Cisco Systems, Inc. (CSCO) Q4 2026 Earnings Call Transcript

SA Transcripts 161.79K Followers Follow Cisco Systems, Inc. ( CSCO ) Q4 2026 Earnings Call August 12, 2026 4:30 PM EDT Company Participants Ahmed Sami Badri - Head of Investor Relations & Strategic Finance Charles Robbins - Chairman & CEO Mark Patterson - Executive VP & CFO Conference Call Participants Amit Daryanani - Evercore ISI Institutional Equities, Research Division Benjamin Reitzes - Melius Research LLC Meta Marshall - Morgan Stanley, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division David Vogt - UBS Investment Bank, Research Division Joseph Cardoso - JPMorgan Chase & Co, Research Division Karl Ackerman - BNP Paribas, Research Division Tomer Zilberman - BofA Securities, Research Division Benjamin Bollin - Cleveland Research Company LLC Presentation Operator Welcome to Cisco's Fourth Quarter and Fiscal Year 2026 Financial Results Conference Call. At the request of Cisco, today's conference is being recorded. If you have any objections, you may disconnect. Now I would like to introduce Sami Badri, Head of Investor Relations. Sir, you may begin. Ahmed Sami Badri Head of Investor Relations & Strategic Finance Good afternoon, everyone. This is Sami Badri, Cisco's Head of Investor Relations, and I'm joined by Chuck Robbins, our Chair and CEO; and Mark Patterson, our CFO. Cisco's earnings press release and supplemental information, including GAAP to non-GAAP reconciliations, are available on our Investor Relations website. Today's call is also being live streamed on YouTube, LinkedIn and X. Following this call, we will also make the recorded webcast and slides available on our website. Throughout today's call, we'll be referencing both GAAP and non-GAAP financial results. We will discuss product results in terms of revenue and geographic and customer results in terms of product orders, and all comparisons will be made on a year-over-year basis unless stated otherwise. Please note that our discussion today will include forward-looking statements, including our guidance for the first quarter and fiscal year 2027. These statements are subject