"Cisco posted $15.35 billion in Q2 FY2026 revenue, up 10% year over year, and management guided for full-year revenue of $61.2 billion to $61.7 billion, which would be the firm's strongest revenue year on record."
"The Reddit sentiment score for Cisco sits at 25 out of 100, categorized as bearish, with concerns driven by geopolitical risks, declining cash flow, and a drop in security segment revenue."
"Three concrete concerns drive the bearish tone: Cisco's exposure to the Middle East, a 19% decline in operating cash flow, and a 4% fall in security segment revenue."
Cisco Systems reported $15.35 billion in Q2 FY2026 revenue, a 10% increase year over year, with full-year guidance of $61.2 billion to $61.7 billion. AI infrastructure orders surged to $2.1 billion, indicating strong demand. However, the Reddit sentiment score is bearish at 25, driven by concerns over geopolitical risks in the Middle East, a 19% decline in operating cash flow, and a 4% drop in security segment revenue. Despite a 21% growth in networking segment revenue, the overall sentiment remains cautious.
Read at 24/7 Wall St.
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