Question 1

What percentage of Cisco Systems, Inc.'s revenue comes from AI?

Accepted Answer

Cisco Systems, Inc. derives approximately 6.11% of its revenue from AI-related products and services, representing $3.3B in annual AI revenue out of $53.3B total. This estimate has "Estimated" confidence — no direct ai revenue disclosure — estimated from product mix.

Question 2

What is Cisco Systems, Inc.'s AI Fair Value?

Accepted Answer

Cisco Systems, Inc.'s AI Fair Value is $19.4B, ranking it #27 among publicly traded companies in the AI supply chain. AI Fair Value is calculated as Market Cap × AI Revenue %, representing what a company's AI business would be worth as a standalone entity.

Question 3

How has Cisco Systems, Inc.'s AI revenue changed recently?

Accepted Answer

Cisco Systems, Inc.'s AI revenue percentage increased from 6.0% to 7.0% (+1.0pp) between Q3 2025 and Q4 2025. Over the last 12 quarters tracked, AI revenue has trended upward.

Question 4

How does Cisco Systems, Inc. compare to peers in Hardware?

Accepted Answer

Cisco Systems, Inc.'s AI revenue percentage of 6.11% is below the Hardware layer average of 28.2%. Among 5 ranked peers, 5 peers have a higher AI revenue percentage.

Question 5

Where does Cisco Systems, Inc. sit in the AI supply chain?

Accepted Answer

Cisco Systems, Inc. operates in the Hardware & Systems layer (Layer 4 of 9) of the AI supply chain. Server manufacturers, networking equipment, and power/cooling infrastructure for AI data centers.

Question 6

How reliable is Cisco Systems, Inc.'s AI revenue estimate?

Accepted Answer

Cisco Systems, Inc.'s AI revenue data has a "Estimated" confidence tier. No direct AI revenue disclosure — estimated from product mix. Source: SEC Filing Analysis.

Cisco Systems, Inc.

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