Description

Cisco’s Networking Segment Is Quietly Reaccelerating—Here’s What the Double-Digit Data Center Trend Signals!

Cisco Systems, Inc. recently reported its financial results for the second quarter of the fiscal year 2026. Overall, the quarter was robust, with the company achieving record revenue and earnings per share (EPS) growth exceeding prior guidance. The total revenue increased by 10% year-over-year, driven by a 14% rise in product revenue largely supported by demand for AI infrastructure and campus networking solutions. Non-GAAP EPS also grew by 11%, reflecting operating efficiencies and solid company execution. A notable highlight was the company’s performance in the AI sector. Orders related to AI infrastructure from hyperscalers reached $2.1 billion in Q2, a significant increase from past quarters. Cisco Systems projects over $5 billion in AI infrastructure orders and $3 billion in AI infrastructure revenue for the entire fiscal year.