Cisco Shares Climb 7.7% in Quarter on AI Momentum and Security Demand
Cisco outpaced sector peers with a 7.7% share gain over the past three months, driven by strength in AI solutions adoption and increased enterprise security spending. The company reiterated bullish fiscal 2026 guidance emphasizing continued investment in AI-powered networking and cybersecurity offerings.
1. Cisco Outperforms Peers with 7.7% Gain Over Three Months
Over the last quarter, Cisco delivered a 7.7% share uptick, outpacing leading networking and security vendors. The performance reflects strong demand for the company’s AI-enabled switching and routing platforms, as well as heightened enterprise spending on zero-trust security solutions. Management’s fiscal 2026 guidance projects year-over-year revenue growth in the high single digits and adjusted operating margin expansion of approximately 100 basis points. Key drivers include adoption of the Catalyst 9600 series campus switches and SecureX cloud-native security portfolio, which saw license bookings jump over 40% in the December quarter.
2. Cisco Announces Second Annual AI Summit to Shape the Next Trillion-Dollar AI Economy
Cisco will host its second annual AI Summit on February 3, 2026, in San Francisco and via global livestream. Chair & CEO Chuck Robbins and President & Chief Product Officer Jeetu Patel will lead sessions featuring industry luminaries such as NVIDIA’s Jensen Huang, OpenAI’s Sam Altman and AWS’s Matt Garman. The event will cover AI infrastructure, governance, workforce transformation and geopolitics, with interactive fireside chats and breakout workshops. Cisco expects the summit to draw more than 10,000 live and online attendees, reinforcing the company’s position as a cornerstone provider of AI-ready networking and security solutions.