Cisco’s AI Networking Surge Gathers Momentum: More Upside Ahead?

Cisco’s AI Networking Surge Gathers Momentum: More Upside Ahead?

By Zacks Equity Research
Publication Date: 2026-04-15 17:22:00

Cisco Systems CSCO reported strong momentum in its networking business during the second quarter of fiscal 2026, with revenues reaching $8.29 billion. This marked a 21% year-over-year increase and a 6.8% sequential rise. The growth was driven by solid demand for AI infrastructure and campus networking solutions. Cisco’s expanding portfolio — powered by Silicon One, AI-native security offerings and advanced operating systems — is helping the company strengthen its presence in the rapidly growing AI market.

Cisco’s growth outlook is fueled by strong momentum in its product portfolio. In the fiscal second quarter, networking product orders continued to accelerate, growing more than 20% and marking the sixth straight quarter of double-digit expansion. This performance was driven by broad-based demand across key areas, including service provider routing, data center switching, campus switching, wireless, servers and industrial IoT Solutions.

Cisco is witnessing strong demand…