CLAIM #17917 · Cisco Systems Inc (CSCO) · 2026Q2 earnings call · Feb 11, 2026

“So I think the demand is there, and we just need to continue to build capacity.”

Charles Robbins · CEO

How to check this claim

Look at: Revenue from AI infrastructure/networking products tied to 800-gig optics and Acacia portfolio (or company-disclosed AI infrastructure orders/revenue metric)

It came true if: Sequential and/or year-over-year revenue growth in this product line reported as increasing (management commentary confirms continued capacity constraints or revenue acceleration)

Where: Company quarterly earnings call commentary and financial disclosures (10-Q/10-K) on AI infrastructure/optics revenue

Knowable after: 2026-07-31

In context

“o we expect that to continue. And where that would lead us is as we exit Q4 this year, the organic Cisco security portfolio will be growing revenue close to double digits as we exit. So the teams are a little -- they're a little behind where we -- not the teams, but this portfolio is a little behind where we thought we'd be exiting the year, but it's still performing relatively well. It's just masked right now with the Splunk situation on the accounting treatment. On the $5 billion and the 51.2 product, I think we're selling as much as we can build at this point. We see demand across a couple of major customers that are literally asking for as much as they can get. And we're seeing huge acceleration in the 800-gig optics. We're seeing huge acceleration, obviously, in the Acacia portfolio. So I think the demand is there, and we just need to continue to build capacity. Mark Patterson: Yes. I think -- and just to add to that, it's not only the demand, but also continuing to make inroads with each of these hyperscalers across the portfolio, but also additional design wins that we saw this quarter as well. Operator: Michael Ng with Goldman Sachs. Michael Ng: I have 2 as well. First, I was wondering if you could just talk a little bit about the EBIT margin outperformance in the quarter. Was that driven by cost savings? Is that a mix benefit as you do more with hyperscale customers? And then second, I wanted to just revisit the comments around the April quarter gross margins. And I know you talked a little bit about that just being timing. Is the implication that you'll just take more pricing over the coming quarters to kind of recover a lot of that commodit”

Verify independently

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