CSCO Cisco Systems
Switching and silicon for AI networks
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
CSCO · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-12EarningsBeat / raise
Reported EPS 1.22 vs 1.17 expected (+4.4% surprise).
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7
2026-05-13EarningsBeat / raise
Reported EPS 1.06 vs 1.04 expected (+2.3% surprise).
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6
2026-02-11EarningsBeat / raise
Reported EPS 1.04 vs 1.02 expected (+1.8% surprise).
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5
2025-11-12EarningsBeat / raise
Reported EPS 1 vs 0.98 expected (+1.8% surprise).
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4
2025-08-13EarningsBeat / raise
Reported EPS 0.99 vs 0.98 expected (+1.3% surprise).
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3
2025-05-14EarningsBeat / raise
Reported EPS 0.96 vs 0.92 expected (+4.6% surprise).
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2
2025-02-12EarningsBeat / raise
Reported EPS 0.94 vs 0.91 expected (+3.4% surprise).
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1
2024-11-13EarningsBeat / raise
Reported EPS 0.91 vs 0.87 expected (+4.5% surprise).
Latest headlines
Auto-updated dailyEarnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-12 | 1.17 | 1.22 | +4.4% |
| 2026-05-13 | 1.04 | 1.06 | +2.3% |
| 2026-02-11 | 1.02 | 1.04 | +1.8% |
| 2025-11-12 | 0.98 | 1.0 | +1.8% |
| 2025-08-13 | 0.98 | 0.99 | +1.3% |
| 2025-05-14 | 0.92 | 0.96 | +4.6% |
| 2025-02-12 | 0.91 | 0.94 | +3.4% |
| 2024-11-13 | 0.87 | 0.91 | +4.5% |
| 2024-08-14 | 0.85 | 0.87 | +2.5% |
| 2024-05-15 | 0.82 | 0.88 | +7.7% |
| 2024-02-14 | 0.84 | 0.87 | +4.0% |
| 2023-11-15 | 1.03 | 1.11 | +7.7% |
| 2023-08-16 | 1.06 | 1.14 | +7.7% |
| 2023-05-17 | 0.97 | 1.0 | +3.2% |
| 2023-02-15 | 0.86 | 0.88 | +2.8% |
| 2022-11-16 | 0.84 | 0.86 | +2.9% |
| 2022-08-17 | 0.82 | 0.83 | +1.1% |
| 2022-05-18 | 0.86 | 0.87 | +0.9% |
| 2022-02-16 | 0.81 | 0.84 | +3.8% |
| 2021-11-17 | 0.8 | 0.82 | +1.9% |
| 2021-08-18 | 0.83 | 0.84 | +1.5% |
| 2021-05-19 | 0.82 | 0.83 | +1.1% |
| 2021-02-09 | 0.76 | 0.79 | +4.6% |
| 2020-11-12 | 0.7 | 0.76 | +8.0% |
About Cisco Systems
Website ↗Cisco Systems, Inc. designs, develops, and sells technologies to power, help, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company provides data center switching; network security, identity and access management, and secure access service edge; identity and agentic security solutions; interconnects public and private wireline and mobile networks, delivering connectivity to campus, data center, and branch networks; WEBEX suite, collaboration devices, and contact center; communication platform as a service software, including perpetual licenses, subscription arrangements, and hardware solutions; network assurance and observability suite; accelerated issue resolution, software support, and hardware replacement; professional services, such as planning, design, implementation, and high-value consulting; s…
Every additional GPU in a training domain multiplies switch ports and retimers. Ethernet vs proprietary fabrics decides who captures it.
What would prove us wrong. Weakens if cluster sizes plateau and network spend per accelerator falls.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| ANET Arista Networks | Ethernet switching for AI back-end networks | $178.9 | +3.81% | −13.4% | +36.6% | |
| AVGO Broadcom | Custom ASICs and Ethernet switch silicon for hyperscaler clusters | $330.6 | +2.76% | −6.3% | −4.0% | |
| CRDO Credo Technology | Active electrical cables and SerDes | $155.4 | +5.48% | −26.4% | +8.0% | |
| ALAB Astera Labs | PCIe/CXL retimers and scale-up connectivity | $266.1 | +3.46% | −27.0% | +59.9% | |
| NVDA NVIDIA | Demand aggregator for HBM, packaging, optics and robotics compute | $216.0 | +2.38% | −4.0% | +16.1% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.