Cisco (CSCO): FY26 Q4 earnings call, Aug 12, 2026
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.
UpdatedMarkets
11 words · 5 settled yes · our count agreed on 11 of 11- Polymarket: anyone
Polymarket
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Growth | Yes | 59 | 59 | ✓ | 96%transcripts from the transcript model | Hear it 3:04, Growth | – |
| AI / Artificial Intelligence 10+ times | Yes | 59 | 59 | ✓ | 89%transcripts from the transcript model | Hear it 2:01, AI / Artificial Intelligence 10+ times | – |
| Quarter 10+ times | Yes | 38 | 38 | ✓ | 86%transcripts from the transcript model | Hear it 0:00, Quarter 10+ times | – |
| Fiscal 10+ times | Yes | 14 | 14 | ✓ | 79%transcripts from the transcript model | Hear it 0:00, Fiscal 10+ times | – |
| Chip | Yes | 1 | 1 | ✓ | 59%transcripts from the transcript model | Hear it 8:05, Chip | – |
| Income 10+ times | No | 3 | 3 | ✓ | 8%transcripts from the transcript model | Hear it 17:46, Income 10+ times | – |
| Tariff | No | 0 | 0 | ✓ | 83%transcripts from the transcript model | – | |
| Capacity | No | 0 | 0 | ✓ | 79%transcripts from the transcript model | – | |
| Europe | No | 0 | 0 | ✓ | 57%transcripts from the transcript model | – | |
| China | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – | |
| World Cup | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
59 matches for “AI”; 5 quoted, at least 25 words apart.
…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…
At the same time, the rise of agentic AI is expanding the threat landscape, driving demand for our security and observability solutions to help monitor…
…customers grew 95% year-over-year, with four of the top hyperscalers each growing AI infrastructure orders in the triple digits. We also saw increasing strength in…
…where new technology investments compound the value of existing investments. Moving to AI infrastructure for hyperscalers. We took $4 billion in orders in Q4, bringing…
…shipped over 850,400 gig and over 75,800 gig coherent pluggable optics. As AI workloads become increasingly distributed across clusters and facilities, we believe demand for…
Where the listed words were said
…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…
…We believe this is only the beginning of the scale-across motion. As AI models grow in complexity and size, hyperscalers need to connect or scale-across…
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…
…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.
…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