Filings monitor · CSCO

What CISCO SYSTEMS, INC.'s SEC filings said

10-K for 2026, filed 2 Sept 2026, and 2 8-Ks since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. AI Infrastructure Demand100 · importance in its document · 8-K exhibit · 12 Nov 2026
   Cisco raised its expectation for AI infrastructure revenue from hyperscalers to $9 billion in FY 2027. The company said this would be more than double the total for FY 2026. Cisco’s CEO characterized the networking opportunity as a…
2. AI Infrastructure Investment Outlook100 · importance in its document · 8-K exhibit · 12 Nov 2026
   Cisco raised its expectation for AI infrastructure revenue from hyperscalers to $9 billion in FY2027, more than double the total for FY2026. CEO Chuck Robbins described Cisco as being in the early stages of a multi-year networking…
3. Outstanding Indebtedness81 · importance in its document · 10-K · 2026
   Senior fixed-rate notes totaled $23.0 billion at July 25, 2026, down from $24.75 billion a year earlier after $1.75 billion of notes matured in February 2026. Commercial paper outstanding increased 91% to $6.7 billion from $3.5 billion,…
4. Supply Chain Commitments77 · importance in its document · 10-K · 2026
   Cisco increased purchase commitments with contract manufacturers and suppliers for Cisco Silicon One and other products to meet hyperscaler and broader customer demand. The company is also committing to memory and other components to…
5. AI Infrastructure Demand75 · importance in its document · 10-K · 2026
   Cisco reported strong fiscal 2026 demand for AI infrastructure from hyperscaler customers, which represented approximately 6% of total revenue versus less than 2% in fiscal 2025. Management expects hyperscaler AI infrastructure demand to…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-K · 2026 filed 2 Sept 2026

Full report · Filing on EDGAR

• Outstanding IndebtednessImportance 81 · +1 more on this subject
  Senior fixed-rate notes totaled $23.0 billion at July 25, 2026, down from $24.75 billion a year earlier after $1.75 billion of notes matured in February 2026. Commercial paper outstanding increased 91% to $6.7 billion…
• Supply Chain CommitmentsImportance 77
  Cisco increased purchase commitments with contract manufacturers and suppliers for Cisco Silicon One and other products to meet hyperscaler and broader customer demand. The company is also committing to memory and…
• AI Infrastructure DemandImportance 75
  Cisco reported strong fiscal 2026 demand for AI infrastructure from hyperscaler customers, which represented approximately 6% of total revenue versus less than 2% in fiscal 2025. Management expects hyperscaler AI…
• Products and TechnologyImportance 65
  Cisco’s Networking category includes switching, routing, wireless, and servers, with fiscal 2026 growth driven particularly by AI Infrastructure and Campus Networking solutions. Cisco Silicon One-based systems and…
• R&D Investment in AIImportance 63
  Fiscal 2026 R&D expense increased to $9.563 billion, primarily because of higher headcount-related expenses reflecting investments in AI. Cisco also increased discretionary spending and share-based compensation in R&D,…
• Financing Receivables and GuaranteesImportance 59
  Cisco provides customer financing for purchases of hardware, software, technical support, professional services, and network installation and integration. Financing receivables increased 28% year over year to $8.332…
• Other Investment IncomeImportance 55
  Other income, net increased $1.313 billion to $1.245 billion in fiscal 2026 from a $68 million loss in fiscal 2025. The improvement was primarily driven by $1.409 billion of gains on non-marketable equity securities,…
• Remaining Performance ObligationsImportance 55
  Cisco’s remaining performance obligations increased 7% year over year to $46.734 billion as of July 25, 2026. Product obligations rose 9% to $23.436 billion, while services obligations increased 6% to $23.298 billion.…
• Revenue Performance and MixImportance 54 · +1 more on this subject
  Fiscal 2026 revenue increased 12% to $63.325 billion, with product revenue rising 16% to $48.295 billion and services revenue declining $16 million to $15.030 billion. Product mix increased to 76.3% of revenue from…
• Income Tax Rate ChangesImportance 53
  Cisco's effective tax rate increased to 17.1% in fiscal 2026 from 8.3% in fiscal 2025. The increase primarily reflected the absence of a $720 million fiscal 2025 tax benefit related to a U.S. Tax Court opinion on…
• Restructuring and HeadcountImportance 51
  Cisco recorded $693 million of restructuring and other charges in fiscal 2026, compared with $744 million in fiscal 2025. A fourth-quarter fiscal 2026 restructuring plan targets investments in silicon, optics,…
• Contractual ObligationsImportance 49
  Cisco reported $51.075 billion of contractual obligations at July 25, 2026, plus $2.424 billion of obligations with uncertain payment timing. Inventory commitments with contract manufacturers and suppliers represented…

8-K filings last 12 months

• Guidance raised12 Nov 2026 · 8-K Item 2.02 · Flagged · rule score 60
  “Raised FY27 revenue and non-GAAP EPS guidance”
  Read from the attached exhibit: AI Infrastructure Demand · AI Infrastructure Investment Outlook · Guidance / Outlook
• Board change9 Oct 2026 · 8-K Item 5.02 · Routine · rule score 10
  “On October 7, 2026, the Board of Directors (“Board”) of Cisco Systems, Inc. (“Cisco”) appointed Girish D. Rishi, CEO of Cognite Holding B.V., as a member of the Board effective October 9, 2026.”
• Results (release not read)12 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: AI Infrastructure Demand · AI Infrastructure Investment Outlook · Guidance / Outlook
• Restructuring, repeated · Results (release not read)13 May 2026 · 8-K Items 2.02, 2.05 · Routine · rule score 40
• Executive pay change1 May 2026 · 8-K Item 5.02 · Routine · rule score 5
  “Appointment of Officer;”
• Board change6 Apr 2026 · 8-K Item 5.02 · Routine · rule score 10
  “On April 4, 2026, the Board of Cisco appointed Peter A. Shimer as a member of the Board effective April 6, 2026.”
• Results (release not read)11 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Executive pay change17 Dec 2025 · 8-K Item 5.02 · Routine · rule score 5
  “Amendment and Restatement of the Cisco Systems, Inc. 2005 Stock Incentive Plan At the Annual Meeting of Stockholders (the “Meeting”) of Cisco Systems, Inc. (“Cisco”) held on December 16, 2025, Cisco’s stockholders approved the amendment…”

Earlier reports

• 10-Q · 2026Q2filed 19 May 2026
  Inventory and Purchase Commitments · Commercial Paper Trends · AI Infrastructure Demand
• 10-K · 2025filed 3 Sept 2025
  Security Product Growth · Amortization of Purchased Intangible Assets · Software and Subscription Revenue Mix

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.