Cisco Systems, Inc.
CSCO
Jodie read · what matters now
Revenue increased 12.0% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CSCO, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-19 against the comparable filing from 2025-05-20.
What improved
- Revenue increased 12.0% versus the comparable filing period.
- Operating margin improved 2.4 percentage points.
- Net income increased 35.4% versus the comparable filing period.
What weakened
- Gross margin fell 1.9 percentage points.
Filing receipts
“Operating income as a percentage of revenue increased by 3.4 percentage points, primarily driven by higher revenue, lower restructuring and other charges and lower amortization of purchased intangible assets, partially offset by lower gross margin in the first nine months of fiscal 2026.”
“Amortization of Purchased Intangible Assets The following table presents the amortization of purchased intangible assets including impairment charges (in millions): Three Months Ended Nine Months Ended April 25, 2026 April 26, 2025 April 25, 2026 April 26, 2025 Amortization of purchased intangible assets: Cost of sales $ 229 $ 269 $ 704 $ 934 Operating expenses 228 244 690 774 Total $ 457 $ 513 $ 1,394 $ 1,708 For each of the third quarter and first nine months of fiscal 2026, the decrease in amortization of purchased intangible assets was primarily due to certain purchased intangible assets that became fully amortized and impairment charges of $19 million recognized in the first nine month...”
“Operating income as a percentage of revenue increased by 2.4 percentage points, primarily driven by revenue growth, partially offset by lower gross margin in the third quarter of fiscal 2026.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind CSCO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 29 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
CSCO is currently a Leader in the organic co-movement group Collaboration Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CSCO; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.