For the quarter ended January 2026, Cisco Systems (CSCO) reported revenue of $15.35 billion, up 9.7% over the same period last year. EPS came in at $1.04, compared to $0.94 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $15.12 billion, representing a surprise of +1.49%. The company delivered an EPS surprise of +1.96%, with the consensus EPS estimate being $1.02.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: $8.29 billion versus the seven-analyst average estimate of $7.74 billion. The reported number represents a year-over-year change of +21.1%.
- Revenue- Product- Observability: $277 million versus $298.26 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
- Revenue- Services: $3.71 billion compared to the $3.85 billion average estimate based on seven analysts. The reported number represents a change of -1.3% year over year.
- Revenue- Product- Security: $2.02 billion compared to the $2.16 billion average estimate based on seven analysts. The reported number represents a change of -4.4% year over year.
- Revenue- Product: $11.64 billion versus the seven-analyst average estimate of $11.27 billion. The reported number represents a year-over-year change of +13.8%.
- Revenue- Product- Collaboration: $1.05 billion versus $984.25 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +5.8% change.
- Non-Gaap Gross Margin- Service: $2.63 billion compared to the $2.73 billion average estimate based on six analysts.
- Non-Gaap Gross Margin- Product: $7.73 billion versus the six-analyst average estimate of $7.56 billion.
View all Key Company Metrics for Cisco here>>>
Shares of Cisco have returned +14.3% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Cisco Systems, Inc. (CSCO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
