CSCO Earnings

s accelerated to more than 50% year over year • Significant momentum and raised expectations for AI infrastructure from hyperscalers ◦ $5.3 billion of orders taken year to date; raising expected FY26 orders to $9 billion, up from $5 billion ◦ Raising expected FY26 revenue to $4 billion, up from $3 billion • Major multi-year, multi-billion-dollar campus network

ecognize approximately $450 million of these charges in the fourth quarter of fiscal 2026 with the remaining amount expected to be recognized during fiscal 2027. Margin and EPS guidance includes the estimated impact of tariffs based on c urrent trade policy. Except as noted above, this guidance does not include the effects of any future acquisitions/divestitur

e financial performance of Cisco (including the guidance for Q4 FY 2026 and full year FY 2026) that involve risks and uncertainties, such as the actual impact of tariffs on our guidance for Q4 FY 2026 and full year FY 2026. Readers are cautioned that these forward-looking statements are only predictions and may differ materially from actual future events or re