01 | EXECUTIVE DIRECTION
Executive Summary
Integrated growth motion across AI infrastructure, networking, security, observability and operations.
40%
Q4 FY2026 NETWORKING ORDER GROWTH
$9.3B
FY2026 HYPERSCALER AI-INFRA ORDERS
$7.5B
FY2027 EXPECTED AI-INFRA REVENUE
$63.3B
FY2026 CISCO REVENUE
SALES OBJECTIVE
Expand enterprise AI infrastructure and
networking demand by combining high-performance
networking, secure AI infrastructure, security,
observability, software and services into
integrated customer solutions.
GROWTH PRIORITIES
AI infrastructure expansion
Networking deployment growth
Enterprise AI workload targeting
Neocloud and sovereign-cloud opportunities
Security and observability attach
Cisco Cloud Control adoption
Installed-base expansion
Partner-led pipeline
COMMERCIAL LOGIC
1
Assess AI ambition
2
Map compute + network
3
Secure the AI factory
4
Operate with unified telemetry
5
Expand the account
Publicly documented 2026 direction, presented as a commercial planning representation.
CISCO | AI INFRASTRUCTURE & NETWORKING GROWTH SALES PLAN
EXECUTIVE SUMMARY | 02