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CLAIM #17841 · Cisco Systems Inc (CSCO) · 2025Q4 earnings call · Aug 13, 2025

For fiscal year '26, our guidance is as follows: we expect revenue to be in the range of $59 billion to $60 billion.

Mark Patterson · CFO

Verdict
PENDING
Direction
up
Magnitude
59000–60000 abs
Due
Jul 31, 2026
Metric
revenue
Intensity
expects

How to check this claim

Look at: Total company revenue, fiscal year 2026

It came true if: Full-year revenue between $59 billion and $60 billion

Where: Company income statement / fiscal Q4 FY26 earnings release

Knowable after: 2026-08-31

In context

t of tariffs where appropriate. Through the flexibility and agility we have built into our operations over the last few years, the size and scale of our supply chain provides us with some unique advantages as we support our customers globally. Looking ahead, you can expect us to continue our focus on durable growth with financial discipline in driving operating leverage and continued capital returns. Our fiscal Q1 guidance is as follows: we expect revenue to be in the range of $14.65 billion to $14.85 billion. We anticipate non-GAAP gross margin to be in the range of 67.5% to 68.5%. Non-GAAP operating margin is expected to be in the range of 33% to 34%. Non-GAAP earnings per share is expected to range from $0.97 to $0.99. We are assuming a non-GAAP effective tax rate of approximately 19%. For fiscal year '26, our guidance is as follows: we expect revenue to be in the range of $59 billion to $60 billion. Non-GAAP earnings per share is expected to be in the range from $4 to $4.06. Sami, let's now move into the Q&A. Ahmed Sami Badri: Thank you, Mark. Before we start the Q&A portion of the call, I would like to remind analysts to ask one question and a single follow- up question. Michelle, can we move to the first analyst in the queue? Operator: Aaron Rakers with Wells Fargo. Aaron Christopher Rakers: Wells Fargo Securities, LLC, Research Division I guess my first question is, looking at your guidance and given the commentary around the AI opportunity and reflective of sovereign starting to kick in into the second half of the fiscal year, just kind of taking the midpoint, it would seem to assume you've got some deceleration of growth from, call it, 6.5%, 7%. We guided for fiscal first quarte

Verify independently

SEC filings for CSCO · Quote is verbatim from the 2025Q4 earnings call.