Filing excerpt
Term software licenses represent multiple obligations, which include software licenses and software maintenance.
sec.gov/Archives/edgar/data/858877/000085887726000078/csco-20260425.htmRead the full source
Cisco10-Q: Recurring revenue shift
Cisco details complex revenue recognition for SaaS and recurring software models
What happened
The company is managing a mixed business model, balancing upfront hardware revenue with ratable subscription revenue from SaaS and term licenses. This creates significant complexity in revenue allocation, billing, and financial forecasting, indicating a need for specialized financial and operational systems.
Source
Other signals in this filing (4)
- Inventory issueInventory balance surged by $1.5B to $4.7B, increasing obsolescence riskInventory issue
- Margin pressureEffective tax rate nearly tripled to 15.1% for the first nine months of FY2026.Margin pressure
- Supply chain disruptionBooked $187M provision for excess purchase commitments in first nine months of FY26Supply chain disruption
- Litigation materialFacing an increasing number of intellectual property and patent infringement claims.Litigation material
Extracted by Autobound
From the Signal API record- Signal
- 10-Q: Recurring revenue shift
What this signalsFilings often name leadership changes, deals and spending plans.
- Fiscal year end
- 04/25
- Filed
- May 19, 2026
More from Cisco
- PatentsCisco was granted a patent for resolving conflicting network device addresses.Patents
- RedditCisco's FTD firewalls receive strong negative feedback in the networking community, with a consensus that "we all hate those" and a user who recently switched from Palo Alto to FTD warning others...Reddit
- LaunchCisco AI Research: AgenticOps Scaling Quickly in the EnterpriseLaunch
- New customerNotre Dame Athletics Partners with Cisco on Network RefreshNew customer
- PodcastsWhat's Next with Aki Anastasiou discusses Cisco: strategy shiftPodcasts
- Security incidentCisco email security boxes can be rooted by... an emailSecurity incident
More 10-Q signals at other companies
- SEC 10-QMillerKnoll, Inc.Jeffrey M. Stutz appointed Interim Chief Executive Officer.SEC 10-Q
- SEC 10-QCID HoldCo, Inc.Disclosed material weaknesses in financial reporting due to insufficient accounting staff and controls.SEC 10-Q
- SEC 10-QScholastic CorporationCore school channels decline with fewer book fairs and lower club participation.SEC 10-Q
The full record
From the Signal API recordDetails
- CIK
- 858877
- Accession number
- 0000858877-26-000078
- Filing year
- 2026
- Fiscal year
- 0
- Why it matters
- Billing/subscription tools
Topics and mentions
Technologies
- SaaS
Extraction
- Confidence
- High
- Relevance
- 80%
- Sentiment
- Neutral
- Detected
- May 26, 2026
- signal_type
sec-10q- signal_subtype
recurringRevenueShift
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The API returns more than this page shows
This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the API
Signal
signal_nameValue in the APIassociationValue in the API
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GET /v1/signals/eb07733e-f981-49ed-8cb3-1db6f9744263 returns this record as JSON. POST /v1/companies/enrich returns every signal for cisco.com.
{
"signal_id": "eb07733e-f981-49ed-8cb3-1db6f9744263",
"signal_type": "sec-10q",
"signal_subtype": "recurringRevenueShift",
"detected_at": "2026-05-26T10:04:42.527+00:00",
"company": {
"name": "Cisco",
"domain": "cisco.com"
},
"data": {
"detail": "The company is managing a mixed business model, balancing upfront hardware revenue with ratable subscription revenue from SaaS and term licenses. This creates significant complexity in revenue allocation, billing, and financial forecasting, indicating a need for specialized financial and operational systems.",
"summary": "Cisco details complex revenue recognition for SaaS and recurring software models",
"excerpts": "Term software licenses represent multiple obligations, which include software licenses and software maintenance.",
"relevance": 0.8,
"sentiment": "neutral",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/858877/000085887726000078/csco-20260425.htm",
"filing_date": "2026-05-19",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "04/25",
"sales_relevance": "Billing/subscription tools",
"signal_category": "revenue",
"technologies_mentioned": [
"SaaS"
]
}
}
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