Why Cisco matters
Cisco reported fiscal 2026 revenue of $63.3 billion and Q4 revenue of $17.3 billion, up 18%, on August 12, 2026, with $9.3 billion in hyperscaler AI infrastructure orders for the year and $7.5 billion of such revenue expected in fiscal 2027. It closed the Astrix Security and Galileo acquisitions that quarter. AI Defense, unveiled January 15, 2025, secures enterprise AI apps, and its AGNTCY project offers an open source stack for agent interoperability.
The number$9.3B in AI infrastructure orders from hyperscalers in fiscal 2026, with $7.5B AI revenue expected in FY2027 (Aug 12, 2026)
North Carolina connection
Cisco's Research Triangle Park campus in North Carolina is one of its largest sites outside San Jose.
On The All Things AI 100
Listed under North Carolina. AI companies headquartered or anchored in North Carolina.
Quick answers
- What does Cisco do?
- Networking, security and collaboration vendor supplying AI data center switching, silicon and AI security. Cisco reported fiscal 2026 revenue of $63.3 billion and Q4 revenue of $17.3 billion, up 18%, on August 12, 2026, with $9.3 billion in hyperscaler AI infrastructure orders for the year and $7.5 billion of such revenue expected in fiscal 2027.
- What AI capabilities does Cisco offer?
- Cisco provides AI features across networking, security, and collaboration products. Webex AI Assistant summarizes meetings, generates notes, and drafts follow-ups. Security Cloud and Splunk use AI to correlate alerts, investigate incidents, and guide response. Silicon One and AI data center switching support customers building AI clusters. Cisco also offers the open source AGNTCY stack for discovering and connecting AI agents across organizations.
- Why is Cisco on The All Things AI 100?
- Cisco is listed under North Carolina. AI companies headquartered or anchored in North Carolina. $9.3B in AI infrastructure orders from hyperscalers in fiscal 2026, with $7.5B AI revenue expected in FY2027 (Aug 12, 2026).
- Where is Cisco based, and who owns it?
- Cisco is based in San Jose, CA, was founded in 1984 and is public (NASDAQ: CSCO).