Cisco Q3 Revenue Up 12% on $5.3B AI Orders, Launches Cloud Control
CSCO•Cisco’s Q3 revenue rose 12% to $15.84 billion with $1.06 EPS, powered by $5.3 billion in AI infrastructure orders that drove AI order targets up to $9 billion and an AI revenue forecast of $4 billion. Cisco introduced Cloud Control, an AI platform unifying networking, security, observability and collaboration to defend infrastructure from accelerating cyber threats.
1. Record Q3 Results
Cisco’s fiscal third quarter saw revenue of $15.84 billion, up 12% year-over-year, and adjusted EPS of $1.06, both surpassing market expectations and marking the company’s strongest quarter in AI-driven growth.
2. AI Infrastructure Momentum
The company has secured $5.3 billion in AI infrastructure and hyperscaler orders so far this fiscal year, prompting a raise of its full-year AI order target from $5 billion to $9 billion and lifting its AI revenue outlook to $4 billion.
3. Cisco Cloud Control Platform
At its Cisco Live event, Cisco introduced Cloud Control, an AI-enabled platform that integrates networking, security, observability and collaboration tools under a single dashboard, allowing human operators and AI agents to jointly manage and defend infrastructure against accelerating cyber threats.
