By Aniruddha Ganguly
Publication Date: 2025-12-24 16:03:00
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, powered by Silicon One, AI-native security solutions and operating systems, is expanding CSCO’s AI footprint. AI infrastructure orders from hyperscalers hit $1.3 billion, and Cisco expects $3 billion in AI infrastructure revenues from hyperscalers in fiscal 2026.
Cisco sees a growing pipeline of more than $2 billion in orders for its high-performance networking products across sovereign, Neocloud and enterprise customers. Increasing AI workloads at the network edge and the emergence of physical AI are benefiting the industrial IoT portfolio. Rapid acceleration in the capacity requirements of the network due to unprecedented levels of network traffic and an ever-evolving threat landscape bodes well for Cisco’s prospects.
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