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Cisco CEO Forecasts Strong Revenue and AI Orders for Q3 2026

The event highlights a positive financial outlook with significant growth in AI infrastructure...
February 11, 2026 by
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Key Metrics

10.34

Heat Index
  • Impact Level
    Medium
  • Scope Level
    National
  • Last Update
    2026-02-11
Key Impacts
Positive Impacts (8)
Memory Semiconductor Manufacturers (DRAM & HBM)
Networking & Communications Equipment
Cisco Systems (CSCO)
AI Data-Center Hardware Suppliers (e.g., Nvidia, Broadcom, Marvell)
Optical Components & Fiber Equipment
Server Original-Design Manufacturers (ODMs / EMS providers)
Total impacts: 8 | Positive: 8 | Negative: 0
Event Overview

The event highlights a positive financial outlook with significant growth in AI infrastructure orders. The company is experiencing an increase in demand, particularly from hyperscale customers, and is adjusting its pricing strategy to address market fluctuations.

Collect Records
思科CEO预测2026财年Q3营收和人工智能订单
2026-02-12 05:46

思科CEO预计2026财年第三季度的营收将在154亿至156亿美元之间。其中，人工智能订单将超过50亿美元，从超大规模企业确认的人工智能基础设施收入将超过30亿美元。公司正在修订合同条款以应对零部件价格变动，并已宣布上调内存价格，将继续根据市场趋势进行调整。当前来自超大规模厂商的人工智能基础设施订单已达21亿美元，显示出显著增长。

Cisco reports narrow earnings beat, issues inline forecast for the year
2025-08-14 07:02

Cisco reported its fourth quarter and fiscal year 2025 earnings. The company narrowly exceeded earnings expectations and issued a forecast for the fiscal year that was in line with analysts' projections. After the earnings were announced, Cisco's stock price declined. The CEO commented on significant growth in orders related to AI infrastructure, describing it as a 'massive opportunity.' Explicit numerical results, specific dates, and further technical details are not stated in the article.

Total records: 2
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