Cisco Systems, Inc. (CSCO) Earnings Call Transcripts
Cisco Systems, Inc.'s Latest Earnings Call - June 4, 2026
In the fiscal Q4 2026 earnings call, Cisco Systems, Inc. (CSCO) reported a revenue of $14.5 billion, exceeding expectations of $13.9 billion, marking an 11% year-over-year increase. Earnings per share (EPS) came in at $0.78, beating estimates by $0.10. Management signaled a positive outlook for the security segment, indicating a shift towards software and cloud services, which are expected to drive future growth. They maintained guidance for fiscal year 2027, projecting continued revenue growth driven by strong demand in cybersecurity solutions.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $14.5B (beat) |
| EPS | $0.78 (beat) |
| Security Revenue Contribution | 86% (positive) |
| Recurring Revenue Growth | null (null) |
| Federal Government Orders | null (positive) |
| Splunk Integration Timeline | null (negative) |
Guidance from management
Management maintained guidance for fiscal year 2027, projecting continued revenue growth driven by strong demand in cybersecurity solutions, particularly in software and cloud services.
What management said
And if I might add to that, just 1 more comment is when I -- even a year ago, I think Cisco is not so much in the mix in the security conversations. And we are very much in the mix today. And so talking to our customers, the CISO and the CIO are much more in the same room these days because security needs to be considered in thinking about these AI rollouts and those conversations are very robust for us on the secur...
This is an opportunity right now. Like we are in many different consumer customers like so air defense as an example, a product we built for builders to safely build applications that's a product that's a little over a year old and has a huge pipeline and backlog. And there is a right now conversation, the ability to use Zero Trust access to control and monitor what agents are doing on the network. That's a right now...
What analysts pressed on
Analysts expressed concerns about the ongoing challenges with the integration of Splunk and the impact of tough year-over-year comparisons on growth rates. There were also questions regarding the sustainability of the recent revenue growth and how well Cisco can compete against emerging threats in the cybersecurity landscape.
Main topics on the call
- Revenue Growth Acceleration — Cisco reported a revenue of $14.5 billion for Q4 2026, which was above the $13.9 billion consensus estimate, representing an 11% year-over-year growth. Management noted, 'the market right now is obviously very, very stro...
- Security Business Transformation — Peter Bailey highlighted a significant shift in Cisco's security portfolio towards software and cloud services, stating, 'we're seeing more and more uptake on pure software.' This transformation is expected to enhance cu...
- Improved Execution and Focus — Management emphasized a renewed focus on execution within the security division, with 86% of the business now aligned around three key pillars. Bailey remarked, 'we have a very, very strong portfolio today,' indicating c...
- Challenges in Splunk Integration — While Cisco's core security business showed improvement, the integration of Splunk faced challenges due to tough year-over-year comparisons. Management noted, 'we have still a couple more quarters of difficult compares,'...
Read the full Cisco Systems, Inc. transcript (June 4, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Cisco Systems, Inc.
Cisco Systems, Inc. (CSCO) is a publicly listed company in the Communications Equipment industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 161 calls on record spanning January 14, 2020 to June 4, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 161 Cisco Systems, Inc. earnings call transcripts on record, spanning January 14, 2020 to June 4, 2026. Based on this history, Cisco Systems, Inc. reports quarterly. The most recent call on file is dated June 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CSCO
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Communications Equipment
- Calls on record
- 161
- First call
- January 14, 2020
- Most recent
- June 4, 2026
- Reporting cadence
- quarterly