Operations
As of August 13, 2026
Q4 Revenue
↑ 18% YoY
$17.3B
Divisions
Networking
56.7%
Security
12.9%
Collaboration
6.8%
Observability
1.6%
Services
22.0%
Key Earnings Driver: AI Infrastructure
Cisco’s Q4 revenue increased 18% year over year to $17.3B, with Networking revenue increasing 28% to $9.8B. Within Networking, AI infrastructure revenue reached approximately $4B for FY2026, up approximately 300% year over year from $1B, while AI infrastructure orders reached $9.3B. Security revenue increased 14% YoY to $2.23B, Collaboration revenue increased 12% YoY to $1.17B, Observability revenue increased 6% YoY to $275M, while Services revenue was flat at $3.79B.
Key Operating Metrics¹
METRIC
STATUS
Networking
🟢 Scaling
↳ AI Infrastructure
🟢 Scaling
Security
🟢 Scaling
Services
🟡 Watch
Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.
