Cisco's fiscal Q3 2026 earnings, reported May 13, disclosed $1.9 billion in AI infrastructure orders from hyperscalers—up from $600 million year-ago—capping year-to-date totals at $5.3 billion and prompting management to raise full-year expectations to $9 billion from $5 billion. This surge reflects hyperscalers' accelerating capex on massive AI clusters, where Cisco's Silicon One processors and Nexus Hyperpod platforms secure design wins for high-radix Ethernet fabrics critical to scaling GPU interconnects. Despite a 4,000-job restructuring to prioritize silicon, optics, and AI, data center switching orders grew over 40% year-over-year, underscoring competitive gains versus Arista and Broadcom. Traders eye Q4 guidance of $16.7-16.9 billion revenue for sustained momentum, though supply chain memory costs pressure margins.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert$16,439 Vol.
13. Mai 2026
$1.0B
Yes
$1.5B
Yes
$2.0B
No
$2.5B
No
$16,439 Vol.
$1.0B
$3,864 Vol.
Yes
$1.5B
$4,097 Vol.
Yes
$2.0B
$3,010 Vol.
No
$2.5B
$5,467 Vol.
No
This market will resolve to “Yes” if Cisco's AI Infrastructure orders taken from hyperscalers in the third fiscal quarter of 2026, as reported in its official company earnings materials, is greater than or equal to the listed amount. Otherwise, this market will resolve to “No”.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Cisco's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.Cisco's fiscal Q3 2026 earnings, reported May 13, disclosed $1.9 billion in AI infrastructure orders from hyperscalers—up from $600 million year-ago—capping year-to-date totals at $5.3 billion and prompting management to raise full-year expectations to $9 billion from $5 billion. This surge reflects hyperscalers' accelerating capex on massive AI clusters, where Cisco's Silicon One processors and Nexus Hyperpod platforms secure design wins for high-radix Ethernet fabrics critical to scaling GPU interconnects. Despite a 4,000-job restructuring to prioritize silicon, optics, and AI, data center switching orders grew over 40% year-over-year, underscoring competitive gains versus Arista and Broadcom. Traders eye Q4 guidance of $16.7-16.9 billion revenue for sustained momentum, though supply chain memory costs pressure margins.
This market will resolve to “Yes” if Cisco's AI Infrastructure orders taken from hyperscalers in the third fiscal quarter of 2026, as reported in its official company earnings materials, is greater than or equal to the listed amount. Otherwise, this market will resolve to “No”.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Cisco's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Cisco's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Markt eröffnet: May 7, 2026, 2:38 PM ET
Volumen
$16,439Enddatum
13. Mai 2026Markt eröffnet
May 7, 2026, 2:38 PM ETResolver
0x65070BE91...Vorgeschlagenes Ergebnis: Yes
Kein Einspruch
Endgültiges Ergebnis: Yes
This market will resolve to “Yes” if Cisco's AI Infrastructure orders taken from hyperscalers in the third fiscal quarter of 2026, as reported in its official company earnings materials, is greater than or equal to the listed amount. Otherwise, this market will resolve to “No”.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Cisco's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.Cisco's fiscal Q3 2026 earnings, reported May 13, disclosed $1.9 billion in AI infrastructure orders from hyperscalers—up from $600 million year-ago—capping year-to-date totals at $5.3 billion and prompting management to raise full-year expectations to $9 billion from $5 billion. This surge reflects hyperscalers' accelerating capex on massive AI clusters, where Cisco's Silicon One processors and Nexus Hyperpod platforms secure design wins for high-radix Ethernet fabrics critical to scaling GPU interconnects. Despite a 4,000-job restructuring to prioritize silicon, optics, and AI, data center switching orders grew over 40% year-over-year, underscoring competitive gains versus Arista and Broadcom. Traders eye Q4 guidance of $16.7-16.9 billion revenue for sustained momentum, though supply chain memory costs pressure margins.
This market will resolve to “Yes” if Cisco's AI Infrastructure orders taken from hyperscalers in the third fiscal quarter of 2026, as reported in its official company earnings materials, is greater than or equal to the listed amount. Otherwise, this market will resolve to “No”.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Cisco's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
The specified metric will be considered as reported in the company’s official earnings materials. Subsequent revisions will not be considered.
If the specified company’s official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to “No”.
If the specified company does not release quarterly earnings materials for the specified quarter by June 30, 2026, 11:59 PM ET, this market will resolve to “No”.
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Cisco's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company’s earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company’s official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Volumen
$16,439Enddatum
13. Mai 2026Markt eröffnet
May 7, 2026, 2:38 PM ETResolver
0x65070BE91...Vorgeschlagenes Ergebnis: Yes
Kein Einspruch
Endgültiges Ergebnis: Yes
Cisco's fiscal Q3 2026 earnings, reported May 13, disclosed $1.9 billion in AI infrastructure orders from hyperscalers—up from $600 million year-ago—capping year-to-date totals at $5.3 billion and prompting management to raise full-year expectations to $9 billion from $5 billion. This surge reflects hyperscalers' accelerating capex on massive AI clusters, where Cisco's Silicon One processors and Nexus Hyperpod platforms secure design wins for high-radix Ethernet fabrics critical to scaling GPU interconnects. Despite a 4,000-job restructuring to prioritize silicon, optics, and AI, data center switching orders grew over 40% year-over-year, underscoring competitive gains versus Arista and Broadcom. Traders eye Q4 guidance of $16.7-16.9 billion revenue for sustained momentum, though supply chain memory costs pressure margins.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert
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