LIVELIVE: What will Cisco say during their Q4 FY26 earnings call?
Europe costs 43.5 cents and produced 0 qualifying mentions on each of the last 2 calls. Not because the region went unmentioned, but because Cisco's speakers say EMEA and European, and neither settles the bucket.
China at 49.5 was mentioned 4, 3, 2, 1, 0, and 0 times across the last 6 calls.
Chip at 50.5 cents was mentioned 0 times on the most recent call after years of Silicon One mentions.
And World Cup at 11 cents is a bucket for a sponsorship that does not exist. Cisco is not a FIFA partner. The technology partner was Lenovo. World Cup has appeared 0 times in 6 calls, plus the tournament ended July 19.
Cisco reports its fiscal Q4 and full year after the close and takes questions at 4:30. Polymarket's earnings call market has eleven word buckets and over $8K of turnover:
AI / Artificial Intelligence 10+ times, Income 10+ times, Quarter 10+ times, Fiscal 10+ times, Growth, Chip, China, Europe, Capacity, Tariff, and World Cup.
The top of the board is barely a question. Quarter 10+ times at 99.45 cents has a 6-call floor of 34. AI / Artificial Intelligence 10+ times at 99 has a floor of 50 and a ceiling of 82. Fiscal 10+ times at 96 cents has cleared on all 6 recent calls, and on the last year-end call, the direct comparable for tonight, it hit 37, because the CFO walks through 2 periods of results and 2 periods of guidance in one section.
Consensus is $1.17 on about $16.8bn.
Options price in an 8.2% move.
