CSCO

Cisco Systems, Inc.

Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Cisco Systems, Inc..

R40: 27$313.87B
$79.46+0.34 (+0.43%)● Live
Current Narrative

Solid Q2 earnings beat with record revenue (+10% YoY) driven by AI infrastructure demand, strong guidance, but shares dipped post-earnings as results didn't exceed very high expectations. Analysts rate it Moderate Buy with limited near-term upside (targets ~$86-87). Overall narrative: Cisco is a stable, dividend-paying beneficiary of AI networking tailwinds, but not a high-growth rocket—sentiment is cautiously positive, more Hold/Weak Buy for new money.

Rule of 402026 Q1
26.9
✗ Below 40
Revenue Growth YoY+7.5%
+
FCF Margin+19.4%
History
-1
Q2
17
Q3
16
Q4
2024 R40 +13
19
Q1
24
Q2
38
Q3
35
Q4
2025 R40 +29
27
Q1
Company timeline

Earnings release dates

QuarterEnd datePublication dateSource
FY2026 Q22026-01-242026-02-11Link
FY2026 Q12025-10-252025-11-12Link
FY2025 Q42025-07-262025-08-13Link
FY2025 Q32025-04-262025-05-14Link
FY2025 Q22025-01-252025-02-12Link
FY2025 Q12024-10-262024-11-13Link
FY2024 Q42024-07-272024-08-14Link
FY2024 Q32024-04-272024-05-15Link
FY2024 Q22024-01-272024-02-14Link
FY2024 Q12023-10-282023-11-15Link
Background

Company History

ExchangeNASDAQ
IPO DateFeb 16, 1990
Shares Outstanding3.95B
2024
Record Acquisition
Completes $28B acquisition of Splunk, the largest in company history, enhancing data analytics and security capabilities amid AI push.
2015
New Leadership Era
Chuck Robbins succeeds John Chambers as CEO, shifting focus to software, subscriptions, and cloud; divests consumer set-top box business.
2009
Major Innovations
Launches Unified Computing System (UCS); added to the Dow Jones Industrial Average.
2000
Dot-Com Peak
Briefly becomes the world's most valuable company with over $500B market cap during the internet boom.
1995
CEO Transition
John T. Chambers becomes CEO, ushering in an era of aggressive growth and acquisitions.
1993
Entry into Switching
Acquires Crescendo Communications, launching the Catalyst switching line and marking diversification beyond routers.
1990
IPO
Goes public on NASDAQ with a $224M valuation, fueling rapid expansion; founders Lerner and Bosack depart shortly after.
1988
Leadership Shift
John Morgridge appointed as president and CEO, with venture capital from Sequoia bringing professional management.
1986
First Product Launch
Ships its first multi-protocol router (AGS), becoming the first company to commercialize this technology, based on Stanford's 'Blue Box' design.
1984
Founding
Founded in San Francisco by Stanford computer scientists Leonard Bosack and Sandy Lerner, who pioneered multi-protocol routers to connect disparate networks.
Leadership

Key Players

Chuck Robbins
Chairman & CEO
@ChuckRobbins
CEO since 2015. Led Cisco's transition to software and subscriptions. Previously SVP of Worldwide Field Operations.
Scott Herren
EVP & CFO
CFO since 2020. Former CFP at Autodesk and Citrix. Focus on subscription transition and capital allocation.
Jeetu Patel
EVP & GM, Security and Collaboration
@JeetuPatel
Leads Cisco's security business including Splunk integration. Previously Chief Product Officer at Box.
Jonathan Davidson
EVP & GM, Cisco Networking
Leads core networking business. 25+ years at Cisco across engineering, sales, and operations.
Short Interest

Short interest data unavailable for CSCO.

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