---
title: "思科在 AI 推動下的強勁季度業績提升了雲業務的前景"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286460615.md"
description: "思科報告了 2026 年第一季度的強勁業績，收入增長 12%，達到 158.4 億美元，超出分析師預期。這一增長得益於超大規模企業和企業對人工智能原生網絡產品的需求，以及網絡現代化的推動。思科還將全年調整後的每股收益指引上調至 4.28 美元，並預計第二季度收入將高於華爾街的預測"
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 推動下的強勁季度業績提升了雲業務的前景

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.

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