Cisco rides ‘networking supercycle’ for strong Q4

Cisco rides ‘networking supercycle’ for strong Q4

By Michael Cooney
Publication Date: 2026-08-13 04:16:00

Cisco is riding a multi-year ‘networking supercycle’ fueled by demand for AI-related hardware and software across its product portfolio, CEO Chuck Robbins told analysts on the vendor’s fiscal fourth-quarter financial call. Accelerating adoption of agentic AI is driving customers to invest in Cisco’s networking stack across cloud, on-premise and edge environments, he said.