Cisco Systems(US:CSCO) ZACKSยท2025-05-09 14:20Core Viewpoint - Analysts project Cisco Systems (CSCO) will report quarterly earnings of $0.91 per share, reflecting a year-over-year increase of 3.4%, with revenues expected to reach $14.05 billion, a 10.6% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised 0.4% higher in the last 30 days, indicating a collective reevaluation by analysts [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Projections - The consensus estimate for 'Revenue- Product' is $10.06 billion, indicating an 11.5% increase year-over-year [5]. - 'Revenue- Services' is projected to reach $3.82 billion, reflecting a 3.8% year-over-year change [5]. - 'Revenue- Product- Security' is expected to be $2.19 billion, showing a significant increase of 68.3% from the prior-year quarter [5]. - 'Revenue- Product- Networking' is forecasted at $6.76 billion, with a year-over-year change of 3.6% [6]. - 'Revenue- Product- Collaboration' is estimated to reach $1.00 billion, indicating a 1.6% increase from the year-ago quarter [6]. Gross Margin Estimates - Analysts estimate 'Non-GAAP Gross Margin- Service' at $2.71 billion, up from $2.54 billion reported in the same quarter last year [7]. - 'Non-GAAP Gross Margin- Product' is projected to be $6.65 billion, compared to $6.04 billion reported in the same quarter of the previous year [7]. Stock Performance - Over the past month, Cisco shares have returned +5.5%, while the Zacks S&P 500 composite has changed +13.7% [7].