AI Agents Drive Cisco Networking and Security Growth Outlook
Cisco executives said the company’s campus and branch networking business has expanded about 20% for several quarters, up from prior 3% to 4% growth. They linked AI-driven demand to stronger security needs, highlighting smart switches that combine firewall and switching. Cisco expects security revenue to grow in the high-single digits in fiscal 2027, with firewall revenue up more than 30% for two quarters, services returning to positive mid-single-digit growth.