Cisco's AI-Push Aids Networking Revenue: Is There More Upside Ahead?
思科系统思科系统(US:CSCO) ZACKS·2025-12-24 17:05

Key Takeaways CSCO's Q1 FY26 networking revenues rose on strong AI infrastructure and campus networking demand.CSCO expects 3BinAIinfrastructurerevenuefromhyperscalersinFY26.CiscoisexpandingAIreachviaSiliconOne,Spectrum−Xswitches,andUnifiedEdge.CiscoSystems’(CSCO)first−quarterfiscal2026networkingrevenuesincreased153B in AI infrastructure revenue from hyperscalers in FY26. Cisco is expanding AI reach via Silicon One, Spectrum-X switches, and Unified Edge. Cisco Systems’ (CSCO) first-quarter fiscal 2026 networking revenues increased 15% on a year-over-year basis to 7.77 billion, driven by robust demand for AI infrastructure and campus networking solutions. The company’s networking portfolio, pow ...