CLAIM #17851 · Cisco Systems Inc (CSCO) · 2025Q4 earnings call · Aug 13, 2025

“On the revenue contribution from fiscal year '26 relative to AI, I would just say that we don't really guide by specific parts of the technology. But given that we had $1 billion in FY '25, you can probably extrapolate out what you think we'll do in '26 because we got the backlog, and we have the new orders that we take down during the year.”

Charles Robbins · CEO

How to check this claim

Look at: AI infrastructure-related revenue (as disclosed by the company), fiscal year 2026

It came true if: FY26 AI revenue greater than FY25's $1 billion figure

Where: Company earnings release / management commentary on quarterly and Q4 FY26 earnings calls

Knowable after: 2026-08-15

In context

“r 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 benefit of that partnership yet, and we've got some good development that's been completed. We got a lot of milestones that are going to be done in the next few months. And we think that as the enterprise really begins to ramp up that partnership and our portfolio, we think we'll be in good shape to help them out. On the revenue contribution from fiscal year '26 relative to AI, I would just say that we don't really guide by specific parts of the technology. But given that we had $1 billion in FY '25, you can probably extrapolate out what you think we'll do in '26 because we got the backlog, and we have the new orders that we take down during the year. Ahmed Sami Badri: Thank you, Amit. Michelle, can we move to the next analyst. Operator: Tal Liani with Bank of America. Tal Liani: Two questions, I will ask them both together. Service revenues, kind of 25% of revenues, flat this quarter. And if you look at the trend line over the last 5 quarters, the growth decelerated from 6.5% to 5.5% to 2.5%, now 0. What are the trends in service revenues? And what should we expect going forward? That's question number one. And question number two is the networking growth, it's driven by spending of -- spending in investments by cloud. How much risk is there that this year is a phenomenal year for spending and trends would slow down next year just because Oracle is not going to grow again another 150% and Meta is not going to grow again another 70%, 8”

Verify independently

SEC filings for CSCO ↗ · Quote is verbatim from the 2025Q4 earnings call.