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Cisco — 供應鏈與商業關係

下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。

點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。

在完整地圖中查看 Cisco →

3 家供應商3 家合作夥伴22 家競爭對手13 份來源申報文件

收錄於供應鏈主題地圖：網路與連線晶片

供應商（供應其產品或服務的公司）

供應來自 ← Fabrinet
申報於 2026-08-18 · 13 天前
“During fiscal year 2026, Cisco Systems, Inc., NVIDIA Corporation, Nokia Corporation and Amazon.com, Inc. contributed 19.9%, 16.3%, 10.7% and 10.5%, respectively, of our revenues.”
— FN 10-K，申報於 2026-08-18 EDGAR · 查看原始申報文件 ↗
Fabrinet 於 2026 會計年度有 19.9% 的營收來自 Cisco。（以原文為準）
供應來自 ← AMD
申報於 2026-05-05 · 118 天前
“Cisco announced that AMD Ryzen Embedded V3000 processors will power new Cisco N9300 Series switches and 8000 Series routers for AI workloads.”
— AMD 8-K，申報於 2026-05-05 EDGAR · 查看原始申報文件 ↗
Cisco 宣布 AMD Ryzen Embedded V3000 處理器將用於新的 Cisco N9300 系列交換器和 8000 系列路由器，以支援 AI 工作負載。（以原文為準）
供應來自 ← Skyworks
申報於 2025-11-07 · 297 天前
“Our key customers include … Cisco,”
— SWKS 10-K，申報於 2025-11-07 EDGAR · 查看原始申報文件 ↗
Cisco 被列為 Skyworks 的主要客戶之一。（以原文為準）

合作夥伴與協作

合作夥伴 ↔ AMD 合資／共同開發
最近確認於 2026-08-04 · 27 天前 · 經 2 份申報文件佐證
“AMD, Cisco and HUMAIN announced a joint venture with plans to deploy 1 GW of AI infrastructure by 2030.”
— AMD 8-K，申報於 2026-02-03 EDGAR · 查看原始申報文件 ↗
AMD 宣布與 Cisco 及 HUMAIN 成立合資企業，計劃於 2030 年前部署 1 GW 的人工智慧基礎設施。（以原文為準）
合作夥伴 ↔ Intel
申報於 2026-01-22 · 221 天前
“Intel and Cisco announced a collaboration on an integrated platform for distributed AI workloads.”
— INTC 8-K，申報於 2026-01-22 EDGAR · 查看原始申報文件 ↗
Intel 與 Cisco 宣布合作開發分散式 AI 工作負載的整合平台。（以原文為準）
合作夥伴 ↔ NVIDIA
申報於 2025-11-19 · 285 天前
“Unveiled the all-American AI-RAN stack to accelerate the path to 6G with industry-leading partners Booz Allen, Cisco, MITRE, ODC and T-Mobile.”
— NVDA 8-K，申報於 2025-11-19 EDGAR · 查看原始申報文件 ↗
NVIDIA 與 Cisco 等領先的產業夥伴推出全美 AI-RAN 堆疊，以加速邁向 6G。（以原文為準）

競爭對手

相互競爭 ↔ Marvell
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Cisco Systems, Inc. (“Cisco”)”
— MRVL 10-K，申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 的直接競爭對手包括 Cisco Systems, Inc.。（以原文為準）
相互競爭 ↔ Celestica
申報於 2026-02-27 · 185 天前
“we also face competition from OEMs (including Arista Networks, Inc., Cisco Systems, Inc. and others)”
— CLS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗
Celestica 將 Cisco 列為 OEM 競爭對手之一。（以原文為準）
相互競爭 ↔ NVIDIA
最近確認於 2026-02-25 · 187 天前 · 經 2 份申報文件佐證
“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”
— NVDA 10-K，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗
NVIDIA 在網路產品領域與 Cisco 等公司競爭。（以原文為準）
相互競爭 ↔ AWS
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Cisco 將 AWS 列為競爭對手之一。（以原文為準）
相互競爭 ↔ Arista Networks
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Arista Networks 與 Cisco 在部分產品或服務上互為競爭對手。（以原文為準）
相互競爭 ↔ Broadcom
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Cisco 將 Broadcom 列為其部分產品或服務的競爭對手之一。（以原文為準）
相互競爭 ↔ Ciena
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Ciena 是 Cisco 在部分產品或服務上的競爭者之一。（以原文為準）
相互競爭 ↔ Crowdstrike
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Cisco 與 Crowdstrike 在部分產品或服務上互為競爭對手。（以原文為準）
相互競爭 ↔ Datadog
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Datadog 是 Cisco 在部分產品或服務上的競爭者之一。（以原文為準）
相互競爭 ↔ Dell
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Dell 被列為 Cisco 的競爭對手之一（僅就部分產品或服務而言）。（以原文為準）
相互競爭 ↔ Dynatrace
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Cisco 的競爭對手包括 Dynatrace 等公司。（以原文為準）
相互競爭 ↔ Fortinet
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Cisco 將 Fortinet 列為其部分產品或服務的競爭對手之一。（以原文為準）
相互競爭 ↔ HPE
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Cisco 列舉 HPE 為其部分產品或服務的競爭者之一。（以原文為準）
相互競爭 ↔ Huawei
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Cisco 的競爭對手包括 Huawei 等公司。（以原文為準）
相互競爭 ↔ Microsoft
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Microsoft 是 Cisco 的競爭者之一。（以原文為準）
相互競爭 ↔ New Relic
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
New Relic 是 Cisco 在部分產品或服務上的競爭者之一。（以原文為準）
相互競爭 ↔ Nokia
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Nokia 被列為 Cisco 的競爭對手之一。（以原文為準）
相互競爭 ↔ Palo Alto Networks
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Cisco 將 Palo Alto Networks 列為其競爭對手之一。（以原文為準）
相互競爭 ↔ Ringcentral
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Cisco 的競爭對手包括 RingCentral 等公司。（以原文為準）
相互競爭 ↔ Zoom Video Communications
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Cisco 的競爭對手包括 Zoom Video Communications。（以原文為準）
相互競爭 ↔ Zscaler
申報於 2025-09-03 · 362 天前
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗
Zscaler 是 Cisco 的競爭者之一。（以原文為準）
相互競爭 ↔ Supermicro
申報於 2025-08-28 · 368 天前
“We believe our principal competitors include: • global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and • ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”
— SMCI 10-K，申報於 2025-08-28 EDGAR · 查看原始申報文件 ↗
Supermicro 認為其競爭對手包括 Cisco 等全球科技供應商。（以原文為準）

公司公告

Cisco 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。

2026-08-12財報發布CISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2026 EARNINGS
News Summary : • Record top and bottom-line performance with double-digit growth in Q4 and FY 2026, exceeding the high end of guidance ranges • Exceptional FY 2026 operating margin results, demonstrating strong execution and operating efficiency • Broad-based, record high demand for Cisco technology with a networking supercycle underway ◦ Q4 total product orders up 35% year over year;
顯示更多原文
up 25% excluding hyperscalers, with double-digit growth across every geography and customer market ◦ Networking product orders grew 40% year over year in Q4, marking the eighth consecutive quarter of double-digit growth • Significant momentum and raised expectations for AI infrastructure from hyperscalers ◦ $4 billion of orders taken in Q4, bringing the total for FY 2026 to $9.3 billion ◦ Delivered approximately $4 billion of revenue in FY 2026; $7.5 billion expected in FY 2027 • Q4 FY 2026 Results: ◦ Revenue: $17.3 billion ▪ Increase of 18% year over year ◦ Operating Margin: GAAP: 24.7%; Non-GAAP: 35.9% ◦ Earnings per Share: GAAP: $0.97; Non-GAAP: $1.22 ▪ GAAP EPS increased 52% year over year ▪ Non-GAAP EPS increased 23% year over year • FY 2026 Results: ◦ Revenue: $63.3 billion
（申報原文節錄，以原文為準）
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-05-13財報發布CISCO REPORTS THIRD QUARTER EARNINGS
News Summary: • Double-digit top and bottom-line growth exceeding the high end of our guidance ◦ Record revenue of $15.8 billion, up 12% year over year; GAAP EPS of $0.85, up 37% year over year; and non-GAAP EPS of $1.06, up 10% year over year ◦ GAAP gross margin of 63.6% and non-GAAP gross margin of 66.0%;
顯示更多原文
GAAP operating margin of 25.0% and non-GAAP operating margin of 34.2%, demonstrating strong execution and operational efficiencies • Broad-based, record high demand for Cisco technology ◦ Total product orders up 35% year over year; up 19% excluding hyperscalers ◦ Growth in networking product orders accelerated to more than 50% year over year • Significant momentum and raised expectations for AI infrastructure from hyperscalers ◦ $5.3 billion of orders taken year to date; raising expected FY26 orders to $9 billion, up from $5 billion ◦ Raising expected FY26 revenue to $4 billion, up from $3 billion
（申報原文節錄，以原文為準）
— Form 8-K · 項目 2.02, 2.05, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-02-11財報發布CISCO REPORTS SECOND QUARTER EARNINGS
News Summary: • Double-digit top and bottom-line growth exceeding our guidance, with EPS growing faster than revenue ◦ Record revenue of $15.3 billion, up 10% year over year; GAAP EPS of $0.80, up 31% year over year; and Non-GAAP EPS of $1.04, up 11% year over year ◦ GAAP gross margin of 65.0% and Non-GAAP gross margin of 67.5%;
顯示更多原文
GAAP operating margin of 24.6% and Non-GAAP operating margin of 34.6%, both above the high end of our guidance range • Accelerating, double-digit growth in product orders across all geographies and robust growth across all customer markets ◦ Product orders up 18% year over year with networking product orders accelerating to more than 20% year over year • AI Infrastructure orders taken from hyperscalers totaled $2.1 billion, reflecting a significant acceleration in growth • Major multi-year, multi-billion-dollar campus networking refresh cycle underway • Dividend increased by 2% to $0.42 per share • Q2 FY 2026 Results: ◦ Revenue: $15.3 billion ▪ Increase of 10% year over year ◦ Earnings per Share: GAAP: $0.80; Non-GAAP: $1.04 ▪ GAAP EPS increased 31% year over year ▪ Non-GAAP EPS increased 11% year over year
（申報原文節錄，以原文為準）
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-11-12財報發布CISCO REPORTS FIRST QUARTER EARNINGS
News Summary: • Strong top and bottom-line growth, exceeding our guidance and delivering continued operating leverage • Revenue of $14.9 billion, up 8% year over year; GAAP EPS of $0.72, up 6% year over year; and Non-GAAP EPS of $1.00, up 10% year over year, above the high end of our guidance ranges and demonstrating solid operating leverage
顯示更多原文
• GAAP gross margin of 65.5% and Non-GAAP gross margin of 68.1%; GAAP operating margin of 22.6% and Non-GAAP operating margin of 34.4%, both above the high end of our guidance ranges • Growth in product orders across all geographies and customer markets, demonstrating strong demand for Cisco’s technologies • Product orders up 13% year over year, with double-digit growth in Networking product orders for the fifth consecutive quarter • AI Infrastructure orders taken from hyperscaler customers totaled $1.3 billion, reflecting a significant acceleration in growth • Major multi-year, multi-billion-dollar campus networking refresh cycle underway • All technologies within campus networking (switching, routing, wireless and IoT) saw accelerated order growth in Q1
（申報原文節錄，以原文為準）
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-08-13財報發布CISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2025 EARNINGS
News Summary : • Strong topline performance at the high end of our guidance ranges: • Q4 revenue of $14.7 billion, up 8% year over year • FY 2025 revenue of $56.7 billion, up 5% year over year • Q4 product orders up 7% year over year with growth across all geographies, demonstrating robust demand for Cisco’s technologies
顯示更多原文
• AI Infrastructure orders taken from webscale customers exceeded $800 million, bringing the FY 2025 total to over $2 billion, more than double the original $1 billion target • Strong profitability in Q4: • GAAP gross margin of 65.7% and non-GAAP gross margin of 68.4%, at the high end of our guidance range • GAAP EPS of $0.71 and non-GAAP EPS of $0.99, above the high end of our guidance range • Q4 FY 2025 Results: • Revenue: $14.7 billion • Increase of 8% year over year • Earnings per Share: GAAP: $0.71; Non-GAAP: $0.99 • GAAP EPS increased 31% year over year • Non-GAAP EPS increased 14% year over year • FY 2025 Results: • Revenue: $56.7 billion • Increase of 5% year over year • Earnings per Share: GAAP: $2.61; Non-GAAP: $3.81 • GAAP EPS increased 3% year over year • Non-GAAP EPS increased 2% year over year • Q1 FY 2026 Guidance (1) :
（申報原文節錄，以原文為準）
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