Cisco Sees Big Boost as AI Drives Big Growth in Networking Business

The tech giant’s strong first-quarter results highlight how AI-driven networking is reshaping the digital landscape.

Cisco Systems, the global leader in networking technology, has once again proven its dominance. The company’s first-quarter results outpaced Wall Street expectations, driven by soaring demand for AI-powered networking solutions that are quickly becoming the backbone of modern digital infrastructure.

In its latest report, Cisco posted adjusted earnings of $1.00 per share on revenue of $14.88 billion, surpassing analyst predictions. The company’s networking division, its largest and fastest-growing segment, jumped 15% to $7.77 billion, reflecting a surge in global investment in next-generation network systems designed to support AI workloads.

Cisco’s remaining performance obligations climbed 7% year-over-year to $42.9 billion, underscoring the company’s healthy pipeline and continued customer confidence. Encouraged by this performance, Cisco raised its outlook for the year. It now expects fiscal 2026 revenue between $60.2 billion and $61 billion, with earnings per share ranging from $4.08 to $4.14, both above previous estimates.

The company’s CEO emphasized that the demand for AI-driven connectivity is transforming how businesses operate from data centers to edge computing. With organizations worldwide racing to modernize their networks, Cisco’s technologies are at the heart of this transformation. With this Cisco appears well-positioned to lead the charge, building the intelligent networks that will power the future of business and innovation.