"That revenue figure represents roughly 5% year-over-year growth. For context, Q1 delivered $1.00 in EPS, so Wall Street is modeling modest sequential improvement. Full-year guidance matters more. Management previously set FY2026 revenue at $59-60 billion and EPS at $4.00-4.06. Any adjustment to those ranges will reset sentiment fast. The company has beaten estimates in eight consecutive quarters, averaging a 3.3% surprise. The streak has built credibility, but it also raises the bar."
"Last quarter, the company booked over $800 million in AI infrastructure orders and recognized roughly $1 billion in AI revenue for the full fiscal year. The question is whether that momentum is building or plateauing. The newly launched Silicon One G300 chip won't materially impact this quarter's numbers, but management's commentary on customer pipeline and design wins will matter. Cisco claims the chip delivers 28% faster AI job completion times."
Cisco reports Q2 FY2026 results for October–December 2025 after the bell. Analysts expect EPS of $1.02 and revenue of about $15.42 billion, roughly 5% year-over-year growth and modest sequential improvement from Q1's $1.00 EPS. Management previously guided FY2026 revenue of $59–60 billion and EPS of $4.00–4.06; any adjustment to those ranges would quickly change sentiment. Wall Street currently models about $60.8 billion in FY2026 sales. AI infrastructure orders and revenue recognition are key metrics after last quarter's $800 million-plus bookings and roughly $1 billion in AI revenue recognized for the fiscal year. Silicon One G300 commentary and enterprise networking trends will matter.
Read at 24/7 Wall St.
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