Cisco Systems, Inc. (CSCO) operating KPIs
CSCONasdaqComputer Communications EquipmentFiscal year ends July 31
Financials through Q4 FY2026, quarter ended Jul 25, 2026Last filing: 10-K on Sep 2, 2026Score 16/3054% above fair value
$104.51−4.08 (-3.76%)
Close on Oct 30, 2026Market cap $412.04BP/E 31.4Yield 1.59%
KPIs
Operating metrics that drive Cisco Systems's business · fiscal year ends Last Saturday of July
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Cisco Systems's fiscal year ends Last Saturday of July — Q4 FY26 = May–Jul 2026.
Column labels
| Add to chart | Metric | Q4 FY26 2026-07-25 | Q3 FY26 2026-04-25 | Q2 FY26 2026-01-31 | Q1 FY26 2025-10-25 | Q4 FY25 2025-07-26 | Q3 FY25 2025-04-26 | Q2 FY25 2025-01-25 | Q1 FY25 2024-10-26 | Q4 FY24 2024-07-27 | Q3 FY24 2024-04-27 | Q2 FY24 2024-01-27 | Q1 FY24 2023-10-28 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Product orders, growth y/y(%)4 | 35.0% | 35.0% | 18.0% | 13.0% | 7.0% | 20.0% | 29.0% | 20.0% | 14.0% | 4.0% | -12.0% | -20.0% | |
Excluding Splunk (organic, until Splunk's first anniversary)(%) | 9.0% | 11.0% | 9.0% | 6.0% | |||||||||
Excluding hyperscalers(%) | 25.0% | 19.0% | 10.0% | ||||||||||
By geography3 | |||||||||||||
Americas(%) | 44.0% | 35.0% | 23.0% | 16.0% | 5.0% | 27.0% | 30.0% | 17.0% | 15.0% | 6.0% | -10.0% | -19.0% | |
EMEA(%) | 25.0% | 39.0% | 11.0% | 8.0% | 10.0% | 4.0% | 24.0% | 26.0% | 12.0% | 4.0% | -8.0% | -13.0% | |
APJC(%) | 19.0% | 25.0% | 15.0% | 13.0% | 7.0% | 21.0% | 35.0% | 25.0% | 16.0% | -1.0% | -27.0% | -38.0% | |
By customer market3 | |||||||||||||
Enterprise(%) | 21.0% | 18.0% | 8.0% | 4.0% | 5.0% | 22.0% | 27.0% | 33.0% | 13.0% | 2.0% | -6.0% | -26.0% | |
Public Sector(%) | 30.0% | 27.0% | 11.0% | 12.0% | -6.0% | 8.0% | 13.0% | 2.0% | 20.0% | 6.0% | -5.0% | 2.0% | |
Service Provider & Cloud(%) | 95.0% | 105.0% | 65.0% | 45.0% | 49.0% | 32.0% | 75.0% | 28.0% | 5.0% | 10.0% | -40.0% | -38.0% | |
AI infrastructure orders from hyperscalers($M) | 4,000 | 1,900 | 2,100 | 1,300 | |||||||||
Annualized recurring revenue (ARR)($M)2 | 32,100 | 31,200 | 31,000 | 31,400 | 31,100 | 30,600 | 30,100 | 29,900 | 29,600 | 29,200 | 24,700 | 24,500 | |
Growth y/y (company-stated)(%) | 3.0% | 2.0% | 3.0% | 5.0% | 5.0% | 5.0% | 22.0% | 22.0% | 22.0% | 22.0% | 6.0% | 5.0% | |
Product ARR growth y/y(%) | 5.0% | 4.0% | 6.0% | 7.0% | 8.0% | 8.0% | 41.0% | 42.0% | 43.0% | 44.0% | 9.0% | 10.0% | |
Remaining performance obligations (RPO)($M)8 | 46,734 | 43,462 | 43,406 | 42,873 | 43,533 | 41,667 | 41,268 | 39,990 | 41,048 | 38,774 | 35,656 | 34,753 | |
Growth y/y (company-stated)(%) | 7.0% | 4.0% | 5.0% | 7.0% | 6.0% | 7.0% | 16.0% | 15.0% | 18.0% | 21.0% | 12.0% | 12.0% | |
Product RPO($M)1 | 23,436 | 22,058 | 21,977 | 21,904 | 21,572 | 20,752 | 20,321 | 19,882 | 20,055 | 18,876 | 16,249 | 16,011 | |
Growth y/y(%) | 9.0% | 6.0% | 8.0% | 10.0% | 8.0% | 10.0% | 25.0% | 24.0% | 27.0% | 29.0% | 12.0% | 14.0% | |
Services RPO($M)1 | 23,298 | 21,404 | 21,429 | 20,969 | 21,961 | 20,915 | 20,947 | 20,108 | 20,993 | 19,898 | 19,407 | 18,742 | |
Growth y/y(%) | 6.0% | 2.0% | 2.0% | 4.0% | 5.0% | 5.0% | 8.0% | 7.0% | 10.0% | 14.0% | 12.0% | 11.0% | |
Short-term RPO (next 12 months)($M) | 22,776 | 21,818 | 21,370 | 20,971 | 21,723 | 21,066 | 21,017 | 20,310 | 20,882 | 20,089 | 17,930 | 17,617 | |
Long-term RPO($M) | 23,958 | 21,644 | 22,036 | 21,902 | 21,810 | 20,601 | 20,251 | 19,680 | 20,166 | 18,685 | 17,726 | 17,136 | |
Share expected to be recognized in the next 12 months (company-stated)(%) | 49.0% | 50.0% | 49.0% | 49.0% | 50.0% | 51.0% | 51.0% | 51.0% | 51.0% | 52.0% | 50.0% | 51.0% | |
Of which deferred revenue($M) | 29,781 | 28,599 | 28,403 | 27,969 | 28,779 | 27,991 | 27,795 | 27,502 | 1,220 | 27,475 | 25,771 | 25,659 | |
Of which unbilled contract revenue($M) | 16,953 | 14,863 | 15,003 | 14,904 | 14,754 | 13,676 | 13,473 | 12,488 | 12,573 | 11,299 | 9,885 | 9,094 | |
Deferred revenue($M)2 | 29,781 | 28,599 | 28,403 | 27,969 | 28,779 | 27,991 | 27,795 | 27,502 | 28,475 | 27,475 | 25,771 | 25,659 | |
Product($M) | 13,817 | 13,461 | 13,371 | 13,252 | 13,490 | 13,170 | 13,033 | 12,941 | 13,219 | 12,856 | 11,640 | 11,689 | |
Services($M) | 15,964 | 15,138 | 15,032 | 14,717 | 15,289 | 14,821 | 14,762 | 14,561 | 15,256 | 14,619 | 14,131 | 13,970 | |
Subscription revenue as % of total revenue (company-stated)(%) | 48.0% | 49.0% | 51.0% | 54.0% | 54.0% | 56.0% | 56.0% | 57.0% | 56.0% | 54.0% | 50.0% | 44.0% | |
Software revenue($M)1 | 6,200 | 5,700 | 5,700 | 5,700 | 5,600 | 5,600 | 5,500 | 5,500 | 5,300 | 4,500 | 4,200 | 4,400 | |
Growth y/y(%) | 11.0% | 1.0% | 2.0% | 3.0% | 5.0% | 25.0% | 33.0% | 24.0% | 15.0% | 5.0% | 13.0% | ||
Contract assets, gross($M) | 3,469 | 3,328 | 3,414 | 3,455 | 3,299 | 3,077 | 2,964 | 2,914 | 2,794 | 10,550 | 1,797 | 1,733 | |
Next quarter6 | |||||||||||||
Revenue, low end($M)1 | 18,000 | 16,700 | 15,400 | 15,000 | 14,650 | 14,500 | 13,900 | 13,750 | 13,650 | 53,600 | 12,100 | 12,600 | |
Revenue, high end($M) | 18,200 | 16,900 | 15,600 | 15,200 | 14,850 | 14,700 | 14,100 | 13,950 | 13,850 | 53,800 | 12,300 | 12,800 | |
Non-GAAP gross margin, low end(%)1 | 65.0% | 65.5% | 65.5% | 67.5% | 67.5% | 67.5% | 67.0% | 68.0% | 67.0% | 66.5% | 66.0% | 65.0% | |
Non-GAAP gross margin, high end(%) | 66.0% | 66.5% | 66.5% | 68.5% | 68.5% | 68.5% | 68.0% | 69.0% | 68.0% | 67.5% | 67.0% | 66.0% | |
Non-GAAP operating margin, low end(%)1 | 35.5% | 34.0% | 33.5% | 33.5% | 33.0% | 33.5% | 33.0% | 33.5% | 32.0% | 31.5% | 33.5% | 31.5% | |
Non-GAAP operating margin, high end(%) | 36.5% | 35.0% | 34.5% | 34.5% | 34.0% | 34.5% | 34.0% | 34.5% | 33.0% | 32.5% | 34.5% | 32.5% | |
Non-GAAP EPS, low end($)1 | 1.32 | 1.16 | 1.02 | 1.01 | 0.97 | 0.96 | 0.90 | 0.89 | 0.86 | 0.84 | 0.84 | 0.82 | |
Non-GAAP EPS, high end($) | 1.34 | 1.18 | 1.04 | 1.03 | 0.99 | 0.98 | 0.92 | 0.91 | 0.88 | 0.86 | 0.86 | 0.84 | |
GAAP EPS, low end($)1 | 1.08 | 0.80 | 0.73 | 0.69 | 0.63 | 0.62 | 0.57 | 0.51 | 0.35 | 0.46 | 0.51 | 0.59 | |
GAAP EPS, high end($) | 1.10 | 0.85 | 0.77 | 0.74 | 0.68 | 0.67 | 0.61 | 0.56 | 0.42 | 0.51 | 0.56 | 0.64 | |
Non-GAAP tax rate assumed(%) | 18.5% | 19.0% | 19.0% | 19.0% | 19.0% | 18.0% | 19.0% | 19.0% | 19.0% | 19.0% | 19.0% | ||
Fiscal year (current year; Q4 column = next fiscal year)3 | |||||||||||||
Revenue, low end($M)1 | 72,200 | 62,800 | 61,200 | 60,200 | 59,000 | 56,500 | 56,000 | 55,300 | 55,000 | 53,600 | 51,500 | 53,800 | |
Revenue, high end($M) | 73,400 | 63,000 | 61,700 | 61,000 | 60,000 | 56,700 | 56,500 | 56,300 | 56,200 | 53,800 | 52,500 | 55,000 | |
Non-GAAP EPS, low end($)1 | 5.05 | 4.27 | 4.13 | 4.08 | 4 | 3.77 | 3.68 | 3.60 | 3.52 | 3.69 | 3.68 | 3.87 | |
Non-GAAP EPS, high end($) | 5.11 | 4.29 | 4.17 | 4.14 | 4.06 | 3.79 | 3.74 | 3.66 | 3.58 | 3.71 | 3.74 | 3.93 | |
GAAP EPS, low end($)1 | 4 | 3.16 | 3 | 2.87 | 2.79 | 2.53 | 2.40 | 2.26 | 1.93 | 2.46 | 2.61 | 2.97 | |
GAAP EPS, high end($) | 4.06 | 3.21 | 3.08 | 2.98 | 2.91 | 2.58 | 2.52 | 2.38 | 2.05 | 2.51 | 2.73 | 3.08 | |
Purchase commitments with contract manufacturers and suppliers($M)4 | 17,165 | 16,033 | 10,055 | 8,321 | 7,599 | 6,345 | 5,824 | 5,321 | 5,158 | 6,004 | 6,193 | 6,504 | |
Due within 1 year($M) | 14,341 | 14,149 | 9,615 | 7,879 | 7,202 | 5,773 | 5,054 | 4,309 | 3,952 | 4,581 | 4,711 | 4,731 | |
1–3 years($M) | 2,558 | 1,556 | 417 | 396 | 320 | 509 | 681 | 886 | 1,085 | 1,368 | 1,456 | 1,646 | |
3–5 years($M) | 266 | 328 | 23 | 46 | 77 | 63 | 89 | 126 | 121 | 55 | 26 | 127 | |
Liability recorded for excess / obsolete purchase commitments($M) | 294 | 209 | 185 | 185 | 206 | 246 | 383 | 439 | 498 | 550 | 538 | 510 | |
Inventory by component5 | |||||||||||||
Raw materials($M) | 2,796 | 2,546 | 2,016 | 1,758 | 1,744 | 1,520 | 1,692 | 1,885 | 2,039 | 1,789 | 1,784 | 1,854 | |
Work in process($M) | 1,140 | 826 | 684 | 411 | 261 | 173 | 109 | 100 | 83 | 111 | 165 | 194 | |
Finished goods($M) | 1,525 | 1,107 | 987 | 985 | 933 | 919 | 910 | 945 | 1,027 | 996 | 1,047 | 1,093 | |
Service-related spares($M) | 224 | 222 | 227 | 236 | 220 | 214 | 210 | 207 | 216 | 212 | 200 | 188 | |
Demonstration systems($M) | 9 | 7 | 6 | 5 | 6 | 6 | 6 | 6 | 8 | 10 | 13 | 13 | |
Product warranty liability($M) | 372 | 371 | 377 | 392 | 399 | 396 | 394 | 357 | 362 | 363 | 327 | 330 | |
Property and equipment by category (gross)4 | |||||||||||||
Land, buildings and building / leasehold improvements($M) | 4,093 | 4,132 | 4,060 | 4,062 | 4,045 | 3,996 | 3,979 | 4,267 | 4,247 | 4,221 | 4,214 | 4,194 | |
Computer, production, engineering and other equipment($M) | 5,441 | 5,366 | 5,293 | 5,232 | 5,178 | 5,152 | 5,070 | 5,135 | 5,160 | ||||
Operating lease assets (equipment leased to customers)($M) | 51 | 56 | 51 | 49 | 51 | 50 | 77 | 88 | 115 | 120 | 125 | 123 | |
Furniture and fixtures($M) | 287 | 304 | 301 | 318 | 316 | 322 | 367 | 356 | 351 | 348 | 339 | 338 | |
Financing receivables, gross($M)6 | 8,398 | 6,643 | 6,712 | 6,886 | 6,610 | 6,301 | 6,411 | 6,639 | 6,823 | 6,804 | 6,949 | 6,841 | |
Lease receivables($M) | 941 | 899 | 887 | 1,060 | 982 | 1,025 | 988 | 1,056 | 965 | 1,165 | 1,099 | 1,112 | |
Loan receivables($M) | 7,457 | 5,744 | 5,825 | 5,826 | 5,628 | 5,276 | 5,423 | 5,583 | 5,858 | 5,639 | 5,850 | 5,729 | |
Allowance for credit loss($M) | 50 | 47 | 45 | 51 | 50 | 58 | 59 | 64 | 65 | 64 | 69 | 74 | |
Unearned income($M) | 83 | 85 | 92 | 98 | 99 | 103 | 102 | 107 | 111 | 114 | 110 | 97 | |
Unguaranteed residual value($M) | 67 | 67 | 67 | 67 | 66 | 65 | 64 | 66 | 67 | 68 | 70 | 68 | |
Past due($M)1 | 71 | 90 | 129 | 134 | 68 | 207 | 127 | 114 | 109 | 123 | 209 | 221 | |
Of which 91+ days($M) | 15 | 19 | 59 | 47 | 22 | 24 | 56 | 37 | 40 | 50 | 95 | 60 | |
Channel partner financing volume2 | |||||||||||||
Maximum potential future payments under guarantees($M) | 127 | 127 | 126 | 134 | 123 | 116 | 125 | 123 | 127 | 126 | 138 | 142 | |
Deferred revenue related to guarantees($M) | 12 | 12 | 13 | 17 | 13 | 10 | 13 | 12 | 13 | 25 | 23 | 29 | |
Shares repurchased under the program(M)3 | 13 | 16 | 18 | 29 | 19 | 25 | 21 | 40 | 43 | 26 | 25 | 23 | |
Weighted-average price per share($) | 112 | 80.28 | 76.29 | 68.28 | 64.65 | 59.78 | 58.58 | 49.56 | 46.80 | 49.22 | 49.54 | 54.53 | |
Amount($M) | 1,502 | 1,252 | 1,351 | 2,001 | 1,252 | 1,504 | 1,236 | 2,003 | 2,002 | 1,256 | 1,254 | 1,252 | |
Remaining authorization($M) | 8,100 | 9,600 | 10,800 | 12,200 | 14,200 | 15,400 | 3,200 | 5,200 | 7,200 | 8,400 | 9,700 | ||
Non-GAAP gross margin(%)4 | 66.3% | 66.0% | 67.5% | 68.1% | 68.4% | 68.6% | 68.7% | 69.3% | 67.9% | 68.3% | 66.7% | 67.1% | |
Product(%) | 64.8% | 64.3% | 66.4% | 67.2% | 67.5% | 67.6% | 67.7% | 68.9% | 67.0% | 66.9% | 65.2% | 66.5% | |
Services(%) | 71.6% | 71.6% | 70.9% | 70.7% | 70.8% | 71.3% | 71.6% | 70.3% | 70.3% | 71.6% | 70.5% | 69.0% | |
Gross margin by geographic segment3 | |||||||||||||
Americas(%) | 64.5% | 63.7% | 65.8% | 66.8% | 68.0% | 67.7% | 67.6% | 69.6% | 67.7% | 67.9% | 65.7% | 66.2% | |
EMEA(%) | 70.1% | 71.3% | 71.7% | 71.9% | 71.7% | 71.2% | 71.3% | 70.3% | 69.2% | 69.6% | 68.1% | 69.5% | |
APJC(%) | 67.3% | 66.1% | 65.8% | 66.9% | 64.2% | 67.2% | 68.3% | 66.4% | 66.4% | 67.4% | 68.2% | 67.0% | |
Product gross margin change y/y by driver (points)3 | |||||||||||||
Product pricing(%) | -0.1% | -0.9% | -1.1% | -1.3% | -1.5% | -1.9% | -1.9% | -0.5% | 1.2% | ||||
Mix of products sold(%) | -4.4% | -3.1% | -2.2% | 0.5% | 2.5% | 3.6% | 2.1% | 1.0% | 1.2% | ||||
Productivity(%) | 1.2% | 2.7% | 1.7% | 1.5% | 1.5% | 0.8% | 1.7% | 2.6% | 3.1% | ||||
Non-GAAP operating margin(%) | 35.9% | 34.2% | 34.6% | 34.4% | 34.3% | 34.5% | 34.7% | 34.1% | 32.5% | 34.2% | 33.0% | 36.6% | |
Non-GAAP net income($M) | 4,868 | 4,227 | 4,143 | 4,011 | 3,951 | 3,831 | 3,760 | 3,671 | 3,531 | 3,553 | 3,538 | 4,528 | |
Non-GAAP diluted EPS($) | 1.22 | 1.06 | 1.04 | 1 | 0.99 | 0.96 | 0.94 | 0.91 | 0.87 | 0.88 | 0.87 | 1.11 | |
Total ARR($M)2 | 4,208 | 4,000 | |||||||||||
Growth y/y(%) | 15.0% | 15.0% | |||||||||||
Customers with total ARR over $1 million | 899 | 851 | |||||||||||
Total revenue($M)6 | 1,486 | 1,067 | |||||||||||
Cloud services($M) | 503 | 469 | |||||||||||
License($M) | 810 | 429 | |||||||||||
Maintenance and services($M) | 173 | 169 | |||||||||||
Cloud gross margin, non-GAAP(%) | 74.5% | 74.6% | |||||||||||
Operating margin, non-GAAP(%) | 47.8% | 31.1% | |||||||||||
Free cash flow (company-reported)($M) | 417 | 78.3 | |||||||||||
Revenue($M)5 | 17,252 | 15,841 | 15,349 | 14,883 | 14,673 | 14,149 | 13,991 | 13,841 | 13,642 | 12,702 | 12,791 | 14,668 | |
Growth y/y (company-stated)(%) | 18.0% | 12.0% | 10.0% | 8.0% | 8.0% | 11.0% | 9.0% | -6.0% | -10.0% | -13.0% | -6.0% | 8.0% | |
Product($M)5 | 13,459 | 12,117 | 11,642 | 11,077 | 10,886 | 10,374 | 10,234 | 10,114 | 9,858 | 9,024 | 9,232 | 11,139 | |
Growth y/y (company-stated)(%) | 24.0% | 17.0% | 14.0% | 10.0% | 10.0% | 15.0% | 11.0% | -9.0% | -15.0% | -19.0% | -9.0% | 9.0% | |
Networking($M)1 | 9,791 | 8,815 | 8,294 | 7,768 | 7,633 | 7,068 | 6,850 | 6,753 | 6,804 | 6,522 | 7,081 | 8,822 | |
Growth y/y (company-stated)(%) | 28.0% | 25.0% | 21.0% | 15.0% | 12.0% | 8.0% | -3.0% | -23.0% | -28.0% | -27.0% | -12.0% | 10.0% | |
Security($M) | 2,226 | 2,008 | 2,018 | 1,980 | 1,952 | 2,013 | 2,111 | 2,017 | 1,787 | 1,304 | 973 | 1,010 | |
Collaboration($M)1 | 1,167 | 1,024 | 1,054 | 1,055 | 1,042 | 1,031 | 996 | 1,085 | 1,020 | 987 | 989 | 1,117 | |
Growth y/y (company-stated)(%) | 12.0% | -1.0% | 6.0% | -3.0% | 2.0% | 4.0% | 1.0% | -3.0% | 3.0% | 3.0% | |||
Observability($M) | 275 | 269 | 277 | 274 | 259 | 261 | 277 | 258 | 248 | 211 | 188 | 190 | |
Services($M) | 3,793 | 3,724 | 3,707 | 3,806 | 3,787 | 3,775 | 3,757 | 3,727 | 3,784 | 3,678 | 3,559 | 3,529 | |
Subscription revenue($M)2 | 8,350 | 7,791 | 7,836 | 8,000 | 7,904 | 7,916 | 7,862 | 7,844 | 7,675 | 6,854 | 6,390 | 6,461 | |
Product subscriptions($M) | 4,908 | 4,432 | 4,474 | 4,500 | 4,449 | 4,483 | 4,432 | 4,419 | 4,251 | 3,510 | 3,110 | 3,207 | |
Services subscriptions($M) | 3,442 | 3,359 | 3,362 | 3,500 | 3,455 | 3,433 | 3,430 | 3,425 | 3,424 | 3,344 | 3,280 | 3,254 | |
By geographic segment3 | |||||||||||||
Americas($M)1 | 10,396 | 9,569 | 8,845 | 8,989 | 8,822 | 8,380 | 8,202 | 8,252 | 8,067 | 7,372 | 7,510 | 9,022 | |
Growth y/y (company-stated)(%) | 18.0% | 14.0% | 8.0% | 9.0% | 9.0% | 14.0% | 9.0% | -9.0% | -11.0% | -15.0% | -4.0% | 14.0% | |
EMEA($M)1 | 4,351 | 4,054 | 4,425 | 3,784 | 3,645 | 3,736 | 3,855 | 3,588 | 3,511 | 3,458 | 3,484 | 3,664 | |
Growth y/y (company-stated)(%) | 19.0% | 9.0% | 15.0% | 5.0% | 4.0% | 8.0% | 11.0% | -2.0% | -11.0% | -9.0% | -7.0% | ||
APJC($M)1 | 2,505 | 2,218 | 2,080 | 2,111 | 2,206 | 2,034 | 1,934 | 2,001 | 2,064 | 1,873 | 1,798 | 1,982 | |
Growth y/y (company-stated)(%) | 14.0% | 9.0% | 8.0% | 5.0% | 7.0% | 9.0% | 8.0% | 1.0% | -6.0% | -12.0% | -12.0% | -3.0% | |
Operating income($M) | 4,264 | 3,960 | 3,781 | 3,363 | 3,087 | 3,202 | 3,113 | 2,358 | 2,618 | 2,191 | 3,096 | 4,276 | |
Net income($M) | 3,859 | 3,373 | 3,175 | 2,860 | 2,550 | 2,491 | 2,428 | 2,711 | 2,162 | 1,886 | 2,634 | 3,638 | |
Operating cash flow($M)1 | 5,386 | 3,757 | 1,822 | 3,212 | 4,234 | 4,057 | 2,241 | 3,661 | 3,730 | 3,971 | 808 | 2,371 | |
Capital expenditure($M) | 390 | 414 | 283 | 323 | 217 | 261 | 210 | 217 | 198 | 168 | 170 | 134 | |
1 metric has no data in the last 12 quarters — .
Italic numbers are calculated by StockData from reported figures (hover for the formula). Numbers with a dotted underline are read from the text of earnings releases and presentations; hover to see the exact sentence. Tick a row to add it to the chart above (up to 8 lines).
Methodology and excluded metrics
- Fiscal year ends on the last Saturday of July: Q1 FY26 = August–October 2025, Q4 FY26 ended July 25, 2026.
- Cisco reports geographic and customer-market results in terms of product orders growth (company-stated %), read from the official prepared remarks of each earnings call; dollar order values are not disclosed.
- Italic cells are split from reported cumulative figures (Q4 = full year − nine months; quarter = year-to-date − previous year-to-date); no other calculated values are shown.
- Consolidated − parent-only carve-outs are not applicable: Cisco reports under US GAAP with no parent-only operating statements.
Not shown because recent periods are missing (13)
- Product orders, growth y/y › By product › Networking
- Product orders, growth y/y › By product › Campus networking / switching
- AI infrastructure orders from hyperscalers › Fiscal year-to-date
- AI infrastructure orders from hyperscalers › Full-year orders outlook (fiscal year in the quote)
- AI infrastructure orders from hyperscalers › Full-year AI infrastructure revenue outlook (fiscal year in the quote)
- Annualized recurring revenue (ARR) › Product ARR
- Subscription revenue as % of total revenue (company-stated) › Subscription revenue growth y/y
- Software revenue › Software subscription revenue growth y/y
- Software revenue › Software subscriptions as % of software revenue
- Total ARR › Cloud ARR
- Revenue › Product › Security › Growth y/y (company-stated)
- Revenue › Product › Observability › Growth y/y (company-stated)
- Revenue › Services › Growth y/y (company-stated)
Data updated 2026-10-25.
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