Verified call record已核验电话会记录 ·

CSCO · Cisco Q3 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录,不是综合分析或推荐。

Open ticker dossier打开个股档案CSCO
12 exact excerpts 条原文摘录 29 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备
The record记录内容

Call language, kept intact.电话会表述,保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写;数字保持电话会中捕获的精确片段。

guidanceperformancesegment_changes
77
“I know you didn't give specifics, but you know, obviously, if we expect $6 billion of AI revenue next year, up from $4 billion, like, what are the offsets that you're thinking about to help mitigate sort of that product mix versus, you know, effectively software and security mix, if that's gonna grow 50% next year from a baseline of $4 billion this year?”
David Vogtclaim_87d0651c2fd1602087c05da4ef2caad0
Exact numeric spans精确数值片段6 billion4 billion50%4 billion
performancedemand
7
“We have seen triple-digit year-over-year order growth in each quarter of fiscal year 2026, with approximately $900 million in orders taken year to date, and we have a growing pipeline of approximately $3 billion for our high-performance AI infrastructure portfolio across these customers.”
Chuck Robbins · CEOclaim_082d44b5ca5049c53a1e14f804a85673
Exact numeric spans精确数值片段2026900 million3 billion
Member evidence layer会员证据层

10 more verified excerpts continue below.条更多已核验摘录在下方继续。

You have the public source preview. Essential and Pro unlock the complete call record, every remaining numeric receipt, and the full audit table—without replacing source language with generated opinion.你正在阅读公开来源预览。Essential 与 Pro 可解锁完整电话会记录、全部剩余数值回执和完整审计表——不会用生成式观点替代来源原文。

Unlock full company intelligence解锁完整公司情报
2 public excerpts 条公开摘录10 member excerpts 条会员摘录29 total numeric receipts 个数值回执
Inspect the source receipts检查来源回执41 bound spans个已绑定片段
Each available row identifies the source body, transcript segment and byte span used to verify the visible text.每个可用行都标识用于核验可见文本的来源正文、电话会片段和字节范围。
Claim主张Kind类型Segment片段Byte span字节范围Text hash文本哈希
claim_082d44b5ca5049c53a1e14f804a85673quote7414–702337832260359c0…
claim_5cee5d2f0c3f86c77915b045db2ee239numeric7499–503158a323a7ba448…
claim_fec10c7dac72bb5665e6cea5693ee487numeric7525–53625071305126cc1…
claim_5f7d4b1e1c8def83d7129285b2acc61cnumeric7616–625ce26185d6ea707…
claim_87d0651c2fd1602087c05da4ef2caad0quote77227–5833a148cdd00f6d2…
claim_86634382bcaa4a46ddb728d650fa203bnumeric77300–3099332fff147847b…
claim_690130b57a2cef8ecc6e3b54bd6f7f2cnumeric77344–3535071069e6f31fa…
claim_c7c881de5d9662009f732a5f0fc71448numeric77529–53228fdae8deae31d…
claim_73c99c4c00a120720d21a6a4189f84d5numeric77563–5725071069e6f31fa…