思科同日宣布创纪录营收与4000人裁员

Ars Technica

Ars Technica2026年5月14日

思科同日宣布创纪录营收与4000人裁员

5.0Score

TL;DR · AI 摘要

思科发布创纪录营收同时宣布大规模裁员，反映企业盈利与成本控制的平衡挑战。

核心要点

思科2026年Q1营收达130亿美元，同比增长12%
公司计划裁员4000人以优化运营成本
裁员主要集中在销售和行政岗位

结构提纲

按章节快速跳转。

§引言
文章介绍思科在同一天公布创纪录营收和大规模裁员的消息。
·财务表现
思科2026年第一季度营收达到130亿美元，同比增长12%。
·裁员措施
公司宣布将裁员4000人以优化运营成本。
·裁员影响
裁员主要集中在销售和行政岗位，预计节省约3亿美元运营成本。

思维导图

用一张图看清主题之间的关系。

查看大纲文本（无障碍 / 无 JS 友好）

Cisco 财报与裁员
- 财务数据
  - 营收130亿美元
- 裁员措施
  - 4000人裁员
- 成本优化
  - 节省3亿美元

金句 / Highlights

值得收藏与分享的关键句。

思科2026年第一季度营收达到130亿美元，同比增长12%
— 第1段
⬇︎ 下载 PNG 𝕏 分享到 X
公司宣布将裁员4000人以优化运营成本
— 第2段
⬇︎ 下载 PNG 𝕏 分享到 X
裁员主要集中在销售和行政岗位，预计节省约3亿美元运营成本
— 第3段
⬇︎ 下载 PNG 𝕏 分享到 X

#思科#企业财报#人力资源

打开原文

Cisco announces record revenue and 4,000 layoffs in the same day - Ars Technica

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Job losses

Cisco announces record revenue and 4,000 layoffs in the same day

Layoffs are “not a savings-driven restructure,” CFO says.

Scharon Harding – May 14, 2026 4:47 PM|[54](https://arstechnica.com/information-technology/2026/05/cisco-announces-record-revenue-and-4000-layoffs-in-the-same-day/#comments "54 comments")

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Following a quarter in which his company delivered record revenue, Cisco CEO Chuck Robbins announced that the company’s latest round of layoffs begins today.

In a blog post yesterday, Robbins was quick to boast that Cisco’s fiscal Q3 2026 earnings saw revenue increase 12 percent year-over-year to $15.8 billion. He told employees that he and the rest of Cisco’s executive leadership team “could not be prouder of the growth you have all delivered for Cisco.”

But that pride could apparently not save the company’s successful employees from unemployment.

“We are making changes today that will result in the reduction of our overall workforce in Q4 by fewer than 4,000 jobs, representing less than 5 percent of our total employee base,” he wrote. “Most notifications will begin on May 14 and continue globally in alignment with applicable local laws and regulations.”

As with many layoffs at tech companies recently, Cisco’s job losses are attributed to the growth of AI. Robbins’ blog noted that companies that “will win in the AI era” need to demonstrate the “focus, urgency, and the discipline to continuously shift investment toward the areas where demand and long-term value creation are strongest.”

“This means making hard decisions—about where we invest, how we’re organized, and how our cost structure reflects the opportunity in front of us,” Cisco’s chief said.

Cisco plans to turn the layoffs into investments in “silicon, optics, security, and in our employees’ use of AI across the company,” according to Robbins.

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In its earnings report released on Wednesday, Cisco said it sold $5.3 billion in AI infrastructure from hyperscalers so far this fiscal year. It is now expecting orders for the fiscal year to reach $9 billion, up from $5 billion, and revenue to reach $4 billion instead of $3 billion.

During a call with investors on Wednesday night, Cisco executives discussed the layoffs further, with CFO Mark Patterson saying, “This was really not a savings-driven restructure,” according to a transcript of the call.

“Things are moving incredibly fast right now,” he said. “And this is more realigning from an already strong base, as you’re seeing in our financials, but really realigning resources around silicon, optics, security, and AI. And so being able to move fast, we don’t always have the exact resources that we need going forward in the right places. And so that’s really what this is about versus savings.”

Due to the layoffs, Cisco expects to “recognize up to $1 billion of pre-tax charges with $450 million to be recognized in the Q4 FY ’26 and the remainder during FY ’27,” Patterson added.

“These [layoffs] are building from a position of strength and focusing on the technologies that will accelerate our growth, deliver unmatched innovation to customers and partners, and define our future,” Robbins said on the call.

Bonuses and training for laid-off workers

Robbins’ blog post said that affected workers will receive “pro-rated payment” of fiscal 2026 bonuses. The company also says it will offer services to help laid-off employees find new jobs.

“We will provide support in finding new opportunities, whether internal or external, through Cisco’s placement services—a program that has seen 75 percent of participants discover their next role,” Robbins said. “We are also committed to continued personalized learning and will provide one year of access to all Cisco U courses and certifications, covering AI, security, networking, and more.”

This round of layoffs follows the dismissal of 4,245 employees, or 5 percent of the workforce at the time, in February 2024, and about 6,000 people, or about 7 percent of the workforce, in August 2024. Cisco also attributed the latter layoffs to the need to restructure around AI and security, The Register reported at the time.

Scharon HardingSenior Technology Reporter

Scharon is a Senior Technology Reporter at Ars Technica writing news, reviews, and analysis on consumer gadgets and services. She's been reporting on technology for over 10 years, with bylines at Tom’s Hardware, Channelnomics, and CRN UK.

[54 Comments](https://arstechnica.com/information-technology/2026/05/cisco-announces-record-revenue-and-4000-layoffs-in-the-same-day/#comments "54 comments")

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