Company Dossier · Information Technology
Cisco Systems
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What Cisco Systems is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 25, 2026: $63.3 billion, up 12% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 25, 2026: $12.8 billion, down 3.9% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 25, 2026: $1.41 billion, up 55% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to July 25, 2026: $6.11 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to July 25, 2026: $13.1 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 12, 2026): sentiment 0.90 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed September 2, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $6.0 million on the open market.SEC Form 4
- 4,098 institutional managers reported a position at June 30, 2026 (+345 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 530 (228 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Cisco Systems is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending86th pct
- Debt raised44th pct
- Buybacks vs capex75th pct
- Hiring filings69th pct
- Deals and private raises40th pct
- Patent publications11th pct
Confident ↔ Hedging
Confident
- Call sentiment95th pct
- Call confidence80th pct
- Guidance changes39th pct
- Risk factors added80th pct
- Insider open-market trades45th pct
- + Call sentiment
- + Call confidence
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver49th pct
- Stress filings49th pct
Credit
How these are built →Cisco Systems's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$29.5B
- Due within a year $10.2B
- Longer term $19.4B
- Default point $19.8B (short + ½ long)
Finance leases included · Jul 25, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Feb 19, 2025 | $1B | 4.550% | 2028 (3y) | +30bp | 4.589% |
| Feb 19, 2025 | $1B | 4.750% | 2030 (5y) | +40bp | 4.767% |
| Feb 19, 2025 | $1B | 4.950% | 2032 (7y) | +50bp | 4.956% |
| Feb 19, 2025 | $1.25B | 5.100% | 2035 (10y) | +58bp | 5.113% |
| Feb 19, 2025 | $750M | 5.500% | 2055 (30y) | +75bp | 5.523% |
| Feb 21, 2024 | $2B | 5.300% | 2054 (30y) | +85bp | 5.327% |
| Feb 21, 2024 | $1B | 5.350% | 2064 (40y) | +90bp | 5.377% |
| Feb 21, 2024 | $2.5B | 5.050% | 2034 (10y) | +75bp | 5.063% |
| Feb 21, 2024 | $2B | 4.800% | 2027 (3y) | +40bp | 4.847% |
| Feb 21, 2024 | $2.5B | 4.850% | 2029 (5y) | +55bp | 4.858% |
| Feb 21, 2024 | $2.5B | 4.950% | 2031 (7y) | +65bp | 4.984% |
| Feb 21, 2024 | $1B | 4.900% | 2026 (2y) | +25bp | 4.920% |
From the pricing term sheets Cisco Systems filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Cisco Systems, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralIs Cisco Systems Showing Strength for Medium-Term Investors?
indian-share-tips.com · via Marketaux · Oct 3, 2026
- NeutralCisco Systems, Inc. (CSCO) Dividend Stock Analysis
dividend-growth-stocks.com · via Marketaux · Oct 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (CISCO SYSTEMS, INC)third_quarter 2026 · $1.1 million
- Oct 20, 2026LobbyingLobbying report (THOLOS GOVERNMENT RELATIONS)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (FRANKLIN SQUARE GROUP, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (KLEIN/JOHNSON GROUP)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (FIERCE GOVERNMENT RELATIONS)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026PatentPatent granted: ENCRYPTED TUNNEL MIGRATIONUS 12771642
- Oct 19, 2026LobbyingLobbying report (EMPIRE CONSULTING GROUP)third_quarter 2026 · $0.0 million
- Oct 19, 2026LobbyingLobbying report (CGCN GROUP, LLC)third_quarter 2026 · $0.1 million
- Oct 16, 2026LobbyingLobbying report (BALLARD PARTNERS)third_quarter 2026 · $0.1 million
- Oct 9, 20268-KDirector or officer changeItem 5.02
- Sep 2, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- May 13, 20268-KExit or restructuring costsItem 2.05
- May 1, 20268-KDirector or officer changeItem 5.02
- Apr 6, 20268-KDirector or officer changeItem 5.02
- Dec 17, 20258-KDirector or officer changeItem 5.02
- Dec 17, 20258-KShareholder vote resultsItem 5.07
- Oct 17, 20258-KDirector or officer changeItem 5.02
- Sep 3, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jun 9, 20258-KDirector or officer changeItem 5.02
- May 14, 20258-KDirector or officer changeItem 5.02
- May 13, 20258-KDirector or officer changeItem 5.02
- Feb 27, 20258-KDirector or officer changeItem 5.02
- Feb 24, 20258-KMaterial agreement signedItem 1.01
- Feb 12, 20258-KDirector or officer changeItem 5.02
- Dec 11, 20248-KShareholder vote resultsItem 5.07
- Sep 5, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| HP Inc. HPQ | $59.2B | $3.9B | Jul 31, 2026 |
| IBM Corp. IBM | $69.1B | $13.8B | Jun 30, 2026 |
| Intel Corporation INTC | $57.0B | $2.8B | Jun 27, 2026 |
| Ingram Micro INGM | $56.0B | −$0.2B | Jun 27, 2026 |
| Oracle Corporation ORCL | $71.8B | −$28.7B | Aug 31, 2026 |
| Accenture plc ACN | $74.2B | $11.6B | Aug 31, 2026 |
| TD Synnex SNX | $75.7B | −$0.8B | Aug 31, 2026 |
| Broadcom Inc. AVGO | $89.1B | $39.4B | Aug 2, 2026 |