile to examine what the stock has in store.
A security team approving an open-source model for production today starts with a repository page. The page lists the model name, the license, and a tag identifying the base model it descended from.