Cisco (CSCO) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Cisco Systems (CSCO) reported $14.88 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 7.5%. EPS of $1.00 for the same period compares to $0.91 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $14.78 billion, representing a surprise of +0.71%. The company delivered an EPS surprise of +2.04%, with the consensus EPS estimate being $0.98.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Cisco performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Revenue- Product- Networking: $7.77 billion versus $7.34 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +15% change.Revenue- Product- Observability: $274 million versus $288.48 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +6.2% change.Revenue- Services: $3.81 billion compared to the $3.8 billion average estimate based on seven analysts. The reported number represents a change of +2.1% year over year.Revenue- Product- Security: $1.98 billion compared to the $2.24 billion average estimate based on seven analysts. The reported number represents a change of -1.8% year over year.Revenue- Product: $11.08 billion versus the seven-analyst average estimate of $10.95 billion. The reported number represents a year-over-year change of +9.5%.Revenue- Product- Collaboration: $1.06 billion compared to the $1.09 billion average estimate based on seven analysts. The reported number represents a change of -2.8% year over year.Non-Gaap Gross Margin- Service: $2.69 billion versus $2.69 billion estimated by five analysts on average.Non-Gaap Gross Margin- Product: $7.45 billion versus $7.38 billion estimated by five analysts on average.View all Key Company Metrics for Cisco here>>>Shares of Cisco have returned +4.4% over the past month versus the Zacks S&P 500 composite's +4.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Quantum Computing Stocks Set To SoarArtificial intelligence has already reshaped the investment landscape, and its convergence with quantum computing could lead to the most significant wealth-building opportunities of our time.Today, you have a chance to position your portfolio at the forefront of this technological revolution. In our urgent special report, Beyond AI: The Quantum Leap in Computing Power, you'll discover the little-known stocks we believe will win the quantum computing race and deliver massive gains to early investors.Access the Report Free Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks