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Cisco Systems Poised for Strong Earnings as AI Infrastructure Demand Surges

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CSCO
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Cisco Systems is set to report quarterly results on August 12, with UBS expecting revenue and earnings above consensus estimates.

The analysts attribute this expectation to accelerating demand for AI infrastructure and resilient campus networking spending.

UBS forecasts Cisco's networking revenue to exceed $9.6 billion, representing a 26% year-over-year growth, while product orders could outperform expectations due to strong demand for AI-related systems and optical products.

The brokerage estimates that adjusted earnings per share could reach $1.19, above its own estimate of $1.16 and the Visible Alpha consensus of $1.17.

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