Every material Form 8-K Cisco has filed with the SEC since November 12, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Cisco's Board of Directors appointed Girish D. Rishi, CEO of Cognite Holding B.V., as a director effective October 9, 2026, and determined he is independent under Nasdaq listing standards. Committee assignments have not yet been decided, and the filing describes standard non-employee director pay and indemnification terms.
Appointed by the Board on October 7, 2026, effective October 9, 2026
Receives a pro rata portion of the $105,000 annual cash retainer and a pro rata portion of a $270,000 fully vested initial equity award
Has entered into Cisco's standard Indemnity Agreement; committee roles not yet determined
Cisco reported fiscal fourth-quarter 2026 revenue of $17.3 billion, up 18% year over year, with GAAP diluted EPS of $0.97 and non-GAAP EPS of $1.22, up 52% and 23%. It also issued fiscal 2027 guidance of $72.2 billion to $73.4 billion in revenue and $5.05 to $5.11 in non-GAAP EPS, both of which shareholders will weigh against the stronger fiscal 2026 results.
Q4 FY 2026 revenue was $17.3 billion, up 18%; GAAP net income was $3.9 billion and non-GAAP net income was $4.9 billion.
FY 2027 guidance: revenue $72.2 billion to $73.4 billion; GAAP EPS $4.00 to $4.06; non-GAAP EPS $5.05 to $5.11.
Q1 FY 2027 guidance: revenue $18.0 billion to $18.2 billion; non-GAAP EPS $1.32 to $1.34.
Quarterly dividend of $0.42 per share declared, payable October 21, 2026, to holders of record on October 2, 2026.
Cisco reported fiscal third quarter 2026 revenue of $15.8 billion, up 12% year over year, with GAAP net income of $3.4 billion, up 35%, and non-GAAP EPS of $1.06, up 10%. The company also announced a restructuring plan with pre-tax charges of up to $1 billion, mostly cash-based, which shareholders should weigh against the growth figures and the fourth-quarter and full-year guidance.
Q3 fiscal 2026 revenue was $15.8 billion, up 12%; GAAP EPS was $0.85, up 37%; non-GAAP EPS was $1.06, up 10%.
Q4 fiscal 2026 guidance: revenue of $16.7 billion to $16.9 billion and non-GAAP EPS of $1.16 to $1.18.
FY 2026 guidance: revenue of $62.8 billion to $63.0 billion and non-GAAP EPS of $4.27 to $4.29.
Restructuring plan: pre-tax charges of up to $1 billion, with about $450 million expected in Q4 fiscal 2026 and the remainder in fiscal 2027.
Cisco said Chief Accounting Officer M. Victoria Wong will retire effective May 19, 2026, and its board appointed Vice President and Corporate Controller Nichlas A. Fink to succeed her as Senior Vice President and Chief Accounting Officer effective May 20, 2026. The change affects the executive responsible for Cisco's accounting function, and the filing discloses a planned $500,000 restricted stock unit grant to Mr. Fink.
M. Victoria Wong retires as Senior Vice President and Chief Accounting Officer effective May 19, 2026, and remains as Executive Advisor through July 25, 2026.
Nichlas A. Fink, 46, joins as Senior Vice President and Chief Accounting Officer effective May 20, 2026; he has been Cisco's Vice President and Corporate Controller since November 2022.
Mr. Fink's expected restricted stock unit award has a grant date fair value of $500,000.
Cisco director Daniel H. Schulman will leave the board effective May 21, 2026, to focus on his new role as CEO of Verizon Communications. Cisco appointed Peter A. Shimer as an independent director effective April 6, 2026, and to its Audit Committee, a routine board change with no stated effect on Cisco's operations.
Daniel H. Schulman notified Cisco on March 31, 2026, of his resignation from the board, effective May 21, 2026
Peter A. Shimer appointed to the board effective April 6, 2026, and determined to be independent under Nasdaq listing standards
Shimer also joins the Audit Committee and receives a pro rata share of the $105,000 annual director cash retainer and a pro rata share of a $270,000 initial equity award
Cisco reported fiscal second-quarter 2026 revenue of $15.3 billion, up 10% year over year, with GAAP earnings of $0.80 per share, up 31%, and non-GAAP earnings of $1.04 per share, up 11%. The company guided fiscal third-quarter revenue to $15.4 billion to $15.6 billion and fiscal 2026 revenue to $61.2 billion to $61.7 billion, and raised its quarterly dividend 2% to $0.42 per share. The filing does not state prior guidance, so it does not show whether the new outlook is above or below earlier expectations.
Revenue of $15.3 billion for the quarter ended January 24, 2026, up 10% from $14.0 billion; product revenue up 14%, services revenue down 1%
GAAP net income of $3.2 billion, or $0.80 per share, up 31%; non-GAAP EPS of $1.04, up 11%
Q3 fiscal 2026 guidance: revenue $15.4 billion to $15.6 billion and non-GAAP EPS $1.02 to $1.04; fiscal 2026 revenue $61.2 billion to $61.7 billion
Quarterly dividend increased to $0.42 per share, payable April 22, 2026 to holders of record as of April 2, 2026
At its December 16, 2025 annual meeting, Cisco stockholders approved an amended and restated 2005 Stock Incentive Plan that adds 57,490,000 shares authorized for issuance. All nine director nominees were elected, and PricewaterhouseCoopers LLP was ratified as the independent auditor for the fiscal year ending July 25, 2026. The filing reports these as routine results of the annual meeting.
Shares authorized under the stock plan increased by 57,490,000; the plan terminates at the 2030 Annual Meeting unless re-adopted or extended.
The Board approved the amended plan on October 16, 2025; it took effect on stockholder approval on December 16, 2025.
Stockholder Proposal 5, on evaluating inclusion programs, received 30,473,075 votes for and 2,826,591,726 against.
PricewaterhouseCoopers LLP ratification received 3,034,788,553 votes for and 285,499,501 against.
Cisco reported fiscal first-quarter 2026 revenue of $14.9 billion, up 8% year over year, with GAAP EPS of $0.72 (up 6%) and non-GAAP EPS of $1.00 (up 10%). The company said both EPS figures were above the high end of its guidance ranges, and it guided fiscal second-quarter non-GAAP EPS to $1.01 to $1.03 and fiscal 2026 non-GAAP EPS to $4.08 to $4.14.
Q1 fiscal 2026 revenue was $14.9 billion, up 8%; GAAP net income was $2.9 billion and non-GAAP net income was $4.0 billion.
Q2 fiscal 2026 guidance: revenue of $15.0 billion to $15.2 billion and non-GAAP EPS of $1.01 to $1.03.
Fiscal 2026 guidance: revenue of $60.2 billion to $61.0 billion and non-GAAP EPS of $4.08 to $4.14; guidance includes the estimated impact of tariffs under current trade policy.
Cisco declared a quarterly dividend of $0.41 per share, payable January 21, 2026, to holders of record as of January 2, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Cisco filing is on SEC EDGAR ↗. 8-K briefs of other companies →