Communications
Price
$109.20
+0.54%Market Cap
$428.08B
Day High
$110.36
Day Low
$109.00
Cisco's fiscal 2026 delivered accelerating double-digit revenue growth fueled by AI infrastructure, while gross margin dipped slightly and supply chain risks remain.
Key risk: Supply Chain and Component Shortage Risk
The company faces significant supply chain risks from memory shortages, increased purchase commitments for Cisco Silicon One and memory components, and potential excess or obsolete inventory if demand decreases or customers change orders with limited notice. These commitments and prepayments have significantly increased supply chain exposure and may lead to charges or lower gross margins.
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