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Cisco Systems, Inc.

Cisco Systems, Inc.

NASDAQ•CSCO
CEO: Mr. Charles H. Robbins
Sector: Technology
Industry: Communication Equipment
Listing Date: 1990-02-16
Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; and wireless products include indoor and outdoor wireless coverage designed for seamless roaming use of voice, video, and data applications. In addition, it provides security, which comprising network security, identity and access management, secure access service edge, and threat intelligence, detection, and response offerings; collaboration products, such as Webex Suite, collaboration devices, contact center, and communication platform as a service; end-to-end collaboration solutions that can be delivered from the cloud, on-premise or within hybrid cloud environments allowing customers to transition their collaboration solutions from on-premise to the cloud; and observability offers network assurance, monitoring and analytics and observability suite. Further, the company offers a range of service and support options for its customers, including technical support and advanced services and advisory services. It serves businesses of various sizes, public institutions, governments, and service providers. The company sells its products and services directly, as well as through systems integrators, service providers, other resellers, and distributors. Cisco Systems, Inc. has strategic alliances with other companies. Cisco Systems, Inc. was incorporated in 1984 and is headquartered in San Jose, California.
Contact Information
170 West Tasman Drive, San Jose, CA, 95134-1706, United States
(408)-526-4000
www.cisco.com
Market Cap
$297.08B
P/E (TTM)
28.8
40.2
Dividend Yield
2.2%
52W High
$80.82
52W Low
$52.11
52W Range
80%
Rank15Top 3.1%
6.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 6.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q1 2026 Data

Revenue

$14.88B+7.53%
4-Quarter Trend

EPS

$0.72+5.88%
4-Quarter Trend

FCF

$2.89B-16.11%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Revenue Grew 8% Total revenue reached $14.88B USD, marking an 8% increase driven by 10% product revenue growth.
Net Income Rises 5% Net income was $2.86B USD for the quarter, reflecting a 5% increase compared to prior period results.
Operating Margin Expansion Operating income margin improved significantly to 22.6% of revenue, a 5.6 percentage point increase year-over-year.
Strong Product Revenue Growth Product revenue increased 10% to $11.08B USD, led by Networking solutions growth of 15%.

Risk Factors

Supply Chain Exposure High Inventory and purchase commitments increased 10%, raising exposure to potential excess/obsolete inventory charges.
Macroeconomic Uncertainty Persists Global economic challenges, tariffs, and geopolitical tensions may slow IT spending and negatively impact demand.
IP Litigation Unresolved Ongoing patent infringement claims in US/Europe lack estimable loss ranges, posing reputation and financial risk.
Restructuring Charges Incurred Incurred $147M USD in restructuring charges this quarter related to the $1B Fiscal 2025 Plan.

Outlook

Strategy Focus on AI Management plans continued investment in key priority areas, including Artificial Intelligence integration across portfolios.
Capital Return Commitment Target remains returning a minimum of 50% of free cash flow annually via dividends and stock repurchases.
Debt Management Stable Total debt remains near $28.09B USD; company remains compliant with all debt covenants as of October 25, 2025.
Subscription Revenue Growth Subscription revenue grew 2%, indicating ongoing shift, though product revenue growth outpaced services revenue growth.

Peer Comparison

Revenue (TTM)

Sony Group CorporationSONY
$85.76B
-2.9%
International Business Machines CorporationIBM
$65.40B
+4.5%
Cisco Systems, Inc.CSCO
$57.70B
+8.9%

Gross Margin (Latest Quarter)

Salesforce, Inc.CRM
78.0%
+0.3pp
SAP SESAP
73.5%
+0.2pp
Cisco Systems, Inc.CSCO
65.5%
-0.4pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
MU$408.28B34.322.4%14.5%
CSCO$297.08B28.822.3%23.2%
IBM$285.72B36.128.9%45.5%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.1%
Moderate Growth
4Q Net Income CAGR
5.6%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 11, 2026
|
EPS:$1.02
|
Revenue:$15.11B
Reports
All Years
  • Form 10-Q - Q1 2026

    Period End: Oct 25, 2025|Filed: Nov 18, 2025|
    Revenue: $14.88B+7.5%
    |
    EPS: $0.72+5.9%
    Miss
  • Form 10-K - FY 2025

    Period End: Jul 26, 2025|Filed: Sep 3, 2025|
    Revenue: $56.65B+5.3%
    |
    EPS: $2.56+0.4%
    Beat
  • Form 10-Q - Q3 2025

    Period End: Apr 26, 2025|Filed: May 20, 2025|
    Revenue: $14.15B+11.4%
    |
    EPS: $0.63+34.0%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jan 25, 2025|Filed: Feb 18, 2025|
    Revenue: $13.99B+9.4%
    |
    EPS: $0.61-6.2%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Oct 26, 2024|Filed: Nov 19, 2024|
    Revenue: $13.84B-5.6%
    |
    EPS: $0.68-24.4%
    Miss
  • Form 10-K - FY 2024

    Period End: Jul 27, 2024|Filed: Sep 5, 2024|
    Revenue: $53.80B-5.6%
    |
    EPS: $2.55-17.2%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Apr 27, 2024|Filed: May 21, 2024|
    Revenue: $12.70B-12.8%
    |
    EPS: $0.47-40.5%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jan 27, 2024|Filed: Feb 20, 2024|
    Revenue: $12.79B-5.9%
    |
    EPS: $0.65-4.4%
    Miss