Cisco Systems, Inc. filed a Form 8-K with the SEC on August 12, 2026, disclosing its results of operations for the fiscal fourth quarter and fiscal year 2026 ended July 25, 2026, with the full results furnished as Exhibit 99.1.

Key Highlights

  • Reporting period: Fiscal fourth quarter and fiscal year 2026, ended July 25, 2026.
  • Results disclosed: Operating results were reported on August 12, 2026, via a press release furnished as Exhibit 99.1.
  • Non-GAAP measures included: The exhibit includes non-GAAP net income, gross margins, operating expenses, operating income and margin, effective tax rates, interest and other income (loss), net, and non-GAAP net income per share.
  • Forward estimates included: The exhibit also includes future estimated ranges for gross margin, operating margin, tax provision rate, and EPS on a non-GAAP basis.
  • Non-GAAP exclusions: Items excluded from non-GAAP measures include share-based compensation expense, amortization of acquisition-related intangible assets, acquisition-related and divestiture costs, significant asset impairments and restructurings, significant litigation settlements, and gains and losses on investments.

Cisco's Fiscal Year 2026 Earnings Disclosure and Non-GAAP Reporting Framework

Cisco Systems, Inc. (NASDAQ:CSCO) filed a current report on August 12, 2026, under Item 2.02 (Results of Operations and Financial Condition) of the Securities Exchange Act of 1934. According to the filing, Cisco reported its fiscal fourth quarter and full fiscal year 2026 results, covering the period ended July 25, 2026. The actual financial figures are contained in a press release furnished as Exhibit 99.1 and were not reproduced in the body of the 8-K itself.

The filing describes a non-GAAP financial reporting framework that Cisco applies to its results. According to the registrant, the accompanying exhibit includes non-GAAP net income, gross margins, operating expenses, operating income and margin, effective tax rates, non-GAAP interest and other income (loss), net, and non-GAAP net income per share. The filing also states that the exhibit contains future estimated ranges for gross margin, operating margin, tax provision rate, and EPS on a non-GAAP basis, which the company described as its own forward-looking statements subject to its cautionary language.

Cisco disclosed that its management uses non-GAAP financial statements for internal budgeting by excluding, when applicable, share-based compensation expense, amortization of acquisition-related intangible assets, acquisition-related and divestiture costs, significant asset impairments and restructurings, significant litigation settlements and other contingencies, gains and losses on investments, income tax effects of those items, and significant tax matters. The company stated that "non-GAAP measures have limitations in that they do not reflect all of the amounts associated with Cisco's results of operations as determined in accordance with GAAP and that these measures should only be used to evaluate Cisco's results of operations in conjunction with the corresponding GAAP measures."

What Was Disclosed

Cisco filed an 8-K on August 12, 2026, reporting fiscal Q4 and full-year 2026 results for the period ended July 25, 2026. The filing furnished a press release as Exhibit 99.1 and described Cisco's non-GAAP measurement framework in detail.