Cisco reports Q1 revenue up 24% YoY to $18.5B, above $18.14B est., adjusted EPS above estimates, and raises its FY 2027 revenue forecast
THE SO WHAT
Cisco’s 24% YoY jump and raised 2027 outlook—driven by AI networking demand per Reuters—confirms that AI capex is flowing into switches, optics, and fabric, not just GPUs. If you’re building AI-heavy products, your bottleneck may be network design and lead times, not just accelerator allocation.
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