CLAIM #17888 · Cisco Systems Inc (CSCO) · 2026Q2 earnings call · Feb 11, 2026

“As the adoption of AI tools grow and Agentic AI increases at the network edge, we expect to see continued momentum in our SASE business, including Secure Access and SD-WAN.”

Charles Robbins · CEO

How to check this claim

Look at: SASE-related business momentum, specifically Secure Access booked users and SD-WAN/Secure Access order growth as disclosed

It came true if: Q3 FY26 Secure Access booked users > 2.5 million (Q2 FY26 level), i.e., sequential growth in reported Secure Access user bookings

Where: Company quarterly earnings commentary / prepared remarks (Q3 FY26 earnings call, security segment metrics)

Knowable after: 2026-05-15

In context

“re top of mind for our customers, making sovereign solutions an essential foundation for building digital trust. Now shifting to Security. In Q2, we continued to see order growth across our new and refreshed products, which represent roughly 1/3 of our security portfolio and include Secure Access, XDR, Hypershield, AI Defense and refreshed firewalls. Excluding the refreshed firewalls, over 1,000 new customers purchased these products in Q2, representing more than 100% growth quarter-over-quarter and bringing the total of net new customers since launch to roughly 4,000. We have also seen 3 consecutive quarters of double-digit growth in the number of firewalls ordered. For Secure Access specifically, we booked over 2.5 million users in Q2 and more than 50% of added customers were new logos. As the adoption of AI tools grow and Agentic AI increases at the network edge, we expect to see continued momentum in our SASE business, including Secure Access and SD-WAN. As mentioned in prior quarters, growth in our new and refreshed portfolio continues to be offset by a decline in our prior generation portfolio. Turning to Splunk. We saw a similar trend in Q2 as seen in Q1 with continued acceleration to cloud subscriptions and fewer on-premise deals. While this shift is creating a drag on revenue growth, which we expect to continue in the second half of fiscal year '26, cloud subscriptions enable greater adoption, expansion and faster delivery of innovation to customers. So overall, we are pleased with this transition. Splunk also continued to win new customers in Q2, reaching 500 new logos for the first half of fiscal year '26 and is on track to add 1,000 new logos for the year. We are accelerating our innovation across our offerings, both for and with”

Verify independently

SEC filings for CSCO ↗ · Quote is verbatim from the 2026Q2 earnings call.