Cisco Systems (CSCO) Q3 2026 (USD): Adj. EPS 1.06 (exp. 1.04), Revenue 15.8bln (exp. 15.54bln), Adj. operating income 5.4bln (exp. 5.28bln), Adj. net income 4.2bln (exp. 4.12bln)

Cisco's Q3 results beat expectations significantly, with both adjusted EPS and revenue surpassing forecasts, indicating strong operational performance.

Newsquawk StaffPublished 13 May 2026, 20:26 UTCOn the live feed at 20:06 UTC — 2 more headlines followed before this page went public

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20:06

Cisco Systems (CSCO) Q3 2026 (USD): Adj. EPS 1.06 (exp. 1.04), Revenue 15.8bln (exp. 15.54bln), Adj. operating income 5.4bln (exp. 5.28bln), Adj. net income 4.2bln (exp. 4.12bln)

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To cut less than 4,000 jobs, fewer than 5% workers.

Guidance:

FY adj. EPS 4.27-4.29 (exp. 4.16).
FY revenue 62.8-63bln (exp. 61.6bln).
FY hyperscalers orders USD 9bln (prev. 5bln).
Q4 adj. EPS 1.16-1.18 (exp. 1.07).
Q4 revenue 16.7-16.9bln (exp. 15.8bln).
Q4 adj. gross margin 65.5-66.5% (exp. 66.6%).

Commentary:

Significant momentum and raised expectations for AI infrastructure from hyperscalers.
Restructuring plan in order to allow it to invest in key growth opportunities including silicon, optics, security, and AI.

Context

The upward revision in guidance reflects a robust outlook, particularly driven by increased hyperscaler orders, highlighting potential growth in AI infrastructure. This suggests increased confidence in Cisco's strategic investments, which may positively influence market sentiment and the tech sector as a whole.

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