思科上调全年收入指引至602亿—610亿美元

Core Insights - Cisco reported Q1 revenue of $14.88 billion, an 8% year-over-year increase, and non-GAAP EPS of $1.00, a 10% increase, both exceeding Wall Street expectations [1] - This marks Cisco's fourth consecutive quarter of revenue growth [1] - AI infrastructure orders surged to $1.3 billion, significantly up from $800 million in the previous quarter [1] Revenue Performance - Networking business showed strong performance with a revenue growth of 15% [1] - Product orders increased by 13% year-over-year, with networking product orders achieving double-digit growth for the fifth consecutive quarter [1] Guidance Update - Cisco raised its full-year revenue guidance to between $60.2 billion and $61 billion [1]