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Cisco Systems, Inc. (CSCO) Q3 2026 Earnings Call Transcript
2026-05-14 · via All Articles on Seeking Alpha

Cisco Systems, Inc. (CSCO) Q3 2026 Earnings Call May 13, 2026 4:30 PM EDT

Company Participants

Ahmed Sami Badri - Head of Investor Relations & Strategic Finance
Charles Robbins - Chairman & CEO
Mark Patterson - Executive VP & CFO

Conference Call Participants

Amit Daryanani - Evercore ISI Institutional Equities, Research Division
Tal Liani - BofA Securities, Research Division
Benjamin Reitzes - Melius Research LLC
Aaron Rakers - Wells Fargo Securities, LLC, Research Division
Meta Marshall - Morgan Stanley, Research Division
David Vogt - UBS Investment Bank, Research Division
Samik Chatterjee - JPMorgan Chase & Co, Research Division
Samuel Feldman - BNP Paribas, Research Division
Benjamin Bollin - Cleveland Research Company LLC
Michael Ng - Goldman Sachs Group, Inc., Research Division
George Notter - Wolfe Research, LLC

Presentation

Operator

Welcome to Cisco's Third Quarter and Fiscal Year 2026 Financial Results Conference Call. At the request of Cisco, today's conference is being recorded. If you have any objections, you may disconnect. Now I would like to introduce Sami Badri, Head of Investor Relations. Sir, you may begin.

Ahmed Sami Badri
Head of Investor Relations & Strategic Finance

Good afternoon, everyone. This is Sami Badri, Cisco's Head of Investor Relations, and I'm joined by Chuck Robbins, our Chair and CEO; and Mark Patterson, our CFO.

Cisco's earnings press release and supplemental information, including GAAP to non-GAAP reconciliations, are available on our Investor Relations website. Today's call is also being live streamed on YouTube and LinkedIn. Following this call, we will also make the recorded webcast and slides available on our website. Throughout today's call, we'll be referencing both GAAP and non-GAAP financial results. We will discuss product results in terms of revenue and geographic and customer results in terms of product orders unless stated otherwise. All comparisons will be made on a year-over-year basis. Please note that our discussion today will include forward-looking statements, including our guidance for the fourth quarter and fiscal