If it talks like tech, and walks like tech, it probably interacts with Cisco Systems (CSCO:NASDAQ), and it is this bellwether status that will have investors clued into upcoming fiscal fourth-quarter earnings.

The $270 billion California-based company is set to release results on 13 August 2025 amid a quietly growing wall of optimism. Deutsche Bank has recently been noting ‘improved visibility towards durable mid-single digit growth in upcoming years’, pointing to tailwinds across AI infrastructure, enterprise deployments, and sovereign spending.

Cisco develops, manufactures, and sells networking hardware, software, telecommunications equipment, and other high-technology services and products, helping to underpin global technology infrastructure. 

Drawing close attention to projections of a strengthening earnings outlook over the coming months, Deutsche Bank is now forecasting a high single-digit (7% to 8%) EPS CAGR (earnings per share compound annual growth rate), underpinned by an increasingly attractive revenue mix.

According to Deutsche Bank, around 56% of Cisco’s annual revenue now comes from subscription software and services, good for visibility and cash flows. The shift is expected to support stable margins and allow for continued reinvestment.

According to Koyfin consensus data, the market anticipates Cisco reporting $0.98 EPS on $14.63 billion revenue, implying roughly 13% and 7% year-on-year growth respectively. Cisco’s has surpassed Wall Street estimates the last eleven quarters. Full year 2025 revenue and EPS are forecast at $56.62 and $3.79, with fiscal 2026 growth seen in the mid-single digits. 

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