secwatch.observer — SEC 8-K summary
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Issuer:     CISCO SYSTEMS, INC. (CSCO)
CIK:        0000858877
Form:       8-K
Filed at:   2026-05-13T20:06:53+00:00
Accession:  0000858877-26-000075
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 2.05, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/858877/000085887726000075/0000858877-26-000075-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/858877/000085887726000075/csco-20260513.htm
  HTML page:      https://secwatch.observer/filing/0000858877-26-000075

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