CLAIM #17898 · Cisco Systems Inc (CSCO) · 2026Q2 earnings call · Feb 11, 2026

“Cisco is positioned for its strongest year ever as indicated in our guidance for fiscal year 2026, which is as follows: we expect revenue to be in the range of $61.2 billion to $61.7 billion.”

Mark Patterson · CFO

How to check this claim

Look at: Cisco total annual revenue, fiscal year 2026

It came true if: Fiscal year 2026 revenue between $61.2 billion and $61.7 billion

Where: Cisco fiscal year 2026 annual income statement / Q4 FY2026 earnings release

Knowable after: 2026-08-15

In context

“t value to our shareholders. Turning to guidance. Please note, our Q3 and fiscal year 2026 guide assumes current tariffs and exemptions remain in place through the end of fiscal 2026. These assumptions remain unchanged from prior guidance. Looking ahead, you can expect us to continue our focus on durable growth with financial discipline driving operating leverage and continued capital returns. For fiscal Q3, our guidance is as follows: we expect revenue to be in the range of $15.4 billion to $15.6 billion. We anticipate non-GAAP gross margin to be in the range of 65.5% to 66.5%. Non-GAAP operating margin is expected to be in the range of 33.5% to 34.5%. Non-GAAP earnings per share is expected to range from $1.02 to $1.04. We are assuming a non-GAAP effective tax rate of approximately 19%. Cisco is positioned for its strongest year ever as indicated in our guidance for fiscal year 2026, which is as follows: we expect revenue to be in the range of $61.2 billion to $61.7 billion. Non-GAAP earnings per share is expected to range from $4.13 to $4.17. Sami, let's now move into the Q&A. Ahmed Sami Badri: Thank you, Mark. [Operator Instructions]. Operator, can we move to the first analyst in the queue? Operator: Amit Daryanani with Evercore ISI. Amit Daryanani: I guess my 2 questions, maybe the first one, you folks obviously have very solid momentum on the AI side with a $5 billion AI target for fiscal '26. Can you just help us think about the mix between Silicon One versus Optics in the book? And then really, as you think about some of the newer products like the G300 and the P200 on the Silicon One side, do you see these opening up incremental markets or workloads for Cisco? Or is it more about deepening your existing relationship? I'd love to just kind of understand”

Verify independently

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