思科Cisco Systems Inc.（CSCO）2026财年第二季度财报电话会议纪要「NASDAQ」（英文版）（28页）.pdf

1、Q2 Fiscal Year 2026February 11,2026Conference Call 2026 Cisco and/or its affiliates.All rights reserved.Cisco ConfidentialForward-Looking StatementsThis presentation contains projections and other forward-looking statements regarding future events or the future financial performance of Cisco,includi

2、ng future operating results.These projections and statements are only predictions.Actual events or results may differ materially from those in the projections or other forward-looking statements.Please see Ciscos filings with the SEC,including its most recent filings on Forms 10-K and 10-Q,for a dis

3、cussion of important risk factors that could cause actual events or results to differ materially from those in the projections or other forward-looking statements.GAAP ReconciliationDuring this presentation references to financial measures of Cisco will include references to non-GAAP financial measu

4、res.Cisco provides a reconciliation between GAAP and non-GAAP financial information on the Cisco Investor Relations website https:/ Momentum&Key Trends 2026 Cisco and/or its affiliates.All rights reserved.Cisco ConfidentialStrong Financial Performance Q2 revenue,operating margin,and EPS exceeded the

5、 high end of our guidance rangesRaising FY26 guidance on robust outlookQ2 FY 2026 Key TakeawaysAccelerating AI Momentum$2.1B AI orders taken in Q2 from hyperscalers;revenue of over$3B expected in FY26$350M of AI orders taken in Q2 from neocloud,sovereign,and enterprise customersAccelerating Campus R

6、efresh and DC Switching GrowthAll next-gen campus networking solutions ramping faster than prior product launches,driving accelerated growthAccelerating mid-teens growth in data center switching orders in Q2 2026 Cisco and/or its affiliates.All rights reserved.Cisco ConfidentialQ2 FY 2026 Summary Do