Netzwerkausrüster: Cisco-Aktie fällt trotz Rekordergebnis und starker Prognose
Cisco übertrifft mit seinen Geschäftszahlen die Erwartungen und rechnet mit deutlich höheren Erlösen. Dennoch fällt die Aktie nachbörslich um fast fünf Prozent.
Frankfurt – Despite posting record earnings and surpassing analyst projections, Cisco's share price fell today. The networking equipment maker reported impressive quarterly figures, with Mark Patterson, the CFO, announcing a record high in both revenue and profit during a Wednesday briefing. Cisco's productivity levels have not been seen in over 30 years, and this trend is expected to continue.
The company is thriving due to the current construction boom in data centers. For the upcoming fiscal year 2026/2027, Cisco anticipates revenue between $72.2 billion and $73.4 billion, which is roughly $5 billion more than what analysts had previously estimated. A significant driver of growth is the business from hyperscalers – the three largest cloud service providers, Amazon Web Services (AWS), Google, and Microsoft, are expected to contribute around 10 percent to Cisco's revenue in the coming months.
Analysts had previously projected Cisco would generate $10 billion from these companies. The news was well-received by investors, with Cisco's stock rising three percent in after-hours trading on Wall Street. In the fiscal year 2025/2026, Cisco boosted revenue by 12 percent to $63.3 billion and increased adjusted earnings per share by 14 percent to $4.33.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — it may contain errors, so check the original before relying on it.
