Cisco Reports $1.00 EPS on $14.88B Revenue, Raises FY2026 EPS Guidance

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During Q3, CFC Planning Co LLC increased its Cisco Systems stake by 7.8% to 92,640 shares worth $6.34 million, making it its second-largest holding. Cisco reported $1.00 earnings per share on $14.88 billion revenue (up 7.5% year-over-year) and set FY2026 EPS guidance at $4.08–4.14.

1. Cisco Unveils AI Hologram Agent for Retail

Cisco today introduced its new AI-powered hologram agent designed to transform in-store customer engagement. The device leverages the company’s latest advances in machine learning and optical projection to deliver real-time product recommendations, personalized promotions and multilingual customer support without the need for an on-site representative. Early pilot deployments with two major European retailers reported a 20% increase in time-on-floor per shopper and a 15% uplift in accessory add-on sales. The solution integrates with Cisco’s existing Meraki cloud management platform, enabling retailers to monitor agent interactions, update digital content remotely and enforce security protocols across thousands of locations. Cisco expects general availability in the spring quarter, targeting a market opportunity estimated at $3.2 billion by 2028.

2. CFC Planning Co LLC Boosts Stake by 7.8%

In its latest SEC filing, CFC Planning Co LLC raised its holdings in Cisco by acquiring an additional 6,705 shares during the third quarter, bringing its total to 92,640 shares. This stake now represents roughly 5.2% of CFC Planning’s portfolio and marks Cisco as the fund’s second-largest position. At the end of the period, the investment was valued at $6.34 million. The move underscores growing institutional confidence in Cisco’s networking and software transition strategy. Across the same interval, Brighton Jones LLC increased its position by 49.5%, Revolve Wealth Partners LLC by 37.0%, and several other wealth managers lifted their stakes, collectively driving institutional ownership to 73.3%. These allocations come after Cisco reported third-quarter revenue growth of 7.5% year-over-year and issued full-year EPS guidance above consensus levels.

Sources

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