---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000656315.md"
description: "Cisco just beat across the board — and lifted FY26 guidance. Here's the scoreboard.✅ Revenue: $15.8B vs $15.56B est ✅ Non-GAAP EPS: $1.06 vs $1.04 est ✅ Networking product revenue: +25% YoY ✅ Total product orders: +35% YoY The headline number — AI infrastructure orders:- FY26 order guidance lifted from $5B → $9B (~4.5× FY25)- FY26 AI infra revenue guide: $3B → $4B- $5.3B already booked YTD FY26 full-year guide raised:- Revenue: $62.8B–$63.0B- Non-GAAP EPS: $4.27–$4.29- Q4 revenue guide: $16.7B–$16.9B (~$1B above Street) ⚠️ Workforce reduction: <4,000 jobs (<5% of total) — framed as efficiency, but worth tracking 📈 After-hours reaction: ~+17% (as of post-market close, 13 May 2026) The story in one line: Cisco is moving from "AI beneficiary in headlines" to "AI infrastructure orders on the books" — with visibility now extending into FY27."
datetime: "2026-05-14T03:24:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000656315.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000656315.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000656315.md)
author: "[Crab clps](https://longbridge.com/en/profiles/16656578.md)"
generator: "portal-rs"
---

# Cisco just beat across the board — and lifted FY26…


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- [CSCO.US](https://longbridge.com/en/quote/CSCO.US.md)

## Comments (4)

- **Fattycat · 2026-05-14T08:28:31.000Z**: Pre-market up almost 19%🤭. Cannot FOMO. I believe many retail traders will chase 🤪.
- **KC1028 · 2026-05-14T08:01:43.000Z · 👍 1**: The layoffs are the one thing I'd still keep an eye on lah, efficiency story or not
- **WXY · 2026-05-14T04:02:18.000Z**: sick
- **jackson beat it · 2026-05-14T04:01:50.000Z**: That AI order book jumping from 5B to 9B is no joke lah — Cisco quietly becoming a serious AI infrastructure name


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**