CSCO
You’ve read what changed. Here’s whether the market is confirming it.
Market read
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 25 directly disclosed connections are confirming.
Invalidation: The isolated read changes if CSCO's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 25 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“These sources of cash were partially offset by cash returned to stockholders in the form of cash dividends of $4.9 billion and repurchases of common stock of $4.6 billion, repayment of debt of $1.8 billion, shares repurchased for tax withholdings on vesting o…”10-Q · May 19, 2026 ↗
“The decrease in interest expense was driven by a lower average balance of debt outstanding and lower effective interest rates on commercial paper.”10-K · Sep 2, 2026 ↗
“Impairment charges were as a result of declines in estimated fair value resulting from the reductions in or the elimination of expected future cash flows associated with certain in-process research and development and technology intangible assets.”10-K · Sep 2, 2026 ↗
“Hedge effectiveness for interest rate swaps is assessed by comparing the change in fair value of the swap with the change in the fair value of the hedged item due to changes in the benchmark interest rate.”10-K · Sep 2, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CSCO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Earlier comparable assessment · baseline
10-Q filed 2026-05-19 against the comparable filing from 2025-05-20.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
“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.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“We offer a broad selection of over 460,000 products at competitive prices, including products from vendors like Apple, Cisco, Dell Inc., HP Inc., Hewlett-Packard Enterprise, Intel, Lenovo, Microsoft Corporation, and VMware by Broadcom, and we partner with mor…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 29 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
CSCO is currently a Leader in the organic co-movement group Communication Equipment. 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.
Context history
No durable theme membership has been observed for this name yet.