secwatch.observer — SEC 8-K summary
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Issuer:     CISCO SYSTEMS, INC. (CSCO)
CIK:        0000858877
Form:       8-K
Filed at:   2025-11-12T23:59:59+00:00
Accession:  0001193125-25-277624
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cisco Q1 FY2026: Rev $14.9B (+8% YoY), Non-GAAP EPS $1.00 (+10%), beats guidance
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- Product orders up 13% YoY; AI infra orders from hyperscalers total $1.3B.
- Networking revenue $7.77B (+15%); Security -2%, Collaboration -3%, Observability +6%.
- GAAP EPS $0.72 (+6%); Non-GAAP EPS $1.00 (+10%); GAAP operating margin 22.6%.
- Q2 guidance: rev $15.0-15.2B, non-GAAP EPS $1.01-1.03. FY2026 rev $60.2-61.0B.
- Dividend $0.41/share, payable Jan 21, 2026; $3.6B returned to shareholders in Q1.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/858877/000119312525277624/0001193125-25-277624-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/858877/000119312525277624/d484663d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-277624

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer