By Aniruddha Ganguly
Publication Date: 2025-11-24 16:48:00
Cisco Systems’ CSCO networking revenues picked up in the first quarter of fiscal 2026 after a decline in fiscal 2025. Revenues from Networking were $7.77 billion, up 15% on a year-over-year basis. The first-quarter fiscal 2026 results benefited from 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.
Campus networking is benefiting from strong demand for next-gen solutions, including smart switches, secure routers and Wi-Fi 7 wireless products, which CSCO expects to be the start of a multi-year, multibillion-dollar refresh opportunity as 4K and 6K switches support ends. Networking product orders grew in the high teens, which marked the fifth consecutive quarter of double-digit growth driven by hyperscale infrastructure, enterprise routing, campus switching, wireless, industrial IoT and servers. This bodes well…
