Cisco Systems (CSCO) reported $14.67 billion in revenue for the quarter ended July 2025, representing a year-over-year increase of 7.6%. EPS of $0.99 for the same period compares to $0.87 a year ago.
The reported revenue represents a surprise of +0.47% over the Zacks Consensus Estimate of $14.6 billion. With the consensus EPS estimate being $0.97, the EPS surprise was +2.06%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Cisco performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Product- Networking: $7.63 billion versus the seven-analyst average estimate of $7.19 billion. The reported number represents a year-over-year change of +12.2%.
- Revenue- Product- Observability: $259 million versus $288.55 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +4.4% change.
- Revenue- Services: $3.79 billion versus the seven-analyst average estimate of $3.88 billion. The reported number represents a year-over-year change of +0.1%.
- Revenue- Product- Security: $1.95 billion versus $2.2 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +9.2% change.
- Revenue- Product: $10.89 billion versus the seven-analyst average estimate of $10.72 billion. The reported number represents a year-over-year change of +10.4%.
- Revenue- Product- Collaboration: $1.04 billion versus $1.04 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change.
- Non-Gaap Gross Margin- Service: $2.68 billion compared to the $2.75 billion average estimate based on six analysts.
- Non-Gaap Gross Margin- Product: $7.35 billion versus $7.18 billion estimated by six analysts on average.
View all Key Company Metrics for Cisco here>>>
Shares of Cisco have returned +6.3% over the past month versus the Zacks S&P 500 composite's +3.1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Cisco Systems, Inc. (CSCO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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