What was Cisco's revenue in the fiscal second quarter?

Cisco's revenue in the fiscal second quarter was $15.35 billion, a 10% increase.

What is driving Cisco's recent revenue growth?

Cisco's revenue growth is primarily driven by increasing demand from artificial intelligence hyperscalers and strong product revenue.

What new AI developments has Cisco announced?

Cisco launched its Silicon One G300 AI chip and acquired two AI software companies, NeuralFabric and EzDubs.

Home / Business and Economy / Cisco's AI Surge: Q2 Revenue Soars 10% on Hyperscaler Demand

Cisco's AI Surge: Q2 Revenue Soars 10% on Hyperscaler Demand

12 Feb

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Summary

Fiscal second-quarter revenue climbed 10% to $15.35 billion, driven by AI hyperscalers.
AI infrastructure orders from hyperscalers reached $2.1 billion, showing accelerated growth.
Cisco launched its new Silicon One G300 AI chip and acquired two AI software firms.

Cisco's AI Surge: Q2 Revenue Soars 10% on Hyperscaler Demand

Cisco Systems has announced robust financial results for its fiscal second quarter, which concluded on January 24, 2026. The networking giant reported a 10% increase in revenue, reaching $15.35 billion. This growth was significantly propelled by escalating demand from artificial intelligence hyperscalers.

Product revenue saw a notable rise of 14%, contrasting with a 1% decline in services revenue. A key driver behind this performance was the $2.1 billion in AI infrastructure orders secured from hyperscalers, representing an acceleration in this critical segment for Cisco.

Further underscoring its commitment to AI, Cisco commenced offering its new Silicon One G300 AI chip. Additionally, the company strengthened its AI capabilities by completing the acquisitions of AI software firms NeuralFabric and EzDubs during the quarter.