Citable filing context
CSCO's research view summarizes recent SEC filing context, starting with earnings from Aug 12, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 12, 2026 | earnings | Cisco reported Q4 and fiscal year 2026 results, with Q4 revenue of $17.3 billion, up 18% year-over-year. |
| May 13, 2026 | earnings | Cisco reported its fiscal third quarter 2026 earnings results. |
| May 1, 2026 | management_change | M. Victoria Wong retired as SVP and Chief Accounting Officer of Cisco. |
| Aug 12, 2026 | Guidance: non_gaap_eps | 1.32 to 1.34 |
| Aug 12, 2026 | Guidance: non_gaap_eps | 5.05 to 5.11 |
| Aug 12, 2026 | Guidance: revenue | 72200.00 to 73400.00 |
| Sep 2, 2026 | business | Cisco Systems, Inc. reported total revenue of $63.3 billion in fiscal 2026, a 12% increase year-over-year, driven by a 16% growth in product revenue to $48.3 billion, while services revenue remained flat at $15.0 billion. Growth was led by the Networking product category, which surged 22% to $34.7 billion, fueled by AI Infrastructure solutions including Cisco Silicon One-based systems and optics. Security revenue grew 2% to $8.2 billion, driven by SASE and Network Security, while Collaboration and Observability grew 4% each. Geographically, revenue grew 12% in both the Americas ($37.8 billion) and EMEA ($16.6 billion), and 9% in APJC ($8.9 billion). Total gross margin contracted slightly to 64.5%, with product gross margin declining to 63.2% due to unfavorable product mix, despite productivity gains. Inventories nearly doubled to $5.7 billion, reflecting increased demand for Cisco Silicon One and higher memory prices. This has heightened supply chain risks, as Cisco increased purchase commitments and prepayments to secure components. Additionally, Cisco initiated a restructuring plan of up to $1.0 billion to reinvest in silicon, optics, security, and AI, incurring $511 million in charges during fiscal 2026. Remaining performance obligations rose to $46.7 billion, and free cash flow reached $12.8 billion. |
| Sep 2, 2026 | mda | Cisco’s fiscal 2026 revenue rose 12% year-over-year to $63.3 billion, driven by a 16% increase in product revenue to $48.3 billion, while services revenue remained flat at $15.0 billion. Net income grew 30% to $13.3 billion, with diluted EPS up 31% to $3.33. Growth was led by the Networking category, which surged 22% to $34.7 billion, propelled by AI infrastructure demand from hyperscalers—representing 6% of total revenue versus under 2% in fiscal 2025—and Campus Networking. Security, Collaboration, and Observability grew 2%, 4%, and 4%, respectively. Geographically, revenue grew 12% in both the Americas and EMEA, and 9% in APJC. Total gross margin contracted slightly by 0.4 percentage points to 64.5%, pressured by product mix and higher memory costs. To secure supply for hyperscalers, Cisco significantly expanded its supply chain exposure, with inventories rising 80% to $5.7 billion and purchase commitments increasing 126% to $17.2 billion, posing risks of excess and obsolete inventory. Additionally, Cisco initiated a $1.0 billion restructuring plan in the fourth quarter of fiscal 2026 to shift investments toward silicon, optics, security, and AI. Free cash flow reached $12.8 billion, supporting $12.7 billion in dividends and share repurchases. |
Source: SEC EDGAR filing text and events; period Aug 12, 2026; filed Aug 12, 2026.
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