California published Cisco’s Worker Adjustment and Retraining Notification filings on June 30, putting precise numbers to what the company announced in May: 471 Bay Area positions are being permanently eliminated, with terminations scheduled to begin July 13. The filings — public records that profitable companies cannot redact — show software engineers absorbing the deepest cuts, with 56 positions eliminated across three offices. For workers in comparable roles at Cisco’s competitors, the document makes a pointed argument: record profits no longer shield technical and management teams from AI-driven restructuring.
The WARN documents cover three locations: 236 positions at Cisco’s headquarters at 170 West Tasman Drive in San José, 154 at its Milpitas facility, and 81 in San Francisco. California WARN Act filings Cisco described all 471 reductions as permanent in the filings — not temporary layoffs, not voluntary buyouts, and not position eliminations that could be reversed if business conditions changed.
Cisco had announced the broader restructuring on May 13, the same day it reported $15.841 billion in third-quarter fiscal 2026 revenue — a record for the company’s fiscal third quarter, up 12 percent from a year earlier. Cisco’s Q3 FY2026 earnings release GAAP net income reached $3.373 billion, a 35 percent year-over-year increase. CEO Chuck Robbins told investors and employees the same thing: “I’m confident Cisco will be one of those winners. This means making hard decisions.” Chuck Robbins’s restructuring blog post The restructuring is expected to cost the company up to $1 billion in pre-tax charges, with approximately $450 million recognized in the current quarter and the remainder carried into fiscal 2027.
Software Engineering Takes the Deepest Hit
The WARN filings offer an unusually granular view of which roles Cisco considers non-essential to its future. Software engineers account for 56 of the 471 Bay Area positions eliminated — the single largest affected job title. An additional 39 software engineering technical leader positions are being cut…