Cisco vs Salesforce
Cisco Systems, Inc. and Salesforce Inc. are compared here to provide neutral context. This page examines business models, financial performance, and market positioning in accessible terms. It looks at how each company engages customers, structures its offerings, and pursues growth. Educational content, not financial advice.
Cisco Systems, Inc. and Salesforce Inc. are compared here to provide neutral context. This page examines business models, financial performance, and market positioning in accessible terms. It looks at...
Why It's Moving
Cisco customers spotlight AI innovations as networking powerhouse gears up for Q1 earnings spotlight.
- Customers in 'Tech Unscripted' series praise Cisco's low-cost AI pilots and predictive threat detection, boosting confidence in its future-proof tech stack.
- Q1 fiscal 2026 results showed 7.53% YOY revenue growth and over 108% free cash flow surge, signaling robust demand for AI-powered networking hardware.
- Wall Street consensus leans Moderate Buy with 17 Buy ratings, viewing recent pullback as undervaluation amid Cisco's cybersecurity push via Splunk.
Salesforce Crushes Q1 Earnings and Raises Guidance, Sparking Bullish Buy Signals for 2026
- Record Q1 performance driven by Agentforce adoption, enabling AI-powered agents that turn customer data into actionable insights and digital workforces.
- Strong technical rebound from $225 support level, forming a Double Bottom pattern amid institutional buying and Moderate Buy analyst consensus.
- Pending Informatica acquisition set to supercharge data capabilities, with currency tailwinds adding to optimistic FY26 growth trajectory.
Cisco customers spotlight AI innovations as networking powerhouse gears up for Q1 earnings spotlight.
- Customers in 'Tech Unscripted' series praise Cisco's low-cost AI pilots and predictive threat detection, boosting confidence in its future-proof tech stack.
- Q1 fiscal 2026 results showed 7.53% YOY revenue growth and over 108% free cash flow surge, signaling robust demand for AI-powered networking hardware.
- Wall Street consensus leans Moderate Buy with 17 Buy ratings, viewing recent pullback as undervaluation amid Cisco's cybersecurity push via Splunk.
Salesforce Crushes Q1 Earnings and Raises Guidance, Sparking Bullish Buy Signals for 2026
- Record Q1 performance driven by Agentforce adoption, enabling AI-powered agents that turn customer data into actionable insights and digital workforces.
- Strong technical rebound from $225 support level, forming a Double Bottom pattern amid institutional buying and Moderate Buy analyst consensus.
- Pending Informatica acquisition set to supercharge data capabilities, with currency tailwinds adding to optimistic FY26 growth trajectory.
Investment Analysis
Cisco
CSCO
Pros
- Cisco reported a 5.3% revenue increase to $56.65 billion in 2025, evidencing steady top-line growth.
- The company maintains a strong profitability profile with $10.18 billion earnings in 2025 and a robust return on equity of 22.78%.
- Cisco offers a solid dividend yield of 2.3%, providing a reliable income stream to shareholders.
Considerations
- Earnings decreased slightly by 1.36% in 2025 despite revenue growth, indicating some margin pressure or higher costs.
- Recent insider selling and decreased insider ownership might signal management concerns about near-term performance.
- Cisco faces intense competition in the technology sector, posing risks to market share and long-term profitability.
Salesforce
CRM
Pros
- Salesforce operates a globally recognized customer relationship management platform that drives business digital transformation.
- The company has a consistent, though moderate, return on equity averaging around 5.8% over recent years.
- Salesforce benefits from strong market positioning in cloud-based software enabling recurring revenue and growth opportunities.
Considerations
- Salesforce’s return on equity of approximately 5.8% is significantly lower than many tech peers, suggesting lower profitability efficiency.
- The company’s market cap and financial metrics show slower growth relative to competitors with higher returns on equity.
- Salesforce’s stock performance and technical indicators show recent weakness, reflecting investor concerns about valuation and growth sustainability.
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Cisco (CSCO) Next Earnings Date
Cisco Systems' next earnings release is scheduled for February 11, 2026, when the company will report results for its Q2 fiscal year 2026. Analysts are currently forecasting earnings per share of approximately $1.02 for this period. The earnings announcement will be followed by a conference call at 4:30 PM ET to discuss financial performance and forward guidance.
Salesforce (CRM) Next Earnings Date
Salesforce's next earnings date is scheduled for February 25, 2026, covering the fourth quarter of fiscal 2026 (ending January 31, 2026). This follows the recent Q3 FY2026 report released on December 3, 2025, for the period ended October 31, 2025. Investors should monitor official announcements for any adjustments to this schedule.
Cisco (CSCO) Next Earnings Date
Cisco Systems' next earnings release is scheduled for February 11, 2026, when the company will report results for its Q2 fiscal year 2026. Analysts are currently forecasting earnings per share of approximately $1.02 for this period. The earnings announcement will be followed by a conference call at 4:30 PM ET to discuss financial performance and forward guidance.
Salesforce (CRM) Next Earnings Date
Salesforce's next earnings date is scheduled for February 25, 2026, covering the fourth quarter of fiscal 2026 (ending January 31, 2026). This follows the recent Q3 FY2026 report released on December 3, 2025, for the period ended October 31, 2025. Investors should monitor official announcements for any adjustments to this schedule.
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Explore BasketWhich Baskets Do They Appear In?
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