Story perspectives

Cisco Beats Earnings Expectations, Shares Drop 4.35%

2/12/2026

Summary

Story summary

Cisco Systems, Inc. reported fiscal second-quarter net income of $3.18 billion and revenue of $15.35 billion, with adjusted earnings per share (EPS) of $1.04, beating analyst expectations.
The company raised full-year revenue guidance to $61.20–$61.70 billion and adjusted EPS to $4.13–$4.17.
It also forecast third-quarter revenue of $15.4–$15.6 billion and adjusted EPS of $1.02–$1.04.
Shares fell 4.35% in after-hours trading.
An earnings call is scheduled for later today.

History

Historical Context

The dot-com bubble burst in 2000 significantly impacted technology companies, with Cisco Systems reporting a $2.25 billion loss amid a revenue of $19.5 billion. This downturn followed years of rapid growth in the tech sector. Today, Cisco's revenue of $15.35 billion and net income of $3.18 billion demonstrate its recovery and adaptability in a constantly evolving market.

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Story summary

Cisco Systems, Inc. reported fiscal second-quarter net income of $3.18 billion and revenue of $15.35 billion, with adjusted earnings per share (EPS) of $1.04, beating analyst expectations.
The company raised full-year revenue guidance to $61.20–$61.70 billion and adjusted EPS to $4.13–$4.17.
It also forecast third-quarter revenue of $15.4–$15.6 billion and adjusted EPS of $1.02–$1.04.
Shares fell 4.35% in after-hours trading.
An earnings call is scheduled for later today.

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