Cisco (CSCO): FY26 Q3 earnings call, May 13, 2026

Wed, May 13Earnings callSpeaker-labelled transcriptCisco

No Kalshi or Polymarket word markets were listed for Cisco’s May 13, 2026 earnings call (FY26 Q3). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

57 matches for “AI”; 5 quoted, at least 25 words apart.

Chuck Robbinscompanyprepared

…revenue was up 17%, once again driven by robust demand for our AI infrastructure and campus networking solutions. Our record top-line performance, combined with operating…

Chuck Robbinscompanyprepared

…the trust our customers and partners place in us has never mattered more, and our technology is more relevant than ever in the AI era.

Chuck Robbinscompanyprepared

…Q3, with orders up 9%. Telcos are investing in Cisco technology as they prepare their networks to handle the scale, speed, and complexity of AI.

Chuck Robbinscompanyprepared

…the seventh consecutive quarter of double-digit growth for our networking portfolio overall. AI infrastructure orders taken from hyperscalers totaled $1.9 billion in Q3, compared to…

Chuck Robbinscompanyprepared

Given this strong demand, we now expect to take AI infrastructure orders of approximately $9 billion from hyperscalers in FY 2026, 4.5 times our FY…

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