03
Keynote by keynote
The week's arc, stage by stage.
Lead in the Agentic Era
▶ Watch the full keynote on YouTube ↗Robbins and Patel framed the agentic thesis — AI moving from chatbots to agents to physical AI, with agents generating ~450% more traffic than humans — and argued the network, not the node, is the AI platform.
- "Humans click, but agents swarm" — the line of the show; Cisco Cloud Control enters US controlled availability.
- Illustrative tokenomics: ~$200/employee/week ≈ $10K/year → ~$400M at 40K, ~$900M at 90K (Patel's example, "still in phase one").
- Starbucks on applying AI to supply-chain forecasting and scheduling across ~half a million partners.
- Silicon One supercycle (G300/P200) and the Catalyst 9550 as the campus backbone.
From Agentic Vision to Enterprise Reality
▶ Watch the full keynote on YouTube ↗Centoni anchored the customer-experience keynote on Cisco IQ (2,036 customers onboarded vs ~800 forecast) and the "Mythos moment" threat framing, bringing GEODIS and GlobalFoundries on stage.
- Cisco IQ: "TAC briefs itself"; ~88% of cases auto-routed; "the era of guesswork is over."
- Security rearchitecture for a world where disclosure-to-exploit collapses to minutes.
- Quantum-safe across the majority of the core portfolio by December 2026; twice-monthly releases from July 2026.
- GlobalFoundries: "You cannot navigate what is coming with a map, when what you really need is a GPS."
Q3 FY2026 earnings (financial setup)
Roughly 2.5 weeks before the show, Cisco posted record Q3 FY2026 revenue of $15.8B (+12% YoY) and raised full-year AI-infrastructure order guidance to ~$9B (from ~$5B), the financial through-line the Cisco Live narrative was built on.
- Record revenue $15.8B, +12% YoY (quarter ended Apr 25, 2026).
- FY2026 AI-infrastructure order guidance raised to ~$9B; Q3 hyperscaler AI orders ~$1.9B.
- Stock popped double digits; this is earnings guidance, not an event announcement.