By Nauman Khan
Publication Date: 2026-11-09 11:12:00
This article first appeared on GuruFocus.
Cisco Systems (NASDAQ:CSCO) investors are preparing for a potentially volatile earnings session as options traders position for a sharp share-price reaction to the networking company’s upcoming quarterly results, due Nov. 12 after the market close.
Wall Street expects fiscal first-quarter revenue of about $18.118 billion, up 21.5% from the same period last year. Adjusted earnings are projected at $1.32 per share, while Cisco’s previous revenue forecast ranged from $18 billion to $18.2 billion.
AI infrastructure demand will be a key area of investor attention. Cisco reported $4 billion in AI infrastructure orders during the previous quarter and has set a $7.5 billion target for fiscal 2027. Updates on networking demand and design wins for its Silicon One chips could also influence the outlook.
Options pricing points to an expected post-earnings move of roughly…
