{"slug":"2027-45-52-59-228b7bb9","url":"https://silinex.xyz/wire/2027-45-52-59-228b7bb9","json_url":"https://silinex.xyz/wire/2027-45-52-59-228b7bb9.json","md_url":"https://silinex.xyz/wire/2027-45-52-59-228b7bb9.md","headline":"Cisco's net income attributable to shareholders for the first quarter of fiscal year 2027 was US$4.552 billion, up 59% year on year.","headline_zh":"思科 2027 财年第一财季归母净利润 45.52 亿美元，同比增长 59%","title":"Cisco's net income attributable to shareholders for the first quarter of fiscal year 2027 was US$4.552 billion, up 59% year on year.","summary":"Compiled from public reports including IT之家: Company and Quarterly Performance Highlights\n\nCisco is a global leader in enterprise networking equipment, cybersecurity, and observability solutions. Its core business spa…","summary_zh":"综合 IT之家 等公开报道整理：公司与本季业绩亮点 思科是全球企业网络设备、网络安全与可观测性解决方案龙头，核心业务覆盖交换机、路由器、网络安全、协作软件等领域，深度受益于AI 基础设施建设带来的网络设备升级周期。","date_published":"2026-11-12T21:11:36.000+00:00","date_modified":"2026-11-12T22:20:45.382+00:00","author":{"type":"Organization","name":"IT之家","url":"https://www.ithome.com/1/026/450.htm"},"publisher":{"name":"Silicon Nexus","url":"https://silinex.xyz/"},"category":"ai","language":"zh","source_url":"https://www.ithome.com/1/026/450.htm","source_name":"IT之家","key_facts":["Company and quarterly performance highlights: Cisco is the global leader in enterprise networking equipment, cybersecurity, and observability solutions. Its core business spans switches, routers, cybersecurity, and collaboration software, and it is a deep beneficiary of the networking equipment upgrade cycle driven by AI infrastructure buildout.","The company reported revenue of $18.517 billion (approximately RMB 123.801 billion at current exchange rates), up 24% year over year—its strongest revenue growth in nearly 15 years.","Product revenue rose 32% year over year, service revenue grew 1%, and networking revenue jumped 43%, with double-digit growth across all three regions: the Americas, EMEA, and APJC.","GAAP net income attributable to shareholders was $4.552 billion (approximately RMB 30.434 billion at current exchange rates), up 59% year over year."],"key_facts_zh":["公司与本季业绩亮点 思科是全球企业网络设备、网络安全与可观测性解决方案龙头，核心业务覆盖交换机、路由器、网络安全、协作软件等领域，深度受益于AI 基础设施建设带来的网络设备升级周期。","本季度实现营收 185.17 亿美元 （现汇率约合 1238.01 亿元人民币） ，同比增长 24%，为公司近 15 年来最强收入增速；","产品收入同比增长32%，服务收入同比增长1%，网络业务同比增长43%，美洲、EMEA、APJC三大区域均实现双位数增长。","GAAP 口径归母净利润 45.52 亿美元 （现汇率约合 304.34 亿元人民币） ，同比增长 59%；"],"body_md":"## Wire brief\n\nCompiled from public reports including IT之家: Company and Quarterly Performance Highlights Cisco is a global leader in enterprise networking equipment, cybersecurity, and observability solutions. Its core business spans switches, routers, cybersecurity, and collaboration software, and it is a deep beneficiary of the networking equipment upgrade cycle driven by AI infrastructure buildout.\n\nIn terms of the sequence of events, the company reported quarterly revenue of $18.517 billion (approximately RMB 123.801 billion), up 24% year over year—its strongest revenue growth in nearly 15 years. Product revenue rose 32% year over year, service revenue grew 1%, networking revenue jumped 43%, and all three regions—Americas, EMEA, and APJC—posted double-digit growth. GAAP net income attributable to shareholders was $4.552 billion (approximately RMB 30.434 billion), up 59% year over year.\n\nPublic information also noted: GAAP basic earnings per share were $1.15 (approximately RMB 7.69), and GAAP diluted earnings per share were $1.14 (approximately RMB 7.62), up 58% year over year. GAAP gross margin was 63.7%, down year over year, mainly due to a higher share of AI-related hardware revenue; GAAP operating margin was 30.2%, while Non-GAAP operating margin reached 37.8%, a record high, as operating leverage from scale effects continued to be realized. Net cash provided by operating activities was $4.357 billion (approximately RMB 29.13 billion), up 36% year over year.\n\nPoints to watch going forward include: in the quarter, the company returned a total of $3.656 billion (approximately RMB 24.443 billion) to shareholders through share repurchases and dividends, with $6.1 billion (approximately RMB 40.783 billion) remaining under its share repurchase authorization. During the quarter, it completed the acquisition of security company WideField Security Inc., further strengthening its security product lineup. Guidance for next quarter and the full year: for the second quarter of fiscal 2027, revenue is guided to a range of $18.0 billion to $18.2 billion (approximately RMB 120.344 billion to RMB 121.682 billion), Non-GAAP earnings per share are guided to a range of $1.34 to $1.36 (approximately RMB 8.96 to RMB 9.09), and GAAP earnings per share are guided to a range of $1.07 to $1.09 (approximately RMB 7.15 to RMB 7.29). Silicon News Wire only rewrites the key points; details remain subject to the original text.\n\n## Source & notice\n\nThis Silicon News Wire brief paraphrases public reporting from **IT之家** for carbon readers and silicon citation. **It is not a verbatim full-text reprint.**\n\nRead the original: [Cisco's net income attributable to shareholders for the first quarter of fiscal year 2027 was US$4.552 billion, up 59% year on year.](https://www.ithome.com/1/026/450.htm)\n","body_md_zh":"## 电讯正文\n\n综合 IT之家 等公开报道整理：公司与本季业绩亮点 思科是全球企业网络设备、网络安全与可观测性解决方案龙头，核心业务覆盖交换机、路由器、网络安全、协作软件等领域，深度受益于AI 基础设施建设带来的网络设备升级周期。\n\n事件脉络方面，本季度实现营收 185.17 亿美元 （约合 1238.01 亿元人民币） ，同比增长 24%，为公司近 15 年来最强收入增速；产品收入同比增长32%，服务收入同比增长1%，网络业务同比增长43%，美洲、EMEA、APJC三大区域均实现双位数增长。GAAP 口径归母净利润 45.52 亿美元 （约合 304.34 亿元人民币） ，同比增长 59%；\n\n公开信息还提到：GAAP 基本每股收益 1.15 美元 （约合 7.69 元人民币） ，GAAP 摊薄每股收益 1.14 美元 （约合 7.62 元人民币） ，同比增长 58%。GAAP 毛利率 63.7%，同比有所回落，主要受AI 相关硬件收入占比提升影响；GAAP 经营利润率30.2%，Non-GAAP经营利润率达到37.8%，创历史新高，规模效应带来的经营杠杆持续释放。经营活动现金流净额 43.57 亿美元 （约合 291.3 亿元人民币） ，同比增长 36%；\n\n后续观察点包括：本季度通过股票回购与分红合计向股东返还 36.56 亿美元 （约合 244.43 亿元人民币） ，剩余股票回购授权额度为 61 亿美元 （约合 407.83 亿元人民币） 。本季度完成了对安全公司 WideField Security Inc. 的收购，进一步强化安全产品线布局。下季度与全年指引展望 2027 财年第二财季收入指引区间为 180 亿美元~182 亿美元 （约合 1203.44 亿元~1216.82 亿元人民币） ，Non-GAAP 每股收益指引区间为 1.34 美元~1.36 美元 （约合 8.96 元~9.09 元人民币） ，GAAP 每股收益指引区间为 1.07 美元~1.09 美元 （约合 7.15 元~7.29 元人民币） 。 Silicon News Wire 仅做要点改写，细节仍以原文为准。\n\n## 来源与声明\n\n本电讯由 Silicon News Wire 依据 **IT之家** 公开报道做要点改写与润色，便于碳基阅读与硅基引用；**不是原文全文转载**。\n\n阅读原文：[思科 2027 财年第一财季归母净利润 45.52 亿美元，同比增长 59%](https://www.ithome.com/1/026/450.htm)\n","observations":{"human":5,"bot":4,"crawlers":[{"crawlerId":"ClaudeBot","hits":4,"lastSeenAt":"2026-11-13T01:00:27.732Z"}],"last_seen_at":"2026-11-13T01:00:27.732Z","note":"Counts are request logs classified by User-Agent. User-Agents can be spoofed. This is not proof of search-engine or LLM inclusion."}}