CSCO · News · 20260916N
Revenue Performance and Mix
CISCO SYSTEMS, INC. · 2026-09-16 · Importance 67 · Surprise 58 · In source text
Cisco reported FY2026 fourth-quarter revenue growth of 18% year over year, reaching multiyear highs. Revenue exceeded analyst expectations by $424.73 million. Hyperscaler AI infrastructure orders increased 4.5 times during FY2026, while remaining performance obligation growth accelerated in the fourth quarter, indicating stronger AI-related demand.
Key facts
- FY2026 Q4 revenue grew 18% year-over-year for Cisco Systems. source
- Cisco beat analyst top-line expectations in FY2026 Q4 by $424.73 million. source
- Cisco's operating margin expanded as expense control offset headwinds in the period reported. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | FY2026 Q4 revenue grew 18% year-over-year for Cisco Systems. |