May 14, 2026: Amid a global surge in AI across the tech industry, Cisco Systems—the world’s leading network equipment provider—delivered quarterly results that far exceeded market expectations. Spurred by this news, Cisco’s tokenized stock CSCOON on the Gate platform saw a strong rally, jumping 22.8% in 24 hours.
CSCOON: An Efficient Gateway to Cisco’s True Value
Before diving into the analysis, let’s clarify what CSCOON represents. CSCOON is a tokenized stock issued by Ondo Finance, fully backed 1:1 by real Cisco shares held by Ondo Global Markets. This structure grants token holders the same economic rights as owning actual CSCO shares—including exposure to price movements and dividend reinvestment benefits. Unlike traditional cross-border US stock investing, CSCOON can be traded 24/7 on crypto platforms like Gate. Users only need USDT to participate in Cisco’s price action in real time, with no need to wait for US market hours or navigate complex international fund transfers.
Stellar Earnings: $5.3 Billion in AI Orders, After-Hours Stock Soars Nearly 20%
CSCOON’s robust performance today closely mirrors the explosive fundamentals of Cisco’s underlying stock.
After the US market closed on May 13, Cisco released its Q3 FY2026 results (ending April 25), handily beating Wall Street forecasts. The company posted revenue of $15.84 billion, up 12% year-over-year and topping analyst estimates of $15.56 billion. Adjusted earnings per share (EPS) came in at $1.06, again surpassing the expected $1.04.
The real catalyst, however, was Cisco’s explosive growth in AI infrastructure. The company revealed it had secured $5.3 billion in AI infrastructure and hyperscale cloud orders so far this year, and raised its full-year AI order target from $5 billion to $9 billion—an 80% increase. Cisco also expects AI-related revenue to reach $4 billion this fiscal year, up from a previous estimate of $3 billion.
Chief Financial Officer Mark Patterson boldly projected during the earnings call: "In fiscal 2027, just our AI hyperscale clients alone could generate at least $6 billion in revenue. That’s a reasonable expectation."
Cisco’s outlook for Q4 FY2026 is equally optimistic: projected revenue of $16.7–16.9 billion and adjusted EPS of $1.16–1.18, both well above consensus estimates (revenue around $15.8 billion, EPS about $1.07).
These impressive numbers drove Cisco’s stock up nearly 20% in after-hours trading, marking its biggest single-day gain since 2002 and a new all-time high. As a tokenized mirror of Cisco’s stock, CSCOON surged 22.8% over 24 hours and is currently priced at around $124 on Gate.
Strategic Restructuring: 4,000 Layoffs, All-in on AI—A Winning Mindset
Beyond earnings, Cisco also announced a major strategic restructuring. In Q4, the company will cut just under 4,000 positions (about 5% of its workforce), incurring up to $1 billion in pre-tax severance costs. The freed-up resources will be fully redirected to AI and other high-growth areas.
CEO Chuck Robbins wrote in the official blog: "The companies that win in the AI era will be those with focus, urgency, and discipline—those that continually shift investments toward the strongest demand and the greatest long-term value creation. I believe Cisco will be among these winners."
From a business perspective, Cisco’s resource allocation is clear. The company is ramping up strategic investment in silicon chips, optical communications, cybersecurity, and internal AI applications. It recently completed acquisitions of AI observability firm Galileo Technologies and AI agent security company Astrix Security (for about $400 million), accelerating its buildout of full-stack solutions from network hardware to AI security and observability.
Tokenized Stocks Take Off: Ondo Ecosystem Accelerates
CSCOON’s rally is fueled not only by Cisco’s stellar performance, but also by structural tailwinds in the tokenized stock sector.
On March 18, 2026, the US Securities and Exchange Commission (SEC) formally approved Nasdaq’s rule changes, allowing Russell 1000 constituents and ETFs tracking major benchmarks like the S&P 500 and Nasdaq 100 to trade in tokenized form. That same month, the New York Stock Exchange (NYSE) announced a partnership with Securitize to develop a 24/7 tokenized securities trading platform. With both regulators and exchanges entering the space, tokenized stocks have moved from "proof of concept" to "infrastructure deployment."
Ondo Finance, which commands over 70% market share in tokenized stocks, is expanding rapidly. Ondo Global Markets’ total value locked (TVL) surpassed $1 billion in less than eight months since launch. The platform now supports over 260 tokenized stocks and ETFs, with cumulative trading volume exceeding $18 billion, deployed across Solana, Ethereum, and BNB Chain, among other blockchains.
Ondo Finance President Ian De Bode recently projected that the global tokenized stock market could reach $3 billion by the end of 2026. Within this fast-growing ecosystem, CSCOON—one of Ondo’s earliest tokenized stocks—continues to benefit from rising platform liquidity and an expanding user base.
Conclusion
In summary, CSCOON’s latest surge is powered by two main engines:
First, Cisco’s fundamental transformation. The company is shifting from a traditional network equipment provider to a core AI infrastructure supplier—$5.3 billion in AI orders, a $9 billion annual target, and a Q4 outlook far above expectations all point to a strong growth trajectory.
Second, the tokenized stock sector’s ecosystem tailwinds. Regulatory easing by the SEC, major moves by Nasdaq and NYSE, and Ondo’s TVL breaking $1 billion have all created robust on-chain liquidity and round-the-clock trading opportunities for CSCOON.
For traders seeking to capture Cisco’s AI-driven upside in the crypto world with flexible 24/7 access, CSCOON offers a differentiated tool combining speed and efficiency. However, investors should note that while tokenized stocks are pegged 1:1 to their underlying shares, their trading environment, liquidity depth, and custody mechanisms differ from traditional US brokerage accounts. It’s advisable to fully understand the product’s structure and assess your own risk tolerance before making investment decisions.
