Cisco to Participate in March 2026 Events with the Financial Community
Rhea-AI Summary
Cisco (NASDAQ: CSCO) will meet with the financial community at multiple March 2026 events in Barcelona, San Francisco, London and Los Angeles. No new financial information will be discussed at these meetings.
Webcast and registration details for the March 5 Morgan Stanley TMT session will be available on Cisco's investor website.
Positive
- None.
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
CSCO was down 1.29% while peers like NOK and ERIC in momentum scanners were up 0.95–1.86%, indicating stock-specific dynamics rather than a broad sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 24 | AI security report | Positive | +0.5% | Splunk 2026 CISO report highlighting AI’s role in security and resilience. |
| Feb 23 | AI infra launch | Positive | -1.8% | Launch of Australia’s first Cisco Secure AI Factory with 1024 NVIDIA GPUs. |
| Feb 11 | Q2 earnings beat | Positive | -12.3% | Q2 FY2026 revenue $15.3B, EPS growth, higher dividend and raised guidance. |
| Feb 10 | AgenticOps expansion | Positive | -0.6% | Expanded AgenticOps capabilities across networking, security, and observability. |
| Feb 10 | AI security upgrade | Positive | -0.6% | Broad security enhancements for agentic AI, including Cisco AI Defense and SASE. |
Recent CSCO news has mostly been positive on AI and earnings, yet 4 of the last 5 events saw negative next-day price reactions, suggesting a pattern of selling into good news.
Over the last month, CSCO has reported stronger fundamentals and stepped-up AI innovation. Q2 FY2026 revenue reached $15.3B with higher EPS and raised dividend guidance on Feb 11, yet the stock fell 12.32% the next day. Multiple AI and AgenticOps announcements on Feb 10–24 outlined security, networking, and infrastructure advances, but short-term price reactions were often negative or muted. Today’s event-participation notice fits into an ongoing cadence of investor and technology updates without adding new financial data.
Market Pulse Summary
This announcement outlines CSCO’s March 2026 schedule with investors, including appearances at Mobile World Congress, the Morgan Stanley and BNP Paribas TMT conferences, and OFC 2026, while confirming no new financial information will be shared. In context, it follows a period of strong Q2 results at $15.3B revenue and several AI-focused product updates. Investors may monitor how management messaging at these events relates to earlier earnings guidance and ongoing AI and networking initiatives.
AI-generated analysis. Not financial advice.
No new financial information will be discussed at these events.
Mobile World Congress,
Tuesday, March 3 and Wednesday, March 4, 2026
Financial Analyst/Investor Meetings
Cisco Representatives:
Gordon Thomson, SVP, EMEA Sales
Kevin Wollenweber, SVP/GM, Data Center & Internet Infrastructure
Morgan Stanley TMT Conference,
Thursday, March 5, 2026
Investor Meetings & Fireside Chat at 10:00 AM PST
(Webcast & registration will be made available on investor.cisco.com)
Cisco Representatives:
Mark
Martin
BNP Paribas TMT Conference,
Tuesday, March 10, 2026
Investor Meetings Only
Cisco Representatives:
Cisco Investor Relations
OFC 2026,
Tuesday, March 17, 2026
Investor Meetings Only
Cisco Representatives:
Bill Gartner, SVP / GM Optical Systems and Optics
About Cisco
Cisco (NASDAQ: CSCO) is the worldwide technology leader that is revolutionizing the way organizations connect and protect in the AI era. For more than 40 years, Cisco has securely connected the world. With its industry leading AI-powered solutions and services, Cisco enables its customers, partners and communities to unlock innovation, enhance productivity and strengthen digital resilience. With purpose at its core, Cisco remains committed to creating a more connected and inclusive future for all. Discover more on The Newsroom and follow us on X at @Cisco.
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Investor Relations Contact: | Press Contact: |
Sami Badri | Britt Stagnaro |
Cisco | Cisco |
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SOURCE Cisco Systems, Inc.