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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Cisco Systems
Cisco Systems (CSCO) investor relations material
Cisco Systems Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy filing summary29 Oct, 2026
Executive summary
FY2026 revenue reached $63.3B, up 12% YoY; GAAP and non-GAAP operating margins were 24.3% and 34.8%, while GAAP and non-GAAP EPS were $3.33 and $4.33.
Returned $12.7B through dividends and repurchases, equal to 99% of free cash flow; FY2026 stockholder outreach covered 59% of shares outstanding.
Voting matters and shareholder proposals
Annual meeting scheduled for Dec. 15, 2026; Board recommends FOR all 10 director nominees, say-on-pay, and PwC auditor ratification for FY2027.
Two proposals seek a charitable-support risk report and an independent human-rights impact assessment; Board recommends AGAINST both, citing existing oversight, disclosure, policies, and due diligence.
Each proposal requires a majority of votes cast; director nominees are elected under majority voting in uncontested elections.
Board of directors and corporate governance
Ten nominees include new directors Girish D. Rishi and Peter A. Shimer; all nominees except CEO Charles Robbins are independent, and Michael Capellas serves as Lead Independent Director.
Board chair and CEO roles are combined; the Lead Independent Director has authority over independent-director meetings, Board evaluations, agendas, and shareholder consultation.
Six independent nominees joined since 2021; nominees are 30% women, with average tenure of 6.8 years.
Governance includes annual director elections, majority voting, proxy access, written-consent rights, special-meeting rights for holders of 10% of shares, and no poison pill.
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Latest events from Cisco Systems
- Board backs nominees, executive pay and auditor; opposes two shareholder proposals.CSCO
Proxy filing - AI infrastructure orders surged, driving record growth and leadership in secure, scalable networking.CSCOInvestor presentation
- AI-driven network demand and integrated security are driving sustained double-digit growth and innovation.CSCOGoldman Sachs Communacopia + Technology Conference 2026
- Record revenue and earnings growth driven by AI and networking, with strong FY 2027 outlook.CSCOQ4 2026
- Cisco Live 2025 launched AI-ready platforms, unified security, and automation for resilient infrastructure.CSCOCisco Live!
- AI infrastructure, campus upgrades, and security drive growth, with innovation and stable margins.CSCOWells Fargo's 9th Annual TMT Summit
- Strong Q2 growth, AI and campus refresh momentum, and innovation in silicon drive future outlook.CSCOMorgan Stanley Technology, Media & Telecom Conference 2026
- Cisco embeds security into the network fabric, enabling scalable, AI-ready data centers.CSCOCisco Live! Day 2
- Q3 FY25 revenue up 11%, GAAP EPS up 35%, strong AI and product order growth.CSCOQ3 2025
Next Cisco Systems earnings date
Q1 202712 Nov, 2026
Cisco Systems
Next Cisco Systems earnings date
Q1 202712 Nov, 2026
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Frequently asked questions
IT Solutions Giant
Cisco Systems, Inc., commonly referred to simply as "Cisco," is an American multinational technology company headquartered in San Jose, California. Founded in 1984 by two computer scientists, the company swiftly rose to prominence as a pioneer in the networking space. Cisco's primary products are its routing and switching equipment, which direct data, voice, and video traffic across networks around the globe. Over the years, Cisco has diversified into various technological sectors, including cybersecurity, Internet of Things , and cloud computing.
Roots at Stanford
Founded in 1984 by Leonard Bosack and Sandy Lerner, two computer scientists from Stanford University, Cisco Systems, Inc. emerged from the need to connect computer networks across the campus. The company's name, "Cisco", is derived from the city of San Francisco, and its logo represents the city's iconic Golden Gate Bridge. Cisco introduced its first product, a multi-protocol router, which revolutionized the way networks were connected. Over the decades, Cisco expanded its product portfolio, making several strategic acquisitions to diversify and strengthen its market position. From its modest beginnings, Cisco has evolved to become a dominant force in networking technology, significantly influencing the architecture and infrastructure of the modern internet.
Varied Products
Cisco provides products and solutions that enable seamless communication and digital operations. Central to Cisco's product line are its networking solutions, which encompass routers, switches, wireless systems, data center technologies, and cloud solutions. The company is also well known for its cybersecurity offerings, with products like firewalls, intrusion prevention systems, and secure network architecture solutions designed to safeguard digital assets. Additionally, Cisco is also active in unified communications, offering VoIP products, conferencing tools, and collaboration platforms. Cisco's diverse product range has been integral to shaping the modern digital landscape, serving businesses, governments, and individual consumers alike. Publicly traded companies operating in the same industry as Cisco include names such as Avaya, Juniper Networks, and Microsoft.
Certifications
Cisco, besides its extensive product portfolio, also provides certifications. These certifications show that an individual has a deep understanding of Cisco's products and services, along with broader industry knowledge. There are several tiers within the certification systems, with individuals interested in becoming more proficient in the use of Cisco products can progress as they gain more experience.