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Cisco Systems Inc. Common Stock (DE) (CSCO) earnings date & stock reaction

Cisco Systems Inc. Common Stock (DE) · IT

Cisco Systems Inc. Common Stock (DE) earnings date & time

Next earningsThu, November 12 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Fri, November 13
Reporting pattern
12 of last 12 after close
Typical move
±5.9% · 12-report avg

What the market expects

Consensus EPS

$1.33Coming in above this counts as a beat

Year-ago quarter
$1.00→+33.0%
Full earnings calendarFrom an earnings calendar

Price after the latest report

Reported August 12, 2026how the stock moved around it
Next-day move
-8.4%
After 5 days
-10.8%
Price around earnings
Around this report
Overlapped CPI releaseA major data release (CPI, jobs) came out around this report. On those days the whole market moves, so the reaction may be mixed with the data.Sector peer Motorola Solutions Inc. +8.2% next day (8/5)A same-industry peer, Motorola Solutions Inc., reported within the 10 days before this one (7d earlier). How the market took it (next-day move +8.2%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.

Cisco Systems Inc. Common Stock (DE) (CSCO) rose the day after earnings in 5 of its last 12 reports (42%), moving ±5.9% on average. It has fallen despite beating the consensus estimate 7 times.

Up next day
5/12
42%
Fell despite growth
4/12
Good earnings ignored
Price when beating
-0.6%
avg over 12 beats
Price when missing
—
never missed
Avg earnings move
±5.9%
typical swing on earnings
Biggest single move
+13.4%
'26.5 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 7 of the last 12 times. The number alone doesn't move it.

What really matters here
Next-quarter revenue outlook and gross margin
In finance terms: Revenue guidance · gross margin
Growth · revenue (YoY by quarter, latest right)
+11%
25-05(Apr qtr)
+8%
25-08(Jul qtr)
+8%
25-11(Oct qtr)
+10%
26-02(Jan qtr)
+12%
26-05(Apr qtr)
+18%
26-08(Jul qtr)
Accelerating · Growth is accelerating (+11%→+18%), but this stock often falls even on strong results (7 recent times). Expectations are already high, so accelerating isn't enough. It must beat a lofty bar.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 12 of 12 times. Beating is the default here
Median beat +4%. 7 of those beats still fell the next day.
Bigger beats didn't mean bigger gains
Surprise size and price moved separately here. Expectations, not beats, drive this stock.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 5 of 12 beats (42%)
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs IT sector avg (192 peers)
This
-0.6%
Sector
+1.0%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 7 of last 12 times (58%)
7xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth4/12

7/12 beats fell next day · watches Revenue guidance · gross margin

Next-day reaction
  • Jul 2026 report-8.4%
  • Apr 2026 report+13.4%
  • Jan 2026 report-12.3%
  • Oct 2025 report+4.6%
  • Jul 2025 report-1.6%
  • Apr 2025 report+4.8%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

May–Jul 2026 results
Reported 2026-08-12
Next-day move
-8.4%
After 5 days -10.8%
EPS consensus $1.17 → $1.22 ▲ +4.4% beatRev $14.7B → $17.3B +18% YoY
Beat by +4.4% but stock -8.4%
Price around earnings
Around this report
Overlapped CPI releaseA major data release (CPI, jobs) came out around this report. On those days the whole market moves, so the reaction may be mixed with the data.Sector peer Motorola Solutions Inc. +8.2% next day (8/5)A same-industry peer, Motorola Solutions Inc., reported within the 10 days before this one (7d earlier). How the market took it (next-day move +8.2%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.

Earnings trend · last 12 quarters

EPS$1.22YoY +23%
'23.11'26.8
Revenue$17.3BYoY +18%
'23.11'26.8

Earnings history and price reaction

Cisco Systems Inc. Common Stock (DE) across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
7/20262026-08-12+4.4%-8.4%-10.8%
4/20262026-05-13+2.3%+13.4%+12.3%
1/20262026-02-11+1.8%-12.3%-8.2%
10/20252025-11-12+1.8%+4.6%+6.0%
7/20252025-08-13+1.3%-1.6%-4.7%
4/20252025-05-14+4.6%+4.8%+3.1%

12 reports, quarters ending 10/2023 to 7/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Cisco Systems Inc. Common Stock (DE) earnings date?

The next Cisco Systems Inc. Common Stock (DE) (CSCO) earnings report is expected Thu, November 12 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Cisco Systems Inc. Common Stock (DE)'s next earnings?

Analysts expect EPS of about $1.33 for Cisco Systems Inc. Common Stock (DE) (CSCO). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Cisco Systems Inc. Common Stock (DE) (CSCO) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 5 of them (42%). The average move on earnings day was ±5.9%.

Does Cisco Systems Inc. Common Stock (DE) react more to the earnings numbers or to guidance?

In 7 of the last 12 reports (58%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Cisco Systems Inc. Common Stock (DE) stock fall even when earnings are good?

Yes. In 4 of the last 12 reports, Cisco Systems Inc. Common Stock (DE) fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Cisco Systems Inc. Common Stock (DE) stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 67% of the time. This tendency is known as post-earnings announcement drift.