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CSCO or HPE or NOK
Cisco Systems (CSCO) vs Hewlett Packard Enterprise (HPE) vs Nokia (NOK) Earnings Recap: Recent Results Spotlight Networking Strength
Key Takeaways
- CSCO reported Q2 FY2026 revenue of $15.3 billion (up 10% YoY), GAAP EPS $0.80, non-GAAP EPS $1.04, driven by AI infrastructure demand.
- HPE Q1 FY2026 revenue $9.3 billion (up 18% YoY), non-GAAP EPS $0.65, Networking up 151.5% post-Juniper integration.
- NOK Q4 2025 net sales €6.1 billion (up 3% YoY), comparable EPS €0.16, Optical Networks up 17% on AI demand.
- All three show networking and AI tailwinds, with HPE leading growth in latest report.
Earnings Context and Competitive Landscape
Earnings reports provide critical insights into execution amid AI-driven networking demand. CSCO, HPE, and NOK compete in IP routing, data center switching, optical transport, and enterprise solutions. Overlaps in AI infrastructure position them for hyperscaler spend, while mobile and fixed networks differentiate NOK. Recent results highlight revenue resilience despite macro pressures.
Hewlett Packard Enterprise Focus
HPE released Q1 FY2026 results (quarter ended January 31, 2026) on March 9, 2026, posting revenue of $9.3 billion, up 18% year-over-year. GAAP diluted EPS was $0.31, non-GAAP $0.65, beating outlook. Networking surged to $2.7 billion (up 151.5%), fueled by Juniper integration, with Data Center Networking up 382.6%. Cloud & AI revenue dipped 2.7% to $6.3 billion amid supply dynamics. Q2 guidance: revenue $9.6-$10.0 billion, non-GAAP EPS $0.51-$0.55. FY2026 outlook raised: non-GAAP EPS $2.30-$2.50, Networking growth 68-73%.
Cisco Systems Context
CSCO's Q2 FY2026 (ended January 24, 2026), reported February 11, 2026, delivered $15.3 billion revenue, up 10% YoY. GAAP EPS $0.80 (up 31%), non-GAAP $1.04 (up 11%). AI orders hit record, with Silicon One and optics momentum. Q3 guidance: revenue $15.4-$15.6 billion, non-GAAP EPS $1.02-$1.04. Strong recurring revenue and $3 billion capital returns underscore stability in networking leadership.
Nokia Context
NOK Q4 2025 (reported January 29, 2026) net sales reached €6.1 billion, up 3% YoY at constant currency. Comparable operating profit €1.06 billion, EPS €0.16. Network Infrastructure grew 7%, Optical Networks +17% on AI/cloud traction; Mobile Networks +6%. FY2025 comparable operating profit €2.0 billion. Q1 2026 outlook targets profitability amid investments. Focus on IP/Optical positions for data center growth.
Head-to-Head Earnings and Market Comparison
CSCO leads in scale ($15.3B revenue) and margins, with consistent beats signaling quality earnings. HPE shows highest growth (18% revenue), explosive Networking post-acquisition, but Cloud/AI softness adds risk. NOK delivers steady 3% top-line, Optical strength, but lower absolute profits reflect mobile exposure. Growth signals favor AI networking; risks include supply chains (HPE) and telco spend (NOK). Sentiment tilts to CSCO for reliability, HPE for upside.
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Tickeron AI Verdict
Tickeron AI favors HPE (65% probability) due to explosive Networking growth (151.5%), raised FY2026 EPS guidance ($2.30-$2.50), and AI momentum from Juniper synergies, outpacing peers' steadier trajectories.
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Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CSCO’s FA Score shows that 3 FA rating(s) are green whileHPE’s FA Score has 3 green FA rating(s), and NOK’s FA Score reflects 3 green FA rating(s).
- CSCO’s FA Score: 3 green, 2 red.
- HPE’s FA Score: 3 green, 2 red.
- NOK’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CSCO’s TA Score shows that 6 TA indicator(s) are bullish while HPE’s TA Score has 5 bullish TA indicator(s), and NOK’s TA Score reflects 4 bullish TA indicator(s).
- CSCO’s TA Score: 6 bullish, 3 bearish.
- HPE’s TA Score: 5 bullish, 5 bearish.
- NOK’s TA Score: 4 bullish, 4 bearish.
Price Growth
CSCO (@Telecommunications Equipment) experienced а +4.05% price change this week, while HPE (@Telecommunications Equipment) price change was +1.14% , and NOK (@Telecommunications Equipment) price fluctuated +7.26% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was +5.60%. For the same industry, the average monthly price growth was +4.43%, and the average quarterly price growth was +35.22%.
Reported Earning Dates
CSCO is expected to report earnings on May 20, 2026.
HPE is expected to report earnings on Jun 02, 2026.
NOK is expected to report earnings on Apr 23, 2026.
Industries' Descriptions
@Telecommunications Equipment (+5.60% weekly)The Telecommunications Equipment industry produces voice and data communications equipment, which includes fiber optic delivery products, digital signal processors, high-speed voice, data and video delivery. Additionally, satellite systems, global positioning systems, wireless data systems, personal communications equipment, telephone handsets and payload equipment for satellites also fall into this category. Apple Inc., QUALCOMM Incorporated and Nokia are major global players in this segment.
| CSCO | HPE | NOK | |
| Capitalization | 325B | 33B | 52.3B |
| EBITDA | 17B | 4.73B | 2.74B |
| Gain YTD | 7.890 | 4.288 | 47.000 |
| P/E Ratio | 29.58 | 27.45 | 73.77 |
| Revenue | 59.1B | 35.7B | 19.7B |
| Total Cash | N/A | N/A | N/A |
| Total Debt | 30.1B | 24.1B | N/A |
CSCO | HPE | NOK | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 22 | 25 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 10 Undervalued | 17 Undervalued | |
PROFIT vs RISK RATING 1..100 | 25 | 49 | 23 | |
SMR RATING 1..100 | 38 | 95 | 84 | |
PRICE GROWTH RATING 1..100 | 19 | 15 | 36 | |
P/E GROWTH RATING 1..100 | 41 | 10 | 3 | |
SEASONALITY SCORE 1..100 | 85 | 4 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
HPE's Valuation (10) in the Computer Processing Hardware industry is in the same range as CSCO (13) in the Computer Communications industry, and is in the same range as NOK (17) in the Telecommunications Equipment industry. This means that HPE's stock grew similarly to CSCO’s and similarly to NOK’s over the last 12 months.
NOK's Profit vs Risk Rating (23) in the Telecommunications Equipment industry is in the same range as CSCO (25) in the Computer Communications industry, and is in the same range as HPE (49) in the Computer Processing Hardware industry. This means that NOK's stock grew similarly to CSCO’s and similarly to HPE’s over the last 12 months.
CSCO's SMR Rating (38) in the Computer Communications industry is somewhat better than the same rating for NOK (84) in the Telecommunications Equipment industry, and is somewhat better than the same rating for HPE (95) in the Computer Processing Hardware industry. This means that CSCO's stock grew somewhat faster than NOK’s and somewhat faster than HPE’s over the last 12 months.
HPE's Price Growth Rating (15) in the Computer Processing Hardware industry is in the same range as CSCO (19) in the Computer Communications industry, and is in the same range as NOK (36) in the Telecommunications Equipment industry. This means that HPE's stock grew similarly to CSCO’s and similarly to NOK’s over the last 12 months.
NOK's P/E Growth Rating (3) in the Telecommunications Equipment industry is in the same range as HPE (10) in the Computer Processing Hardware industry, and is somewhat better than the same rating for CSCO (41) in the Computer Communications industry. This means that NOK's stock grew similarly to HPE’s and somewhat faster than CSCO’s over the last 12 months.
| CSCO | HPE | NOK | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 66% | 2 days ago 65% |
| Stochastic ODDS (%) | 2 days ago 43% | 2 days ago 65% | 2 days ago 55% |
| Momentum ODDS (%) | 2 days ago 65% | 2 days ago 73% | 2 days ago 72% |
| MACD ODDS (%) | 2 days ago 56% | N/A | 2 days ago 71% |
| TrendWeek ODDS (%) | 2 days ago 59% | 2 days ago 68% | 2 days ago 66% |
| TrendMonth ODDS (%) | 2 days ago 63% | 2 days ago 68% | 2 days ago 59% |
| Advances ODDS (%) | 4 days ago 60% | 4 days ago 71% | 3 days ago 63% |
| Declines ODDS (%) | 2 days ago 40% | 13 days ago 61% | 13 days ago 59% |
| BollingerBands ODDS (%) | 2 days ago 42% | 2 days ago 67% | 2 days ago 64% |
| Aroon ODDS (%) | 2 days ago 62% | 2 days ago 75% | 2 days ago 62% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NDIV | 34.95 | 0.26 | +0.76% |
| Amplify Energy & Natural Res Cov Cll ETF | |||
| VGT | 743.28 | 3.13 | +0.42% |
| Vanguard Information Technology ETF | |||
| FLGB | 36.42 | 0.02 | +0.05% |
| Franklin FTSE United Kingdom ETF | |||
| OVL | 52.55 | -0.06 | -0.11% |
| Overlay Shares Large Cap Equity ETF | |||
| LLYX | 17.97 | -0.62 | -3.36% |
| Defiance Daily Target 2X Long LLY ETF | |||
CSCO and
Correlation & Price change
A.I.dvisor indicates that over the last year, CSCO has been loosely correlated with EXTR. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if CSCO jumps, then EXTR could also see price increases.
| Ticker / NAME | Correlation To CSCO | 1D Price Change % | ||
|---|---|---|---|---|
| CSCO | 100% | -1.14% | ||
| EXTR - CSCO | 56% Loosely correlated | -1.64% | ||
| HPE - CSCO | 53% Loosely correlated | +0.24% | ||
| DGII - CSCO | 43% Loosely correlated | -1.07% | ||
| ITRN - CSCO | 42% Loosely correlated | +0.94% | ||
| ADTN - CSCO | 42% Loosely correlated | +1.82% | ||
More | ||||
HPE and
Correlation & Price change
A.I.dvisor indicates that over the last year, HPE has been loosely correlated with CSCO. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if HPE jumps, then CSCO could also see price increases.
| Ticker / NAME | Correlation To HPE | 1D Price Change % | ||
|---|---|---|---|---|
| HPE | 100% | +0.24% | ||
| CSCO - HPE | 57% Loosely correlated | -1.14% | ||
| EXTR - HPE | 57% Loosely correlated | -1.64% | ||
| DGII - HPE | 55% Loosely correlated | -1.07% | ||
| HLIT - HPE | 51% Loosely correlated | +0.62% | ||
| BDC - HPE | 51% Loosely correlated | +0.50% | ||
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