When does Cisco report Q3 earnings?

Cisco (CSCO) reports fiscal Q3 2026 earnings on May 13, 2026.

What are the revenue estimates for Cisco in Q3?

Analysts estimate Cisco's Q3 revenue at approximately $13.5 billion.

How does AI impact Cisco's business?

Demand for AI networking solutions is boosting Cisco's revenue growth, particularly in the networking segment.

Cisco Q3 Earnings Preview: AI Demand Strong, Competition Heats Up

Q: Who are Cisco's main competitors?

Cisco's main competitors include Arista Networks (ANET), Dell Technologies (DELL), and Hewlett Packard Enterprise (HPE).

Cisco Systems (CSCO) is set to announce its Q3 fiscal 2026 results on May 13, supported by robust demand for AI networking solutions, but facing increased competition from ANET, DELL, and HPE.

Cisco Systems (NASDAQ: CSCO) is set to report its fiscal third-quarter 2026 earnings on May 13, with expectations of continued strong demand for AI networking solutions. However, the company faces mounting competitive pressure from rivals such as Arista Networks (ANET), Dell Technologies (DELL), and Hewlett Packard Enterprise (HPE).

Key Financial Results

Cisco has not yet released Q3 results, but analysts estimate:

Revenue: Approximately $13.5 billion (estimate)
EPS: $0.85 (estimate)
Year-over-Year: Expected revenue growth of 5-7%, driven by networking segment.

Highlights from the Statement

In Q2, Cisco reported revenue of $13.2 billion, up 6% YoY, with strong growth in AI orders. The company expects this trend to continue in Q3.

Future Guidance

Cisco has not issued official guidance for Q3 yet, but management indicated that AI infrastructure demand will remain a key growth driver.

Impact on the Stock

CSCO stock has risen about 12% year-to-date but remains below its 2024 highs. Strong results could fuel further gains, but intense competition may cap upside.

What This Means for Investors

Cisco's upcoming results will test its ability to sustain growth momentum in a competitive market. Investors are closely watching management's guidance on AI demand and competitive pressures.