News Summary: • Double-digit top and bottom-line growth exceeding the high end of our guidance ◦ Record revenue of $15.8 billion, up 12% year over year; GAAP EPS of $0.85, up 37% year over year; and non-GAAP EPS of $1.06, up 10% year over year ◦ GAAP gross margin of 63.6% and non-GAAP gross margin of 66.0%; GAAP operating margin of 25.0% and non-GAAP operating margin of 34.2%, demonstrating strong execution and operational efficiencies • Broad-based, record high demand for Cisco technology ◦ Total product orders up 35% year over year; up 19% excluding hyperscalers ◦ Growth in networking product orders 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 networking refresh cycle underway ◦ Campus networking orders grew greater than 25% year over year, with the next-generation portfolio ramping faster than prior product launches ◦ Data center switching orders grew greater than 40% year over year • Q3 FY 2026 Results: ◦ Revenue: $15.8 billion ▪ Increase of 12% year over year ◦ Earnings per Share: GAAP: $0.85; Non-GAAP: $1.06 ▪ GAAP EPS increased 37% year over year ▪ Non-GAAP EPS increased 10% year over year • Q4 FY 2026 Guidance (1) : ◦ Revenue: $16.7 billion to $16.9 billion ◦ Earnings per Share: GAAP: $0.80 to $0.85; Non-GAAP: $1.16 to $1.18 • FY 2026 Guidance (1) : ◦ Revenue: $62.8 billion to $63.0 billion ◦ Earnings per Share: GAAP: $3.16 to $3.21; Non-GAAP: $4.27 to $4.29 (1) EPS guidance includes the estimated impact of tariffs based on current trade policy.