Cisco Q4 Beats on AI Demand, Stock Slips
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- Cisco topped Q4 earnings and revenue estimates with AI equipment orders driving a sharp jump in profit, and its sales outlook also beat citing 'broad-based' record demand.
- CSCO stock slipped in after-hours trading despite the triple beat on earnings, revenue, and guidance, per Yahoo Finance and CNBC.
Why it matters: Cisco beat on earnings, revenue, AND forward guidance while citing 'broad-based' record demand — and the stock still fell after-hours. For investors in AI-infrastructure bellwethers, the print shows the bar has shifted past merely beating estimates to the magnitude and sustainability of the AI order pipeline.
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