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Cisco: AI networking and security scale must convert into durable growth | goglides.dev

CSCO · May 20, 2026NASDAQCSCOCoverage Bootstrap

Cisco Systems, Inc.

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Cisco: AI networking and security scale must convert into durable growth

Cisco reported fiscal 2025 revenue of $56.65 billion and fiscal Q3 2026 nine-month revenue of $46.07 billion. The thesis depends on networking demand, security integration, software mix, margins and cash conversion.

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SEC datasetSEC company tickers exchange datasetRetrieved 2026-05-20 · Issuer identity, ticker, exchange and CIK SEC APISEC submissions APIRetrieved 2026-05-20 · Filing chronology and company identity SEC XBRL APISEC companyfacts APIRetrieved 2026-05-20 · Financial statement cross-checks Annual report2025 Form 10-K filed 2025-09-032026 · Annual business, risk and financial baseline Quarterly reportFiscal Q3 2026 Form 10-Q filed 2026-05-192026 · Latest interim financial baseline

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Current reportForm 8-K filed 2026-05-132026 · Recent filing chronology

Proxy or proxy-related materialDEFA14A filed 2025-10-282026 · Governance and meeting chronology