Short answer
Cisco (CSCO) filed an 8-K current report with the SEC on August 12, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item EX-99.1 (Exhibit EX-99.1). FY2026 fourth-quarter and full-year results ended July 25, 2026, reported August 12, 2026.
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AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- FY2026 fourth-quarter and full-year results ended July 25, 2026, reported August 12, 2026
- Exhibit 99.1 contains Cisco’s detailed results and forward guidance ranges
- Non-GAAP metrics include earnings, margins, operating expenses, tax rates, and EPS
- Adjustments exclude share-based compensation, acquisition amortization, restructuring, litigation, investment gains, and tax items
- Investors should reconcile non-GAAP performance with GAAP results because excluded costs may recur
Item EX-99.1 · Exhibit EX-99.1
- Q4 revenue $17.3B, up 18%, with GAAP EPS $0.97, up 52%, exceeding the high end of guidance
- Networking product revenue up 28%; total product orders up 35%, signaling broad-based demand and an AI-driven networking cycle
- Hyperscaler AI infrastructure orders reached $9.3B for FY 2026, with FY 2027 revenue expected at $7.5B
- FY 2027 guidance calls for revenue of $72.2B-$73.4B and non-GAAP EPS of $5.05-$5.11
- Capital returns totaled $3.2B in Q4, including a $0.42 dividend and $1.5B of share repurchases
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