Cisco reported fourth-quarter revenue of $14.67 billion, above the $14.62 billion consensus estimate, according to Benzinga Pro. Adjusted earnings were 99 cents per share, topping projections of 97 cents per share. Total revenue rose 8% year-over-year. Product revenue increased 10%, while services revenue was flat. CEO Chuck Robbins said AI infrastructure orders from webscale customers more than doubled original targets. Cisco projects first-quarter fiscal 2026 revenue of $14.65 billion to $14.85 billion, above the $14.62 billion estimate. Adjusted earnings are expected between 97 cents and 99 cents per share, in line with projections. Shares fell 2.27% in after-hours trading after gaining 18% year-to-date.
