The AgendaTech
Cisco Q1 FY2027 Earnings
Cisco reports its first fiscal quarter, a test of the AI networking orders that lifted its sales 18% last quarter.
Until it begins
- 03
- Days
- 04
- Hours
- 18
- Minutes
Event time: · America/Los_Angeles
What it is
Cisco will release results for the quarter that ended October 24, 2026 after the US market close on Thursday, November 12, with a conference call at 1:30 pm Pacific time. The company has guided revenue of $18.0 billion to $18.2 billion and non-GAAP earnings of $1.32 to $1.34 per share.
Why it matters
Cisco has become one of the quieter winners of the AI build-out: hyperscalers placed $9.3 billion of AI infrastructure orders with it in fiscal 2026, and it expects about $7.5 billion of AI infrastructure revenue this fiscal year, up from roughly $4 billion. Fourth-quarter revenue rose 18% to $17.3 billion and networking orders grew 40%, so this report shows whether the data-centre spending boom is spreading from chips to the networks that connect them.
What to watch
- 01
Revenue against guidance of $18.0 billion to $18.2 billion
- 02
New hyperscaler AI infrastructure orders after $4 billion last quarter
- 03
Whether Cisco holds its fiscal 2027 outlook of $72.2 billion to $73.4 billion in revenue
