Move decomposition
Earnings contribution and valuation offset
The market move is separated into the change in trailing earnings power and the offset from relative valuation.
US Equity · NASDAQ · Earnings Dossier
CSCO earnings intelligence
Cisco Systems IncTechnology · Communication Equipment · USD reporting basis
Current earnings profile
Delivery and acceptance aligned
Results have usually cleared estimates and the next completed weekly close has, on average, confirmed the delivery.
Evidence99/100 · Deep
Next scheduled catalyst
No forward date is currently stored
The historical dossier remains available while the next calendar date is unconfirmed.
0event risk
Inactive
Countdown-calendar proximity
EPS estimate-provider consensus
Estimate growth-versus comparable year-ago actual
Historical movement7.1%average absolute next weekly close
Three-year earnings transmission
Delivered earnings power versus market price
Market price is leading earnings power; the spread is widening and has persisted through 7 updates. Both series begin at 100, so the gap isolates the relative change in price and trailing earnings power.
Market move138.0%2023-08-18 to 2026-08-07
Earnings move5.4%trailing diluted EPS
Unresolved spread-132.6 ptsWidening
Current multiple29.7xprice divided by TTM EPS
Relationship pressure91/100Extreme
Model confidence96/100High
Relationship controls
What qualifies the headline spread
Business quality supportive
Cash generation and operating evidence are broadly supportive.
Expectations stretched
Price has moved materially faster than delivered earnings power.
Beat rate100.0%12 beats in 12 measured quarters
Average surprise+4.0%median 3.4%
Delivery streak1212 consecutive beats
Average response+1.9%12 measured reactions
Result-price confirmation55%same directional sign
Surprise variability2.3 ptspopulation dispersion
Estimate delivery
Actual EPS versus consensus
Actual and estimated EPS are displayed in reported currency on the same quarterly basis.
Price acceptance
Surprise and next weekly close
The response uses the first completed weekly close after the public report against the prior completed weekly close.
Fundamental delivery
Quarterly revenue and net income
Reported financial statements provide scale and earnings quality context around the headline EPS result.
Transmission matrix
Does price confirm delivery?
Upper right and lower left observations confirm the sign of delivery. The other quadrants expose expectation or resilience effects.
Current business context
Growth, quality and valuation
EPS growth22.1%year on year
Revenue growth9.2%year on year
Average surprise1.7%latest four quarters
SUE2.13standardised surprise
Net margin19.7%trailing basis
Cash conversion1.18xcash flow / net income
P/E40.0xcurrent snapshot
Data completeness100%alphavantage
Market context
Positioning into the event
Weekly close121.43 USDcompleted week
13-week return25.7%price momentum
Fair-value gap90.5%price versus current fair value
Relative strength25.0exchange benchmark
Trend signalActiveweekly architecture
Next-week statePositive57.1%
Market context describes the setup surrounding the report. It does not convert the earnings event into a directional forecast.
Reported evidence ledger
Quarter-by-quarter delivery and acceptance
Each row preserves the reported estimate, public date, statement context and conservative weekly reaction measurement.
Reported / periodEPS actual / estimateSurpriseEPS growthRevenue / growthNext close / four weeksRead
Reported / period13 May 202630 Apr 2026 · exact
EPS actual / estimate1.06 / 1.04USD
Surprise+1.9%Beat
EPS growth+10.4%year on year
Revenue / growth15841000000+12.0% · USD
Next close / four weeks+22.4% / +25.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period11 Feb 202631 Jan 2026 · exact
EPS actual / estimate1.04 / 1.02USD
Surprise+2.0%Beat
EPS growth+10.6%year on year
Revenue / growth15349000000+9.7% · USD
Next close / four weeks-9.4% / -7.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period12 Nov 202531 Oct 2025 · exact
EPS actual / estimate1.00 / 0.98USD
Surprise+2.0%Beat
EPS growth+9.9%year on year
Revenue / growth14883000000+7.5% · USD
Next close / four weeks+9.8% / +9.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period13 Aug 202531 Jul 2025 · exact
EPS actual / estimate0.99 / 0.98USD
Surprise+1.0%Beat
EPS growth+13.8%year on year
Revenue / growth14673000000+7.6% · USD
Next close / four weeks-7.8% / -6.8%completed weekly closes
ReadDivergedresult versus price sign
Reported / period14 May 202530 Apr 2025 · exact
EPS actual / estimate0.96 / 0.92USD
Surprise+4.3%Beat
EPS growth+9.1%year on year
Revenue / growth14149000000+11.4% · USD
Next close / four weeks+6.4% / +10.5%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period12 Feb 202531 Jan 2025 · exact
EPS actual / estimate0.94 / 0.91USD
Surprise+3.3%Beat
EPS growth+8.0%year on year
Revenue / growth13991000000+9.4% · USD
Next close / four weeks+4.2% / +2.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period13 Nov 202431 Oct 2024 · exact
EPS actual / estimate0.91 / 0.87USD
Surprise+4.6%Beat
EPS growth-18.0%year on year
Revenue / growth13841000000-5.6% · USD
Next close / four weeks-1.0% / +3.2%completed weekly closes
ReadDivergedresult versus price sign
Reported / period14 Aug 202431 Jul 2024 · exact
EPS actual / estimate0.87 / 0.85USD
Surprise+2.4%Beat
EPS growth-23.7%year on year
Revenue / growth13642000000- · USD
Next close / four weeks+8.8% / +6.7%completed weekly closes
ReadConfirmedresult versus price sign
Reported / period15 May 202430 Apr 2024 · exact
EPS actual / estimate0.88 / 0.82USD
Surprise+7.3%Beat
EPS growth-year on year
Revenue / growth12702000000- · USD
Next close / four weeks+0.2% / -4.6%completed weekly closes
ReadContainedresult versus price sign
Reported / period14 Feb 202431 Jan 2024 · exact
EPS actual / estimate0.87 / 0.84USD
Surprise+3.6%Beat
EPS growth-year on year
Revenue / growth12791000000- · USD
Next close / four weeks-3.4% / -1.3%completed weekly closes
ReadDivergedresult versus price sign
Reported / period15 Nov 202331 Oct 2023 · exact
EPS actual / estimate1.11 / 1.03USD
Surprise+7.8%Beat
EPS growth-year on year
Revenue / growth14668000000- · USD
Next close / four weeks-9.2% / -8.0%completed weekly closes
ReadDivergedresult versus price sign
Reported / period16 Aug 202331 Jul 2023 · exact
EPS actual / estimate1.14 / 1.06USD
Surprise+7.5%Beat
EPS growth-year on year
Revenue / growth-- · USD
Next close / four weeks+2.3% / +5.4%completed weekly closes
ReadConfirmedresult versus price sign
Reproducible method
How the earnings dossier is measured
Reported diluted EPS is compared with the stored estimate for the same fiscal period. Moves within ±0.5% are classified as in-line.
The first completed weekly close after the public date is compared with the prior completed weekly close. Four-week response uses the first close at least 21 days later.
Risk combines proximity, average absolute price movement, surprise variability, estimate availability and timing certainty. It does not score direction.
Exact public dates are used when stored. Missing estimates, timing and statement fields remain missing. No result or reaction is filled from a future observation.
Independent market research for education. Not investment advice, a recommendation, forecast, target or execution instruction.