Cisco Systems, Inc.
CSCOQ3 2022(CSCO Q4 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$1.3B
AI Revenue (Q)
$136.3M
Total Revenue (Q)
$13.6B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2022 10-K (ended July 30, 2022). Product categories: Secure Agile Networks $26.3B, Internet for the Future $5.5B, Collaboration $4.4B, End-to-End Security $3.7B, Optimized Application Experiences $0.7B. Total revenue $51.6B. No AI segment or AI-specific disclosure exists. AI was not a strategic theme in this filing -- focus was on 'cloud-first,' 'digital agility,' and COVID recovery. Cisco's data center switching (Nexus line) and Silicon One ASICs had some early AI infrastructure use cases (spine-leaf fabrics for GPU clusters), but AI workloads were nascent. MATH: Networking (Secure Agile Networks) was ~$26.3B. Data center switching is roughly 15-20% of that (~$4-5B). Of that, AI-specific deployments were <10% in this period (~$400-500M). At $500M / $51.6B total = ~1.0%. This is conservative; AI data center networking was still very early.
Analyzed by claude-opus-4-6
Quoted Figures
Secure, Agile Networks revenue for fiscal 2022
10-K FY2022, Product Revenue by Category
Total revenue $51.6 billion for fiscal 2022
10-K FY2022, Consolidated Statements of Operations
AI Products Identified (Ring 1)
Nexus 9000 data center switches (AI fabric use)Silicon 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 routingWirelessWebex CollaborationSecurity
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix