By Thomas Richmond
Publication Date: 2026-08-13 19:27:00
Cisco’s Chair and CEO Chuck Robbins appeared on a Wednesday CNBC interview with Jim Cramer to defend the durability of the company’s record fiscal fourth quarter and elevated fiscal 2027 outlook. Robbins framed the AI networking buildout as a multi-year tailwind rather than a cyclical spike.
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) posted 15% revenue growth in the latest quarter versus the 9% analyst consensus, and Robbins pointed to hyperscaler momentum that didn’t exist at all in the business even a few years ago.
Robbins told Cramer, “If you go back pre-COVID, we effectively did nothing with them. Zero, nothing.” Hyperscalers have since become one of the company’s largest and fastest-growing business lines. Robbins credited investments in silicon and optics, along with Cisco’s decision to sell hyperscalers any combination of silicon, optics, systems, and software, for the rapid expansion.
Cisco Is Riding Massive Infrastructure Supercycles
Cramer…
