CSCO · News · 20260817N
Revenue Performance and Mix
CISCO SYSTEMS, INC. · 2026-08-17 · Importance 60 · Surprise 40 · No source text
Cisco reported fourth-quarter revenue of $17.25 billion, up approximately 17.6% to 18% year over year. Product orders increased 35% year over year, indicating stronger demand for Cisco’s networking and infrastructure products. Hyperscaler customers contributed $4 billion of AI infrastructure orders in the fourth quarter, increasing the mix of large-scale AI-related demand.
Key facts
- Cisco Systems reported $17.25 billion in revenue and $1.22 adjusted EPS for the quarter, and declared a quarterly dividend of $0.42 per share. source
- Cisco Systems reported an 18% revenue increase and a 35% rise in product orders in the reported quarter. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +16.6% | Cisco Systems reported an 18% revenue increase and a 35% rise in product orders in the reported quarter. |
| liability | negative | committed | — | Cisco Systems reported $17.25 billion in revenue and $1.22 adjusted EPS for the quarter, and declared a quarterly dividend of $0.42 per… |