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.
46 matches for “Revenue”; 5 quoted, at least 25 words apart.
…and non-GAAP financial results. We will discuss product results in terms of revenue and geographic and customer results in terms of product orders, and all…
…close to fiscal 2026, making it a record year for Cisco, with revenue exceeding $63 billion and growing 12% year-over-year. In fact, in FY 2026,…
…the beginning of this super cycle. Turning to Q4, we delivered record revenue of $17.3 billion in the quarter, up an impressive 18% year-over-year, with…
…Overall, our hyperscale business continues to show great momentum with AI infrastructure revenue projected to grow to $7.5 billion in fiscal year 2027, supported by…
…a very strong quarter, exceeding the high end of our guidance across revenue, operating margin, and EPS, with solid operating cash flow. For the quarter,…
Where the listed words were said
…top line for both the quarter and the full year. The profitable growth of our business continues to produce strong cash flows, supporting our commitment…
…outstanding productivity and earnings power. We believe the accelerating adoption of agentic AI is fueling a networking super cycle. As customers look to manage increasing…
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…
…bringing the total for FY 2026 to $9.3 billion, approximately 4.5x our fiscal year 2025 total. The mix of these orders in both Q4 and…
…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