Earnings Report Preview | Cisco (CSCO.US) is about to deliver a key answer to its "AI Transformation," with its networking business in the spotlight.

According to the Zhitong Finance APP, Cisco Systems (CSCO.US), the world's largest network equipment manufacturer, will release its financial report for the fourth quarter and full year of fiscal 2026 after the market close on August 12 (Wednesday). Driven by the strong wave of AI infrastructure construction, this 40-year-old networking giant is undergoing the most profound restructuring of its growth logic since the dot-com bubbleorders for AI networks from hyperscale cloud service providers have been significantly raised from the previously expected $5 billion to approximately $9 billion, nearly doubling. Wall Street analysts expect Cisco's Q4 revenue to reach $16.85 billion, a year-on-year increase of 14.9%; adjusted earnings per share are projected to be $1.17, a year-on-year increase of 18.2%.