Cisco Systems, Inc.
CSCOQ2 2023(CSCO Q3 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
Q3 FY2023 10-Q (ended Apr 29, 2023). Total revenue $14.571B. Secure Agile Networks $7.550B (record quarter due to backlog fulfillment), Internet for the Future $1.392B, Collaboration $0.985B, End-to-End Security $0.958B, Optimized App Experiences $0.204B. Services $3.479B. No AI-specific disclosures despite ChatGPT launch in late 2022 beginning to drive AI awareness. MATH: Data center switching ~$1.4B. AI-specific ~$140M. $140M / $14.571B = ~1.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Secure, Agile Networks $7,550M
10-Q Q3 FY2023, Revenue for Groups of Similar Products
Total revenue $14,571M
10-Q Q3 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