By Nauman Khan
Publication Date: 2026-08-10 15:29:00
This article first appeared on GuruFocus.
Cisco Systems (NASDAQ:CSCO) is heading into its fiscal fourth-quarter earnings report with investors focused on whether AI infrastructure demand can sustain its recent growth. The results are due after Wednesday’s close, with Wall Street watching both the numbers and the outlook.
Analysts expect Cisco to report revenue of about $16.83 billion and adjusted earnings of $1.17 per share. In the previous quarter, revenue rose 12% year over year to $15.84 billion, while networking revenue jumped 25% to $8.82 billion.
AI infrastructure demand will be a major focus. Cisco raised its full-year AI infrastructure order forecast to $9 billion from $5 billion after orders reached $5.3 billion through the first three quarters. Investors will want to know whether that momentum continued during the quarter.
Cisco previously guided for fourth-quarter revenue of $16.7 billion to $16.9 billion and adjusted…
