"The recent quarter, which ended on October 25, generated revenue of $14.88 billion. This was slightly above analysts' estimates. Cisco is extending this trend to the longer term and expects to generate revenue of between $60.2 billion and $61 billion in fiscal 2026, which is higher than the previously established range. Earnings per share forecasts have also been adjusted to between $4.08 and $4.14."
"CEO Chuck Robbins (photo) indicated that Cisco has already secured more than $2 billion in AI-related orders this year, almost entirely from hyperscalers. Cisco expects $3 billion in revenue from AI infrastructure by 2026. According to Robbins, the sales opportunity for high-speed network technology is also growing among government clouds, commercial cloud providers, and large enterprises, with the company citing a pipeline that now exceeds $2 billion."
Cisco reported $14.88 billion in revenue for the quarter ended October 25, slightly above analyst estimates, and raised fiscal 2026 revenue guidance to $60.2–$61 billion with EPS forecasts of $4.08–$4.14. The company has secured over $2 billion in AI-related orders this year, primarily from hyperscalers, and projects $3 billion in AI infrastructure revenue by 2026. Cisco cited a pipeline exceeding $2 billion and noted expanding demand for high-speed networking across government clouds, commercial clouds, and large enterprises. Cisco also introduced Unified Edge to run AI applications locally for lower latency and greater data control.
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