“FY 2027 Guidance: Revenue of $74.8 billion to $75.8 billion and non-GAAP earnings per share of $5.47 to $5.53 — raised after record Q1 FY27 revenue of $18.5 billion, up 24% year over year, driven by AI infrastructure and networking demand.”

Resolves with Cisco's fiscal 2027 full-year results (fiscal year ended July 31, 2027); CFO Mark Patterson said the $2.5 billion raise comprised $1.5 billion from hyperscale customers and $1 billion from the rest of the business.