Post Earnings

Cisco (NASDAQ: CSCO) — Q4 FY2026 Post Earnings

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Operations

Q4 2026
Q4 Revenue ↑ 17.58% YoY $17.25B
Divisions
Networking 56.7%
Security 12.9%
Collaboration 6.8%
Observability 1.6%
Services 22.0%

Key Earnings Driver

AI Infrastructure Networking revenue increased 28% year over year to $9.8B. Within Networking, AI infrastructure revenue reached approximately $4B for FY2026, up approximately 300% from $1B, and AI infrastructure orders reached $9.3B. Security revenue increased 14% to $2.23B, Collaboration revenue increased 12% to $1.17B, Observability revenue increased 6% to $275M, while Services revenue was flat at $3.79B.

Key Operating Metrics¹

METRIC

STATUS

Networking↑ 28%

AI Infrastructure

🟢 Scaling

Security↑ 14%

Services→ 0%

🟡 Watch

Sources: Cisco Q4 FY2026 and FY2026 Earnings — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Nebius Group (NASDAQ: NBIS) — Q2 2026 Post Earnings

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Operations¹

Q2 2026
Q2 Revenue ↑ 454.04% YoY $582.3M
Divisions
Nebius AI cloud 98.1%
Avride 0.2%
TripleTen 1.7%

Key Earnings Driver

Nebius AI Cloud Nebius AI cloud revenue increased 514% to $574.9M representing 98% of group revenue. Management attributed revenue growth to capacity added in Q1, higher utilization, and high margin revenue from Token Factory and recent acquisitions.

Key Operating Metrics²

METRIC

STATUS

Nebius AI Cloud↑ 514%

Token Factory

🟢 Scaling

Key Financial Metrics

Gross Margin 77.10% +6 pp YoY
Backlog / Revenue N/A
CapEx Intensity 971.56% 9.71x Revenue

Sources: Nebius Q2 2026 Shareholder Letter — Company Website

Operations¹: Total revenue is after inter-segment elimination. Division revenue percentages are before inter-segment elimination.

Key Operating Metrics²: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Rocket Lab (NASDAQ: RKLB) — Q2 2026 Post Earnings

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Operations

Q2 2026
Q2 Revenue ↑ 61.95% YoY $234.07M
Divisions
Launch Services 19.0%
Space Systems 81.0%

Key Earnings Driver

Spacecraft Manufacturing Launch Services declined 4% year over year to $44.6M while Space Systems revenue increased 94% to $189.5M. Within Space Systems, Products revenue was $181.4M and Services revenue was $8.1M. Space Systems revenue increased primarily due to spacecraft manufacturing growth and acquisitions. Launch Services revenue decreased primarily due to revenue recognition timing.

Key Operating Metrics¹

METRIC

STATUS

Launch Services↓ 4%

🟡 Watch

Space Systems↑ 94%

Products

Spacecraft manufacturing

🟢 Scaling

Services

Key Financial Metrics

Gross Margin 36.14% +4.03 pp YoY
Backlog / Revenue 1,008.0% 10.08x Qtr Rev
CapEx Intensity 11.11% 0.11x Revenue

Sources:  Rocket Lab Q2 FY2026 Earnings Release — Company Website, Rocket Lab Q2 FY2026 Form 10-Q — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.