Cisco Systems (CSCO) beat expectations in Q4 FY2026 on revenue of $17.3B versus the $16.8B estimate (+17.6% YoY) and EPS of $1.22. The next Cisco Systems (CSCO) earnings date is Nov 11, 2026. Below is the full Cisco Systems earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Cisco Systems (CSCO) Earnings Analysis — key stats
Next earnings date
Nov 11, 2026
Latest reported quarter
Q4 FY2026
Earnings verdict
Beat
EPS beat rate
5 of last 8 (quarters above estimate)
Avg next-day move
±6.7% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±20.7% (options-derived · into Nov 11, 2026)
Institutional ownership
98.8% (13F as of 2026-06-30)
Top 10 holders
36.4% (of shares outstanding)
Insider activity
0 buys / 12 sells (recent Form 4 filings)
Revenue
$17.3B (vs $16.8B est · +2.5% surprise · +17.6% YoY)
EPS
$1.22 (vs $1.17 est · +4.3% surprise · +53.1% YoY)
Share price
$110.23 (-0.7%)
Market cap
$434.5B
Cisco Systems (CSCO) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q1 FY2027
$17.3B vs $16.8B est
$1.22 vs $1.17 est
+4.3%
-5.8%
Beat
Q4 FY2026
$15.8B vs $15.6B est
$1.06 vs $1.03 est
+2.9%
+16.4%
Mixed
Q3 FY2026
$15.3B vs $15.1B est
$1.04 vs $1.02 est
+2.0%
-13.1%
In line
Q2 FY2026
$14.9B vs $14.8B est
$1.00 vs $0.98 est
+1.8%
+7.9%
In line
Q1 FY2026
$14.7B vs $14.6B est
$0.99 vs $0.98 est
+1.3%
-2.9%
In line
Q4 FY2025
$14.1B vs $14.0B est
$0.96 vs $0.92 est
+4.7%
+4.0%
Mixed
Q3 FY2025
$14.0B vs $13.9B est
$0.94 vs $0.91 est
+3.3%
+2.3%
Mixed
Q2 FY2025
$13.8B vs $13.8B est
$0.91 vs $0.87 est
+4.4%
-1.3%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
9.1%
358.7M
$42.1B
-1.7%
Vanguard Capital Management LLC
6.2%
244.8M
$28.8B
+0.4%
State Street Corp
5.0%
197.2M
$23.2B
+1.8%
Invesco Ltd.
3.5%
138.2M
$16.2B
+66.7%
Vanguard Portfolio Management LLC
3.0%
119.3M
$14.0B
+1.2%
Geode Capital Management, LLC
2.6%
101.0M
$11.8B
-1.1%
Morgan Stanley
2.0%
80.4M
$9.4B
+3.4%
Fmr LLC
1.9%
76.1M
$8.9B
+12.9%
Capital Research Global Investors
1.7%
67.2M
$7.9B
+5.0%
Norges Bank
1.4%
54.8M
$6.4B
+100.0%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Subaiya Thimaya K.
officer: EVP, Operations
2026-08-19
Sell
2K
$247201
Subaiya Thimaya K.
officer: EVP, Operations
2026-08-19
Sell
4K
$402873
Patel Jeetendra I
officer: President and CPO
2026-08-14
Sell
1K
$143834
Patel Jeetendra I
officer: President and CPO
2026-08-14
Sell
5K
$543391
Patel Jeetendra I
officer: President and CPO
2026-08-14
Sell
900
$101352
Patel Jeetendra I
officer: President and CPO
2026-08-14
Sell
100
$11351
Tuszik Oliver
officer: EVP, Global Sales
2026-08-14
Sell
3K
$310390
Patterson Mark
officer: EVP and CFO
2026-08-14
Sell
904
$99983
What you'll find
Next Cisco Systems (CSCO) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Cisco Systems reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Cisco Systems (CSCO)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Cisco Systems's next earnings date?
Cisco Systems's (CSCO) next scheduled earnings date is Nov 11, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Cisco Systems (CSCO) beat or miss earnings?
In Q4 FY2026, Cisco Systems (CSCO) posted beat results — revenue of $17.3B versus the $16.8B estimate (+2.5% surprise) and EPS of $1.22 versus $1.17 expected (+4.3% surprise). Magnisto decodes every Cisco Systems (CSCO) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Cisco Systems beat earnings estimates?
Over its last 8 reported quarters, Cisco Systems (CSCO) beat Wall Street EPS estimates 5 times, most recently a beat result in Q1 FY2027. Magnisto tracks every Cisco Systems (CSCO) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Cisco Systems stock move after earnings?
Over its last 8 quarterly reports, Cisco Systems (CSCO) moved an average of ±6.7% the day after earnings — ranging from -13.1% (Q3 FY2026) to +16.4% (Q4 FY2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Nov 11, 2026, options-implied volatility is pricing in a move of roughly ±20.7% (derived). Magnisto tracks the realized post-earnings move for every Cisco Systems (CSCO) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Cisco Systems?
Institutions hold about 98.8% of Cisco Systems's (CSCO) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.1%), Vanguard Capital Management LLC (6.2%), State Street Corp (5.0%). Magnisto lists Cisco Systems's (CSCO) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Cisco Systems (CSCO)?
In the most recent Form 4 filings Magnisto tracks, Cisco Systems (CSCO) insiders recorded 0 purchases and 12 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Cisco Systems (CSCO) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Cisco Systems (CSCO), anchored to the current $110.23 share price, so you can weigh the bull, base and bear cases for Cisco Systems side by side.
Is Cisco Systems (CSCO) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Cisco Systems fits your own thesis and risk profile. This is research, not investment advice.