Morning Call · 8 filings

Morning Call — 2026-09-03

Today's edition includes SEC filings consisting of one 10-K report from Cisco Systems, Inc. and eight 8-K reports from Broadcom Inc., Microsoft Corporation, NXP Semiconductors N.V., Vertiv Holdings Co (listed twice), American International Group, Inc., and Brown-Forman Corporation.

· Source: SEC EDGAR daily index

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Filed since the previous session closed. Every item links to the filing it came from.

CISCO SYSTEMS, INC. (CSCO) — 10-K

Cisco Systems, Inc. filed its annual report Form 10-K for the fiscal year ended July 25, 2026, covering a period during which revenue grew from $39.54B in 2008 to $56.65B in 2025 at a 2.1% annual pace, net margin narrowed from 20.4% to 18.0%, and quarterly revenue ranged from a high of $15.84B to a low of $8.16B over 54 quarters.

Accession 0000858877-26-000132 · full distillation

Broadcom Inc. (AVGO) — 8-K

Broadcom Inc. filed an 8-K on 2026-09-02 reporting Results of Operations and Financial Condition, Other Events, and Financial Statements and Exhibits, against a history of revenue growing from $13.24B to $63.89B at a 19.1% annual pace over nine years and net margin improving from a -13.1% loss to 11.4%.

Accession 0001730168-26-000076 · full distillation

MICROSOFT CORPORATION (MSFT) — 8-K

On September 2, 2026, the company filed an 8-K reporting a Regulation FD Disclosure and Financial Statements and Exhibits, following a period of revenue growth from $60.42B to $331.84B and net‑margin expansion from 29.3% to 40.3% over 18 years.

Accession 0001193125-26-380280 · full distillation

NXP Semiconductors N.V. (NXPI) — 8-K

NXP Semiconductors N.V. filed an 8-K reporting entry into a material definitive agreement, creation of a direct financial obligation or off-balance sheet arrangement, and including financial statements and exhibits.

Accession 0001413447-26-000051 · full distillation

Vertiv Holdings Co (VRT) — 8-K

Vertiv Holdings Co filed an 8-K on 2026-09-01 reporting entry into a material definitive agreement, a Regulation FD disclosure, and financial statements and exhibits, against a history of revenue growing from $0 in 2017 to $10.23B in 2025 and net margin improving from a loss to 13.0%.

Accession 0001193125-26-379306 · full distillation

Vertiv Holdings Co (VRT) — 8-K

Vertiv Holdings Co filed an 8-K on 2026-09-02 reporting Other Events and Financial Statements and Exhibits, against a history of revenue growing from $0 in 2017 to $10.23B in 2025 and net margin improving from a loss to 13.0%.

Accession 0001628280-26-059961 · full distillation

American International Group, Inc. (AIG) — 8-K

American International Group, Inc. filed an 8-K report on September 1, 2026, disclosing the departure of certain directors or officers, the election and appointment of directors and officers, compensatory arrangements for certain officers, and including financial statements and exhibits.

Accession 0000005272-26-000088 · full distillation

Brown-Forman Corporation (BF.B) — 8-K

Brown-Forman Corporation filed an 8-K on 2026-09-02 reporting Results of Operations and Financial Condition and Financial Statements and Exhibits, against a 17‑year history of revenue growing at a 1.2% annual pace from $3.19B to $3.93B and net margin expanding from 13.6% to 18.2%.

Accession 0000014693-26-000048 · full distillation

Not investment advice, and no recommendation to buy or sell anything. Figures are filed SEC data; the commentary around them is model-generated and may contain errors.

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