By Futurum Research
Publication Date: 2026-08-14 00:00:00
Analyst(s): Futurum Research
Publication Date: August 14, 2026
Cisco’s Q4 FY 2026 earnings showed broad demand across networking, security, and AI infrastructure, with hyperscaler orders becoming a larger part of the company’s growth outlook. The results suggest Cisco is gaining relevance as enterprises, service providers, and cloud customers prepare networks for AI workloads, security exposure, and infrastructure refresh cycles.
What Is Covered in This Article:
- Cisco’s Q4 FY 2026 financial results
- AI infrastructure orders gain scale
- Networking refresh cycle broadens demand
- Security and Splunk momentum improve
- Guidance and Final Thoughts
The News: Cisco (NASDAQ: CSCO) reported Q4 FY 2026 revenue of $17.25 billion, up 18% year over year (YoY), above Wall Street consensus of $16.85 billion. Product revenue was $13.46 billion, up 24% YoY, while services revenue was $3.79 billion and flat YoY. Networking revenue was $9.79 billion, up 28% YoY; security revenue was $2.23…
