Cisco Reports Record Annual Revenue Driven by AI Infrastructure and Security Pivot

Key Facts

1Cisco Systems reported record fiscal year revenue driven by strong demand for networking and security solutions.

2The company is focusing heavily on AI infrastructure and the integration of Splunk into its operations.

3A brokerage trimmed its price estimate for Cisco shares due to concerns regarding the pace of growth.

Cisco Systems reported record fiscal year revenue driven by strong demand for networking and security solutions. According to Kalkine Media, the company is focusing heavily on AI infrastructure and the integration of the Splunk platform into its operations to meet enterprise demand for high-speed data center connectivity.

CSCO shares closed at $106.7 on September 25, 2026, after trading between a session low of $106.53 and a high of $108.64. Kalkine Media reported that a brokerage trimmed its price estimate for the stock due to concerns regarding the pace of growth, despite the record-breaking revenue performance.