Cisco’s Stock (NASDAQ:CSCO) Rallying Into Earnings – What To Expect

Cisco Systems' stock (NASDAQ:CSCO) has been building up a head of steam into earnings, with CSCO having gained 5% in the week leading in to todays report. The company, a bellwether of the networking and IT infrastructure landscape, is set to release its fourth-quarter fiscal year 2025 earnings after the market closes today.

Analysts project that Cisco will report earnings of $0.98 per share for the quarter, up from $0.87 EPS in the same quarter last year. Revenue is expected to reach $14.62 billion, reflecting a 7.19% year-over-year increase from $13.64 billion. These estimates indicate confidence in Cisco’s continued growth in both profitability and top-line performance, driven by ongoing demand for networking and enterprise technology solutions.

As of today, CSCO is trading at $71.80 in the pre-market, a marginal uptick of $0.42 (0.59%) from its previous close, as markets hold steady ahead of the print. A conference call is scheduled for 4:30 PM ET, where CEO Chuck Robbins and his leadership team are expected to provide insights into the company's performance and future outlook.

Cisco's recent history paints a mixed picture. In the previous quarter (Q2 2025, reported on May 14), the company significantly missed earnings estimates, posting an EPS of $0.62 against a consensus estimate of $0.92. This $0.30 shortfall rattled some, raising concerns about the company's ability to navigate a complex global economic environment and shifting customer demands.

The market's reaction to Cisco's earnings will depend not only on the headline numbers but also on the narrative presented by management. Markets will be particularly interested in hearing about the company's progress in transitioning to a more software-centric and subscription-based business model.

This transformation is crucial for Cisco to maintain its competitive edge in a rapidly evolving technology landscape. The growth of its cybersecurity offerings, its advancements in cloud-based solutions, and its ability to capitalize on emerging trends like AI and edge computing will all be under the microscope.

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