Cisco Systems Inc

CSCO: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Cisco Earnings: AI Momentum Accelerates, and Campus Demand Stays Strong

William Kerwin , Dhruv Kothari

Aug 13, 2026

Cisco's fourth-quarter results topped guidance, as revenue rose 18% year over year to $17.3 billion. Fiscal 2027 guidance implies another year of double-digit revenue and earnings growth, with hyperscaler artificial intelligence revenue expected to be $7.5 billion, up from $4 billion this year.

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Cisco Systems Inc

Cisco Earnings: AI Momentum Accelerates, and Campus Demand Stays Strong

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