---
title: "思科在 AI 推动下的强劲季度业绩提升了云业务的前景"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286460615.md"
description: "思科报告了 2026 年第一季度的强劲业绩，收入增长 12%，达到 158.4 亿美元，超出分析师预期。这一增长得益于超大规模企业和企业对人工智能原生网络产品的需求，以及网络现代化的推动。思科还将全年调整后的每股收益指引上调至 4.28 美元，并预计第二季度收入将高于华尔街的预测"
datetime: "2026-05-14T20:11:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286460615.md)
  - [en](https://longbridge.com/en/news/286460615.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286460615.md)
---

# 思科在 AI 推动下的强劲季度业绩提升了云业务的前景

Earnings beat expectations: Cisco’s Q1 CY2026 revenue and adjusted EPS both exceeded analyst estimates, with revenue up 12% to $15.84 billion. AI drives demand: Growth was fueled by hyperscaler and enterprise orders for AI-native networking products, alongside network modernization needs. Raised full-year outlook: Cisco increased its full-year adjusted EPS guidance to $4.28 and projected Q2 revenue above Wall Street forecasts.

### 相关股票

- [CSCO.US](https://longbridge.com/zh-CN/quote/CSCO.US.md)
- [CSCL.US](https://longbridge.com/zh-CN/quote/CSCL.US.md)
- [CSCS.US](https://longbridge.com/zh-CN/quote/CSCS.US.md)

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