Cisco Reports Record Q4 Revenue and Earnings as AI Infrastructure Orders Surge

Cisco Systems has reported record quarterly revenue and earnings that exceeded guidance in its fiscal fourth quarter of 2026, driven by explosive growth in AI infrastructure orders.

The company's revenue reached $17.3 billion, up 18% year-over-year, while non-GAAP earnings per share came in at $1.22, a 23% increase from the prior year period.

Cisco highlighted three major themes during its presentation: significant AI infrastructure momentum, a multi-year networking supercycle, and strong financial performance.