Cisco (CSCO): FY26 Q4 earnings call, Aug 12, 2026

Wed, Aug 12Earnings callSpeaker-labelled transcriptCisco

On its Aug 12, 2026 earnings call (FY26 Q4), Cisco said 5 of the 11 words Polymarket listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

11 words · 5 settled yes · our count agreed on 11 of 11

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityClipMarket
Growth Yes5959✓96%transcripts from the transcript modelHear it 3:04, Growth–
AI / Artificial Intelligence 10+ timesYes5959✓89%transcripts from the transcript modelHear it 2:01, AI / Artificial Intelligence 10+ times–
Quarter 10+ timesYes3838✓86%transcripts from the transcript modelHear it 0:00, Quarter 10+ times–
Fiscal 10+ timesYes1414✓79%transcripts from the transcript modelHear it 0:00, Fiscal 10+ times–
Chip Yes11✓59%transcripts from the transcript modelHear it 8:05, Chip–
Income 10+ timesNo33✓8%transcripts from the transcript modelHear it 17:46, Income 10+ times–
Tariff No00✓83%transcripts from the transcript model–
Capacity No00✓79%transcripts from the transcript model–
Europe No00✓57%transcripts from the transcript model–
China No00✓44%transcripts from the transcript model–
World Cup No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Chuck Robbinscompany“Growth” · prepared · 3:06Hear it 3:00, Chuck Robbins

…Our record top-line performance, combined with operating efficiencies, resulted in non-GAAP EPS growth of 23% in Q4 and 14% for the full year. This demonstrates…

Chuck Robbinscompany“AI / Artificial Intelligence (10+)” · prepared · 2:03Hear it 1:57, Chuck Robbins

…our teams and the increasingly critical role our technology has in the AI era. In FY 2027, we expect all these metrics to continue to…

Operatoroperator“Quarter (10+)” · prepared · 0:01Hear it 0:00, 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…

Sami Badricompany“Fiscal (10+)” · prepared · 1:05Hear it 0:59, Sami Badri

…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.

Chuck Robbinscompany“Chip” · prepared · 8:07Hear it 8:01, Chuck Robbins

…the next six months across our G300, G200, and P200 Silicon One chip designs, as well as for optics. As I've said before, our success…

Agents: this page as TSV at /api/v1/appearances/cisco:2026-08-12:earnings_call · words: /api/v1/brief?appearance=cisco:2026-08-12:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP