Highest-materiality recent filing
Cisco Q3 record revenue $15.8B, EPS beat; AI orders outlook raised to $9B; $1B restructuring
GAAP EPS $0.85 (+37% YoY), non-GAAP EPS $1.06 (+10%); revenue $15.8B (+12%), record high.
Cisco posts record Q2 revenue $15.3B (+10% YoY); GAAP EPS $0.80 (+31%); raises dividend 2%
GAAP EPS $0.80 up 31% YoY; non-GAAP EPS $1.04 up 11%, both above guidance high end.
Cisco Q1 FY2026: Rev $14.9B (+8% YoY), Non-GAAP EPS $1.00 (+10%), beats guidance
Product orders up 13% YoY; AI infra orders from hyperscalers total $1.3B.
Cisco Q4 revenue up 8% to $14.7B; EPS beats; AI orders top $2B in FY2025
Q4 revenue $14.7B (+8% YoY); GAAP EPS $0.71 (+31%), non-GAAP EPS $0.99 (+14%), both above guidance.
CFO Scott Herren retiring effective July 26, 2025; remains Executive Advisor through May 1, 2026.
Cisco Q3 revenue $14.1B (+11% YoY), GAAP EPS $0.62 (+35%), product orders up 20%
Non-GAAP EPS $0.96 (+9% YoY), above guidance; GAAP net income $2.5B (+32%).
Cisco Q2 revenue $14B beats high end; orders up 29% YoY; dividend +3% to $0.41
GAAP EPS $0.61 (down 6% YoY); non-GAAP EPS $0.94 (up 8% YoY), above guidance range.
Cisco Q1 revenue $13.8B (-6% YoY); EPS $0.68 GAAP, $0.91 non-GAAP; orders up 20%
Revenue $13.8B, down 6% YoY, at high end of guidance; product orders up 20% YoY (9% ex-Splunk).
Cisco Q4 revenue $13.6B, -10% YoY; announces 7% workforce restructuring with up to $1B charges
Revenue $13.6B, down 10% YoY; GAAP EPS $0.54, Non-GAAP EPS $0.87, down 24% YoY.
Revenue $12.7B, down 13% YoY; GAAP EPS $0.46 (-41%), non-GAAP EPS $0.88 (-12%).
Cisco completes $28B acquisition of Splunk; Splunk delisted
Acquisition closed March 18, 2024; total equity value approx $28B.
Cisco issues $13.5B in senior notes to partially fund Splunk acquisition
Issued $13.5B aggregate principal across 7 tranches: 2026-2064 maturities, coupons 4.800%-5.350%.
Cisco Q2 rev $12.8B (-6% YoY); GAAP EPS $0.65; announces 5% workforce cut, $800M charge
Q2 revenue $12.8B down 6% YoY; GAAP EPS $0.65 (down 3%), Non-GAAP EPS $0.87 (down 1%).
Cisco shareholders approve 80.6M share increase for stock plan; say-on-pay passes with 25% against
Stockholders approved amendment to 2005 Stock Incentive Plan, increasing authorized shares by 80.575 million.
Cisco Q1 revenue up 8% to $14.7B, EPS beats; Q2 guidance soft
Q1 revenue $14.7B (+8% YoY); GAAP EPS $0.89 (+37%), non-GAAP EPS $1.11 (+29%), above guidance.
Transaction expected to be cash-flow positive and gross-margin accretive in first fiscal year after close.
Cisco to acquire Splunk for $157 per share cash (~$28B equity value)
Transaction valued at $28B; Splunk shareholders receive $157/share in cash.
Cisco Q4 FY23 revenue up 16% to $15.2B; GAAP EPS $0.97 (+43%); FY24 guidance issued
Q4 product revenue grew 20% YoY, led by Secure, Agile Networks up 33%; software subscription revenue up 20%.
Cisco Q3 revenue $14.6B (+14% YoY); Non-GAAP EPS $1.00 (+15%); raises FY2023 outlook
Revenue $14.6B (+14% YoY); GAAP EPS $0.78 (+7%), Non-GAAP EPS $1.00 (+15%).
Cisco Q2 FY2023 revenue $13.6B (+7% YoY); non-GAAP EPS $0.88 (+5%); raises FY guidance
GAAP EPS $0.67 (down 6% YoY); non-GAAP EPS $0.88 (up 5%); net income $2.8B.
Cisco Q1 revenue up 6% to $13.6B, Non-GAAP EPS $0.86; announces $600M restructuring plan
GAAP EPS $0.65 (down 7% YoY); Non-GAAP EPS $0.86 (up 5%); revenue $13.6B (+6% YoY).
Cisco Q4 revenue flat YoY at $13.1B; full-year EPS up 13%; guides Q1 growth 2-4%
Q4 revenue $13.1B (flat YoY); GAAP EPS $0.68 (-4%), Non-GAAP EPS $0.83 (-1%).
Cisco Q3 revenue flat at $12.8B, EPS up 7%; Q4 guidance implies revenue decline
Q3 revenue $12.8B flat YoY; GAAP EPS $0.73 (+7%), non-GAAP EPS $0.87 (+5%).
On April 27 , 2026, the Board of Directors of Cisco appointed Nichlas A. Fink to succeed Ms. Wong as Senior Vice President and Chief Accounting Officer of Cisco effective May 20, 2026.
On April 27, 2026, M. Victoria Wong notified Cisco Systems, Inc. ("Cisco") of her decision to retire as Senior Vice President and Chief Accounting Officer of Cisco effective May 19, 2026.
Scott Herren notified Cisco Systems, Inc. (“Cisco”) of his decision to retire as Executive Vice President and Chief Financial Officer of Cisco effective July 26, 2025.
On May 10, 2025, Cisco appointed Mark Patterson to succeed Mr. Herren as Executive Vice President and Chief Financial Officer of Cisco effective July 27, 2025.
On May 10, 2025, Cisco also appointed Jeetu Patel as President and Chief Product Officer effective May 14, 2025.
On May 12, 2025, the Board of Directors of Cisco Systems, Inc. ("Cisco") appointed Kevin Weil, Chief Product Officer of OpenAI, as a member of the Board effective May 12, 2025.
On February 27, 2025, Cisco and Gary Steele, President, Go-to-Market of Cisco, agreed to change the effective date of his previously announced resignation from Cisco to May 12, 2025.
On February 10, 2025, Gary Steele, President, Go-to-Market of Cisco Systems, Inc. (“Cisco”), notified Cisco of his decision to resign from Cisco, effective April 25, 2025, for an external CEO opportunity.
On October 7, 2024, Ekta Singh-Bushell notified Cisco Systems, Inc. (“Cisco”) of her decision not to stand for re-election at Cisco’s 2024 annual meeting of stockholders (the “2024 Annual Meeting”).
On July 15, 2024, Jeff Sharritts, former Executive Vice President and Chief Customer and Partner Officer of Cisco Systems, Inc. (“Cisco”), entered into a Separation Agreement and General Release (the “Separation Agreement”) in connection with his termination of employment as an executive advisor effective July 15, 2024.
On June 12, 2024, the Board of Directors (the “Board”) of Cisco Systems, Inc. ("Cisco") appointed Ekta Singh-Bushell, former Deputy to the First Vice President, Chief Operating Officer, Executive Office at the Federal Reserve Bank of New York, as a member of the Board effective June 14, 2024.
Jeff Sharritts, Cisco’s Executive Vice President and Chief Customer and Partner Officer, was informed that he would no longer remain in his role as Cisco’s Executive Vice President and Chief Customer and Partner Officer, effective May 15, 2024.
Max materiality 0.90 · Median 0.53 · Most common event earnings