Cisco 第一财季业绩超预期，上调本财年 AI 基础设施收入预期
Cisco beats on earnings, says AI infrastructure revenue will double this fiscal year
Cisco 第一财季调整后每股收益为 1.40 美元、营收为 185 亿美元，均高于 LSEG 预期；营收同比增长 24%，达到 185 亿美元。公司将本财年来自超大规模云服务商的 AI 基础设施收入预期上调至 90 亿美元，超过上一财年的两倍。Cisco 预计第二财季营收为 180 亿至 182 亿美元，调整后每股收益为 1.34 至 1.36 美元，均高于分析师平均预期。
Cisco 上调本财年面向超大规模云服务商的 AI 基础设施收入预期，结合季度业绩和下季指引，可观察其相关业务增长对网络设备公司的影响。
Cisco CEO Chuck Robbins appears at the World Economic Forum in Davos, Switzerland, on Jan. 21, 2026.
Krisztian Bocsi | Bloomberg | Getty Images
Cisco shares rose in extended trading on Thursday after the maker of networking gear reported better-than-expected fiscal first-quarter results.
Here's how the company did compared to LSEG consensus estimates:
- EPS: $1.40 adjusted vs. $1.33 expected
- Revenue: $18.5 billion vs. $18.1 billion expected.
Revenue increased 24% from $14.88 billion a year earlier, Cisco said in a statement. Net income rose to $4.6 billion, or $1.14 per share, from $2.9 billion, or 72 center per share, a year ago.
Cisco is trying to gain a foothold in the artificial intelligence buildout after missing out on the early years of the generative AI boom. The company's stock price is up about 35% this year as of Thursday's close, trouncing the Nasdaq, which has gained 9% over that stretch.
Cisco raised its expectation for AI infrastructure revenue from hyperscalers to $9 billion this fiscal year, more than double the figure in fiscal 2026.
"Organizations are turning to Cisco for our trusted, market-defining technology and our expertise to help them scale, secure and optimize their environments for the agentic AI era," CEO Chuck Robbins said in the statement.
For the fiscal second quarter, Cisco said it expects revenue of between $18 billion and $18.2 billion, topping the average analyst estimate of $17.88 billion, according to LSEG. The company is projecting adjusted earnings per share of $1.34 to $1.36, beating the $1.23 average estimate.
来源：CNBC · cnbc.com