Cisco Systems, Inc. (CSCO) Q4 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Cisco Systems, Inc..

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.177 our CFO. Cisco's earnings press release and supplemental information, including GAAP 00:00:05.177 -- 00:00:09.623 to non-GAAP reconciliations, are available on our investor relations website. 00:00:09.623 -- 00:00:13.447 Following this call, we will also make the recorded webcast and slides available on the 00:00:13.447 -- 00:00:15.069 website. 00:00:15.069 -- 00:00:19.074 Throughout today's call, we'll be referencing both GAAP and non-GAAP financial results. 00:00:19.074 -- 00:00:23.059 We will discuss product results in terms of revenue and geographic and customer results 00:00:23.059 -- 00:00:26.463 in terms of product orders, unless stated otherwise. 00:00:26.463 -- 00:00:29.495 All comparisons will be made on a year-over-year basis. 00:00:29.495 -- 00:00:33.120 Please note that our discussion today will include forward-looking statements, including 00:00:33.120 -- 00:00:35.464 our guidance for the first quarter and fiscal year 2026. 00:00:35.464 -- 00:00:36.986 These 00:00:36.986 -- 00:00:41.413 statements are subject to risks and uncertainties detailed in our SEC filings, particularly 00:00:41.413 -- 00:00:45.659 our most recent 10-K and 10-Q reports, which identify important risk factors that could 00:00:45.659 -- 00:00:49.164 cause actual results to differ materially from those contained in our forward-looking 00:00:49.164 -- 00:00:50.646 statements. 00:00:50.646 -- 00:00:54.011 With respect to guidance, please also see the slides and press release that accompany 00:00:54.011 -- 00:00:58.119 this call for further details. Cisco will not comment on its financial guidance during 00:00:58.119 -- 00:01:01.845 the quarter unless it is done through an explicit public disclosure. 00:01:01.845 -- 00:01:03.568 Now I'll turn it over ...