Aug. 13 at 9:26 AM
Cisco (NASDAQ:
$CSCO ) — Q4 Post Earnings
Cisco Q4 validated the pre earnings focus on AI infrastructure orders translating into revenue. FY2026 orders reached
$9.3 billion, exceeding the
$9 billion target, while AI infrastructure revenue reached approximately
$4 billion, in line with expectations. Despite record quarterly revenue of
$17.3 billion, shares fell approximately 4% after hours, highlighting slower order to revenue conversion.