company · Networking & Optics
CiscoCSCO
Networking incumbent fighting for AI cluster relevance with Silicon One switch silicon and hyperscaler co-designs.
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Claims on record
Cisco reported revenues of $15.84 billion for its third quarter of fiscal 2026 (ended April 2026), up 12 percent year on year.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco's operating income rose 23.7 percent to $3.96 billion in Q3 fiscal 2026.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco's net income rose 35.4 percent to $3.37 billion in Q3 fiscal 2026.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco had a revenue backlog of $43.5 billion at the close of Q3 fiscal 2026, essentially unchanged from Q2 fiscal 2026.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco raised its projection for AI orders from hyperscalers and cloud builders for fiscal 2026 from over $5 billion to $9 billion.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco's AI product orders to hyperscalers and cloud builders rose 2.1X to $1.9 billion in Q3 fiscal 2026.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco CEO Chuck Robbins said Cisco should recognize at least $6 billion in AI revenues from hyperscalers.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco's Acacia pluggable optical transceiver business had over $1 billion in orders and is on track to triple its order book this year.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco has shipped over 750,000 400 Gb/sec optical transceiver units and over 40,000 800 Gb/sec units, exceeding the shipment levels of the next biggest supplier.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco has five design wins with hyperscalers and cloud builders for its Silicon One P200 chip for scale-across networks linking AI datacenters.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco had $300 million in AI infrastructure orders from neocloud, sovereign, and enterprise customers in Q3 fiscal 2026, with a pipeline of $3 billion.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco's Networking group had $8.82 billion in sales in Q3 fiscal 2026, up 24.7 percent year on year.
UNVERIFIED · The Next Platform · May 18, 2026
Cisco reduced its headcount by 13,750 people in four rounds of layoffs over the past year and a half, from about 85,000 employees in early 2024.
UNVERIFIED · The Next Platform · May 18, 2026