Intelligence Feed event · Equity · 2026-09-13

    Cisco Reports Q4 AI Networking Revenue Up 28% to $17.25B Total

    Question

    Cisco Reports Q4 AI Networking Revenue Up 28% to $17.25B Total

    Direct answer

    Cisco Systems reported fiscal fourth-quarter 2026 results that exceeded Wall Street estimates across top and bottom lines. Net revenue advanced 18% year-over-year to $17.252 billion, while non-GAAP earnings expanded 23% to $1.22 per share. Growth was concentrated in the enterprise and hyperscale networking division, which posted a 28% year-over-year expansion. Strong order intake reflected ongoing retrofitting of data centers with high-throughput switching infrastructure required for clustered accelerator workloads.

    Original publisher
    Market Ontology
    Evidence through
    2026-09-13
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Cisco Reports Q4 AI Networking Revenue Up 28% to $17.25B Total”, revision 1, evidence through 2026-09-13. https://marketontology.com/market-events/2026-09-13/cisco-reports-q4-ai-networking-revenue-up-28-to-17-25b-total-faa591

    EQUITY
    Cisco Reports Q4 AI Networking Revenue Up 28% to $17.25B Total
    Cisco Systems reported fiscal fourth-quarter 2026 results that exceeded Wall Street estimates across top and bottom lines. Net revenue advanced 18% year-over-year to $17.252 billion, while non-GAAP earnings expanded 23% to $1.22 per share. Growth was concentrated in the enterprise and hyperscale networking division, which posted a 28% year-over-year expansion. Strong order intake reflected ongoing retrofitting of data centers with high-throughput switching infrastructure required for clustered accelerator workloads.
    CSCOANET
    Impact
    71
    SEP 13
    SIG
    86%
    CSCOANET
    Cisco Reports Q4 AI Networking Revenue Up 28% to $17.25B Total
    Cisco Systems reported fiscal fourth-quarter 2026 results that exceeded Wall Street estimates across top and bottom lines. Net revenue advanced 18% year-over-year to $17.252 billion, while non-GAAP earnings expanded 23% to $1.22 per share. Growth was concentrated in the enterprise and hyperscale networking division, which posted a 28% year-over-year expansion. Strong order intake reflected ongoing retrofitting of data centers with high-throughput switching infrastructure required for clustered accelerator workloads.
    → A 28% YoY increase in networking hardware orders channels capital expenditure directly into data center fabric equipment suppliers.
    Impact
    Cisco Systems reported fiscal fourth-quarter 2026 results that exceeded Wall Street estimates across top and bottom lines. Net revenue advanced 18% year-over-year to $17.252 billion, while non-GAAP earnings expanded 23% to $1.22 per share. Growth was concentrated in the enterprise and hyperscale networking division, which posted a 28% year-over-year expansion. Strong order intake reflected ongoing retrofitting of data centers with high-throughput switching infrastructure required for clustered accelerator workloads.
    Affected
    CSCOANET
    Transmission
    A 28% YoY increase in networking hardware orders channels capital expenditure directly into data center fabric equipment suppliers.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    CSCOearnings beat driven by data center networking demandUp1-5dCisco reported Q4 revenue of $17.252B (+18% YoY) and EPS of $1.22 (+23% YoY) with networking up 28%.
    ANETread-through demand validation for high-speed cloud switchingUp1-5dArista Networks shares the AI data center switching market with Cisco.

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