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Cisco

CSCO · Information Technology

Last earnings Aug 12, 2026

Key results

Revenuequarter

$17.3 billion

Cisco reported fourth quarter revenue of $17.3 billion, net income on a generally accepted accounting principles (GAAP) basis of $3.9 billion or $0.97 per share, and non-GAAP net income of $4.9 billion or $1.22 per share.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Net incomequarter

$ 3.9 billion

Q4 FY 2025 Revenue $ 17.3 billion $ 14.7 billion 18% Net Income $ 3.9 billion $ 2.6 billion 51% Diluted Earnings per Share (EPS) $ 0.97 $ 0.64 52% Q4 Non-GAAP Results Q4 FY 2026 Q4 FY 2025 Vs.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

EPSquarter

$ 1.22

Q4 FY 2025 Net Income $ 4.9 billion $ 4.0 billion 23% EPS $ 1.22 $ 0.99 23% Fiscal Year GAAP Results FY 2026 FY 2025 Vs.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

EPSfull-year

23%

Q4 FY 2025 Net Income $ 4.9 billion $ 4.0 billion 23% EPS $ 1.22 $ 0.99 23% Fiscal Year GAAP Results FY 2026 FY 2025 Vs.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

FY 2025 Revenue $ 63.3 billion $ 56.7 billion 12% Net Income $ 13.3 billion $ 10.2 billion 30% EPS $ 3.33 $ 2.55 31% Fiscal Year Non-GAAP Results FY 2026 FY 2025 Vs.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

FY 2025 Net Income $ 17.2 billion $ 15.2 billion 13% EPS $ 4.33 $ 3.81 14% Reconciliations between net income, EPS, and other measures on a GAAP and non-GAAP basis are provided in the tables located in the section entitled Reconciliations of GAAP to non-GAAP Measures.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Total revenuequarter

$17.3 billion

Q4 FY 2026 Highlights Revenue -- Total revenue was $17.3 billion, up 18%, with product revenue up 24% and services revenue was flat.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Growthquarter

up 18%

Q4 FY 2026 Highlights Revenue -- Total revenue was $17.3 billion, up 18%, with product revenue up 24% and services revenue was flat.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Revenue by geographic segment was Americas up 18%, EMEA up 19%, and APJC up 14%.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Product revenuequarter

28%

Product revenue performance reflected growth in Networking up 28%, Security up 14%, Collaboration up 12%, and Observability up 6%.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Revenuefull-year

$63,325 million

Total revenue 17,252 14,673 63,325 56,654

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Gross marginquarter

$11,063 million

GROSS MARGIN 11,063 9,280 40,860 36,790

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Gross marginfull-year

$40,860 million

GROSS MARGIN 11,063 9,280 40,860 36,790

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Research and developmentquarter

$2,431 million

Research and development 2,431 2,380 9,563 9,300

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Research and developmentfull-year

$9,563 million

Research and development 2,431 2,380 9,563 9,300

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Operating expensesquarter

$6,799 million

Total operating expenses 6,799 6,193 25,492 25,030

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Operating expensesfull-year

$25,492 million

Total operating expenses 6,799 6,193 25,492 25,030

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Operating incomequarter

$4,264 million

OPERATING INCOME 4,264 3,087 15,368 11,760

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Operating incomefull-year

$15,368 million

OPERATING INCOME 4,264 3,087 15,368 11,760

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Net incomefull-year

$13,267 million

NET INCOME $ 3,859 $ 2,550 $ 13,267 $ 10,180

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

AI analysis

Q4 FY2027 · reported Aug 12, 2026

Based on: Earnings release + parent 8-K + 10-K — transcript not held

Revenue · Q4 FY2027
$17.3B
Full year: $63,325 million
EX-99 · Aug 12, 2026
EPS · Q4 FY2027
$ 1.22
EX-99 · Aug 12, 2026
Net income · Q4 FY2027
$ 3.9B
Full year: $13,267 million
EX-99 · Aug 12, 2026
Operating income · Q4 FY2027
$4,264M
Full year: $15,368 million
EX-99 · Aug 12, 2026

Headline figures

MetricQ4 FY2027Prior qtrYear ago
Revenue$17.3 billion——
Net income$ 3.9 billion——
EPS$ 1.22——
Total revenue$17.3 billion——
Growthup 18%——
Product revenue28%——
Gross margin$11,063 million——
Research and development$2,431 million——

EX-99 · Aug 12, 2026

Guidance · company-stated

Direction: Raised

Revenue

“33 GAAP EPS increased 31% year over year Non-GAAP EPS increased 14% year over year Q1 FY 2027 Guidance Revenue $18.”

Company outlook

“These forward-looking statements include, among other things, statements regarding future events (such as being well positioned to support our customers however or wherever they decide to deploy AI, the significant momentum and raised expectations of AI infrastructure from hyperscalers, the broad-based high demand for Cisco technology, and the significant growth opportunities ahead) and the future financial performance of Cisco (including the guidance for Q1 FY 2027 and full year FY 2027) that involve risks and uncertainties, such as the actual impact of tariffs on our guidance for Q1 FY 2027 and full year FY 2027.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$11,063M
Gross marginfull year$40,860M

Capital allocation

Dividend$0.42

Cisco Declares Quarterly Dividend Cisco has declared a quarterly dividend of $0.42 per common share to be paid on October 21, 2026, to all stockholders of record as of the close of business on October 2, 2026.

Company-stated claims

Aug 12, 2026

Forward-looking · 450% increase · subscribers_users

“High Low Chatbots Agentic AI Interactions Agentic Inference Traffic Increase As Agentic AI workloads rapidly expand, with AI agents being deployed in data centers, deployed across application environments, and engaging continuously with end-users, network traffic will not only exceed today's chatbot levels, but agents will keep it persistently high through their ongoing interactions, resulting in a +450% increase in traffic versus humans.”

IR-PDF · Aug 12, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Cisco Q4 FY2027 — Cisco reported fourth quarter revenue of $17.3 billion, net income on a generally accepted accounting principles (GAAP) basis of $3.9 billion or $0.97 per share, and non-GAAP net income of $4.9 billio…

Based on: Earnings release + parent 8-K + 10-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “33 GAAP EPS increased 31% year over year Non-GAAP EPS increased 14% year over year Q1 FY 2027 Guidance Revenue $18.”

Company outlook: “These forward-looking statements include, among other things, statements regarding future events (such as being well positioned to support our customers however or wherever they decide to deploy AI, the significant momentum and raised expectations of AI infrastructure from hyperscalers, the broad-based high demand for Cisco technology, and the significant growth opportunities ahead) and the future financial performance of Cisco (including the guidance for Q1 FY 2027 and full year FY 2027) that involve risks and uncertainties, such as the actual impact of tariffs on our guidance for Q1 FY 2027 and full year FY 2027.”

Revenue — Raised (“increased”)
“33 GAAP EPS increased 31% year over year Non-GAAP EPS increased 14% year over year Q1 FY 2027 Guidance Revenue $18.”

Company outlook — Raised (“raised”)
“These forward-looking statements include, among other things, statements regarding future events (such as being well positioned to support our customers however or wherever they decide to deploy AI, the significant momentum and raised expectations of AI infrastructure from hyperscalers, the broad-based high demand for Cisco technology, and the significant growth opportunities ahead) and the future financial performance of Cisco (including the guidance for Q1 FY 2027 and full year FY 2027) that involve risks and uncertainties, such as the actual impact of tariffs on our guidance for Q1 FY 2027 and full year FY 2027.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Cisco Declares Quarterly Dividend Cisco has declared a quarterly dividend of $0.42 per common share to be paid on October 21, 2026, to all stockholders of record as of the close of business on October 2, 2026.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Future dividends will be subject to Board approval.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Capital Allocation -- In the fourth quarter of fiscal 2026, we returned $3.2 billion to stockholders through share buybacks and dividends.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

We declared and paid a cash dividend of $0.42 per common share, or $1.7 billion, and repurchased approximately 13 million shares of common stock under our stock repurchase program at an average price of $111.53 per share for an aggregate purchase price of $1.5 billion.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

The remaining authorized amount for stock repurchases under the program is $8.1 billion with no termination date.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Strategy & priorities

As we enter fiscal 2027, we remain focused on delivering durable growth, consistent profitability and continued capital returns as we make the strategic investments to capitalize on the significant growth opportunities we see ahead.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

, a privately held security company focused on Non-Human Identity (NHI) Security 3 Guidance Cisco expects to achieve the following results for the first quarter of fiscal 2027 Q1 FY 2027 Revenue $18.0 billion - $18.2 billion Non-GAAP gross margin 65% - 66% Non-GAAP operating margin 35.5% - 36.5% Non-GAAP EPS $1.32 - $1.34 Cisco estimates that GAAP EPS will be $1.08 to $1.10 for the first quarter of fiscal 2027.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

These customers often look to us as a strategic partner to help them use technology to differentiate themselves and drive positive business outcomes.

SEC original ↗Cisco Systems — 10-K Annual report10-KSep 2, 2026

1 Table of Contents Strategy and Priorities In today s fast-paced world shaped by AI, businesses and organizations globally are deploying technology to pursue their strategic objectives, from accelerating growth to enhancing operational efficiency and fostering innovation.

SEC original ↗Cisco Systems — 10-K Annual report10-KSep 2, 2026

Our strategy is to securely connect everything to make those desired outcomes possible.

SEC original ↗Cisco Systems — 10-K Annual report10-KSep 2, 2026

Risks & headwinds

These forward-looking statements include, among other things, statements regarding future events (such as being well positioned to support our customers however or wherever they decide to deploy AI, the significant momentum and raised expectations of AI infrastructure from hyperscalers, the broad-based high demand for Cisco technology, and the significant growth opportunities ahead) and the future financial performance of Cisco (including the guidance for Q1 FY 2027 and full year FY 2027) that involve risks and uncertainties, such as the actual impact of tariffs on our guidance for Q1 FY 2027 and full year FY 2027.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Except as noted above, this guidance does not include the effects of any future acquisitions divestitures, significant asset impairments and restructurings, significant litigation settlements and other contingencies, gains and losses on investments, significant tax matters, or other items, which may or may not be significant.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

For its internal budgeting process, Cisco's management uses financial statements that do not include, when applicable, share-based compensation expense, amortization of acquisition-related intangible assets, acquisition divestiture-related costs, significant asset impairments and restructurings, significant litigation settlements and other contingencies, gains and losses on investments, the income tax effects of the foregoing and significant tax matters.

SEC original ↗Cisco — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Legal Proceedings 27 Item 4.

SEC original ↗Cisco Systems — 10-K Annual report10-KSep 2, 2026

Readers are cautioned that these forward-looking statements are only predictions and are subject to risks, uncertainties, and assumptions that are difficult to predict, including those identified below, under Item 1A.

SEC original ↗Cisco Systems — 10-K Annual report10-KSep 2, 2026

Our inability to obtain certain licenses or other rights or to obtain such licenses or rights on favorable terms, or the need to engage in litigation regarding these matters, could materially harm our business, results of operations, and financial condition.

SEC original ↗Cisco Systems — 10-K Annual report10-KSep 2, 2026

Documents

Earnings deck slides

1 deck with slide view

Competitors

Competitors & peers

Named in the company’s own filings

Amazon (AMZN)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”Arista Networks (ANET)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”Broadcom (AVGO)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”Ciena (CIEN)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”CrowdStrike (CRWD)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”Datadog (DDOG)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”Dell Technologies (DELL)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”Dynatrace (DT)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”Fortinet (FTNT)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”Microsoft (MSFT)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”Nokia (NOK)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”NVIDIA (NVDA)“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; Nokia Corporation; Nvidia Corporation; P”

Filings

63 documents

Earnings releases

15 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Cisco are held in this edition of the library.

Mentioned by

13 companies

Other tracked companies whose held documents mention Cisco by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.