Earnings call briefFiscal fourth-quarter 2026
Cisco Systems expects $7.5 billion in fiscal 2027 hyperscaler AI revenue
Cisco Systems also gave fiscal 2027 revenue guidance of $72.2 billion to $73.4 billion.
GetSignal Cisco Systems CSCO
Cisco Systems said on its fiscal fourth-quarter call that it expects fiscal first-quarter revenue of $18 billion to $18.2 billion and non-GAAP gross margin of 65% to 66%. It also said its guidance implies operating margin of about 35% for fiscal 2027. Cisco Systems said it expects a slight gross margin headwind as hardware makes up a larger share of revenue through fiscal 2027.
Quotes from the call
“Our guidance for fiscal year 27 is as follows: We expect revenue to be in the range of $72.2 billion to $73.4 billion Non GAAP earnings per share is expected to range from $5.05 to $5.11.”
Key facts from the call
- Fiscal 2027 revenue outlook
- $72.2 billion to $73.4 billion
- Fiscal 2027 hyperscaler AI infrastructure revenue projection
- $7.5 billion
- Fiscal first-quarter revenue outlook
- $18 billion to $18.2 billion
- Fiscal 2027 operating margin outlook
- about 35%
Source: Cisco Systems' fiscal fourth-quarter 2026 earnings call, August 12, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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