CSCO
Cisco SystemsNetworking, security and observability (Splunk) for AI data centers.
Next earnings: Cisco Systems has not announced its next earnings date. Its last earnings release was filed with the SEC on August 12, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Networking hardware and software, security, collaboration and observability.
Its role in AI
Sells switches, optics and its own Silicon One chips into AI data centers; a share of a much larger business.
02How much does AI matter to its business?
Partial. One line of business, or an indirect beneficiary.
Why CSCO is rated partial
Partial. Cisco delivered about $4 billion of AI infrastructure revenue in fiscal 2026 against $17.3 billion of revenue in the fourth quarter alone, and expects $7.5 billion in fiscal 2027 against guided revenue of $72.2-73.4 billion. That is a fast-growing line inside a networking, security and software business that would exist without AI; the $9.3 billion of webscale AI orders is the number to watch, not the share.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- AI infrastructure orders from webscale customers: $4 billion taken in Q4, bringing the total for FY2026 to $9.3 billion; approximately $4 billion of AI infrastructure revenue delivered in FY2026 with $7.5 billion expected in FY2027.Source · Q4 FY2026, quarter ended July 25, 2026
- Networking product revenue $9.791 billion, up 28% year over year; total revenue $17.3 billion, up 18%; product revenue $13.5 billion, up 24%.Source · Q4 FY2026, quarter ended July 25, 2026
- Remaining performance obligations $46.7 billion, up 7% year over year.Source · Q4 FY2026, quarter ended July 25, 2026
- Guidance: Q1 FY2027 revenue $18.0 billion to $18.2 billion, non-GAAP EPS $1.32 to $1.34; FY2027 revenue $72.2 billion to $73.4 billion, non-GAAP EPS $5.05 to $5.11.Source · Guidance issued August 12, 2026
Estimates
No third-party or editorial estimates are listed for CSCO. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Watch list
- Q1 FY2027 revenue against the guided $18.0 billion to $18.2 billion source
- Progress toward the $7.5 billion of AI infrastructure revenue expected in FY2027, following $9.3 billion of webscale AI orders in FY2026 source
- Impact of memory shortages and constrained component costs that the 10-K says will continue into fiscal 2027 source
Growth drivers
- CEO Chuck Robbins: 'Cisco is well positioned to support our customers however or wherever they decide to deploy AI' source
- 10-K: 'We provide network infrastructure to power AI training and inference workloads for both hyperscalers and enterprises' source
- 10-K: customers continue to modernize infrastructure with a focus on speed, agility, productivity, innovation and energy efficiency, and Splunk observability extends to monitoring AI agent behavior and performance source
Risks
- Sales of AI infrastructure to cloud and hyperscaler customers involve large, concentrated purchases that depend on a limited number of customers' capital spending and deployment timing source
- Memory shortages and rising costs of constrained components are significant risks that Cisco expects to continue adversely affecting fiscal 2027 operations source
- Price-focused competition from Asian competitors, especially in China, combined with tariff disruptions and trade barriers, may pressure margins and demand source
The company's own risk factors: 10-K filed 2026-09-02, Item 1A.
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- DEF 14AProxy statement2026-10-29documentfolder
- 8-KCurrent report · items 5.022026-10-09documentfolder
- 10-KAnnual report2026-09-02documentfolder
- S-8Employee stock plan registration2026-08-20documentfolder
- 8-KEarnings release · items 2.02,9.012026-08-12documentfolder
- S-8Employee stock plan registration2026-07-09documentfolder
- S-8Employee stock plan registration2026-05-26documentfolder
- 10-QQuarterly report2026-05-19documentfolder
- 8-KEarnings release · items 2.02,2.05,9.012026-05-13documentfolder
- 8-KCurrent report · items 5.022026-05-01documentfolder
- 8-KCurrent report · items 5.022026-04-06documentfolder
- 10-QQuarterly report2026-02-17documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Rishi Girish D Director | Grant / award · acquired | 419 | — | 2026-10-13 |
Tuszik Oliver EVP, Global Sales | Tax withholding · disposed | 2,260 | $118.39 | 2026-10-13 |
Patterson Mark EVP and CFO | Grant / award · acquired | 92,817 | — | 2026-09-18 |
Patel Jeetendra I President and CPO | Grant / award · acquired | 139,225 | — | 2026-09-18 |
Stahlkopf Deborah L EVP and Chief Legal Officer | Grant / award · acquired | 55,690 | — | 2026-09-18 |
Robbins Charles Director, Chair and CEO | Grant / award · acquired | 167,069 | — | 2026-09-18 |
News
CSCO in plain answers
The questions readers ask about Cisco Systems, answered from the company's own filings and this site's research. Each answer names its source.
What does Cisco Systems (CSCO) supply to AI?+
Networking hardware and software, security, collaboration and observability. Sells switches, optics and its own Silicon One chips into AI data centers; a share of a much larger business.
How much does AI matter to Cisco Systems's business?+
AI exposure is rated partial on this site: One line of business, or an indirect beneficiary. Reported by the company: AI infrastructure orders from webscale customers: $4 billion taken in Q4, bringing the total for FY2026 to $9.3 billion; approximately $4 billion of AI infrastructure revenue delivered in FY2026 with $7.5 billion expected in FY2027. Networking product revenue $9.791 billion, up 28% year over year; total revenue $17.3 billion, up 18%; product revenue $13.5 billion, up 24%.
Company filing or releaseWhen is Cisco Systems's next earnings date?+
Cisco Systems has not announced its next earnings date. Its last earnings release was filed with the SEC on August 12, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Cisco Systems insiders buying or selling CSCO stock?+
In the latest Form 4 filings for CSCO there are 6 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 13, 2026 by Tuszik Oliver. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for CSCO?+
Q1 FY2027 revenue against the guided $18.0 billion to $18.2 billion Progress toward the $7.5 billion of AI infrastructure revenue expected in FY2027, following $9.3 billion of webscale AI orders in FY2026 Impact of memory shortages and constrained component costs that the 10-K says will continue into fiscal 2027
SourceWhat are the main risks for Cisco Systems?+
Sales of AI infrastructure to cloud and hyperscaler customers involve large, concentrated purchases that depend on a limited number of customers' capital spending and deployment timing Memory shortages and rising costs of constrained components are significant risks that Cisco expects to continue adversely affecting fiscal 2027 operations Price-focused competition from Asian competitors, especially in China, combined with tariff disruptions and trade barriers, may pressure margins and demand
10-K filed 2026-09-02, Item 1AWhich AI category is CSCO in?+
Cisco Systems is listed under Networking and Software (primary: Networking). Networking, security and observability (Splunk) for AI data centers.
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Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0000858877)
- Latest annual report (10-K) — filed 2026-09-02
- TradingView symbol page — full chart and data