Form 10-K · Annual report
Cisco 10-K, filed Sep 2, 2026
- Filed
- CIK
- 0000858877
- Accession no.
- 0000858877-26-000132
Summary
Cisco reported fiscal 2026 revenue of $63.3 billion, up 12%, and net income of $13.3 billion, up 30%, with diluted EPS rising 31% to $3.33. AI infrastructure demand from hyperscaler customers reached about 6% of total revenue, up from less than 2% in fiscal 2025, and fourth-quarter revenue rose 18% to $17.3 billion.
Key points
- Cisco's fiscal 2026 revenue rose 12% to $63.3 billion, net income rose 30% to $13.3 billion, and diluted EPS rose 31% to $3.33.
- Fourth-quarter revenue rose 18% to $17.3 billion, and fourth-quarter diluted EPS rose 52% to $0.97.
- AI infrastructure demand from hyperscaler customers was approximately 6% of total revenue in fiscal 2026, up from less than 2% in fiscal 2025.
- Product revenue grew 16%, led by Networking up 22%, with Collaboration up 4%, Observability up 4%, and Security up 2%.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 7. Management’s Discussion OVERVIEW Cisco designs and sells a broad range of technologies including hardware, software, and artificial intelligence (AI) powered digital infrastructure to power, help secure, and draw insights from the Internet. We are incorporating AI into our product portfolios across networking, security, collaboration and observability, as well as integrating our products more tightly together into a platform. We are simplifying how our technology is delivered, managed and optimized and helping customers maximize the business value of their technology investments. …
An excerpt of the text as filed with the SEC, cut for length.
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