Cisco Systems — 2026Q3 財報

來自財報

Cisco closed fiscal 2026 with record quarterly revenue of $17.3 billion, up 18%, as hyperscaler AI infrastructure and a networking order surge drove growth above the high end of its own guidance.

• “Cisco reported fourth quarter revenue of $17.3 billion, net income on a generally accepted accounting principles (GAAP) basis of $3.9 billion or $0.97 per share, and non-GAAP net income of $4.9 billion or $1.22 per share.”

  Fourth-quarter revenue reached $17.3 billion with GAAP EPS of $0.97 and non-GAAP EPS of $1.22.

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• “Total revenue was $17.3 billion, up 18%, with product revenue up 24% and services revenue was flat.”

  Growth was entirely product-driven, led by networking; services revenue did not grow.

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• “Product revenue performance reflected growth in Networking up 28%, Security up 14%, Collaboration up 12%, and Observability up 6%.”

  Within products, networking outgrew security, collaboration and observability by a wide margin.

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• “Delivered approximately $4 billion of revenue in FY 2026; $7.5 billion expected in FY 2027”

  Cisco quantified its hyperscaler AI infrastructure business and guided it to roughly double next year.

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• “Q4 total product orders up 35% year over year; up 25% excluding hyperscalers, with double-digit growth across every geography and customer market”

  Order intake ran far ahead of recognized revenue, and was broad-based rather than confined to hyperscalers.

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• “Cisco estimates that GAAP EPS will be $4.00 to $4.06 for fiscal 2027.”

  Fiscal 2027 guidance embeds continued growth, with GAAP EPS guided to $4.00-$4.06.

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