Cisco reports Q4 revenue up 18% YoY to $17.25B, vs. $16.82B est., AI infrastructure orders from hyperscalers worth $4B, forecasts FY 2027 revenue above est. (Juby Babu/Reuters)
Cisco’s AI infrastructure demand is now large enough to move its outlook.
The company said fourth-quarter revenue rose 18% year over year to $17.25 billion, ahead of estimates. It reported $4 billion in AI infrastructure orders from hyperscaler customers. Cisco also projected fiscal 2027 revenue above analyst expectations. Techmeme's note
The company said fourth-quarter revenue rose 18% year over year to $17.25 billion, ahead of estimates. It reported $4 billion in AI infrastructure orders from hyperscaler customers. Cisco also projected fiscal 2027 revenue above analyst expectations. Techmeme's note
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