CSCO · Technology

CISCO SYSTEMS, INC.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Optical Networking GrowthImportance 17 · Surprise 24
  ABI Research ranked Cisco a leader in its Open Line Systems for Data Center Interconnect Scale-Across assessment. The recognition concerns Cisco’s open line systems portfolio, which targets data-center interconnect…

News · 2026-11-06

• Partner Ecosystem ExpansionImportance 53 · Surprise 42
  Cisco is rolling out a refresh of its partner and cloud portfolios, including Cisco IQ for Partners and expanded incentives through the Cisco 360 Partner Program. The reported updates also include Model Foundry and MCP…
• Revenue Performance and MixImportance 35 · Surprise 22
  Cisco’s latest quarterly revenue was $17.25 billion, up 17.6% year over year. Quarterly EPS was $1.22, compared with analysts’ $1.17 estimate. The report did not provide segment-level revenue or sequential growth…
• Acquisition / Partnership / DivestitureImportance 26 · Surprise 24
  Extreme Networks was reportedly exploring a potential sale after receiving acquisition interest, with Cisco named as a possible strategic buyer alongside Fortinet and NetApp. Extreme had engaged an investment bank to…
• Competition and Pricing PressureImportance 20 · Surprise 24
  Extreme Networks’ CEO said Cisco’s focus on other areas and aggressive pricing are driving some customers toward best-of-breed alternatives, including Extreme and Palo Alto. The report places this competitive pressure…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Cisco declared a quarterly dividend of $0.42 per share. The report identifies the dividend as announced alongside its latest quarterly earnings, but does not state the payment date or record date.
• Gross Margin DriversImportance 10 · Surprise 6
  Morgan Stanley reportedly cited the possibility that accelerated AI-infrastructure growth could produce a less profitable product mix at Cisco. A separate report described concerns about gross-margin pressure…

News · 2026-11-05

• Partner Ecosystem ExpansionImportance 21 · Surprise 42
  Spectrum Business launched a fully managed Cisco Secure Networking solution for enterprise customers in North America. The service combines Cisco 8000 Series Secure Routers with Talos Threat Intelligence and offers…
• Optical Networking GrowthImportance 17 · Surprise 24
  ABI Research named Cisco, Ciena, and Nokia leaders in its Open Line Systems for Data Center Interconnect Scale-Across ranking. The ranking reflects the growing importance of optical interconnect infrastructure as…

News · 2026-11-04

• All-in-One Infrastructure Market GrowthImportance 18 · Surprise 40
  A ResearchAndMarkets report estimates the global all-in-one infrastructure market at US$15.8 billion in 2025 and projects it will reach US$32.5 billion by 2032, a 10.8% CAGR. Cisco is named alongside AWS, Dell, HPE,…

News · 2026-11-03

• Revenue Performance and MixImportance 46 · Surprise 30
  Bank of America forecast approximately 22% year-over-year revenue growth for Cisco’s fiscal first quarter of 2027. AI orders reportedly covered about 80% of Cisco’s fiscal 2027 AI revenue target. The analyst expected…
• Guidance / OutlookImportance 46 · Surprise 30
  Bank of America forecasts approximately 22% year-over-year revenue growth for Cisco’s fiscal first quarter of 2027. It says AI orders cover about 80% of Cisco’s fiscal 2027 AI revenue target. The bank expects increased…
• Partner Ecosystem ExpansionImportance 31 · Surprise 42
  Logicalis became the first Cisco global partner to achieve Cisco’s Secure Networking Specialization in five countries: the United States, Germany, Brazil, China, and Indonesia. The specialization recognizes Logicalis’s…
• AI Infrastructure DemandImportance 26 · Surprise 24
  Bank of America cited a substantial AI order backlog and strengthening core-business growth as evidence of demand for Cisco. AI orders reportedly covered about 80% of Cisco’s fiscal 2027 AI revenue target. The report…

News · 2026-11-02

• Revenue Performance and MixImportance 42 · Surprise 22
  Cisco reported quarterly revenue of $17.25 billion, up 17.6% year over year. Quarterly EPS was $1.22, exceeding analyst estimates. Analysts expected adjusted EPS of $1.32–$1.34 for Q1 FY2027 ahead of Cisco’s November 8…
• Partner Ecosystem ExpansionImportance 31 · Surprise 42
  Third-party reporting said Cisco is a founding partner in ServiceNow’s Control Tower Alliance, announced November 2, 2026. The alliance targets enterprise AI governance and control for large customers. The report also…
• IT Management Tools Market GrowthImportance 20 · Surprise 22
  The global enterprise IT management tools market is projected to grow from $50.68 billion in 2025 to $56.85 billion in 2026, a 12.2% CAGR. The report identifies Cisco alongside ServiceNow, Atlassian and Datadog as…
• Intelligent Edge Market GrowthImportance 20 · Surprise 22
  The intelligent edge computing module market is projected to increase from $6.04 billion in 2025 to $6.99 billion in 2026, a 15.7% CAGR. The report names Cisco among NVIDIA, Dell, Siemens and Intel as companies…
• Competition and Pricing PressureImportance 20 · Surprise 24
  Extreme Networks CEO Ed Meyercord criticized Cisco’s broadening market focus, arguing that it distracts from the company’s networking legacy. Meyercord also cited competitor integration challenges and focus drift at…

News · 2026-10-31

• Quarterly Earnings PerformanceImportance 37 · Surprise 6
  Cisco reported quarterly revenue of $17.25 billion and adjusted earnings of $1.22 per share. The report attributed the results to demand for AI infrastructure, networking, cybersecurity, and cloud offerings. It did not…
• Partner Ecosystem ExpansionImportance 30 · Surprise 42
  Cisco joined ServiceNow’s Control Tower Alliance as a founding member focused on enterprise AI governance and safety. The alliance brings together large technology vendors to align AI oversight with security tooling…
• Responsible AI PartnershipImportance 30 · Surprise 42
  Cisco joined ServiceNow’s Control Tower Alliance as a founding member, focused on enterprise AI governance and safety. The alliance aims to align AI oversight with security tooling and workflows for corporate clients,…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Cisco announced a quarterly dividend of $0.42 per share. The digest did not state the dividend’s aggregate cost or payment date. The report provided no comparison with a prior dividend amount.

News · 2026-10-30

• AI Employee DeploymentImportance 17 · Surprise 24
  Cisco president and chief product officer Jeetu Patel assigned 27-year-old former EzDubs cofounder Padmanabhan Krishnamurthy to refactor code, reportedly giving him unlimited AI tokens. The article headline says he is…

News · 2026-10-22

• AI Networking Product LaunchImportance 31 · Surprise 42
  Cisco announced high-density AI networking hardware, including Silicon One G302 switches and a planned 400Gb/s-per-lane USFP optical module co-developed with NVIDIA, TE Connectivity and Amphenol. The company is…
• AI Networking Product ExpansionImportance 31 · Surprise 42
  Cisco announced high-density AI networking hardware, including Silicon One G302 switches, to address hyperscaler AI infrastructure demand. The company is developing a planned 400Gb/s-per-lane USFP optical module with…

News · 2026-10-21

• Quarterly Earnings and DividendImportance 37 · Surprise 6
  Cisco reported quarterly revenue of $17.25 billion and earnings per share of $1.22. The company declared a quarterly dividend of $0.42 per share. The reported results exceeded earnings and revenue estimates, according…
• AI Infrastructure PartnershipImportance 31 · Surprise 42
  Cisco and Everpure jointly developed the Cisco AI POD with FlashStack for enterprise AI factories. The validated design combines Cisco UCS compute, NVIDIA accelerated compute, Cisco Nexus networking, Everpure…
• AI Infrastructure Platform LaunchImportance 31 · Surprise 42
  Cisco and Everpure jointly developed the Cisco AI POD with FlashStack for enterprise AI factories. The Cisco Validated Design combines Cisco UCS compute, NVIDIA accelerated compute, Cisco Nexus networking, Everpure…
• AI Infrastructure DemandImportance 26 · Surprise 24
  Cisco is reported to be benefiting from strong AI orders for its Silicon One networking series. The orders are described as supporting networking market-share growth and positioning Cisco to participate in the…
• AI Networking Market DemandImportance 23 · Surprise 64
  The global AI-in-networking market is projected to increase from $8.38 billion in 2026 to $21.52 billion by 2032, representing a 17.0% CAGR. Demand is being driven by AI-powered network automation, 5G, edge computing,…

News · 2026-10-20

• AI Infrastructure PartnershipImportance 31 · Surprise 42
  Personal AI launched MODEL-4 on October 20, 2026, an operating system for telecommunications operators to provide AI services to subscribers. The platform combines compute, networking, and orchestration infrastructure…
• AI Infrastructure PartnershipsImportance 31 · Surprise 42
  Personal AI launched MODEL-4, an operating system that enables telecommunications operators to deliver personal intelligence as a network service to subscribers. The platform combines compute, networking, and…
• AI Product StrategyImportance 31 · Surprise 42
  Personal AI launched MODEL-4 on October 20, 2026, positioning it as an operating system for telecommunications operators to deliver personal intelligence as a network service. The offering is designed to be billed…
• Partner Ecosystem ExpansionImportance 23 · Surprise 24
  World Wide Technology earned Cisco’s Secure AI Infrastructure Specialization in the United States. The recognition follows WWT’s Cisco Global Partner and Secure Networking Specialization achievements earlier in 2026.…

News · 2026-10-19

• Security Product VulnerabilityImportance 72 · Surprise 60
  Cisco security products were identified among products with critical vulnerabilities actively exploited in cyberattacks. The reported vulnerabilities prompted the Cybersecurity and Infrastructure Security Agency to…
• Cisco Security Product RiskImportance 72 · Surprise 60
  Cisco security products were identified among products with critical vulnerabilities actively exploited in cyberattacks. The Cybersecurity and Infrastructure Security Agency issued an urgent directive requiring action…
• AI Networking Product LaunchImportance 34 · Surprise 42
  Cisco unveiled AI networking platforms based on its Silicon One P200, G300 and G302 switching chips. The platforms include 51.2T and 102.4T systems, 1.6T optical modules, and integrated liquid cooling for high-density…
• AI Infrastructure Platform LaunchImportance 34 · Surprise 42
  Cisco introduced AI networking platforms based on its Silicon One P200, G300 and G302 switching chips, offering 51.2T and 102.4T systems for high-density AI data centers. The platforms include 1.6T optical modules and…
• AI Infrastructure DemandImportance 20 · Surprise 24
  Third-party reporting characterized Cisco’s recent momentum as being driven by demand for AI-ready networking equipment. The demand centers on high-speed switching and routing infrastructure supporting AI workloads and…

News · 2026-10-18

• Revenue Performance and MixImportance 42 · Surprise 40
  Cisco reported quarterly revenue growth of 17.6% year over year, exceeding analysts’ revenue estimates. The reported performance was characterized as strong quarterly results, indicating material improvement versus the…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Cisco declared a quarterly dividend of $0.42 per share following its latest quarterly results. The dividend announcement accompanied quarterly revenue growth of 17.6% year over year. Cisco also exceeded analysts’…

News · 2026-10-17

• Quarterly Earnings and DividendImportance 47 · Surprise 22
  Cisco Systems reported quarterly revenue of $17.25 billion, up 17.6% year over year. Quarterly earnings were $1.22 per share, exceeding consensus estimates. Cisco declared or maintained a quarterly dividend of $0.42…
• Products and TechnologyImportance 30 · Surprise 42
  Cisco co-developed the USFP pluggable standard with Nvidia for AI-factory networking. The standard supports up to 12.8 Tb/s per module and 400 Gb/s per lane, targeting near-co-packaged-optics efficiency while…
• AI Infrastructure PartnershipImportance 30 · Surprise 42
  At the OCP Global Summit in San Jose in October 2026, GF Securities reported that Nvidia’s networking roadmap includes USFP pluggable optics co-developed with Cisco. The USFP standard is intended to support AI-factory…

News · 2026-10-16

• Quarterly Earnings and DividendImportance 47 · Surprise 22
  Cisco reported quarterly revenue growth of 17.6% year over year. Adjusted earnings reached $1.22 per share and exceeded analyst estimates. Cisco declared a quarterly dividend of $0.42 per share. The company is pursuing…
• AI Infrastructure DemandImportance 23 · Surprise 24
  Cisco is pursuing AI-networking growth through a collaboration with NVIDIA and is reported to have significant AI-infrastructure orders. Networking demand remains robust, with Cisco retaining strong positioning in CIO…
• AI Infrastructure Investment OutlookImportance 20 · Surprise 24
  Cisco is pursuing AI-networking growth through a collaboration with NVIDIA and is reported to have significant AI infrastructure orders. The reporting indicates continued networking demand and customer preference for…

News · 2026-10-15

• Restructuring and HeadcountImportance 38 · Surprise 42
  Cisco plans to lay off over 5,000 workers, according to third-party reporting published on October 15, 2026. The reported workforce reduction represents a material restructuring action, although the digest does not…
• Workforce ReductionImportance 38 · Surprise 42
  Third-party reporting states that Cisco plans to lay off more than 5,000 workers. The reported workforce action indicates a material restructuring response amid moderated technology spending and changing demand across…
• Enterprise And Campus DemandImportance 32 · Surprise 48
  Cisco ranked as the top networking vendor in Morgan Stanley’s third-quarter CIO survey. Net vendor-spend intentions declined to +28% from +57%, while data-center purchase intentions fell to +37% from +55%, although…
• Market Demand TrendsImportance 32 · Surprise 48
  A Morgan Stanley third-quarter CIO survey found Cisco remained the top networking vendor despite broad spending moderation. Net vendor-spend intentions declined to +28% from +57%, while data-center purchase intentions…
• AI Infrastructure PartnershipImportance 31 · Surprise 42
  Cisco and NVIDIA announced a collaboration to introduce next-generation 400G optical technology for AI data centers. The companies plan to commercialize an ultra-small-form-factor pluggable (USFP) standard intended to…
• Optical Networking GrowthImportance 31 · Surprise 42
  Cisco and NVIDIA announced a collaboration to introduce next-generation 400G optical technology for AI data centers. The partners plan to commercialize an ultra-small-form-factor pluggable (USFP) standard intended to…

News · 2026-10-14

• Operating Cash Flow TrendsImportance 64 · Surprise 56
  Cisco's fiscal-2026 net income rose 30% to $13.3 billion. Operating cash flow remained approximately $14.2 billion, showing limited conversion of the higher reported earnings into cash. Higher unrealized investment…
• Revenue Performance and MixImportance 54 · Surprise 40
  Cisco reported quarterly revenue of $17.25 billion, exceeding estimates. Revenue increased 17.6% year over year, indicating substantial acceleration versus the prior-year period. Analysts cited strong networking…
• Sovereign AI PartnershipImportance 31 · Surprise 42
  Cisco and BCE partnered to develop sovereign AI infrastructure for Canadian organizations. BCE will contribute data centers and network infrastructure, while Cisco will provide AI, security and…
• Optical Networking GrowthImportance 24 · Surprise 30
  AI infrastructure networking is shifting from copper toward optical interconnects as signaling speeds rise and copper becomes less viable for in-rack connections. Cisco is supporting the transition with new silicon and…
• AgenticOps AI AdoptionImportance 17 · Surprise 24
  A Cisco-sponsored Omdia survey found that 84% of IT and NetOps leaders expect to adopt an AI-led operating model within 12 months. Respondents cited rising operational complexity and the limitations of traditional…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Cisco declared a quarterly dividend of $0.42 per share. The dividend was reported alongside quarterly revenue of $17.25 billion and adjusted earnings per share of $1.22. The declaration indicates continued…