Cisco Systems, Inc.
CSCOQ4 2022(CSCO Q1 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$1.4B
AI Revenue (Q)
$135.9M
Total Revenue (Q)
$13.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 10-Q (ended Oct 29, 2022). Total revenue $13.632B. Product categories: Secure Agile Networks $6.684B, Internet for the Future $1.310B, Collaboration $1.086B, End-to-End Security $0.971B, Optimized App Experiences $0.193B. Services $3.387B. No AI-specific disclosures or mentions of AI workload demand. AI data center infrastructure use cases were minimal at this point. MATH: Data center switching estimated at ~$1.2B of Secure Agile Networks for the quarter. AI-specific portion ~8-10% = ~$100-130M. $130M / $13.632B = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Secure, Agile Networks $6,684M
10-Q Q1 FY2023, Revenue for Groups of Similar Products
Total revenue $13,632M
10-Q Q1 FY2023, Consolidated Statements of Operations
AI Products Identified (Ring 1)
Nexus 9000 data center switchesSilicon One ASICs
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Campus switchingEnterprise routingCollaborationSecurity
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix