Cisco (CSCO)
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-04
$103.61+0.62%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologyCommunication EquipmentSnapshot 2026-11-04
QuarterlyIQ Insights · CSCO
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-04.
The screen ranks CSCO against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 8 guided quarters · 35.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
As we enter fiscal 2027, we remain focused on delivering durable growth, consistent profitability and continued capital returns as we make the strategic investments to capitalize on the significant g…
Stated in 5 of 8 supplied quarters. Management reported: ““In Q2, we delivered double-digit growth on both the top and bottom lines which exceeded the high end of our guidance and puts us on track to deliver our strongest revenue year yet in fiscal 2026,” said Mark Patterson, CFO of Cisco.” ““We had a solid start to fiscal 2026, and Cisco is on track to deliver our strongest year yet,” said Chuck Robbins, chair and CEO of Cisco.” Revenue was $17.252 billion in 2026-Q4.
“As we enter fiscal 2027, we remain focused on delivering durable growth, consistent profitability and continued capital returns as we make the strategic investments to capitalize on the significant g…”
““In Q2, we delivered double-digit growth on both the top and bottom lines which exceeded the high end of our guidance and puts us on track to deliver our strongest revenue year yet in fiscal 2026,” s…”
““We had a solid start to fiscal 2026, and Cisco is on track to deliver our strongest year yet,” said Chuck Robbins, chair and CEO of Cisco.”
““As we enter fiscal 2026, we remain focused on making strategic investments in innovation, driving durable, profitable growth and delivering shareholder value.””
““We are focused on solid execution and operating discipline while making strategic investments to drive innovation and growth.””
Acquisitions In the second quarter of fiscal 2026, we closed the following acquisitions: • NeuralFabric Corp. , a privately held enterprise AI platform company • EzDubs, Inc. , a privately held AI so…
Stated in 4 of 8 supplied quarters. Management reported: “Acquisitions In the second quarter of fiscal 2026, we closed the following acquisitions: • NeuralFabric Corp. , a privately held enterprise AI platform company • EzDubs, Inc. , a privately held AI software company 3 Guidance Cisco estimates the following results for the third quarter of fiscal 2026: Q3 FY 2026 Revenue $15.4 billion - $15.6 billion Non-GAAP gross margin 65.5% - 66.5% Non-GAAP operating margin 33.5% - 34.5% Non-GAAP EPS $1.02 - $1.04 Cisco estimates that GAAP EPS will be $0.73 to $0.77 for the third quarter of fiscal 2026.” ““Our relevance in AI continues to build and we have a multi-year, multi-billion-dollar campus refresh opportunity starting to ramp, with strong demand for our refreshed networking products.”
As we enter fiscal 2027, we remain focused on delivering durable growth, consistent profitability and continued capital returns as we make the strategic investments to capitalize on the significant g…
Stated in 3 of 8 supplied quarters. Management reported: “Capital Allocation, In the third quarter of fiscal 2025, we returned $3.1 billion to stockholders through share buybacks and dividends.” “Acquisitions In the second quarter of fiscal 2026, we closed the following acquisitions: • NeuralFabric Corp., a privately held enterprise AI platform company • EzDubs, Inc., a privately held AI software company 3 Guidance Cisco estimates the following results for the third quarter of fiscal 2026: Q3 FY 2026 Revenue $15.4 billion - $15.6 billion Non-GAAP gross margin 65.5% - 66.5% Non-GAAP operating margin 33.5% - 34.5% Non-GAAP EPS $1.02 - $1.04 Cisco estimates that GAAP EPS will be $0.73 to $0.77 for the third quarter of fiscal 2026.”
Acquisitions In the second quarter of fiscal 2026, we closed the following acquisitions: • NeuralFabric Corp. , a privately held enterprise AI platform company • EzDubs, Inc. , a privately held AI so…
Stated in 2 of 8 supplied quarters. Management reported: ““Our relevance in AI continues to build and we have a multi-year, multi-billion-dollar campus refresh opportunity starting to ramp, with strong demand for our refreshed networking products.” “Acquisitions In the second quarter of fiscal 2026, we closed the following acquisitions: • NeuralFabric Corp. , a privately held enterprise AI platform company • EzDubs, Inc. , a privately held AI software company 3 Guidance Cisco estimates the following results for the third quarter of fiscal 2026: Q3 FY 2026 Revenue $15.4 billion - $15.6 billion Non-GAAP gross margin 65.5% - 66.5% Non-GAAP operating margin 33.5% - 34.5% Non-GAAP EPS $1.02 - $1.04 Cisco estimates that GAAP EPS will be $0.73 to $0.77 for the third quarter of fiscal 2026.”
Focus on driving strong revenue growth with double-digit increases year over year across product and total revenue.
Over the trailing year it converted 1.16x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4167).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-04.
“Acquisitions In the second quarter of fiscal 2026, we closed the following acquisitions: • NeuralFabric Corp. , a privately held enterprise AI platform company • EzDubs, Inc. , a privately held AI so…”
““Our relevance in AI continues to build and we have a multi-year, multi-billion-dollar campus refresh opportunity starting to ramp, with strong demand for our refreshed networking products.”
““The AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target, indicating a massive opportunity ahead as we lead the required architectura…”
““Our customers are investing in critical infrastructure to prepare for AI, and with the breadth of our portfolio, we are uniquely positioned to capitalize on this opportunity.””
“As we enter fiscal 2027, we remain focused on delivering durable growth, consistent profitability and continued capital returns as we make the strategic investments to capitalize on the significant g…”
“Looking ahead, you can expect a continued focus on profitable growth, capital returns, and strategic investments to capture the significant opportunities ahead.””
“Capital Allocation — In the third quarter of fiscal 2025, we returned $3.1 billion to stockholders through share buybacks and dividends.”
“Acquisitions In the second quarter of fiscal 2026, we closed the following acquisitions: • NeuralFabric Corp. , a privately held enterprise AI platform company • EzDubs, Inc. , a privately held AI so…”
““Our relevance in AI continues to build and we have a multi-year, multi-billion-dollar campus refresh opportunity starting to ramp, with strong demand for our refreshed networking products.”