CLAIM #17850 · Cisco Systems Inc (CSCO) · 2025Q4 earnings call · Aug 13, 2025
“So we think it will start to ramp. And then we think that you'll see AI applications ramp. And in the second half of the year, we think you're going to see Agentic proof-of-concepts become more, I'd say, pervasive”
Charles Robbins · CEO
How to check this claim
Look at: Qualitative prevalence of Agentic AI proof-of-concepts among enterprise customers, and enterprise AI order/pipeline growth
It came true if: Management commentary on H2 FY26 earnings calls (Q3/Q4 FY26) describes Agentic AI proof-of-concepts as widespread/pervasive among enterprise customers, and/or enterprise AI-related orders exceed the 'a few hundred million' level cited in this quarter
Where: Cisco quarterly earnings call management commentary and prepared remarks (Q3 and Q4 FY26)
Knowable after: 2026-07-31
In context
“when do you start to see revenues or orders flow into that? And then my follow-up, maybe just continuing on to the prior answer for Chuck, how much revenue contribution are you embedding in fiscal '26 from AI given the $2 billion order that you had this year? Charles H. Robbins: Yes, Amit, good question. So on the enterprise side, we saw orders and these are orders that are really sort of networking and AI GPU related. I think in our remarks we talked about earlier, they're about half and half. And we saw a few hundred million dollars that move through, and we have hundreds of millions in the pipeline right now for enterprise. I'd say that there's a lot of pilots going. There's a lot of work going on with customers who are piloting different applications in retail environments, et cetera. So we think it will start to ramp. And then we think that you'll see AI applications ramp. And in the second half of the year, we think you're going to see Agentic proof-of-concepts become more, I'd say, pervasive and that's going to require, obviously, network connectivity, network capacity, low latency and candidly, you're going to -- we're going to have to put security into the fabric of the network because -- as we talked about earlier, these Agentic workflows, they're going to be in constant communication, whether you think about general agents or you think about robotics, you're going to -- the importance of the low latency connectivity is going to be huge and the security is going to be huge. And the only way to do both of those is to fuse security into the core of the network. So that's our plan. That's why we're working so hard on what we're working on. In the NVIDIA space, I'd say a lot of the development is going on. I would just say we -- I don't believe we've seen the meaningful benefi”
Verify independently
SEC filings for CSCO ↗ · Quote is verbatim from the 2025Q4 earnings call.