Newsquawk Daily US Earnings Estimates - 12th August: CSCO

Amcor (AMCR) EPS (exp. 1.19), Revenue (exp. 6.07bln), Next Qtr. EPS (exp. 1.08), Next Qtr. Rev. (exp. 5.94bln), Current FY EPS (exp. 3.98), Current FY Rev. (exp. 23.11bln), Next FY EPS (exp. 4.57), Next FY Rev. (exp. 23.91bln) 11:00BST/06:00EDT

Cisco Systems Inc. (CSCO) EPS (exp. 1.17), Revenue (exp. 16.82bln), Next Qtr. EPS (exp. 1.16), Next Qtr. Rev. (exp. 16.79bln), Current FY EPS (exp. 4.28), Current FY Rev. (exp. 62.90bln), Next FY EPS (exp. 4.79), Next FY Rev. (exp. 68.79bln) 21:05BST/16:05EDT

Coherent Corp. (COHR) EPS (exp. 1.62), Revenue (exp. 1.98bln), Next Qtr. EPS (exp. 1.77), Next Qtr. Rev. (exp. 2.13bln), Current FY EPS (exp. 5.48), Current FY Rev. (exp. 7.07bln), Next FY EPS (exp. 8.45), Next FY Rev. (exp. 9.72bln) 21:05BST/16:05EDT

Nebius Group N.V. (NBIS) EPS (exp. -0.72), Revenue (exp. 570mln), Next Qtr. EPS (exp. -1.00), Next Qtr. Rev. (exp. 879mln), Current FY EPS (exp. -2.93), Current FY Rev. (exp. 3.36bln), Next FY EPS (exp. -3.72), Next FY Rev. (exp. 11.60bln) 12:00BST/07:00EDT

Cisco Systems Inc. (CSCO) EPS (exp. 1.17), Revenue (exp. 16.82bln), Next Qtr. EPS (exp. 1.16), Next Qtr. Rev. (exp. 16.79bln), Current FY EPS (exp. 4.28), Current FY Rev. (exp. 62.90bln), Next FY EPS (exp. 4.79), Next FY Rev. (exp. 68.79bln) 21:05BST/16:05EDT

A standard pre-session earnings calendar, with Cisco the clear focus given its dual S&P 500 and Nasdaq 100 weighting and its established role as a read on enterprise and service-provider networking spend. Cisco reports in this slot have historically traded less on the headline print than on guidance and the mix within it: product orders growth, security and software attach, and the pace of AI-related infrastructure demand, since the stock has tended to re-rate on evidence that data-centre networking revenue can offset a mature switching base. Coherent reports alongside it and has become a correlated trade through the optical and datacom transceiver channel, so the two prints together function as a joint signal on AI infrastructure capex, with strength or softness in one frequently read across to the other and to the broader optical supply chain. Amcor, a defensive packaging name reporting pre-market, sits at the other end of the risk spectrum and typically moves on volume trends and input-cost pass-through rather than as a market driver. Nebius, a smaller AI-infrastructure name still loss-making on consensus, trades as a revenue-growth and capacity story, where bookings and utilisation commentary matter more than the EPS line. The calendar itself is the takeaway: the after-close technology prints set the tone for the following session's hardware and AI-infrastructure complex.