Cisco Q1 FY 2026 Conference Call: AI and Financial Performance

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Recorded13 Nov 2025

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Handlerec:10559262

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The provided text consists of excerpts from Cisco's Q1 Fiscal Year 2026 Conference Call, presented on November 12, 2025. These documents present a detailed financial and operational overview of the quarter, highlighting strong performance that exceeded guidance, particularly in areas like Networking and Artificial Intelligence (AI) infrastructure. Key takeaways include accelerating AI momentum, evidenced by $1.3 billion in AI orders from hyperscalers, and a major campus refresh cycle underway across networking technologies. The documents also provide forward-looking statements and financial guidance for Q2 and the full fiscal year 2026, including both GAAP and non-GAAP metrics and capital allocation details. Overall, the source outlines Cisco's strategic positioning and financial success in supporting the increasing demands of the AI era.

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