CLAIM #17876 · Cisco Systems Inc (CSCO) · 2026Q1 earnings call · Nov 12, 2025

“Your second question relative to the enterprise what we said was that the Neo Cloud Sovereign Cloud enterprise pipeline basically for the rest of our fiscal year for so for the next three quarters. Exceeds $2 billion.”

Chuck Robbins · CEO

How to check this claim

Look at: Cumulative Neo Cloud/Sovereign Cloud/enterprise bookings (orders) for remaining three quarters of fiscal year (Q2-Q4 FY2026)

It came true if: Cumulative bookings for Q2-Q4 FY2026 exceed $2 billion

Where: Management commentary on quarterly earnings calls (Q2, Q3, Q4 FY2026)

Knowable after: 2026-08-15

In context

“ase router that will begin to address some of the scale across opportunities. We clearly have seen great success with our pluggable optics. All of the hyperscalers now are officially customers of our pluggable optics. So, we feel like that's a great opportunity. Not only plug into our products, but they can be used with other companies' products with our competitors or white boxes. So that's been good. We've also begun to see inferencing use cases where we are, we're also winning there. I'd say that the other thing that we saw in Q1 is that we had four of the major hyperscalers who grew triple digits during the quarter and we had four meaningful use case wins during the quarter. One from each of those four, so across four different hyperscalers. So the momentum continues with the silicon. Your second question relative to the enterprise what we said was that the Neo Cloud Sovereign Cloud enterprise pipeline basically for the rest of our fiscal year for so for the next three quarters. Exceeds $2 billion. We booked $200 million in Q1 and so that provides incremental opportunity for us as we look to the future and that's through the end of our fiscal year. Thank you. Sami Badri: Thank you, Aaron. Michel, can we move to the next analyst please? Operator: Thank you. Meta Marshall with Morgan Stanley. Your line is open. Meta Marshall: Great, thanks. Maybe just following up on Erin's question. Just in terms of kind of some of that strength that you're seeing, is the kind of upside that you're seeing to some of these AI orders coming from kind of scale across strength or is it just coming from deepening engagement? Because I guess our view is that scale across has strengthened throughout the quarter. So kind of want to get a sense of if that is something you've picked up on as well. And then jus”

Verify independently

SEC filings for CSCO ↗ · Quote is verbatim from the 2026Q1 earnings call.