On August 12 (local time), Cisco unveiled its financial results for the fourth quarter of the 2026 fiscal year. According to the report, Cisco's revenue for this quarter soared to $17.3 billion, marking an 18% increase compared to the same period last year. Under Generally Accepted Accounting Principles (GAAP), its net profit reached $3.9 billion, up by 51% year-over-year, with earnings per share standing at $0.97, a 52% rise from the previous year.
Looking at the entire 2026 fiscal year, Cisco's revenue amounted to $63.3 billion, showing a 12% increase year-over-year. The net profit and earnings per share were approximately $13.4 billion and $3.33, respectively.
Cisco reported that product orders in the fourth quarter witnessed a 35% year-over-year surge, with network product orders specifically jumping by 40%. This marks the eighth consecutive quarter of double-digit growth in this area.
In the meantime, the demand for AI infrastructure remained robust. Related orders hit $4 billion in the fourth quarter, and for the entire 2026 fiscal year, the cumulative total reached $9.3 billion. The company anticipates that revenue from AI infrastructure will reach $7.5 billion in the 2027 fiscal year.