Here’s how the company did compared with analyst estimates, according to LSEG:<\/p>\n
Earnings per share: $1.22 adjusted vs. $1.17 expectedRevenue: $17.25 billion vs. $16.82 billion expected<\/p>\n
Entering the fiscal fourth-quarter report, Wall Street had turned bullish on Cisco, pushing the stock up more than 60% this year and about 8% this month on optimism that the networking company would start playing a bigger role in the artificial intelligence boom. <\/p>\n
Cisco’s numbers<\/a> suggest that’s happening, even though the stock traded lower on the report. The company said it sees revenue this quarter of $18 billion to $18.2 billion, topping the $16.8 billion average estimate, according to LSEG. <\/p>\n Stock Chart IconStock chart icon Cisco’s stock this year<\/p>\n Cisco also issued an earnings forecast for the current period that exceeded expectations, as well as offering strong guidance for the full year. <\/p>\n Hyperscalers, or the internet giants driving much of the AI spend, placed $4 billion of infrastructure orders in the quarter, bringing the total for the fiscal year to $9.3 billion, Cisco said. That group accounted for about $4 billion of revenue in the past fiscal year, with Cisco expecting that number to almost double in fiscal 2027 to $7.5 billion. <\/p>\n Revenue climbed 18% in the latest quarter from $14.7 billion a year earlier. Net income increased 51% to $3.9 billion, or 97 cents a share, from $2.6 billion, or 64 cents a share, a year ago. <\/p>\n Correction: A prior version of this story had an incorrect timeframe for Cisco’s stock performance<\/p>\n![\"hide](\"https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg\")
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