Cisco beats expectations on AI demand, but shares fall after hours 📊 Cisco reported Q4 FY2026 revenue of $17.3 billion, up 18% YoY, while adjusted EPS reached $1.22, with both figures exceeding market expectations. 🤖 AI infrastructure remained a key growth driver, with hyperscaler orders reaching $4 billion in the quarter and $9.3 billion for the full year. Product orders rose 35% YoY, indicating broader demand beyond a small group of major customers. 📈 Cisco also guided FY2027 revenue to $72.2–73.4 billion and adjusted EPS to $5.05–5.11, above previous Wall Street expectations. 📉 Despite the strong results, $CSCO fell about 4.5% in after-hours trading. The reaction suggests expectations were already elevated ahead of earnings, leaving investors focused on the magnitude of the beat rather than absolute growth alone. #Cisco $BNB $SOL