Compared to Estimates, Cisco (CSCO) Q4 Earnings: A Look at Key Metrics

Cisco Systems (CSCO) reported $14.67 billion in revenue for the quarter ended July 2025, representing a year-over-year increase of 7.6%. EPS of $0.99 for the same period compares to $0.87 a year ago.The reported revenue represents a surprise of +0.47% over the Zacks Consensus Estimate of $14.6 billion. With the consensus EPS estimate being $0.97, the EPS surprise was +2.06%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.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: $7.63 billion versus the seven-analyst average estimate of $7.19 billion. The reported number represents a year-over-year change of +12.2%.Revenue- Product- Observability: $259 million versus $288.55 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +4.4% change.Revenue- Services: $3.79 billion versus the seven-analyst average estimate of $3.88 billion. The reported number represents a year-over-year change of +0.1%.Revenue- Product- Security: $1.95 billion versus $2.2 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +9.2% change.Revenue- Product: $10.89 billion versus the seven-analyst average estimate of $10.72 billion. The reported number represents a year-over-year change of +10.4%.Revenue- Product- Collaboration: $1.04 billion versus $1.04 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change.Non-Gaap Gross Margin- Service: $2.68 billion compared to the $2.75 billion average estimate based on six analysts.Non-Gaap Gross Margin- Product: $7.35 billion versus $7.18 billion estimated by six analysts on average.View all Key Company Metrics for Cisco here>>>Shares of Cisco have returned +6.3% over the past month versus the Zacks S&P 500 composite's +3.1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>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