Cisco Is Meeting Investors Across 4 Cities This March: Here Is the Full Schedule

Essential Points

• Cisco attends 4 investor events across Barcelona, San Francisco, London, and Los Angeles throughout March 2026
• CFO Mark Patterson and EVP Martin Lund represent Cisco at the March 5 Morgan Stanley TMT fireside chat, webcast live at 10:00 AM PST
• Cisco posted record Q2 FY2026 revenue of $15.3 billion, up 10% year over year, with AI infrastructure orders reaching $2.1 billion from hyperscalers
• Full-year FY2026 revenue guidance is set at $61.2 billion to $61.7 billion, per Cisco’s official earnings release

Cisco is taking its investor relations to four cities in 30 days, and the timing is deliberate. Fresh off a record Q2 FY2026 earnings report showing $15.3 billion in revenue and $2.1 billion in AI infrastructure orders, the company faces focused questions about its AI strategy and networking roadmap. This schedule tells you exactly where leadership will be, who is speaking, and what investors should listen for at each stop.

The Full Event Schedule at a Glance

Cisco confirmed participation in four distinct events throughout March 2026. Each event serves a different investor audience, from global technology analysts at MWC to optical networking specialists at OFC 2026.

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Why the Morgan Stanley TMT Fireside Chat Matters Most

The March 5 Morgan Stanley TMT Conference in San Francisco is the single highest-signal event on Cisco’s March calendar. CFO Mark Patterson and EVP Martin Lund will participate in a live fireside chat at 10:00 AM PST, webcast publicly through investor.cisco.com. This is the only event with a live webcast, giving retail investors direct access to executive commentary.

Patterson, who became EVP and CFO in July 2025, spoke directly to investors after Q2 results, stating Cisco delivered “double-digit growth on both the top and bottom lines which exceeded the high end of our guidance” and that the company is “on track to deliver our strongest revenue year yet in fiscal 2026”. That confidence sets the tone investors can expect from him at the Morgan Stanley fireside chat.

Martin Lund’s presence as EVP of the Common Hardware Group adds a hardware and silicon dimension to what is typically a finance-focused forum. Lund oversees the silicon and hardware infrastructure underpinning Cisco’s AI networking push, making his participation especially relevant given Cisco’s $2.1 billion in hyperscaler AI infrastructure orders recorded in Q2.

What MWC Barcelona Signals for Cisco’s Enterprise Strategy

Mobile World Congress on March 3-4 brings a different audience profile than a Wall Street TMT conference. Barcelona draws network operators, enterprise IT buyers, and hyperscaler representatives alongside financial analysts. Cisco’s choice to send Gordon Thomson (SVP, EMEA Sales) and Kevin Wollenweber (SVP/GM, Data Center and Internet Infrastructure) reflects a deliberate emphasis on EMEA revenue expansion and data center positioning.

Cisco’s Q2 EMEA revenue grew 15% year over year, outpacing Americas growth of 8% and APJC growth of 8%. Thomson’s presence at MWC places Cisco’s strongest-growing regional executive in front of European enterprise decision-makers at the world’s largest connectivity event. Wollenweber’s data center portfolio connects directly to Cisco’s Networking segment, which grew 21% year over year in Q2.

OFC 2026: Optical Networking Gets a Spotlight

The Optical Fiber Conference (OFC 2026) on March 17 in Los Angeles is the most technically specific stop on Cisco’s March tour. Bill Gartner, SVP/GM of Optical Systems and Optics, will lead investor meetings at this event. Optical networking is a fast-growing Cisco segment as AI training clusters require massive fiber capacity between GPU nodes.

Cisco closed two AI-focused acquisitions in Q2 FY2026: NeuralFabric Corp., an enterprise AI platform company, and EzDubs, Inc., an AI software company. Gartner’s presence at OFC signals active investor relations work in the optics segment at a moment when Cisco is expanding its AI infrastructure footprint through both organic development and acquisition.

The Financial Context Behind Every Meeting

Cisco enters March 2026 carrying record results and raised guidance. Q2 FY2026 revenue of $15.3 billion grew 10% year over year, with GAAP EPS of $0.80 up 31% and non-GAAP EPS of $1.04 up 11%. Total product orders grew 18% year over year, with networking product orders accelerating to more than 20% year over year.

For Q3 FY2026, Cisco guided revenue of $15.4 billion to $15.6 billion. Full-year FY2026 revenue guidance stands at $61.2 billion to $61.7 billion. Both guidance ranges incorporate the estimated impact of current trade policy tariffs, a point Cisco explicitly flagged in its earnings release.

Hyperscaler AI infrastructure orders totaling $2.1 billion in Q2 represent a significant acceleration in Cisco’s AI growth trajectory. Chuck Robbins, Chair and CEO, stated that Cisco is “uniquely positioned to deliver the trusted infrastructure needed to securely and confidently power the AI-era”. These themes will anchor investor conversations at all four March events.

How CSCO Investors Can Follow Along

The Morgan Stanley TMT fireside chat on March 5 is the only publicly accessible webcast in the March lineup. Registration and the live stream link will be published at investor.cisco.com ahead of the event. Cisco’s investor relations page maintains an events calendar where post-conference materials may also be posted.

For the other three events, analyst notes from attending firms typically surface within 24 to 48 hours. Following Mark Patterson, Martin Lund, Gordon Thomson, Kevin Wollenweber, and Bill Gartner on LinkedIn provides a secondary channel for post-event insights without waiting for formal broker reports.

Limitations and Considerations

Cisco has confirmed these are routine investor relations engagements with no new financial disclosures planned at any of the four events. Investors should not anticipate earnings updates, guidance revisions, or product announcements from these meetings. The fireside chat format at Morgan Stanley allows prepared remarks and Q&A, but executive comments at such forums are carefully managed to remain within previously disclosed boundaries. Full-year guidance of $61.2 billion to $61.7 billion includes tariff impact assumptions that remain subject to change based on trade policy developments.

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