CLAIM #17933 · CSCO (CSCO) · 2026Q3 earnings call · May 13, 2026 · due Jul 31, 2027
“I think on the AI hyperscale side, it's probably reasonable to expect that we would recognize at least $6 billion of revenue in FY '27.”
Mark Patterson · CFO
How to check this claim
Look at: AI hyperscale segment revenue, fiscal year 2027
It came true if: FY2027 AI hyperscale revenue >= $6 billion
Where: Company-disclosed segment/product revenue (10-K / Q4 FY27 earnings call commentary)
In context
“rability of the growth question, and I'll comment and then I'll take the Silicon One P200 question. Mark Patterson: Yes, sure. So thanks, Amit. So I think that, obviously, we're seeing a lot of tailwinds and very pleased with the growth that we're seeing. Q4, as you mentioned, 14.5% top line growth and even higher than that on the bottom line. So really good signs. I think as you look to next year, we'll look to talk in more details and specifics as we close out FY '26, and we'll give you a more firm guide. But in terms of the durability, I think there's a couple of things to be thinking about that might help you as you look at FY '27. I think the first thing is just it's probably -- so just kind of separating the AI hyperscale business from the sort of rest of the portfolio, if you will. I think on the AI hyperscale side, it's probably reasonable to expect that we would recognize at least $6 billion of revenue in FY '27. Again, we'll have a more formal guide for you in 90 days. The rest of the portfolio, I think it's reasonable to assume it grows in line with our long-term model. And remember, the long-term model that we gave you initially, that included all the AI hyperscale opportunity as well. And so I think the balance of the portfolio could grow and it's reasonable to assume it will grow in line with that guide. Charles Robbins: Thanks, Mark. Hang on, I need to answer the second question. So on the Silicon One, the P200 wins in particular, so let me just clarify a little bit about this. So during Q3, we were awarded by two different hyperscalers P200 design wins, which is our product -- our silicon that goes into our product that is used for scale across applications. So these were our first scale ac”
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SEC filings for CSCO ↗ · Claim quote is verbatim from the 2026Q3 earnings call.