A live blog previews Cisco's fiscal Q1 2027 earnings report, due at 4:05 PM ET on 12 November 2026, with the stock up 1.63% after falling 11.85% in the prior month and revenue guidance of $18.0–18.2 billion against an $18.12 billion consensus. Thomas Richmond writes that investors want proof booming AI demand can sustain growth — AI infrastructure orders hit $9.3 billion in fiscal 2026, though management dropped its annual AI order target — and recommends watching whether Cisco's pricing keeps pace with memory inflation.