Cisco Q3 Revenue Surges on AI Networking Boom
Cisco Systems reported strong Q3 results with revenue of $15.8 billion, driven by a 125% surge in orders and 25% growth in networking revenue, fueled by AI networking demand.
Key Numbers
Cisco Systems (NASDAQ: CSCO) reported its fiscal third-quarter 2026 results, posting revenue of $15.8 billion, driven by robust demand for AI networking solutions. Networking revenue rose 25% year-over-year, while total orders surged 125%.
Key Financial Results
| Metric | Value |
|---|---|
| Revenue | $15.8 billion |
| Networking Growth | 25% |
| Order Growth | 125% |
Highlights from the Report
Cisco attributed the strong performance to increased customer spending on AI infrastructure, particularly in data centers and high-speed networking. The company noted that demand for its supercomputing and software-defined networking (SDN) products was the primary driver.
Forward Guidance
Cisco did not provide specific quarterly guidance but indicated that the positive momentum in AI networking is expected to continue into the fourth quarter.
Impact on Stock
The report did not include an immediate stock reaction, but analysts expect the strong results to support the stock price in the near term.
What This Means for Investors
Cisco's results reinforce its position as a key player in AI infrastructure. Investors should monitor ongoing demand for AI-related networking, which could continue to drive revenue growth.
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