思科
Global leader in enterprise networking, security and observability, spanning switches, routers and collaboration software.
Cisco reported Q1 FY2027 revenue of $18.52B, up 24% year over year, its strongest growth in nearly 15 years, with net income of $4.55B, up 59%, and raised full-year guidance. Networking revenue jumped 43% on AI infrastructure upgrade demand, though a richer mix of AI hardware pushed gross margin down 1.8 points to 63.7%.
After years of encouraging staff to embrace AI, large enterprises including Goldman Sachs, Cisco and JPMorgan are shifting to more disciplined deployment: token budgets, usage tracking and access limits for specific employees or tools. The goal is not cost cutting but tying AI spend to productivity, risk control and data protection.