Cisco (CSCO): FY26 Q3 earnings call, May 13, 2026
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
15 matches for “Infrastructure”; 5 quoted, at least 25 words apart.
…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 efficiencies…
…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 $600…
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…
…a scale-out use case. Separately, we took approximately $300 million in AI infrastructure orders from neocloud, Sovereign, and enterprise customers in Q3. We have seen…
We believe the AI infrastructure opportunity and enterprise is continuing to ramp as Nexus switch orders tagged for AI deployments were up almost 50% sequentially…
Agents: this page as TSV at /api/v1/appearances/cisco:2026-05-13:earnings_call · words: /api/v1/brief?appearance=cisco:2026-05-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP