Sharemaestro company-news research for Cisco Systems, Inc. (CSCO34), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
SAO
Brazil
Measured evidence
Company news sentiment
CSCO34 news sentiment
Cisco Systems, Inc.
Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.
30-day score71Neutral is 50
Constructive news tone
70/100 evidence confidence
100% direct company focus
45 current stories across 5 publishers
Current company news
Constructive news tone
The score uses 45 current company stories from 5 publishers.
Observed headline tone74/100
→
Published 30-day score71/100
Latest source headline
Cisco Sees Strong Enterprise, AI Demand as Market-Share Momentum Builds, Morgan Stanley Says
finance.yahoo.com · 13 Aug 2026 15:05
Older, less relevant and less reliable stories count for less. Confidence is shown separately.
What supports the score
45 current stories are mapped specifically to CSCO34.
The score uses 5 publishers rather than depending on one outlet.
The current stories agree at 85/100.
Constructive news tone is being confirmed by positive weekly price action.
What limits the score
No major limit stands out.
71/100
News scoreConstructive news tone
70/100
Confidencesolid confidence
100%/100
Company news45 company stories
85/100
Story agreement15/100 difference
News history
Daily score and story count over 30 days
15 Jul30 Jul13 Aug
News scoreStory count50 baseline
Confidence
How reliable the score is
Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.
Amount of evidence100
5.453 after freshness weightingSource breadth100
5 independent publishersCompany relevance100
share tied directly to this companyFreshness84
recency-weighted evidenceAgreement85
how closely stories agreePublisher mix3
less reliance on one publisherPrice and news history
News score and weekly price over 26 weeks
Constructive news tone is being confirmed by positive weekly price action.
One scoring method across the chart.Stored company headlines are recalculated at each weekly point with the current 30-day freshness weighting. Old published snapshots are left unchanged.
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
WeekNews scoreCloseWeekly move
07 Aug 202651BRL 124.0+5.0%
31 Jul 202650BRL 118.15+1.8%
24 Jul 202650BRL 116.03+1.4%
17 Jul 202650BRL 114.48-7.7%
10 Jul 202650BRL 124.0+4.7%
03 Jul 202649BRL 118.48+2.5%
26 Jun 202650BRL 115.54-7.7%
19 Jun 202650BRL 125.18+2.8%
Sentiment confirms active trendPositive but stretched
News subjects
What is shaping the score
Earnings7530 stories · 67%
Market update5010 stories · 22%
Macro sensitivity742 stories · 4%
Capital return841 stories · 2%
Guidance791 stories · 2%
Regulatory and legal501 stories · 2%
Source mix
Where the evidence comes from
finance.yahoo.com7536 stories · 80%
GuruFocus424 stories · 9%
Barchart.com503 stories · 7%
nasdaq.com501 stories · 2%
Fortune501 stories · 2%
Recurring subjects
Subjects appearing most often
Earnings32EARNINGS23AI16Fourth Quarter7Dividends6Guidance5FOURTH QUARTER5EARNINGS REPORT5DIVIDENDS5Tech3
Earlier readings
How the score has changed
Past and present use the same method.Each point recalculates the previous 30 days of stored company headlines with today's scoring rules. The original stored snapshots remain unchanged.
19 Jun50 neutral13 Aug 20:31
ConstructiveBalanced or withheldCautious
Changes in the stored score
Scores are rebuilt from stored headlines with the current 30-day method. Days with no change are collapsed.
| Observed | Score | Move | Confidence | Stories | Status |
|---|---|---|---|---|---|
| 13 Aug 20:31 | 65 | +2 | 79/100 (+3) | 121 (+31) | Measured |
| 12 Aug 23:59 | 63 | +8 | 76/100 (+14) | 90 (+38) | Measured |
| 11 Aug 23:59 | 55 | +0 | 62/100 (+2) | 52 (+13) | Measured |
| 10 Aug 23:59 | 55 | +0 | 60/100 (+14) | 39 (+17) | Measured |
| 09 Aug 23:59 | 55 | +2 | 46/100 (+2) | 22 (+5) | Measured |
| 08 Aug 23:59 | 53 | +2 | 44/100 (+5) | 17 (+4) | Measured |
| 07 Aug 23:59 | 51 | +1 | 39/100 (+15) | 13 (+5) | Provisional |
| 03 Aug 23:59 | 50 | +0 | 24/100 (-3) | 8 (-2) | Provisional |
Source headlines
The news behind the score
Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.
#180Tone
finance.yahoo.comDirect company coverageStored article
Cisco Sees Strong Enterprise, AI Demand as Market-Share Momentum Builds, Morgan Stanley Says
Cisco Systems (CSCO) is benefiting from broad-based strength across its core enterprise business and hyperscaler AI infrastructure, with improved supply availability helping drive market-share gains and stronger growth, Morgan Stanley said Thursday in a report.Cisco's core Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now
EarningsGrowthMarket ShareTech
- Published
- 13 Aug 2026 15:05
- News subject
- Macro sensitivity
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.8% · 0.2d old
- Duplicates
- 1 consolidated
#287Tone
finance.yahoo.comDirect company coverageStored article
Cisco raises AI outlook as infrastructure demand accelerates
Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company's latest earnings, investor concerns, and Cisco's updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 billion. Video Transcript 00:00 Mark revenue, uh operating margin and EPS all came in above the high end of our guide for Q4. And uh when you look at orders, sort of forward-looking if you will, uh we saw double digit growth across all technologies, uh market uh customer markets for
AIEarningsGrowthNetworkingRevenue
- Published
- 13 Aug 2026 14:40
- News subject
- Earnings
- Why this score
- Beat expectations, Guidance raised
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 5.8% · 0.2d old
- Duplicates
- 1 consolidated
#372Tone
finance.yahoo.comDirect company coverageStored article
Cisco Q4 Earnings Call Centers on AI Networking Supercycle
Cisco Systems, Inc. CSCO used its fiscal fourth-quarter 2026 call to frame AI as the catalyst for a broader networking refresh. Chairman and CEO Chuck Robbins pointed to demand across hyperscalers, enterprises and telecom customers, while management set fiscal 2027 AI infrastructure revenues at $7.5 billion. The call highlighted a trade-off. A heavier hardware mix and memory costs are pressuring gross margin, even as management expects strong operating leverage. CSCO Frames a Networking Supercycle CEO Robbins said total product orders rose 35% year over year in the fourth quarter and 25% exclu
AIEarningsEarnings EstimateFourth QuarterHyperscalersNetworking
- Published
- 13 Aug 2026 14:00
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 3.6% · 0.3d old
- Duplicates
- 1 consolidated
#450Tone
finance.yahoo.comDirect company coverageStored article
Cisco: Creating the Intelligent Workplace Experience: A Connected Workplace Blueprint
By Christian Bigsby NORTHAMPTON, MA / ACCESS Newswire / August 13, 2026 / Read on Cisco's Blog At Cisco, we don't just sell networking, security, and collaboration technologies, we live them. Our offices around the world serve as proving grounds where we deploy the solutions we bring to market, using them to create better employee experiences while addressing the same operational realities faced by real estate and facilities teams everywhere. What has made the biggest difference for us is the data generated from the connected technologies in our workplaces, giving us the ability to validate as
AIEnergy EfficiencyReal EstateSustainabilityWorkplace Transformation
- Published
- 13 Aug 2026 13:35
- News subject
- Market update
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.9% · 0.3d old
- Duplicates
- 1 consolidated
#557Tone
finance.yahoo.comDirect company coverageStored article
Cisco Stock Fell 6% as Margins Slipped
This article first appeared on GuruFocus. Cisco (NASDAQ:CSCO) fell 6% premarket after reporting fiscal fourth-quarter revenue of $17.3 billion and non-GAAP earnings of $1.22 per share, both ahead of the analyst consensus of $16.84 billion and $1.17. Total product orders rose 35%, and AI infrastructure orders from hyperscalers reached $4 billion in the quarter, taking the fiscal 2026 total to $9.3 billion. Margins moved the other way. Non-GAAP total gross margin came in at 66.3% against 68.4% a year earlier, with product non-GAAP gross margin at 64.8% versus 67.5%. First-quarter guidance calls
AIEarningsGuidanceNet IncomeTech
- Published
- 13 Aug 2026 12:50
- News subject
- Earnings
- Why this score
- Beat expectations, Deteriorating financial comparison, Operating growth, Negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.7% · 0.3d old
- Duplicates
- 1 consolidated
#681Tone
finance.yahoo.comDirect company coverageStored article
Cisco Stock Rises After Record $63 Billion Revenue Year
This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO) gained about 2% in early Thursday trading after the networking equipment maker reported record fiscal 2026 revenue of more than $63 billion, up 12% from a year earlier. For the fourth quarter, Cisco Systems generated $17.3 billion in revenue, an 18% year-over-year increase. Non-GAAP net income reached $4.9 billion, while adjusted earnings per share rose 23% to $1.22. Product revenue climbed 24% to $13.5 billion, while services revenue was $3.8 billion. Warning! GuruFocus has detected 9 Warning Signs with CSCO. Is CSCO fairly
AIEarningsEarnings Per ShareFourth QuarterGuidanceNet Income
- Published
- 13 Aug 2026 12:29
- News subject
- Earnings
- Why this score
- Improving financial comparison, Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.6% · 0.3d old
- Duplicates
- 1 consolidated
#766Tone
finance.yahoo.comDirect company coverageStored article
Accelerant, Harmonic surge, Cisco slides premarket on margin outlook
Investing.com - U.S. stock index futures pointed higher on Thursday, as investors digested fresh corporate earnings and deal news while continuing to assess the outlook for inflation and interest rates. By 06:19 ET (10:19 GMT), the Dow futures contract had risen by 112 points, or 0.2%, S&P 500 futures had gained 14 points, or 0.2%, and Nasdaq 100 futures had added 25 points, or 0.1%. Here are some of the biggest premarket U.S. stock movers today: Accelerant Holdings stock surged 44.5% in pre-open trading after the insurance technology company agreed to be acquired by private equity firm Thoma
AIConsensus EstimateEarningsEarnings Per ShareM APrice Target
- Published
- 13 Aug 2026 12:06
- News subject
- Earnings
- Why this score
- Positive market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.7% · 0.4d old
- Duplicates
- 1 consolidated
#890Tone
finance.yahoo.comDirect company coverageStored article
Cisco Earnings Beat, But Shares Are Down. Here's Why.
Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views. Continue Reading
Earnings
- Published
- 13 Aug 2026 11:48
- News subject
- Earnings
- Why this score
- Beat expectations, Improving financial comparison
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 5.3% · 0.4d old
- Duplicates
- 1 consolidated
#950Tone
finance.yahoo.comDirect company coverageStored article
Coherent, Cerebras, Cisco, StubHub, and More Stocks That Explain Today’s Market
Cisco and Coherent both slide despite solid earnings, while StubHub plummets as higher costs offset a World Cup boost. Continue Reading
EarningsInflationRates
- Published
- 13 Aug 2026 11:21
- News subject
- Macro sensitivity
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.8% · 0.4d old
- Duplicates
- 2 consolidated
#1081Tone
finance.yahoo.comDirect company coverageStored article
Cisco Says AI Boom Is Forcing Companies to Upgrade Networks — ‘It’s Just Not Optional’
Cisco Systems, Inc.(NASDAQ:CSCO) stock traded lower Thursday morning despite the company reporting better-than-expected fiscal fourth-quarter 2026 results and issuing guidance above Wall Street estimates. Revenue rose to $17.25 billion, topping the $16.82 billion analyst estimate. Adjusted earnings of $1.22 per share beat the $1.17 consensus estimate. Management described the current environment as the early stages of a multi-year networking and AI infrastructure supercycle. The company cited accelerating AI adoption, hyperscaler investment, enterprise AI deployments, cybersecurity demand and
AIConsensus EstimateCybersecurityEarningsFourth QuarterGuidance
- Published
- 13 Aug 2026 10:20
- News subject
- Earnings
- Why this score
- Beat expectations, Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.5% · 0.4d old
- Duplicates
- 1 consolidated
#1150Tone
finance.yahoo.comDirect company coverageStored article
Cisco (CSCO) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
For the quarter ended July 2026, Cisco Systems (CSCO) reported revenue of $17.25 billion, up 17.6% over the same period last year. EPS came in at $1.22, compared to $0.99 in the year-ago quarter. The reported revenue represents a surprise of +2.36% over the Zacks Consensus Estimate of $16.85 billion. With the consensus EPS estimate being $1.17, the EPS surprise was +4.27%. 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 fin
EARNINGSEarningsREVENUERevenueTECHTech
- Published
- 12 Aug 2026 22:30
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.2% · 0.9d old
- Duplicates
- 2 consolidated
#1275Tone
finance.yahoo.comDirect company coverageStored article
Cisco Systems (CSCO) Beats Q4 Earnings and Revenue Estimates
Cisco Systems (CSCO) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.17 per share. This compares to earnings of $0.99 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +4.27%. A quarter ago, it was expected that this seller of routers, switches, software and services would post earnings of $1.04 per share when it actually produced earnings of $1.06, delivering a surprise of +1.92%. Over the last four quarters, the company has surpassed consensus EPS estimates four ti
COMPUTER-NETWORKINGComputer NetworkingEARNINGSEARNINGS ESTIMATEEARNINGS RELEASEEARNINGS REPORT
- Published
- 12 Aug 2026 21:20
- News subject
- Earnings
- Why this score
- Beat expectations
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 3.1% · 1.0d old
- Duplicates
- 2 consolidated
#1332Tone
finance.yahoo.comDirect company coverageStored article
Cisco Stock Falls After Hours as Services Revenue Miss Overshadows Record Fourth-Quarter Results
Cisco Systems' (CSCO) shares dropped after the closing bell Wednesday as the company's fiscal fourth PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in
- Published
- 12 Aug 2026 21:17
- News subject
- Earnings
- Why this score
- Missed expectations, Negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 3.3% · 1.0d old
- Duplicates
- 2 consolidated
#1450Tone
finance.yahoo.comDirect company coverageStored article
Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading
EARNINGSEarnings
- Published
- 12 Aug 2026 20:58
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.2% · 1.0d old
- Duplicates
- 2 consolidated
#1571Tone
finance.yahoo.comDirect company coverageStored article
Cisco Networking Sales Surge on AI Demand. Why the Stock Is Down.
Cisco Systems is the latest tech hardware company to report strong financial results driven by ongoing artificial-intelligence demand. On Wednesday, Cisco reported adjusted earnings of $1.22 a share on revenue of $17.3 billion for the fiscal fourth quarter ended on July 25. Cisco’s networking segment—which includes gear used in AI data centers—has grown as enterprise demand for AI infrastructure continues to rise. Continue Reading
AIEARNINGSEarningsFINANCIAL RESULTSFOURTH QUARTERFinancial Results
- Published
- 12 Aug 2026 20:47
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.9% · 1.0d old
- Duplicates
- 2 consolidated
#1679Tone
finance.yahoo.comDirect company coverageStored article
Cisco forecasts strong fiscal 2027 as AI boom fuels networking demand
Investing.com -- Cisco Systems forecast fiscal 2027 revenue and profit above Wall Street estimates on Wednesday, betting that surging demand for networking equipment and artificial intelligence infrastructure will sustain growth into the new year. Cisco Systems' upbeat outlook underscored the strength of an AI-driven networking cycle, with robust demand from hyperscale customers adding momentum to its core networking business and supporting expectations for continued growth. The networking equipment maker expects first-quarter adjusted earnings of $1.32 to $1.34 per share, compared with analys
AIDIVIDENDSDividendsEARNINGSEARNINGS PER SHAREEarnings
- Published
- 12 Aug 2026 20:45
- News subject
- Guidance
- Why this score
- Beat expectations
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.4% · 1.0d old
- Duplicates
- 2 consolidated
#1786Tone
finance.yahoo.comDirect company coverageStored article
Cisco Earnings Beat. Fiscal 2027 Revenue Outlook Above Estimates.
Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views. Continue Reading
EARNINGSEarnings
- Published
- 12 Aug 2026 20:37
- News subject
- Earnings
- Why this score
- Beat expectations, Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 5.1% · 1.0d old
- Duplicates
- 3 consolidated
#1887Tone
finance.yahoo.comDirect company coverageStored article
Cisco’s (NASDAQ:CSCO) Q2 CY2026 Sales Beat Estimates, Guides for Strong Full-Year Sales
Cisco's (NASDAQ:CSCO) Q2 CY2026 Sales Beat Estimates, Guides for Strong Full-Year Sales Networking technology giant Cisco (NASDAQ:CSCO) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 17.6% year on year to $17.25 billion. On top of that, next quarter's revenue guidance ($18.1 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $1.22 per share was 4.4% above analysts' consensus estimates. Is now the time to buy Cisco? Find out in our full research report. Cisco (CSCO) Q2 CY2026 Highlights: Reve
BUSINESS-SERVICESBusiness ServicesEARNINGSEARNINGS GROWTHEARNINGS PER SHAREEarnings
- Published
- 12 Aug 2026 20:19
- News subject
- Earnings
- Why this score
- Beat expectations, Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 5% · 1.0d old
- Duplicates
- 2 consolidated
#1987Tone
finance.yahoo.comDirect company coverageStored article
Cisco Beats on Sales Outlook, Citing ‘Broad-Based’ Record Demand
(Bloomberg) -- Cisco Systems Inc. gave a sales projection for the current quarter that far exceeded Wall Street's expectations, a sign of success for the company's efforts to supply a larger share of the AI data center market with its networking gear. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Epstein Victim Files Cleared for Release Over Maxwell's Protest Josh Kushner, Bob Iger Buy LA Lakers for $12.5 Billion Revenu
AIEARNINGSEarningsFOURTH QUARTERFourth QuarterNETWORKING
- Published
- 12 Aug 2026 20:14
- News subject
- Earnings
- Why this score
- Beat expectations, Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 5% · 1.0d old
- Duplicates
- 2 consolidated
#2083Tone
finance.yahoo.comDirect company coverageStored article
Cisco forecasts annual revenue above estimates on sustained AI spending
Aug 12 (Reuters) - Cisco Systems forecast fiscal 2027 revenue above Wall Street expectations on Wednesday, signaling confidence that strong demand for its AI networking gear will continue to power growth. Shares of the San Jose, California-based company rose 3% in extended trading. They have climbed over 56% so far this year. Cisco has benefited from hyperscale cloud providers and enterprises building out their infrastructure to handle the complex demands of generative AI. The networking giant received AI infrastructure orders from hyperscalers worth $4 billion for the fourth quarter
AIEARNINGSEarningsFOURTH QUARTERFourth QuarterGUIDANCE
- Published
- 12 Aug 2026 20:09
- News subject
- Earnings
- Why this score
- Beat expectations, Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.3% · 1.0d old
- Duplicates
- 2 consolidated
#2180Tone
finance.yahoo.comDirect company coverageStored article
CISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2026 EARNINGS
SAN JOSE, Calif., Aug. 12, 2026 /PRNewswire/ --Cisco Logo News Summary: Record top and bottom-line performance with double-digit growth in Q4 and FY 2026, exceeding the high end of guidance ranges Exceptional FY 2026 operating margin results, demonstrating strong execution and operating efficiency Broad-based, record high demand for Cisco technology with a networking supercycle underway Q4 total product orders up 35% year over year; up 25% excluding hyperscalers, with double-digit growth across every geography and customer market Networking product orders grew 40% year over year in Q4, marking
DIVIDENDSDividendsEARNINGSEarningsFOURTH QUARTERFourth Quarter
- Published
- 12 Aug 2026 20:05
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 3.7% · 1.0d old
- Duplicates
- 2 consolidated
#2283Tone
finance.yahoo.comDirect company coverageStored article
Earnings To Watch: Cisco (CSCO) Reports Q2 Results Tomorrow
Networking technology giant Cisco (NASDAQ:CSCO) will be reporting earnings this Wednesday after market close. Here's what to look for. Cisco beat analysts' revenue expectations last quarter, reporting revenues of $15.84 billion, up 12% year on year. It was a very strong quarter for the company, with a solid beat of analysts' EPS guidance for next quarter estimates and revenue guidance for next quarter exceeding analysts' expectations. Is Cisco a buy or sell going into earnings? Read our full analysis here, it's free for active Edge members. This quarter, the market is expecting Cisco's revenue
EARNINGSEarningsIT-SERVICESIt ServicesPRICE TARGETPRICE-TARGET
- Published
- 12 Aug 2026 19:01
- News subject
- Earnings
- Why this score
- Beat expectations
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 3.9% · 1.1d old
- Duplicates
- 2 consolidated
#2366Tone
finance.yahoo.comDirect company coverageStored article
Cisco Earnings Expected to Be Strong Thanks to Continued AI Demand
Cisco Systems is scheduled to report fiscal fourth-quarter earnings on Wednesday after the market closes. Continue Reading
EARNINGSEarnings
- Published
- 12 Aug 2026 17:33
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.4% · 1.1d old
- Duplicates
- 2 consolidated
#2486Tone
finance.yahoo.comDirect company coverageStored article
Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’
CoreWeave Inc(NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he's just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked if the momentum trade of AI will continue. "It's third inning, you could argue maybe even second inn
AIEARNINGSEARNINGS PER SHAREEarningsEarnings Per ShareMOMENTUM
- Published
- 12 Aug 2026 16:53
- News subject
- Earnings
- Why this score
- Beat expectations
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.2% · 1.2d old
- Duplicates
- 2 consolidated
#2550Tone
finance.yahoo.comDirect company coverageStored article
Does Cisco’s Expanded AI Infrastructure Orders and Employee Agents Change The Bull Case For Cisco Systems (CSCO)?
Cisco Systems recently briefed investors and industry audiences on its AI and networking ambitions through conference presentations in Taipei and Santa Clara, while preparing to release its fiscal Q4 2026 results after the market close on August 12. At the same time, Cisco has begun rolling out personalized AI agents to its roughly 90,000 employees and raised its full-year AI infrastructure order outlook, underscoring how deeply AI is being woven into both its operations and revenue goals. We'll now examine how Cisco's expanding AI infrastructure orders and internal AI agent rollout might resh
AI InfrastructureAI-INFRASTRUCTUREEARNINGSEARNINGS GROWTHEarningsEarnings Growth
- Published
- 12 Aug 2026 16:13
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.3% · 1.2d old
- Duplicates
- 2 consolidated
#2650Tone
nasdaq.comDirect company coverageStored article
Cisco Systems Q4 26 Earnings Conference Call At 4:30 PM ET
(RTTNews) - Cisco Systems Inc. (CSCO) will host a conference call at 4:30 PM ET on August 12, 2026, to discuss Q4 26 earnings results. To access the live webcast, log on to https://investor.cisco.com/events-and-presentations/default.aspx The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
AI InfrastructureAI-INFRASTRUCTUREDIVIDENDSDividendsEARNINGSEarnings
- Published
- 12 Aug 2026 10:00
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.3% · 1.4d old
- Duplicates
- 3 consolidated
#2750Tone
finance.yahoo.comDirect company coverageStored article
CPI, Cisco earnings, and more: What investors need to watch Wednesday
Asking for a Trend Host, Josh Lipton previews what investors should watch on Wednesday, August 12, including the latest Consumer Price Index (CPI) report, which will offer a fresh look at inflation and the health of the consumer. Cisco (CSCO) reports fiscal fourth-quarter results, while Bloomin' Brands (BLMN) also reports earnings. Video Transcript 00:02 Speaker A Time now for to watch Wednesday, August 12th. First up, key inflation data set to release in the morning, expected to be one of the most important economic releases of the week. 00:15 Speaker A The CPI inflation report will be put un
EARNINGSEarningsFOURTH QUARTERFourth QuarterGUIDANCEGuidance
- Published
- 11 Aug 2026 23:05
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.1% · 1.9d old
- Duplicates
- 2 consolidated
#2850Tone
finance.yahoo.comDirect company coverageStored article
Is Cisco Systems Stock Poised for New Highs as Q4 Earnings Approach?
Cisco Systems CSCO) is set to report its fiscal fourth-quarter results after the closing bell on Wednesday, Aug. 12, putting the networking giant back in the spotlight as investors assess whether its impressive momentum can continue. CSCO has been one of the market's stronger performers, with enthusiasm surrounding artificial intelligence (AI) infrastructure demand and an accelerating networking refresh cycle helping support investor sentiment. With Cisco's stock soaring nearly 60% year to date and just 5% from a 52-week and all-time high of $130 a share, its upcoming earnings report could det
AIDIVIDENDSDividendsEARNINGSEARNINGS REPORTEarnings
- Published
- 11 Aug 2026 17:46
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1% · 2.1d old
- Duplicates
- 2 consolidated
#2950Tone
finance.yahoo.comDirect company coverageStored article
Cisco (CSCO) Puts 90,000 Workers On Personalized AI Agents With New Revenue Targets
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Cisco Systems (NasdaqGS: CSCO) is rolling out personalized AI agents to its entire 90,000-person workforce as part of a broad internal transformation. The company is pairing the deployment with major infrastructure investment and company-wide model routing to manage AI workloads across teams and functions. Cisco is setting defined AI-driven revenue targets, tying the internal rollout to measurable business outcomes and new income streams. The move signal
AIEARNINGSEarningsINFRASTRUCTUREInfrastructureNETWORKING
- Published
- 11 Aug 2026 15:13
- News subject
- Regulatory and legal
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.4% · 2.2d old
- Duplicates
- 2 consolidated
#3050Tone
finance.yahoo.comDirect company coverageStored article
Frost & Sullivan: Cisco Receives the 2026 Global Enterprise Desktop Phone Company of the Year Recognition for Outstanding Enterprise Communications Innovation
The company is redefining enterprise desk phone solutions through an integrated device experience that combines secure communications, intelligent workplace management, and operational excellence across the modern enterprise. SAN ANTONIO, Aug. 11, 2026 /PRNewswire/ -- This week we are pleased to congratulate Cisco on being recognized as Frost & Sullivan's 2026 Global Company of the Year in the enterprise desktop phone industry for its outstanding achievements in product innovation, customer experience, and technology leadership. The recognition highlights Cisco's consistent leadership in drivi
ENTERPRISE-COMMUNICATIONSEnterprise CommunicationsINNOVATIONInnovationTECHNOLOGY-LEADERSHIPTechnology Leadership
- Published
- 11 Aug 2026 13:00
- News subject
- Market update
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.4% · 2.3d old
- Duplicates
- 3 consolidated
Earlier company news
CSCO34 news archive
Stored newest first for historical research. It starts after the newest three pages above and then continues through older news. Each archive page is loaded only when it is opened.
Aug
13
2026
finance.yahoo.comArchivedNeutral tone
Stock Market Today: Dow's Gain Vanishes; Credo Technology Approaches New Entry (Live Coverage)
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading
EarningsInflationTech
- Published
- 13 Aug 2026 16:24
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedPositive tone
1 Growth Stock Set to Flourish and 2 We Find Risky
1 Growth Stock Set to Flourish and 2 We Find Risky Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. The risks that can come from buying these assets are precisely why we started StockStory — to isolate the long-term winners from the losers so you can invest with confidence. Keeping that in mind, here is one growth stock expanding its competitive advantage and two that could be down big. Two Growth Stocks to Sell: Commvault (CVLT) One-Year Revenue Growth
Digital MarketplacesEarnings Per ShareFree Cash FlowGrowth StocksOnline LendingRevenue Growth
- Published
- 13 Aug 2026 15:45
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedPositive tone
1 Growth Stock to Add to Your Roster and 2 We Turn Down
1 Growth Stock to Add to Your Roster and 2 We Turn Down Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. Luckily for you, our job at StockStory is to help you avoid short-term fads by pointing you toward high-quality businesses that can generate sustainable long-term growth. On that note, here is one growth stock with significant upside potential and two that could be down big. Two Growth Stocks to Sell: Sunrun (RUN) One-Year Revenue Growth: +63.2% Help
Growth StocksMachine VisionMarketing SoftwareRevenue GrowthSolar Energy
- Published
- 13 Aug 2026 15:29
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedNeutral tone
Stock Market Today: Dow Lags Nasdaq's Gain; Cisco Falls 7% On Earnings (Live Coverage)
Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading
EarningsInflation
- Published
- 13 Aug 2026 15:24
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedPositive tone
Nvidia bulls may have a small problem on their hands
If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This could indeed create a sell-the-news moment, not unlike what has happened to Cisco (CSCO) stock on Thursday in response to strong quarterly numbers and a robust outlook. The stock had run up 65% in the past six months, with gains holding into the company's earnings on Wednesday evening. "We expect a solid quarter [for Nvidia] with meaningful upside to guidan
AIEarningsEarnings ReportGuidanceTech
- Published
- 13 Aug 2026 15:23
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
nasdaq.comArchivedNeutral tone
Stocks Close Higher on Favorable CPI Report and Positive AI News
The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday’s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue
AIChip StocksCpiEarningsEarnings GrowthEarnings Results
- Published
- 13 Aug 2026 15:22
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 12 consolidated
Aug
13
2026
finance.yahoo.comArchivedNegative tone
Stocks rise on broad sector strength: AlphaCheck
Good morning. Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September. Falling oil prices and strong earnings continued to stabilize markets. Here's a check of the markets in early trading, as of 9:40 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data. The major sectors saw broad-based strength, led by real estate (XLRE), communication services (XLC), and consumer staples (XLP). Semiconductor and computer hardware stocks helped lift the tech trade (XLK). The exception was the energy sect
EarningsInflationReal EstateSemiconductorsTech
- Published
- 13 Aug 2026 14:55
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedPositive tone
Exchange-Traded Funds, Equity Futures Higher Pre-Bell Thursday Amid Producer Inflation Data Release
The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in
ETF
- Published
- 13 Aug 2026 14:13
- Catalyst
- Analyst action
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedPositive tone
Update: US Equity Futures Mostly Flat Pre-Bell as Traders Evaluate Further Inflation Data
(Updates with economic data, recent oil price movement, world markets' overview and corporate stock movements.)US equity futures were mostly flat pre-bell Thursday as traders evaluated another key inflation report, after yesterday's July consumer inflation reading matched Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now
- Published
- 13 Aug 2026 13:54
- Catalyst
- Analyst action
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedNeutral tone
US Equity Futures Rise Slightly Pre-Bell as Traders Await Further Inflation Data
US equity futures were edging slightly higher pre-bell Thursday as traders awaited another key infla PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in
- Published
- 13 Aug 2026 13:18
- Catalyst
- Analyst action
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedNegative tone
Cerebras slumps as mixed quarterly results test AI growth narrative
Aug 13 (Reuters) - Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising doubts about the ability of its AI chips to challenge Nvidia. Expectations were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it increasingly derived revenue from cloud co
AICloud ComputingEarningsEarnings ReportPrice Target
- Published
- 13 Aug 2026 13:16
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedNegative tone
Stock Market Today: Dow Rises Ahead Of Inflation Data; Cisco, AI Name Cerebras Plunge On Earnings (Live Coverage)
Stock Market Today: The Dow Jones index rises Thursday ahead of key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading
EarningsInflation
- Published
- 13 Aug 2026 13:14
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
seekingalpha.comArchivedPositive tone
JD.com drops as revenue decline overshadows profit beat
XiXinXing/iStock Editorial via Getty Images JD.com (JD [https://seekingalpha.com/symbol/JD]) shares fell about 4% in premarket trading on Thursday after the Chinese e-commerce company reported second-quarter revenue and adjusted earnings above analyst expectations, while a decline in sales highlighted pressure on growth amid cautious consumer spending and intensifying competition. Net revenue fell 2.9% year over year to RMB346.4 billion ($51.1 billion), but topped the consensus of RMB342.1 billion, as per data compiled by Bloomberg. Adjusted earnings per American depositary receipt came in at
ChinaE CommerceEarningsOperating IncomeRetailShare Buyback
- Published
- 13 Aug 2026 13:09
- Catalyst
- Capital return
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
cnbc.comArchivedPositive tone
Stocks making the biggest moves premarket: Tapestry, Yeti, Bullish, StubHub, Cerebras & more
Check out the companies making the biggest moves in premarket trading: Tapestry — The parent of Kate Spade and Coach dropped 7% on underwhelming results for the fiscal fourth quarter . Tapestry earned $1.32 per share on revenue of $1.88 billion. While earnings were above the FactSet consensus of $1.28 per share, revenue only just exceeded a $1.87 billion estimate. The company did increase its quarterly dividend to 46.25 cents per share from 40 cents per share Yeti — The drinkware and cooler maker slipped nearly 4% after the company reported mixed second-quarter results. Yei earned an adjusted
Birkenstock HolBirkenstock Holding PlcBreaking News MBreaking News MarketsBullishBusiness
- Published
- 13 Aug 2026 12:36
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedNeutral tone
Stock Markets Beware: AI Funding Plans Have Shades of the Financial Crisis
Cisco benefits from AI demand, Musk is optimistic about Starlink, inflation hasn’t thrown cold water on stock market rally, and more news to start your day. Continue Reading
- Published
- 13 Aug 2026 12:11
- Catalyst
- Macro sensitivity
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedNegative tone
Stock market today: Dow, S&P 500, Nasdaq trending higher on rate hike bets, earnings
US stock futures barely budged on Thursday morning ahead of another inflation reading and a slew of earnings. Futures on the Dow Jones Industrial Average (YM=F), S&P 500 (ES=F), and Nasdaq-100 (NQ=F) moved slightly above the flat line after a calm day on Wall Street. Cisco (CSCO) and Cerebras (CBRS) shared better-than-expected quarterly results and outlooks, but their reports of robust demand for AI infrastructure weren't enough to impress Wall Street, which sold the stocks in extended trading. Applied Materials (AMAT), which makes chipmaking equipment, reports results Thursday after the stock
AIEarningsFedInflationQuarterly ResultsRetail
- Published
- 13 Aug 2026 11:01
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedNeutral tone
Stock market today: Dow, S&P 500, Nasdaq gain on soft inflation data, earnings
US stocks rose on Thursday morning after another inflation reading and a slew of earnings. The Dow Jones Industrial Average (^DJI) and S&P 500 (^GSPC) both added 0.3%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.1% after a calm day on Wall Street. (^DJI ) Go deeper with AlphaSpace 53,899.15 +128.88 (+0.24%) As of 9:35:27 AM EDT. Market Open. ^DJI^GSPC ^IXIC Cisco (CSCO) and Cerebras (CBRS) shared better-than-expected quarterly results and outlooks, but their stocks fell in extended trading. Applied Materials (AMAT), which makes chipmaking equipment, reports results Thursday after
EarningsInflationQuarterly ResultsRate HikeRatesRetail
- Published
- 13 Aug 2026 11:01
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 2 consolidated
Aug
13
2026
seekingalpha.comArchivedNegative tone
Virgin Galactic forecasts positive quarterly cash flow within 2027 as first commercial spaceflight shifts to February
Earnings Call Insights: Virgin Galactic (SPCE) Q2 2026 MANAGEMENT VIEW * "I'm pleased to share our recent tranche of spaceflight expeditions has booked out ahead of schedule" and "the allotment we had held at the $750,000 price point was oversubscribed" (CEO, President & Director Michael Colglazier), adding that the company "added over $50 million to our expected future spaceflight revenue." * "We've moved our first commercial spaceflight to this coming February" due to "modest time duration extensions across hundreds of relatively small but important installation tasks" and "no single issue i
Balance SheetCapexCash FlowEarningsFree Cash FlowLiquidity
- Published
- 13 Aug 2026 10:28
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedNeutral tone
SpaceX Passes First Lockup Expiry Test With $500 Billion Rally
(Bloomberg) -- Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Iran Takes More Robust Military Stance With US Talks Frozen They needn't have worried. SpaceX
Artificial IntelligenceEarningsEarnings ReleaseEarnings ReportFree Cash FlowInitial Public Offering
- Published
- 13 Aug 2026 09:45
- Catalyst
- Balance sheet
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
seekingalpha.comArchivedPositive tone
Stem reaffirms FY2026 revenue $140M-$190M while tracking toward high end of $10M-$15M adjusted EBITDA
Earnings Call Insights: Stem, Inc. (STEM) Q2 2026 MANAGEMENT VIEW * "Halfway through 2026, I am pleased to see evidence of this transformation in the results" and "the second quarter marked our fifth consecutive quarter of positive adjusted EBITDA," Arun Narayanan (CEO & Director) said, adding that the company saw "meaningful commercial momentum across the PowerTrack platform" and is "reaffirming our full year 2026 guidance today." * Narayanan emphasized mix-driven profitability and cost discipline: "We achieved record non-GAAP gross margins in the second quarter" and "because we have had mini
EarningsGuidanceM AMarginsRatingsSoftware
- Published
- 13 Aug 2026 09:18
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedPositive tone
Cisco Systems Inc (CSCO) (Q4 2026) Earnings Call Highlights: Record Revenue and AI Super Cycle ...
This article first appeared on GuruFocus. Revenue: Record $17.3 billion in Q4, up 18% year-over-year; full-year record revenue of $63.3 billion, up 12%. Product Revenue: $13.5 billion in Q4, up 24% year-over-year. Services Revenue: $3.8 billion in Q4, flat year-over-year. Non-GAAP Net Income: $4.9 billion in Q4, up 23%; full-year $17.2 billion, up 13%. Non-GAAP EPS: $1.22 in Q4, up 23%; full-year $4.33, up 14%. Non-GAAP Gross Margin: 66.3% in Q4, down 210 basis points year-over-year; product gross margin 64.8%, services gross margin 71.6%. Non-GAAP Operating Margin: 35.9% in Q4; full-year 34.8%, up 40 basis points. Operating Cash Flow: $5.4 billion in Q4, up 27%. Capital Returns: $3.2 billion returned to shareholders in Q4; $12.7 billion for fiscal 2026. Remaining Performance Obligations (RPO): $46.7 billion, up 7%. Annual Recurring Revenue (ARR): $32.1 billion, up 3%. Software Revenue: $6.2 billion, up 11%. Networking Revenue: Up 28% year-over-year in Q4. Security Revenue: Up 14% in Q4. Collaboration Revenue: Up 12% in Q4. AI Infrastructure Revenue: Projected to grow to $7.5 billion in fiscal 2027. Warning! GuruFocus has detected 9 Warning Signs with CSCO. Is CSCO fairly valued? Test your thesis with our free DCF calculator. Release Date: August 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Record fiscal 2026 revenue of $63.3 billion, up 12% year-over-year, with Q4 revenue of $17.3 billion, up 18%. Strong demand momentum with total product orders up 35% year-over-year in Q4, including triple-digit growth in hyperscaler orders. AI infrastructure revenue projected to grow to $7.5 billion in fiscal 2027, up from approximately $3.8 billion in fiscal 2026. Non-GAAP EPS growth of 23% in Q4 and 14% for the full year, demonstrating strong operating leverage. Security portfolio saw double-digit order growth in Q4, with over 6,400 net new customers for new security products since launch. Returned $12.7 billion to shareholders in fiscal 2026, representing 99% of free cash flow, and increased dividend for the 15th consecutive year. Negative Points Non-GAAP gross margin declined 210 basis points year-over-year in Q4, driven by higher hardware mix and memory costs. Services revenue was flat year-over-year in Q4, with expectations for only low single-digit growth in fiscal 2027. Guidance for fiscal 2027 implies a deceleration in growth in the second half of the year due to tougher comparisons. Price increases, which contributed about 5 points to Q4 revenue growth, are expected to be lapped in fiscal 2027, potentially impacting growth. The company faces ongoing supply chain challenges, including memory costs and component availability, despite proactive management. Story Continues Q & A Highlights Q: Your fiscal '27 guide at the midpoint implies 15% revenue growth. Even excluding AI revenues, it implies double-digit growth ex-AI versus your long-term model of 4% to 6%. What's driving the ex-AI growth, and how durable is this growth given your comments about the start of a networking super cycle? Also, how are you thinking about the scale-across opportunity across Silicon One and Optics?A: Chuck Robbins (Chair and CEO): The super cycle is enabled by our unique ability to integrate Systems, Silicon, Optics, Security, and Observability into a stack for customers. The drivers include hyperscaler AI buildouts, telcos preparing for scale-across traffic (which we estimate is 14 times traditional DCI), and enterprises modernizing their networks for AI, Mythos, and quantum readiness. On scale-across, we have three design wins for our P200 power system with three different hyperscalers, and we started taking orders from all three in Q4. Our Acacia Optics business had another $1 billion quarter, and we announced our first design win in Managed Optical Fiber Networks. We believe the scale-across opportunity is massive and we are well-positioned. Q: What is your approach to g
AI-INFRASTRUCTUREDIVIDENDSEARNINGSFREE CASH FLOWNETWORKINGREVENUE GROWTH
- Published
- 13 Aug 2026 06:03
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
13
2026
finance.yahoo.comArchivedNeutral tone
Asian shares mostly rise after AI leads rally on Wall Street
TOKYO (AP) — Asian shares mostly rose in early Thursday trading, as global market optimism continued on prospects for AI stocks and the semiconductor sector. Japan's benchmark Nikkei 225 jumped 1.6% in early trading to 68,609.92. Australia's S&P/ASX 200 slipped 0.6% to 9,155.80. South Korea's Kospi surged 3.9% to 6,835.55. Hong Kong's Hang Seng edged up nearly 0.1% to 25,453.45, while the Shanghai Composite gained 0.4% to 3,961.82. Asian regional sentiments received a boost from the overnight performance of Wall Street, which finished just shy of a record Wednesday. Several AI stocks reported
AIInflationRatesSemiconductorsSplitTreasuries
- Published
- 13 Aug 2026 04:33
- Catalyst
- Macro sensitivity
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedNeutral tone
Cisco Earnings Beat, Revenue Outlook Above Estimates. But Shares Fall.
Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views. Continue Reading
EARNINGS
- Published
- 12 Aug 2026 22:47
- Catalyst
- Market update
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
cnbc.comArchivedPositive tone
Stocks making the biggest moves after hours: Cisco, Jack in the Box, Cerebras, StubHub & more
Check out the companies making the biggest moves after the bell: Jack in the Box — The fast food chain gained more than 1% on better-than-expected earnings for the company's fiscal third quarter. Jack in the Box earned 96 cents per share, topping a FactSet estimate of 88 cents per share. Red Robin Gourmet Burgers — The restaurant chain posted second-quarter results that beat analyst expectations, sending shares higher by nearly 2%. Red Robin earned 12 cents per share, excluding certain items, on revenue of $277.6 million. Analysts expected the company to break even on revenue of $265.8 million
After Hours MovAfter Hours Movers 12 Aug 26Breaking News MBreaking News MarketsBusinessCerebras System
- Published
- 12 Aug 2026 21:51
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
seekingalpha.comArchivedNeutral tone
Earnings Snapshot: Cerebras Q2 revenue misses estimates, but cloud revenue up 287%; outlook impresses
[Cerebras Q2 Earnings and FY26 Outlook] Earnings Snapshot (Seeking Alpha) MORE ON CEREBRAS SYSTEMS INC. * Cerebras Systems Long-Term View: Delivery Speed Is The Next Frontier Of AI [https://seekingalpha.com/article/4934280-cerebras-systems-long-term-view-delivery-speed-is-the-next-frontier-of-ai] * Cerebras Is Winning The Inference Race, Yet I'm Still Not Buying [https://seekingalpha.com/article/4923223-cerebras-is-winning-the-inference-race-yet-im-still-not-buying] * Cerebras: The Next Generation In The AI Arms Race [https://seekingalpha.com/article/4921962-cerebras-the-next-generation-in-the
Earnings News
- Published
- 12 Aug 2026 21:48
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedNeutral tone
CloudSEK Identifies More than 2,500 Organisations Potentially Impacted by AI Supply Chain Exposure Affecting 434,000 Software Pipelines
Global companies across the technology, finance, telecom, cybersecurity, manufacturing, and logistics sectors are among the organisations linked to the exposure JERSEY CITY, N.J., Aug. 12, 2026 /PRNewswire/ -- CloudSek, an AI-native predictive cyber-intelligence company, today announced that it has identified more than 2,500 organisations that may have been potentially affected by a major AI supply chain incident involving LiteLLM in March 2026, with approximately 434,000 automated software-development pipelines linked to the exposure. LiteLLM is an open-source tool widely used by organisation
AICloudCybersecurityData BreachSupply Chain
- Published
- 12 Aug 2026 19:51
- Catalyst
- Macro sensitivity
- Coverage
- Direct company
- Duplicates
- 3 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Update: Benign Inflation, Upbeat Earnings Reports Help Lift Equities Intraday
Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US benchmark equity indexes were higher intraday as traders digested a benign consumer inflation report and the latest batch of corporate earnings.The Nasdaq Composite was up 0.6% at 26,609.2 after midday Wednesday, while the Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now
- Published
- 12 Aug 2026 19:13
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Fortinet Lifts 2026 Guidance on Firewall, SASE Demand: Buy the Stock?
Fortinet, Inc. FTNT has given investors fresh reason to pay attention after raising its full-year 2026 guidance on the back of accelerating firewall refresh cycles and surging SASE adoption. The upgraded outlook, delivered alongside second-quarter results, points to durable, broad-based demand across the company's security fabric, and the fundamentals underpinning that demand suggest the stock deserves a place in growth-oriented portfolios in the near term. Fortinet shares have gained 103.9% in the year-to-date period, outperforming the Zacks Security industry and the broader Computer and Tech
AIFirewallGuidanceSaseSecurity
- Published
- 12 Aug 2026 15:58
- Catalyst
- Guidance
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
Earnings Results in Focus
The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline CPI rose 3.4%, annually in July, down from the 3.5% annual rise in June. Core CPI (excluding volatile items like food and energy) rose 0.2% in July after remaining unchanged in June. Like CPI, the core CPI print was in line with the Zacks Consensus Estimate. Core CPI rose 2.5% annually in July, below the 2.6% annual rise in June. The benign CPI and
EarningsEarnings ResultsFedFinancial ResultsInflationPrice Target
- Published
- 12 Aug 2026 15:31
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
Aug
12
2026
finance.yahoo.comArchivedPositive tone
U.S. Stock Futures Rise After In-Line Key Inflation Data
The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline CPI rose 3.4%, annually in July, down from the 3.5% annual rise in June. Core CPI (excluding volatile items like food and energy) rose 0.2% in July after remaining unchanged in June. Like CPI, the core CPI print was in line with the Zacks Consensus Estimate. Core CPI rose 2.5% annually in July, below the 2.6% annual rise in June. The benign CPI and
AIEarningsEarnings ResultsFedFinancial ResultsInflation
- Published
- 12 Aug 2026 15:20
- Catalyst
- Earnings
- Coverage
- Direct company
- Duplicates
- 1 consolidated
How the page works
How to read the score
It describes the weighted balance of qualifying headlines. A score of 50 can mean balanced news or that there is not enough evidence; the status label explains which.
Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.
Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.
It measures news already published. It is not a forecast, recommendation or price target.