CSCO
Cisco SystemsNetworking, security and observability (Splunk) for AI data centers.
Alerts for CSCO
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.
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.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-08-12 (8-K)
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- 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
- 8-KEarnings release · items 2.02,9.012026-02-11documentfolder
- S-8Employee stock plan registration2026-01-16documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Subaiya Thimaya K. EVP, Operations | Tax withholding · disposed | 409 | $109.43 | 2026-09-14 |
Subaiya Thimaya K. EVP, Operations | Open-market sale · disposed | 312 | $110.18 | 2026-09-14 |
Tuszik Oliver EVP, Global Sales | Tax withholding · disposed | 1,260 | $109.43 | 2026-09-14 |
Tuszik Oliver EVP, Global Sales | Open-market sale · disposed | 680 | $110.18 | 2026-09-14 |
Patterson Mark EVP and CFO | Tax withholding · disposed | 1,553 | $109.43 | 2026-09-14 |
Patterson Mark EVP and CFO | Open-market sale · disposed | 1,795 | $108.87 | 2026-09-14 |
Fink Nichlas A SVP, Chief Accounting Officer | Open-market sale · disposed | 2,274 | $109.36 | 2026-09-09 |
Subaiya Thimaya K. EVP, Operations | Open-market sale · disposed | 5,832 | $111.47 | 2026-08-20 |
Patel Jeetendra I President and CPO | Open-market sale · disposed | 7,170 | $111.57 | 2026-08-17 |
News
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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
Research note — Fiscal year ends late July; FY2026 10-K was filed September 2, 2026. No Q1 FY2027 conference call announcement was found on investor.cisco.com or newsroom.cisco.com as of 2026-09-17 (Cisco historically announces the call in early November). The AI orders/revenue figures were verified against the Exhibit 99.1 on sec.gov.