Every 8-K that Cisco Systems, Inc. (CSCO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CSCO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CSCO filings page.
Cisco Systems, Inc. reported strong results for its fiscal fourth quarter and full year 2026, with broad-based growth and record profitability. Q4 revenue was $17.3 billion, up 18% year over year, and full-year revenue reached $63.3 billion, up 12%. Q4 GAAP EPS was $0.97, up 52%, while non-GAAP EPS was $1.22, up 23%. For fiscal 2026, GAAP EPS rose to $3.33 (up 31%) and non-GAAP EPS to $4.33 (up 14%).
Cisco highlighted a networking "supercycle" and strong AI infrastructure demand, with $9.3 billion of AI-related orders in FY 2026 and about $4 billion of related revenue, with $7.5 billion expected in FY 2027. Q4 GAAP operating margin was 24.7% and non-GAAP 35.9%; full-year GAAP operating margin was 24.3% and non-GAAP 34.8%. Operating cash flow was $5.4 billion in Q4 and $14.2 billion for the year.
The company returned $3.2 billion to shareholders in Q4 through dividends and buybacks and declared a quarterly dividend of $0.42 per share. For Q1 FY 2027, Cisco guides revenue of $18.0–$18.2 billion and GAAP EPS of $1.08–$1.10. For FY 2027, it projects revenue of $72.2–$73.4 billion and GAAP EPS of $4.00–$4.06, with higher non-GAAP EPS ranges also provided.
Cisco Systems, Inc. reported a strong fiscal third quarter 2026 with record revenue of $15.8 billion, up 12% year over year. GAAP net income rose to $3.4 billion and GAAP EPS to $0.85, gains of 35% and 37% respectively. Non-GAAP net income was $4.2 billion, with non-GAAP EPS of $1.06, both up 10%.
Product revenue grew 17% while services slipped 1%. Networking revenue increased 25%, and total product orders climbed 35%, or 19% excluding hyperscalers. Cisco highlighted growing AI infrastructure demand, citing $5.3 billion of AI-related orders year to date and raising expected fiscal 2026 AI orders to $9 billion and expected AI revenue to $4 billion.
Cisco issued Q4 2026 guidance for revenue between $16.7 billion and $16.9 billion, GAAP EPS of $0.80 to $0.85, and non-GAAP EPS of $1.16 to $1.18. For full-year fiscal 2026, it guided to revenue of $62.8 billion to $63.0 billion, GAAP EPS of $3.16 to $3.21, and non-GAAP EPS of $4.27 to $4.29. The company also announced a restructuring plan with up to $1 billion in primarily cash-based pre-tax charges to reallocate investment toward silicon, optics, security, and AI, with about $450 million expected in Q4 2026 and the balance in fiscal 2027.
Cisco Systems, Inc. announced a leadership transition in its finance organization. M. Victoria Wong will retire as Senior Vice President and Chief Accounting Officer effective May 19, 2026, and will continue as an Executive Advisor through July 25, 2026.
The Board appointed Nichlas A. Fink, currently Vice President and Corporate Controller, to become Senior Vice President and Chief Accounting Officer effective May 20, 2026. In connection with his appointment, Mr. Fink is expected to receive restricted stock units with a grant date fair value of $500,000, under Cisco’s standard equity award terms and a standard Indemnity Agreement.
Cisco Systems, Inc. announced a change in its Board of Directors. Daniel H. Schulman notified Cisco that he will resign from the Board effective May 21, 2026, citing the increased demands of his new role as Chief Executive Officer of Verizon Communications Inc.
The Board appointed Peter A. Shimer as a new director effective April 6, 2026, and determined he is independent under Nasdaq listing standards. He will also serve on the Audit Committee and receive Cisco’s standard non-employee director cash and equity compensation, including pro rata cash retainers and a fully vested initial equity award based on a $270,000 annual value. Shimer entered into Cisco’s standard Indemnity Agreement and is eligible for Cisco’s charitable matching gifts program.
Cisco Systems reported strong fiscal Q2 2026 results with revenue of $15.3 billion, up 10% year over year, and GAAP EPS of $0.80, up 31%. Non-GAAP EPS was $1.04, up 11%, reflecting double-digit top- and bottom-line growth above prior guidance.
Product revenue rose 14% while services slipped 1%. Networking revenue grew 21%, though Security declined 4%. Product orders increased 18%, with networking orders above 20%, and AI infrastructure orders from hyperscalers reached $2.1 billion. Operating margin improved to 24.6% GAAP and 34.6% non-GAAP.
Cisco raised its quarterly dividend by 2% to $0.42 per share and returned $3.0 billion to stockholders in Q2 via buybacks and dividends. For Q3 2026, it guides revenue to $15.4–$15.6 billion and non-GAAP EPS of $1.02–$1.04. Full-year 2026 revenue is projected at $61.2–$61.7 billion with GAAP EPS of $3.00–$3.08 and non-GAAP EPS of $4.13–$4.17, including the estimated impact of tariffs.
Cisco Systems, Inc. reported results from its Annual Meeting of Stockholders held on December 16, 2025. Stockholders approved an amendment and restatement of the 2005 Stock Incentive Plan, increasing the shares authorized for issuance under the plan by 57,490,000 shares. The amended plan will run until the 2030 Annual Meeting unless stockholders re-adopt or extend it.
All nine director nominees were elected with strong support, and stockholders approved, on an advisory basis, Cisco’s executive compensation. They also ratified PricewaterhouseCoopers LLP as Cisco’s independent registered public accounting firm for the fiscal year ending July 25, 2026. A stockholder proposal requesting a Board evaluation and report on the financial value of Cisco’s inclusion programs did not receive sufficient support and was not approved.
Cisco Systems, Inc. furnished its fiscal first‑quarter 2026 results. The company reported results for the quarter ended October 25, 2025, via a press release furnished as Exhibit 99.1 to this report.
The attached release includes non‑GAAP measures such as non‑GAAP net income, gross margin, operating expenses, operating income and margin, effective tax rate, interest and other income (loss), net, and non‑GAAP EPS. It also presents future estimated ranges for gross margin, operating margin, tax provision rate and EPS on a non‑GAAP basis.
Cisco explains why it uses non‑GAAP metrics and lists typical exclusions, including share‑based compensation, amortization of acquisition‑related intangibles, acquisition/divestiture costs, significant asset impairments and restructurings, significant litigation settlements and other contingencies, gains and losses on investments, related tax effects, and significant tax matters.
Cisco Systems, Inc. announced a board change. On October 15, 2025, director Wesley G. Bush notified the company that he will not stand for re-election at Cisco’s 2025 annual meeting of stockholders. He will continue to serve as a director until the 2025 Annual Meeting.
Cisco Systems, Inc. reported that its Board of Directors amended the company’s Amended and Restated Bylaws, effective August 21, 2025. The changes create a formal cure process for certain deficiencies in director nomination notices submitted by stockholders. When a nomination notice is received within the required time window but contains specific deficiencies, Cisco will notify the stockholder and provide an opportunity to correct those issues.
The amendments also include ministerial updates intended to provide clarification and consistency throughout the bylaws. The full text of the updated bylaws is provided as an exhibit, along with a marked version showing changes from the prior bylaws.
Cisco reported results for its fiscal fourth quarter and fiscal year 2025 and furnished a press release as Exhibit 99.1 summarizing those results. The filing emphasizes Cisco's use of non-GAAP financial measures alongside GAAP results and discloses that the attached exhibit includes non-GAAP net income, non-GAAP gross margins, non-GAAP operating expenses, non-GAAP operating income and margin, non-GAAP effective tax rates, non-GAAP interest and other income (loss), net, and non-GAAP net income per share for the periods presented.
The exhibit also provides future estimated non-GAAP ranges for gross margin, operating margin, tax provision rate and EPS. Cisco explains the specific items it excludes from non-GAAP measures—including share-based compensation, amortization of acquisition-related intangible assets, acquisition/divestiture costs, impairment and restructuring charges, significant litigation settlements and contingencies, Russia-Ukraine exit costs, gains and losses on investments, and the income tax effects or significant tax matters—and states management uses these non-GAAP measures for budgeting and internal review. Cisco cautions non-GAAP measures are not alternatives to GAAP and may differ from measures used by other companies.