Cisco Systems Non-GAAP EPS of $1.00 beats by $0.02, revenue of $14.88B beats by $100M

Cisco Systems press release (CSCO): Q1 Non-GAAP EPS of $1.00 beats by $0.02.
Revenue of $14.88B (+7.5% Y/Y) beats by $100M.
Product orders up 13% year over year, with double-digit growth in Networking product orders for the fifth consecutive quarter
AI Infrastructure orders taken from hyperscaler customers totaled $1.3 billion, reflecting a significant acceleration in growth
Q2 FY 2026 Guidance ⁽¹⁾ :
- Revenue: $15.0 billion to $15.2 billion vs consensus of $14.64B
- Earnings per Share: GAAP: $0.69 to $0.74; Non-GAAP: $1.01 to $1.03 vs consensus of $0.99
FY 2026 Guidance ⁽¹⁾ :
- Revenue: $60.2 billion to $61.0 billion vs consensus of $59.68B
- Earnings per Share: GAAP: $2.87 to $2.98; Non-GAAP: $4.08 to $4.14 vs consensus of $4.04
Shares +4.4% AH.