Cisco made a record $18.52 billion last quarter, up 24%, and is adding AI to its security products.

Nov 13, 2026, 3:19 AM ETResultsRead the original at Benzinga

Good for CSCO

Cisco's record sales, profit above estimates, and higher company forecast point to stronger business prospects. The smaller workforce is a concern, but leaders did not link it to the AI agents, and new security orders have no reported size.

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The AI's read

Cisco expects sales per employee to rise about 19%, and operating margin to reach 36% from 34.8%. The smaller workforce is a concern, and leaders did not say employee AI agents caused it. Security orders tied to network upgrades are early and have no reported dollar value.

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