Cisco Systems, Inc.
CSCOQ1 2023(CSCO Q2 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$1.4B
AI Revenue (Q)
$145.7M
Total Revenue (Q)
$14.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 10-Q (ended Jan 28, 2023). Total revenue $13.592B. Product categories: Secure Agile Networks $6.746B, Internet for the Future $1.306B, Collaboration $0.958B, End-to-End Security $0.943B, Optimized App Experiences $0.199B. Services $3.437B. No AI-specific disclosures. AI infrastructure demand had not yet materialized in Cisco's filing commentary. MATH: Similar to prior quarter. Data center switching ~$1.2B, AI-specific ~$130M. $130M / $13.592B = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Secure, Agile Networks $6,746M
10-Q Q2 FY2023, Revenue for Groups of Similar Products
Total revenue $13,592M
10-Q Q2 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