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.

1 match for “Chip”; 1 quoted, at least 25 words apart.

Chuck Robbinscompanyprepared · 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…

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.

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