CSCO · News · 20260930N

Revenue Performance and Mix

CISCO SYSTEMS, INC. · 2026-09-30 · Importance 42 · Surprise 40 · No source text

Cisco reported Q4 FY2026 revenue of USD 17.252 billion, an 18.00% year-over-year increase. Hyperscaler AI infrastructure orders contributed significant growth during the quarter. Networking revenue also increased, supporting the quarterly revenue expansion.

Key facts

• Cisco reported Q4 2026 revenue up 18.00 percent year over year to USD 17.252 billion. source
• The U.S. Supreme Court decision in Cisco Systems Inc. v. Doe ruled that courts cannot create new causes of action under the Alien Tort Statute for international law violations. source
• Cisco saw significant growth in networking revenue. source
• Cisco reported adjusted EPS beating consensus for Q4 2026. source
• Cisco recently surpassed quarterly earnings expectations, reporting strong revenue growth, and continues to see interest in its AI, security, and networking businesses. source
• Cisco's latest investor presentation was on September 23, 2026. source
• Cisco's Q4FY26 earnings were reported on August 12, 2026. source
• An analyst firm cut its price target on Cisco while maintaining a Neutral rating. source

Impact estimates