10-K 2026-09-02 ↗ compared with the previous 10-K 10-K 2025-09-03 ↗
Technical events and factor profile →
Cisco Systems expands risks from international tensions and trade restrictions, warns of cybersecurity threats and accelerated AI attacks, and drops concerns about production costs.
| After the 10-K | 1 session | 5 sessions | 20 sessions |
|---|---|---|---|
| CSCO | -0.3% | -0.3% | -2.3% |
| Nasdaq-100 (QQQ) | +0.2% | +1.2% | +4.6% |
| Difference | -0.5% | -1.5% | -7.0% |
From the close before the filing. Historical data, not a prediction.
•International tensions (including China-Taiwan relations), U.S. foreign relations impacting customer willingness to buy U.S. products or our ability to procure components, trade protection measures such as tariffs, and government disruptions or shutdowns •Import/export restrictions, environmental regulations (including climate change laws), and adverse tax consequences (such as withholding taxes)
| Jul 26 | Apr 26 | Jan 26 | Oct 25 | Jul 25 | |
|---|---|---|---|---|---|
| Revenue | $17.3B | $15.8B | $15.3B | $14.9B | $14.7B |
| YoY growth | +17.6% | +12.0% | +9.7% | +7.5% | +7.6% |
| Gross margin | 64.1% | 63.6% | 65.0% | 65.5% | 63.2% |
| Operating margin | 24.7% | 25.0% | 24.6% | 22.6% | 21.0% |
| Net income | $3.9B | $3.4B | $3.2B | $2.9B | $2.5B |
| Diluted EPS | 0.96 | 0.85 | 0.80 | 0.72 | 0.64 |
XBRL data filed with the SEC. The fourth fiscal quarter is calculated as the full year minus the previous three quarters.
0 = the lowest in the universe, 100 = the highest. It describes how the stock has behaved, not whether to buy or sell it. Screen stocks by factors
Similar than in the previous 10-K (2025-09-03: +5, +4 points)
10-K of 2026-09-02 · 22.2% positive sentences, 13.9% negative · 361 sentences analysed
Index from −100 to +100 calculated with FinBERT on the results discussion (MD&A). The change matters more than the level: some sectors always sound more cautious.
| Markel Group · Tom Gayner
held since Q3 2023 or earlier |
0.3% | $41.8M | = |
| Bridgewater Associates · Ray Dalio | — | sold |
Weight in each fund's portfolio and change vs. the previous quarter, from its latest 13F.
All material events for CSCO →
| 2026-09-14 | Tuszik Oliver · Officer | Sell (10b5-1 plan) | $75K | SEC ↗ |
| 2026-09-14 | Subaiya Thimaya K. · Officer | Sell (10b5-1 plan) | $34K | SEC ↗ |
| 2026-09-11 | Patterson Mark · CFO | Sell (10b5-1 plan) | $195K | SEC ↗ |
Source: SEC EDGAR. Automatic comparison of the risk factors section; it may contain extraction errors. Always check the original document. For information purposes only; not investment advice.