Cisco CEO Chuck Robbins said Cisco delivered a “very strong” Q2 FY26, with record revenue and accelerating demand tied to AI infrastructure and campus networking refresh cycles, while also taking actions to offset rising memory costs through price increases, contract changes, and supply negotiations. CFO Mark Patterson reported Q2 revenue of $15.3B (+10% YoY) and non-GAAP EPS of $1.04 (+11%), with product orders up 18% and AI infrastructure orders from hyperscalers totaling $2.1B; Cisco also raised its quarterly dividend to $0.42 and guided Q3 revenue of $15.4B–$15.6B and FY26 revenue of $61.2B–$61.7B. The full prepared remarks and related webcast are available here.

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