---
schema_version: "secwatch.filing_event.v1"
accession: "0000858877-26-000075"
form_type: "8-K"
ticker: "CSCO"
cik: "0000858877"
company_name: "CISCO SYSTEMS, INC."
filed_at: "2026-05-13T20:06:53+00:00"
generated_at: "2026-05-13T20:11:10.168276+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Cisco Q3 record revenue $15.8B, EPS beat; AI orders outlook raised to $9B; $1B restructuring

## Summary
- GAAP EPS $0.85 (+37% YoY), non-GAAP EPS $1.06 (+10%); revenue $15.8B (+12%), record high.
- AI infrastructure orders YTD $5.3B; FY26 orders outlook raised to $9B (from $5B), revenue to $4B (from $3B).
- Announced restructuring plan with pre-tax charges up to $1B, cash-based, to invest in silicon, optics, security, AI; ~$450M in Q4 FY2026.
- Q4 FY2026 guidance: revenue $16.7-16.9B, non-GAAP EPS $1.16-1.18; FY2026: revenue $62.8-63.0B, non-GAAP EPS $4.27-4.29.
- Quarterly dividend increased to $0.42 per share (from $0.41), payable July 22, 2026 to shareholders of record July 6, 2026.

## SEC filing metadata
- accession: 0000858877-26-000075
- form_type: 8-K
- ticker: CSCO
- cik: 0000858877
- company_name: CISCO SYSTEMS, INC.
- filed_at: 2026-05-13T20:06:53+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 2.05, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/858877/000085887726000075/0000858877-26-000075-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/858877/000085887726000075/csco-20260513.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000858877-26-000075
- JSON: https://secwatch.observer/filing/0000858877-26-000075.json
- Plain text: https://secwatch.observer/filing/0000858877-26-000075.txt

## Source-grounded claims
- claim_id: 8e85e99fbfddbe8a9131c9a000bde5c5abc962ae
  claim: CISCO SYSTEMS, INC. announced a restructuring with charges of up to $1 billion.
  evidence_excerpt: Cisco currently estimates that it will recognize pre-tax charges to its GAAP financial results of up to $1 billion consisting of severance and other one-time termination benefits, and other costs.
  evidence_url: https://www.sec.gov/Archives/edgar/data/858877/000085887726000075/0000858877-26-000075-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.