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Company updateOfficial company source

Cisco Systems proxy statement for December 15, 2026 annual meeting; includes board elections, say-on-pay vote, and auditor ratification

Cisco Systems has filed its definitive proxy statement for the 2026 Annual Meeting of Stockholders scheduled for December 15, 2026 at 8:00 a.m. Pacific Time via virtual attendance. Stockholders of record as of October 16, 2026 will vote on election of ten director nominees, a non-binding advisory resolution to approve executive compensation, and ratification of PricewaterhouseCoopers LLP as independent auditor for fiscal 2027. Two stockholder proposals are also presented for voting—one requesting a report on cha...

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Company updateOfficial company source

Cisco files definitive additional proxy solicitation materials

Cisco Systems filed Definitive Additional Proxy Soliciting Materials (DEFA14A) with the SEC on October 29, 2026. The filing is designated as additional materials in connection with a proxy solicitation. No financial metrics, guidance, or transaction details were disclosed in the provided document excerpt.

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Company updateOfficial company source

Cisco announces partner program updates at Partner Summit 2026

Cisco unveiled changes to its Cisco 360 Partner Program at its Partner Summit 2026 in Vancouver, introducing Ecosystem Deal Registration to reward partners who influence customer purchasing decisions without completing transactions. The company increased annual contract value growth rewards by 50%, doubled adoption incentives, and made Cisco IQ generally available to partners as a recurring revenue opportunity. Fiscal 2026 annual revenue was $63.3 billion, up 12%, with Q4 revenue of $17.3 billion, up 18%, and pr...

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Company newsOfficial company source

Cisco Announces Silicon, Systems, and Optical Innovations at OCP Global Summit 2026

Cisco announced new silicon, systems, and optical innovations at the Open Compute Project (OCP) Global Summit 2026, including plans with NVIDIA to develop the Ultra-Dense Small Form Factor Pluggable (USFP), a 400G-per-lane optical module. The company also unveiled the new Silicon One G302 (51.2T capacity with 1.6T optics and direct-to-chip liquid cooling), confirmed first G300-powered systems are shipping to customers, and disclosed that P200-powered 51.2T systems are in production deployment with Microsoft and...

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Company newsOfficial company source

Cisco unveils new agentic collaboration experiences at WebexOne 2026

Cisco announced new agentic collaboration innovations at WebexOne 2026 in Austin, Texas on October 7, 2026, spanning the Webex platform, workplace technology, and customer experience. New Webex capabilities include Claude Managed Agents integration, collaborative AI agents, and an OpenAI dots Model Context Protocol (MCP) integration. Cisco also introduced Intelligent Workplace Experiences, RoomOS 27 (with native Google Meet support through a new Google partnership), Cisco Ceiling Speaker Pro, and Dialog, an agen...

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Debt offeringSEC filing

Notre Dame Athletics Selects Cisco to Enhance Campus-Wide Network Connectivity

Cisco and the University of Notre Dame announced a multi-year partnership to modernize Notre Dame's campus-wide network, deploying Cisco Catalyst Center, nearly 1,000 new Cisco Catalyst 9300x switches, Cisco Professional Services, and Cisco ThousandEyes across the South Bend campus. The collaboration is positioned to support AI-era connectivity demands and eliminate technical debt by consolidating infrastructure onto a unified Cisco multi-gigabit platform. No transaction value, financial terms, revenue contribut...

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WebcastEarnings call webcast

CSCO Q4 Call: AI "Supercycle" Drives Massive FY27 Outlook; $9.3B AI Backlog in Focus

Cisco's Q4 call transformed a solid earnings print into a major growth narrative, with management declaring the start of a multi-year "networking supercycle" fueled by Agentic AI. While the $17.3B revenue record was impressive, the real story was the $9.3B in AI infrastructure orders for FY26 and a FY27 revenue guide that implies ~15% growth—nearly triple the company's long-term historical model. Management is leaning heavily into Silicon One and Acacia optics to capture hyperscaler spend, while simultaneously p...

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SEC filingSEC filing

CSCO 10-K filed 2026-09-02 | Key takeaways

CSCO filed its 10-K; the most relevant disclosure change is added Restructuring plan: In the fourth quarter of fiscal 2026, Cisco announced a restructuring plan with total pre-tax charges estimated up to $1 billion, expected to be substantially completed by the end of fiscal 2027, with $511 million of charges incurred during fiscal 2026. Customer concentration: Hyperscaler customers (AI infrastructure) represented approximately 6% of total revenue of revenue.

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