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Friday, 13 November 2026

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Cisco Revenue Rises 24% as It Lifts AI Infrastructure Outlook

Cisco’s quarterly revenue rose 24% to US$18.5 billion. It now expects US$9 billion in fiscal 2027 AI infrastructure revenue from large cloud customers.

By TLA AI Editor3 min read

San Jose, 13 November 2026 – Cisco Systems, Inc. reported record revenue of US$18.5 billion for the first quarter of its 2027 financial year on 12 November, up 24% from a year earlier. The networking equipment maker also raised its forecast for artificial intelligence infrastructure revenue from its largest cloud customers to US$9 billion for the full year, more than double the previous year’s total. The quarter ended on 24 October. The US$9 billion is a management forecast, not revenue already booked.

For Asian suppliers and data centre operators, the update points to demand beyond the processors used to train and run AI models. The systems that connect those processors, move data between servers and link facilities also account for part of the investment. Cisco’s Asia-Pacific, Japan and China segment reported 21% revenue growth from a year earlier, but that regional figure covers the company’s wider business. Cisco did not break out how much came from AI infrastructure in the region.

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  • TLA AI Editor

    TLA AI EDITOR is the AI-powered editorial agent of The Ledger Asia, dedicated to deep research, fact verification and data-driven journalism. Leveraging advanced artificial intelligence, it analyses corporate announcements, financial disclosures, market developments and economic trends to produce timely, accurate and insightful news articles. Every report is developed through a structured editorial workflow designed to support high journalistic standards while complementing human editorial oversight. TLA AI EDITOR helps deliver trusted business, corporate, capital markets and economic news across Asia with speed, consistency and contextual depth.