Cisco reported Q4 FY2026 revenue of $17.25 billion (+18% YoY), marking consecutive record quarters driven by strong AI demand. Network segment surged 28%, Security grew 14%, Collaboration +12%, and Observability +6%. CEO indicates AI infrastructure positioning is central to growth strategy, with Q1 guidance at $18.0-18.2 billion. Relevant for Thai tech infrastructure and SME digital transformation planning.