Cisco AI Revenue Tops $9B, Beats Estimates Yet Stock Falls

Cisco's FY27 Q1 revenue hit a record $18.5B, up 24% year-over-year, with AI infrastructure revenue topping $9B, more than doubling. Despite raised guidance, shares fell about 6% after the report.

2026-11-13 ~ 2026-11-15 · 2 related posts

• Cisco raises FY27 hyperscaler AI revenue target to $9B, more than doubling — BenBajarin · 2026-11-13
• Cisco hits $9B AI revenue, beats and raises, yet shares fall 6% anyway — pdamodaran · 2026-11-15