Cisco posts record $17.3B Q4 revenue, upbeat outlook on AI infrastructure growth

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1. 1Cisco Systems (CSCO) posted record revenue of $17.3 billion in the fourth quarter of fiscal 2026.
2. 2Full-year revenue came in at $63.3 billion (up 12%), and AI infrastructure revenue is projected to grow to $7.5 billion in fiscal 2027.
3. 3Product orders rose 35% in the quarter, with hyperscaler orders growing by triple digits, supporting a networking super-cycle.

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