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? NEUTRALIMPACT 2/10 DEFA14A filed Oct 29, 2026 at 16:16 ET
Cisco filed definitive additional proxy soliciting materials (DEFA14A) on October 29, 2026, in support of its upcoming annual meeting. The filing reiterates management's record fiscal 2026 financial results ($63.3B revenue, up 12% YoY; GAAP EPS $3.33, up 31%; non-GAAP EPS $4.33, up 14%) and the board's ten director nominees. No dissident activist campaign or contested vote is disclosed; the filing is routine management solicitation material.
- Fiscal 2026 revenue was a record $63.3 billion, up 12% year-over-year.
- GAAP EPS was $3.33, up 31% year-over-year; non-GAAP EPS was $4.33, up 14% year-over-year.
- GAAP operating margin was 24.3%, up 350 bps; non-GAAP operating margin was 34.8%, up 40 bps.
- Returned $12.7 billion to stockholders through dividends and share repurchases in fiscal 2026, representing 99% of free cash flow.
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