Cisco Systems Inc. (NASDAQ: CSCO) beats Q4-FY2026 adjusted Non-GAAP EPS consensus of approx. USD 1.17 per share (19 August 2026, after close, confirmed by Cisco press release)
Hit
✦ AI-generated prediction
Published on 24. July 2026
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Predicted for 19. August 2026
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Based on: Historical Cycle
Cisco reported USD 1.3 billion in quarterly AI orders in its last quarter and raised its full-year AI revenue guidance to over USD 4 billion. The AI-driven Ethernet switching and optical transceiver boom benefits Cisco directly versus Nvidia Infiniband. Consensus EPS approx. USD 1.17 per share on expected revenue of USD 16.82 billion (TradingPedia, July 2026). No market quotes for Cisco Q4 FY2026 available.
Data basis for this prediction
- TradingPedia: Cisco AI-Dynamik vs. August Earnings Challenge (22. Juli 2026)
- Cisco Q3 FY2026 Earnings: 1,3 Mrd. USD KI-Aufträge, Full-Year-AI-Guidance auf 4+ Mrd. USD
- Investing.com: Cisco CSCO Earnings Date 19. August 2026 (Stand Juli 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Cisco meldete für Q4 FY2026 einen bereinigten Non-GAAP-EPS von 1,22 USD je Aktie und übertraf damit den Konsens von ca. 1,17 USD um rund 4,3 %. Auch der Umsatz von 17,25 Mrd. USD lag über den Erwartungen von ~16,82 Mrd. USD (+2,5 %). Haupttreiber war der KI-Infrastrukturboom: Cisco buchte allein im Quartal 4 Mrd. USD an KI-bezogenen Aufträgen (FY2026-Gesamt: 9,3 Mrd. USD). Quellen: Cisco Investor Relations (investor.cisco.com), Yahoo Finance ('Cisco Systems (CSCO) Beats Q4 Earnings and Revenue Estimates'), Investing.com ('Cisco beats on Q4 2026 results'). Hinweis: Die Ergebnisse wurden laut Quellen am 12. August 2026 veröffentlicht, nicht am 19. August wie in der Vorhersage angegeben – der Ausgang (EPS-Beat) ist jedoch eindeutig bestätigt.
💻 Technology
✦ AI
The Nintendo Switch 2 launched on June 5, 2025, and by September 2026 had reportedly sold approximately 20–24 million units (industry sources noted it had already surpassed GameCube's lifetime sales of 21.74M). Successful Nintendo consoles typically sell an additional 5–8 million units in the holiday quarter (October–December). With a conservative Q4 of 5 million additional units (from a base of ~23–24 million), the 28-million mark is achievable. No Polymarket quote; Metaculus implies ~52% at this threshold.
💻 Technology
✦ AI
Apple follows its established chip refresh cycle: M4 MacBook Pro announced November 2024 — M5 refresh after 23–24 months in October/November 2026 fits the historical pattern exactly (M1→M2: ~17 months; M2→M3: ~16 months; M3→M4: ~14 months). An existing open Cassandra prediction already expects the iPad Pro with new Apple Silicon by October 31 — MacBook Pro updates typically accompany iPad refreshes at the same event slot. 9to5Mac and Bloomberg reported M5 MacBook Pro leaks for H2 2026. Main risk: Apple could defer MacBook Pro to November (as in 2024), making the October 31 deadline tight.
💻 Technology
✦ AI
Samsung announced Intelligent Eyewear for 'Fall 2026' at Galaxy Unpacked London (July 2026). On October 11, 2026, Samsung holds its first Asia Unpacked event in Malaysia — the most likely platform for the final announcement. Meta's Meta Connect (September 23) will showcase Ray-Ban smart glasses with a display, putting Samsung under competitive time pressure. The condition 'with a concrete market launch date' is stricter than merely naming the product. No Polymarket market; calibrated at 46% — Samsung hardware launches regularly slip, and a display-integrated product is technically more demanding than a simple smart frame.