10-Q · latest 7
What Cisco's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 5 signals
Cisco details complex revenue recognition for SaaS and recurring software models
The company is managing a mixed business model, balancing upfront hardware revenue with ratable subscription revenue from SaaS and term licenses.
SaaS
Inventory balance surged by $1.5B to $4.7B, increasing obsolescence risk
Cisco's inventory grew by 49% to $4.7 billion compared to the prior fiscal year-end, indicating potential challenges with demand forecasting and creating pressure to avoid costly write-downs for excess and obsolete stock.
$4.7B
Total inventory value as of April 25, 2026
48.8%
Increase in inventory value from July 26, 2025
Effective tax rate nearly tripled to 15.1% for the first nine months of FY2026.
The company's effective tax rate for the first nine months of fiscal 2026 jumped to 15.1% from 5.8% in the prior year, significantly impacting net income and creating pressure to find cost efficiencies.
15.1%
Effective tax rate for the first nine months of fiscal 2026
Booked $187M provision for excess purchase commitments in first nine months of FY26
Cisco recorded a $187 million provision for noncancelable purchase commitments with suppliers and excess inventory, highlighting ongoing financial risk from supply chain forecasting inaccuracies.
$187M
Provision for inventory and purchase commitments for the first nine months of fiscal 2026
Facing an increasing number of intellectual property and patent infringement claims.
The company reports that IP-related legal assertions have increased over time, elevating the risk of costly litigation, potential damages, and adverse impacts on financial results, particularly in the United States.
patentcopyrighttrademark
- SEC EDGAR
10-Q
Filed · 2 signals
The company is managing a mix of upfront revenue from hardware and perpetual licenses alongside ratable revenue from SaaS and software maintenance.
SaaS
Cisco provisioned $104M in H1 FY26 for excess inventory and supplier commitments
The company took a $104 million charge against earnings in the first half of the fiscal year due to excess inventory and noncancelable purchase commitments.
$104M
Provisions for inventory and purchase commitments for the first six months of fiscal 2026
Earnings calls
Cisco earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Multi-billion dollar campus network refresh cycle is underway.Older Catalyst 4K and 6K switch generations are nearing end-of-support, creating a compelling event for customers to upgrade. This tech debt is driving a multi-year, multi-billion dollar refresh opportunity, signaling budget allocation for network modernization. | |
| Raised full-year revenue guidance by $1B, projecting strongest year ever.The company increased its full-year revenue forecast, signaling strong business momentum and high confidence in sustained growth driven by AI and campus refresh cycles. This top-line strength supports continued investment across the business to meet demand. | |
| Expanding global AI partnerships with G42, AMD, and NVIDIA.Cisco is actively expanding its ecosystem through key partnerships with G42 in the UAE, AMD, and NVIDIA to power large-scale AI clusters. These collaborations indicate a strategy of growth through an open ecosystem, requiring investment in integration, joint marketing, and support. | |
| Splunk business shifting to cloud subscriptions, driving long-term value.Cisco is seeing a notable shift in its Splunk business from on-premise deals to cloud subscriptions, which it views as a positive long-term trend. This transition to a cloud-first model requires ongoing investment in cloud infrastructure and delivering innovation faster to customers. | |
| Building a $2B+ pipeline for AI networking beyond hyperscalers.Cisco has identified a growing pipeline exceeding $2 billion for its high-performance networking products with sovereign cloud, neo cloud, and enterprise customers. This diversification beyond hyperscalers represents a significant new growth vector requiring investment to capture. | |
| Capitalizing on competitor "confusion in the marketplace" for campus networking.The CEO stated that Cisco is benefiting from "confusion in the marketplace" created by the #2 and #3 competitors, particularly in Wi-Fi. This suggests Cisco is actively targeting customers of rivals who may be experiencing disruption from M&A or strategy shifts. |
Signal API · MCP
Track Cisco with the Signal API
One POST /v1/companies/enrich call with cisco.com returns Cisco 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"cisco.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Questions about Cisco 10-Q
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .