Cisco Beats Q1 Estimates and Raises Fiscal 2027 Revenue Forecast Driven by AI Infrastructure Demand
2026年11月12日（周四），思科系统公司发布第一财季财报，当季营收达185亿美元，超过华尔街预期的181.4亿美元。这家网络设备供应商公布的调整后每股收益为1.40美元，亦高于分析师预期的1.33美元。鉴于客户持续加大人工智能基础设施建设，思科将2027财年全年营收预期上调至748亿至758亿美元之间。此外，思科还将来自超大规模云服务商的2027财年AI基础设施预期收入提高至90亿美元。受存储芯片及零部件成本上涨影响，公司调整后毛利率从去年同期的68.1%降至65.6%，符合市场预期。财报发布后，该公司股价在盘后交易中走势平稳。
Cisco Systems reported its fiscal first-quarter earnings on Thursday, November 12, 2026, beating Wall Street expectations with revenue of $18.5 billion against an estimated $18.14 billion. The networking equipment provider delivered an adjusted profit of $1.40 per share, surpassing analyst projections of $1.33. Citing expanding customer buildouts of artificial intelligence infrastructure, Cisco raised its full-year fiscal 2027 revenue forecast to between $74.8 billion and $75.8 billion. Additionally, Cisco lifted its projected fiscal 2027 AI infrastructure revenue from hyperscalers to $9 billion. Adjusted gross margin fell year-over-year from 68.1% to 65.6%, matching estimates amid rising memory chip and component costs. Company shares remained flat in extended trading following the announcement.
—— Reuters 2026-11-12 UTC