What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77

Cisco's IR chief says AI adoption is still early (90% of users at basic-prompt stage), supporting continued token and infrastructure demand.

• Revenue acceleration: Cisco's growth jumped from a normalized ~5% (guided as multi-year target when Badri joined in 2023) to 18% last quarter, with FY27 guidance of 15% at the midpoint.
• Hyperscaler doubling: Cisco's hyperscaler business (Silicon One switches and coherent pluggables) is set to nearly double in FY27 but remains under 20% of total revenue; a campus-switch refresh cycle (some gear in production for well over a decade) is the other major growth driver.

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