Cisco reports Q3 revenue up 12% YoY to $15.84B, above $15.56B est., raises its FY 2026 AI orders forecast, and is cutting fewer than 4,000 jobs; CSCO jumps 15%+

Cisco shares soared 17% in extended trading on Wednesday after the networking company issued results and guidance that topped Wall Street's projections.

CNBC 2026-05-14 Jordan Novet

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@layoffai @layoffai on x
LAYOFF ALERT: CISCO 🚨 4,000 jobs cut while reporting record revenue. CEO says they need “focus, urgency, and discipline” for the AI era. The severance package includes free AI training courses (seriously). Cisco is a top H-1B filer every single year, if you were wondering. [image…
@divestech Dan Ives on x
Cisco a monster quarter and outlook; another major bullish data point for the AI trade and infrastructure demand 🏆🐂🔥🍿
@edzitron Ed Zitron on x
This is so wild considering that barely a third of their capex has actually resulted in operational data centers
@trmnl_data @trmnl_data on x
$CSCO: $1B Restructuring Funds Silicon and AI Pivot • Q3 revenue $15.8B (+12% YoY); non-GAAP EPS $1.06 (+10% YoY), exceeding guidance high end. Networking orders +50% YoY. • FY26 hyperscaler AI orders raised to $9B from $5B; AI revenue target raised to $4B from $3B. $5.3B [image]
@thetranscript_ @thetranscript_ on x
Cisco Q3 FY26 results: — Revenue: +12% to $15.8B — Operating income: +24% to $4.0B — Net income: +35% to $3.4B — EPS: +37% to $0.85 — Operating cash flow: -7% to $3.8B — RPO: +4% to $43.5B — Returned $2.9B to shareholders through dividends and buybacks. $CSCO: +12% AH [image]
@edludlow Ed Ludlow on x
Woah: CISCO SEES FY26 ORDERS FROM HYPERSCALERS $9B, UP FROM $5B
@neilksethi Neil Sethi on x
$CSCO Cisco jumps over +14% adding to its +32% gains YTD after a fourth-quarter sales forecast that exceeded analysts' estimates and announced a restructuring that will eliminate around 4,000 jobs. Revenue will be $16.7 billion to $16.9 billion in the period, which runs through […
@danielnewmanuv Daniel Newman on x
$CSCO nearly doubled its guide for AI infrastructure orders in FY26. Massive move here. Cisco has been an obvious beneficiary of the AI buildout. Appropriate recognition. 🚀
@brettkessler__ Brett Kessler on x
Cisco $CSCO just dropped their Q3 earnings this afternoon, and the market is finally waking up to the reality of the physical AI build out. They posted record revenue of $15.8 billion and raised their AI infrastructure guidance massively. Here is why this is a phenomenal stock
@stevejang Steve Jang on x
every oem, service, and input source inside of a data center is seeing record breaking growth now. from inference/orchestration/k8s all the way down to turbines, technicians, and powered shell titles. 21st century is the age of compute industrialization: atoms, bits, and
@rogoswami Rohan Goswami on x
It's baffling why, with such blowout results, Chuck Robbins chose to skip the China trip citing “earnings”
@cisco @cisco on x
📣 Just announced - #CSCOQ3FY26 Earnings. Q3 Revenue: $15.8B Q3 EPS: $0.85 GAAP $1.06 non-GAAP Q3 Product Order Growth: 35% y/y Read the full news release ➡️ https://newsroom.cisco.com/... $CSCO [video]
@beffjezos @beffjezos on x
There is no bubble.
@thetranscript_ @thetranscript_ on x
Cisco double beat CEO: “Cisco delivered record quarterly revenue in Q3 & we saw very strong, broad-based demand for our products, demonstrating the relevance of our technology for connecting and securing AI.” $CSCO: +12% AH [image]
r/StockMarket r on reddit
Cisco's stock pops 15% on surging AI orders, as company says it's cutting almost 4,000 jobs
r/antiwork r on reddit
Cisco's stock pops 17% on surging AI orders, as company says it's cutting almost 4,000 jobs
r/technology r on reddit
Cisco's stock pops 17% on surging AI orders, as company says it's cutting almost 4,000 jobs
Sujith Joseph Sujith Joseph on linkedin
A proud moment for our AI & Automation Center team today. — During Cisco's earnings call, Chuck Robbins highlighted the impact Circuit …
@zackwhittaker@mastodon.social Zack Whittaker on mastodon
In a Wednesday blog post, Cisco CEO Chuck Robbins announced layoffs of 4,000 employees (5% staff) so that the company can spend more on AI and cybersecurity. He also touted Cisco's “record revenue” and “double-digit growth.” — Robbins' total executive compensation is ~$52 mill…

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Cisco reports Q3 revenue up 12% YoY to $15.84B, above $15.56B est., raises its FY 2026 AI orders forecast, and is cutting fewer than 4,000 jobs; CSCO jumps 15%+

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