Cisco Stock Eyes $9B AI Revenue as Quarterly Sales Jump 24% to Record $18.5B
AI Market Summary
Cisco's record $18.5B quarterly revenue, up 24% year over year, plus a raised $9B AI infrastructure outlook and higher FY2027 guidance signal that enterprise networking and AI-related hardware demand is accelerating. The beat-and-raise supports the AI capex narrative beyond hyperscalers, lifting sentiment toward networking and infrastructure suppliers while reinforcing expectations for continued datacenter spending.
Impact level
● Medium
Affected assets
NCSKCISCO2USD/USDT-1.57%
AI Insight · NCSKCISCO2USD/USDTAI Insight
▲ Bullish
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Cisco posts record $18.5B quarterly revenue, raises its AI infrastructure outlook to $9B and boosts 2027 guidance as networking demand accelerates.
